Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$1.69B
Lifetime buys
$32.73B
Lifetime sells
$37.08B
Quarter activity
What changed in 2025Q3 - net new, added, trimmed, exited.
New positions13 names
- G4253HJAMES HARDIE INDS PLC+18,997,847$364.9M
- MELIMERCADOLIBRE INC+128,803$301.0M
- SESEA LTD+1,292,643$231.0M
- AVGOBROADCOM INC+667,400$220.2M
- METAMETA PLATFORMS INC+271,400$199.3M
- KNXKNIGHT-SWIFT TRANSN HLDGS IN+3,730,000$147.4M
- DISDISNEY WALT CO+1,206,000$138.1M
- WINGWINGSTOP INC+472,135$118.8M
- NVDANVIDIA CORPORATION+616,600$115.0M
- SNPSSYNOPSYS INC+156,783$77.4M
- APGAPI GROUP CORP+2,204,600$75.8M
- SATSECHOSTAR CORP+822,200$62.8M
- + 1 more…
Added to10 names
- FLSFLOWSERVE CORP+5,793,351$307.9M
- KRCKILROY RLTY CORP+6,595,654$278.7M
- CLHCLEAN HARBORS INC+1,001,946$232.7M
- USFDUS FOODS HLDG CORP+2,329,200$178.5M
- PRMBPRIMO BRANDS CORPORATION+7,004,796$154.8M
- DHRDANAHER CORPORATION+746,184$147.9M
- LINELINEAGE INC+1,559,300$60.3M
- APPAPPLOVIN CORP+46,800$33.6M
- SCHWSCHWAB CHARLES CORP+298,000$28.5M
- RDDTREDDIT INC+97,597$22.4M
Trimmed12 names
- ENTGENTEGRIS INC−3,019,633$279.2M
- NUNU HLDGS LTD−13,954,000$223.4M
- BACBK OF AMERICA CORP−2,440,600$125.9M
- LPXLOUISIANA PAC CORP−1,008,094$89.6M
- XPOXPO LOGISTICS INC−639,178$82.6M
- PMPHILIP MORRIS INTL INC−484,725$78.6M
- CRSCARPENTER TECHNOLOGY CORP−317,058$77.9M
- CNMCORE & MAIN INC−836,000$45.0M
- ALKALASKA AIR GROUP INC−804,608$40.1M
- COFCAPITAL ONE FINL CORP−180,690$38.4M
- APOAPOLLO GLOBAL MGMT INC−256,000$34.1M
- GEHCGE HEALTHCARE TECHNOLOGIES I−165,000$12.4M
Recent transactions
Last 20 moves
NEW
LINDE PLC
+483,808
~$426.39 · 2025Q4
2026-02-17
NEW
AMAZON COM INC
+1,340,523
~$230.82 · 2025Q4
2026-02-17
SOLD
CARPENTER TECHNOLOGY CORP
−505,329
~$245.54 · 2025Q4
2026-02-17
ADD
GE HEALTHCARE TECHNOLOGIES I
+768,700
~$82.02 · 2025Q4
2026-02-17
ADD
JAMES HARDIE INDS PLC
+5,404,866
~$20.75 · 2025Q4
2026-02-17
ADD
KNIGHT-SWIFT TRANSN HLDGS IN
+3,988,299
~$52.28 · 2025Q4
2026-02-17