Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$10.77B
Lifetime buys
$24.75B
Lifetime sells
$59.50B
Quarter activity
What changed in 2025Q4 - net new, added, trimmed, exited.
New positions10 names
- QQNITY ELECTRONICS INC+972,974$79.4M
- BRKRBRUKER CORP+655,100$30.9M
- VNOMVIPER ENERGY INC+692,100$26.7M
- M2029KBIRKENSTOCK HOLDING PLC+386,800$15.8M
- SYNASYNAPTICS INC+211,700$15.7M
- SEPNSEPTERNA INC+546,100$15.2M
- THGHANOVER INS GROUP INC+36,900$6.7M
- LENZLENZ THERAPEUTICS INC+372,200$6.0M
- SOLSSOLSTICE ADVANCED MATLS INC+119,750$5.8M
- SAPSAP SE+11,000$2.7M
Added to60 names
- NFLXNETFLIX INC+3,826,870$358.8M
- AMZNAMAZON COM INC+1,542,950$356.1M
- SNPSSYNOPSYS INC+647,700$304.2M
- IEXIDEX CORP+1,496,207$266.2M
- BAHBOOZ ALLEN HAMILTON HLDG COR+2,682,460$226.3M
- SCHWSCHWAB CHARLES CORP+2,066,884$206.5M
- BKBANK NEW YORK MELLON CORP+1,720,238$199.7M
- MKTXMARKETAXESS HLDGS INC+944,830$171.3M
- BMYBRISTOL-MYERS SQUIBB CO+2,781,230$150.0M
- G54950LINDE PLC+349,700$149.1M
- GKOSGLAUKOS CORP+1,123,140$126.8M
- COPCONOCOPHILLIPS+1,226,455$114.8M
- + 48 more…
Trimmed221 names
- LLYLILLY ELI & CO−1,529,556$1.64B
- MUMICRON TECHNOLOGY INC−4,860,499$1.39B
- KLACKLA CORP−659,220$801.0M
- CVXCHEVRON CORP NEW−4,037,474$615.4M
- WFCWELLS FARGO CO NEW−6,566,583$612.0M
- MSFTMICROSOFT CORP−1,101,785$532.8M
- TERTERADYNE INC−1,834,698$355.1M
- ORCLORACLE CORP−1,504,586$293.3M
- NVDANVIDIA CORPORATION−1,538,080$286.9M
- AZNASTRAZENECA PLC−2,942,710$270.5M
- FDXFEDEX CORP−929,579$268.5M
- AMGNAMGEN INC−802,630$262.7M
- + 209 more…
Exited18 names
- EAELECTRONIC ARTS INC−339,305$68.4M
- GEGENERAL ELECTRIC CO−187,700$56.5M
- VSCOVICTORIAS SECRET AND CO−1,855,400$50.4M
- OPTUALTICE USA INC−4,869,860$11.7M
- AMHAMERICAN HOMES 4 RENT−242,300$8.1M
- EPREPR PPTYS−91,000$5.3M
- GTLSCHART INDS INC−17,000$3.4M
- M85548STRATASYS LTD−165,100$1.8M
- GLPGGALAPAGOS NV−50,500$1.7M
- NRIXNURIX THERAPEUTICS INC−170,000$1.6M
- WOLFWOLFSPEED INC−32,634$933K
- KYNBFIBROGEN INC−58,879$721K
- + 6 more…
Recent transactions
Last 20 moves