Capital flow per quarter
BuysSellsNet
Latest · 2025Q2
-$2.12B
Lifetime buys
$12.87B
Lifetime sells
$27.26B
Quarter activity
What changed in 2025Q2 - net new, added, trimmed, exited.
New positions151 names
- IDXXIDEXX LABS INC+1,195,425$641.2M
- IBNICICI BANK LIMITED+500,475$16.8M
- SESEA LTD+83,932$13.4M
- V5633WMAKEMYTRIP LIMITED MAURITIUS+104,962$10.3M
- AGXARGAN INC+44,821$9.9M
- WGSGENEDX HOLDINGS CORP+80,980$7.5M
- BWXTBWX TECHNOLOGIES INC+41,037$5.9M
- POWLPOWELL INDS INC+25,173$5.3M
- VSECVSE CORP+39,583$5.2M
- IESCIES HLDGS INC+13,821$4.1M
- CVNACARVANA CO+11,695$3.9M
- G65163JOBY AVIATION INC+355,465$3.8M
- + 139 more…
Added to9 names
Trimmed80 names
- AMZNAMAZON COM INC−3,825,555$839.3M
- AAPLAPPLE INC−2,672,588$548.3M
- UNHUNITEDHEALTH GROUP INC−1,031,401$321.8M
- MSFTMICROSOFT CORP−514,983$256.2M
- GOOGALPHABET INC−872,163$154.7M
- VVISA INC−412,612$146.5M
- ORCLORACLE CORP−625,897$136.8M
- MAMASTERCARD INCORPORATED−219,161$123.2M
- NFLXNETFLIX INC−72,838$97.5M
- ABTABBOTT LABS−716,079$97.4M
- G0403HAON PLC−262,092$93.5M
- WDAYWORKDAY INC−372,576$89.4M
- + 68 more…
Exited28 names
- YUMCYUM CHINA HLDGS INC−86,045$4.5M
- EPAMEPAM SYS INC−16,512$2.8M
- TECHBIO-TECHNE CORP−46,314$2.7M
- KNSLKINSALE CAP GROUP INC−4,262$2.1M
- IWMISHARES TR−10,362$2.1M
- POOLPOOL CORP−5,617$1.8M
- BLDTOPBUILD CORP−4,931$1.5M
- DTDYNATRACE INC−26,718$1.3M
- SKILSKILLSOFT CORP−57,172$1.1M
- MORNMORNINGSTAR INC−3,534$1.1M
- ENTGENTEGRIS INC−11,539$1.0M
- LGIHLGI HOMES INC−14,523$965K
- + 16 more…
Recent transactions
Last 20 moves
NEW
AMERICAN PUB ED INC
+14,117
~$37.80 · 2025Q4
2026-02-12
ADD
ADAPTIVE BIOTECHNOLOGIES COR
+34,570
~$16.24 · 2025Q4
2026-02-12
TRIM
ADOBE SYSTEMS INCORPORATED
−511,610
~$349.99 · 2025Q4
2026-02-12
TRIM
AMERICAN SUPERCONDUCTOR CORP
−23,726
~$28.78 · 2025Q4
2026-02-12