Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$1.17B
Lifetime buys
$35.17B
Lifetime sells
$48.78B
Quarter activity
What changed in 2023Q4 - net new, added, trimmed, exited.
Added to9 names
- 339041FLEETCOR TECHNOLOGIES INC+519,221$146.7M
- AMZNAMAZON COM INC+947,440$144.0M
- SESEA LTD+2,617,348$106.0M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+983,200$102.3M
- DASHDOORDASH INC+970,091$95.9M
- PCORPROCORE TECHNOLOGIES INC+423,200$29.3M
- LRCXEURLAM RESEARCH CORP+32,945$25.8M
- GTMZOOMINFO TECHNOLOGIES INC+409,000$7.6M
- NUNU HLDGS LTD+235,524$2.0M
Trimmed15 names
- METAMETA PLATFORMS INC−1,430,767$506.4M
- MSFTMICROSOFT CORP−787,113$296.0M
- WDAYWORKDAY INC−841,157$232.2M
- GOOGLALPHABET INC−1,278,300$178.6M
- UBERUBER TECHNOLOGIES INC−2,086,300$128.5M
- PDDPINDUODUO INC−743,100$108.7M
- NVDANVIDIA CORPORATION−142,900$70.8M
- JDJD.COM INC−1,057,852$30.6M
- LLYLILLY ELI & CO−29,100$17.0M
- TTWOTAKE-TWO INTERACTIVE SOFTWAR−99,800$16.1M
- NOWSERVICENOW INC−14,800$10.5M
- OKLOALTC ACQUISITION CORP−943,008$10.0M
- + 3 more…
Exited11 names
- INTUINTUIT−508,000$259.6M
- 8QRCONFLUENT INC−5,193,901$153.8M
- HUBSHUBSPOT INC−260,200$128.1M
- BABAALIBABA GROUP HLDG LTD−1,476,745$128.1M
- SNOWSNOWFLAKE INC−794,560$121.4M
- BZKANZHUN LIMITED−3,306,567$50.2M
- KKRKKR & CO INC−511,000$31.5M
- M7S64LPAGAYA TECHNOLOGIES LTD−3,565,657$5.6M
- M7518JODDITY TECH LTD−135,000$3.8M
- COINCOINBASE GLOBAL INC−38,850$2.9M
- PTONPELOTON INTERACTIVE INC−200,000$1.0M
Recent transactions
Last 20 moves
ADD
CIRCLE INTERNET GROUP INC
+375,000
~$79.30 · 2025Q4
2026-02-17
ADD
FLUTTER ENTMT PLC
+345,350
~$215.04 · 2025Q4
2026-02-17
