Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$1.55B
Lifetime buys
$22.05B
Lifetime sells
$22.59B
Quarter activity
What changed in 2024Q2 - net new, added, trimmed, exited.
New positions86 names
- KELKELLOGG CO+1,526,789$88.1M
- APHAMPHENOL CORP NEW+907,535$61.1M
- CBRECBRE GROUP INC+413,200$36.8M
- G3934NGLOBAL TECHNOLGY ACQSTN CORP+1,200,000$13.5M
- RBRKRUBRIK INC.+200,000$6.1M
- TJXTJX COS INC NEW+48,943$5.4M
- G3643JFLUTTER ENTMT PLC+26,804$4.9M
- URBNURBAN OUTFITTERS INC+114,743$4.7M
- DKSDICKS SPORTING GOODS INC+17,079$3.7M
- BBWIBATH & BODY WORKS INC+93,918$3.7M
- G66721NORWEGIAN CRUISE LINE HLDG L+184,635$3.5M
- DALDELTA AIR LINES INC DEL+69,597$3.3M
- + 74 more…
Added to129 names
- NVDANVIDIA CORPORATION+1,836,524$226.9M
- MSFTMICROSOFT CORP+416,173$186.0M
- MUMICRON TECHNOLOGY INC+620,755$81.6M
- METAMETA PLATFORMS INC+142,523$71.9M
- SBUXSTARBUCKS CORP+838,195$65.3M
- ABNBAIRBNB INC+258,913$39.3M
- AMZNAMAZON COM INC+189,613$36.6M
- VVISA INC+130,254$34.2M
- NTRANATERA INC+271,657$29.4M
- RDDTREDDIT INC+442,145$28.2M
- AMDADVANCED MICRO DEVICES INC+165,753$26.9M
- DASHDOORDASH INC+245,921$26.8M
- + 117 more…
Trimmed46 names
- CPNGCOUPANG INC−25,003,292$523.8M
- CRMSALESFORCE COM INC−153,438$39.4M
- ELLAUDER ESTEE COS INC−219,934$23.4M
- JLLJONES LANG LASALLE INC−85,914$17.6M
- LPLALPL FINL HLDGS INC−57,288$16.0M
- SWXSOUTHWEST GAS HLDGS INC−170,933$12.0M
- MELIMERCADOLIBRE INC−7,049$11.6M
- G7997RSEAGATE TECHNOLOGY HLDNGS PL−78,345$8.1M
- CARTMAPLEBEAR INC−126,513$4.1M
- GAPGAP INC−157,641$3.8M
- FDXFEDEX CORP−11,319$3.4M
- TMUST-MOBILE US INC−16,957$3.0M
- + 34 more…
Exited222 names
- EAELECTRONIC ARTS INC−702,830$93.2M
- SCHWSCHWAB CHARLES CORP−1,273,057$92.1M
- BAXBAXTER INTL INC−2,119,759$90.6M
- DHRDANAHER CORPORATION−220,195$55.0M
- DPZDOMINOS PIZZA INC−102,556$51.0M
- COHRCOHERENT CORP−548,133$33.2M
- ARESARES MANAGEMENT CORPORATION−174,739$23.2M
- TROWPRICE T ROWE GROUP INC−155,248$18.9M
- MCOMOODYS CORP−39,736$15.6M
- EVREVERCORE INC−79,903$15.4M
- G3934NGLOBAL TECHNOLGY ACQSTN CORP−1,200,000$13.1M
- G4474YJANUS HENDERSON GROUP PLC−241,638$7.9M
- + 210 more…
Recent transactions
Last 20 moves
NEW
CENTESSA PHARMACEUTICALS PLC
+1,643,724
~$25.01 · 2025Q4
2026-02-13
NEW
CENTURI HOLDINGS INC
+1,672,863
~$25.25 · 2025Q4
2026-02-13
NEW
CHARTER COMMUNICATIONS INC N
+23,732
~$208.75 · 2025Q4
2026-02-13
NEW
COMPASS INC
+12,637,206
~$10.57 · 2025Q4
2026-02-13
NEW
CONAGRA BRANDS INC
+144,402
~$17.31 · 2025Q4
2026-02-13
NEW
COSTCO WHSL CORP NEW
+2,894
~$862.34 · 2025Q4
2026-02-13
NEW
DECKERS OUTDOOR CORP
+24,097
~$103.67 · 2025Q4
2026-02-13
NEW
DUTCH BROS INC
+8,123
~$61.22 · 2025Q4
2026-02-13
NEW
EBAY INC.
+24,057
~$87.10 · 2025Q4
2026-02-13
NEW
ENERGIZER HLDGS INC NEW
+49,793
~$19.89 · 2025Q4
2026-02-13
NEW
EQUIFAX INC
+22,896
~$216.98 · 2025Q4
2026-02-13
NEW
ERIE INDTY CO
+17,317
~$286.65 · 2025Q4
2026-02-13
NEW
ETSY INC
+45,034
~$55.44 · 2025Q4
2026-02-13
NEW
EXPEDIA GROUP INC
+17,947
~$283.31 · 2025Q4
2026-02-13
NEW
FRESHPET INC
+7,561
~$60.93 · 2025Q4
2026-02-13
NEW
NORTONLIFELOCK INC
+19,460
~$27.19 · 2025Q4
2026-02-13
NEW
HERSHEY CO
+10,500
~$181.98 · 2025Q4
2026-02-13
NEW
IMAX CORP
+133,358
~$36.96 · 2025Q4
2026-02-13
NEW
KURA SUSHI USA INC
+101,295
~$52.33 · 2025Q4
2026-02-13
NEW
LEGALZOOM COM INC
+496,034
~$9.93 · 2025Q4
2026-02-13