Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$1.55B
Lifetime buys
$22.05B
Lifetime sells
$22.59B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions76 names
- KVUEKENVUE INC+8,466,901$203.0M
- BACBK OF AMERICA CORP+3,644,820$152.1M
- DHRDANAHER CORPORATION+698,740$143.2M
- MMSIMERIT MED SYS INC+1,272,511$134.5M
- SCHWSCHWAB CHARLES CORP+1,425,125$111.6M
- METAMETA PLATFORMS INC+174,390$100.5M
- COFCAPITAL ONE FINL CORP+475,030$85.2M
- UNHUNITEDHEALTH GROUP INC+146,918$76.9M
- DLTRDOLLAR TREE INC+930,997$69.9M
- PRMBPRIMO BRANDS CORPORATION+1,940,075$68.9M
- SJMSMUCKER J M CO+541,551$64.1M
- CSCOCISCO SYS INC+784,698$48.4M
- + 64 more…
Added to116 names
- NVDANVIDIA CORPORATION+716,236$77.6M
- MUMICRON TECHNOLOGY INC+777,095$67.5M
- DFSEURDISCOVER FINL SVCS+376,012$64.2M
- GAPGAP INC+2,628,184$54.2M
- NUNU HLDGS LTD+4,399,644$45.1M
- NTRANATERA INC+268,715$38.0M
- ACHCACADIA HEALTHCARE COMPANY IN+1,208,296$36.6M
- AMZNAMAZON COM INC+192,318$36.6M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+218,679$36.3M
- MIRMIRION TECHNOLOGIES INC+1,878,498$27.2M
- GFLGFL ENVIRONMENTAL INC+523,360$25.3M
- SNOWSNOWFLAKE INC+168,106$24.6M
- + 104 more…
Trimmed35 names
- 85205LSPRINGWORKS THERAPEUTICS INC−2,428,020$107.1M
- SBUXSTARBUCKS CORP−1,007,093$98.8M
- PMPHILIP MORRIS INTL INC−584,675$92.8M
- LPLALPL FINL HLDGS INC−266,941$87.3M
- VRNAVERONA PHARMA PLC−1,345,018$85.4M
- MSFTMICROSOFT CORP−207,780$78.0M
- DASHDOORDASH INC−363,024$66.3M
- PINSPINTEREST INC−1,555,808$48.2M
- GTMZOOMINFO TECHNOLOGIES INC−4,195,381$42.0M
- CPNGCOUPANG INC−1,911,998$41.9M
- WDCWESTERN DIGITAL CORP.−454,011$18.4M
- CCLCARNIVAL CORP−846,975$16.5M
- + 23 more…
Exited68 names
- WFCWELLS FARGO CO NEW−2,133,273$149.8M
- VVISA INC−426,998$134.9M
- JLLJONES LANG LASALLE INC−445,091$112.7M
- APOAPOLLO GLOBAL MGMT INC−561,604$92.8M
- TWLOTWILIO INC−723,340$78.2M
- CRMSALESFORCE COM INC−193,289$64.6M
- WSCWILLSCOT MOBIL MINI HLDNG CO−1,741,065$58.2M
- CNCCENTENE CORP DEL−943,936$57.2M
- CNKCINEMARK HLDGS INC−1,556,398$48.2M
- COHRCOHERENT CORP−498,408$47.2M
- TSLATESLA INC−87,654$35.4M
- KKRKKR & CO INC−215,020$31.8M
- + 56 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