Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$1.69B
Lifetime buys
$32.73B
Lifetime sells
$37.08B
Quarter activity
What changed in 2024Q4 - net new, added, trimmed, exited.
New positions16 names
- ELVANTHEM INC+799,000$294.8M
- MMM3M CO+1,356,493$175.1M
- CRLCHARLES RIV LABS INTL INC+935,820$172.8M
- APPAPPLOVIN CORP+481,000$155.8M
- NUNU HLDGS LTD+14,885,000$154.2M
- SNPSSYNOPSYS INC+253,000$122.8M
- BBWIBATH & BODY WORKS INC+2,832,000$109.8M
- TOLTOLL BROTHERS INC+845,000$106.4M
- VSTVISTRA CORP+672,000$92.6M
- COFCAPITAL ONE FINL CORP+487,000$86.8M
- DALDELTA AIR LINES INC DEL+1,326,000$80.2M
- MELIMERCADOLIBRE INC+45,400$77.2M
- + 4 more…
Added to10 names
- STZCONSTELLATION BRANDS INC+994,639$219.8M
- ENTGENTEGRIS INC+2,111,801$209.2M
- LINELINEAGE INC+2,703,598$158.3M
- GEHCGE HEALTHCARE TECHNOLOGIES I+629,270$49.2M
- PMPHILIP MORRIS INTL INC+343,160$41.3M
- LENLENNAR CORP+270,433$35.4M
- QSRRESTAURANT BRANDS INTL INC+438,379$28.6M
- PTCPTC INC+121,171$22.3M
- AKXANSYS INC+19,000$6.4M
- METAMETA PLATFORMS INC+523$306K
Trimmed7 names
Exited15 names
- BACBK OF AMERICA CORP−4,406,706$174.9M
- HDBHDFC BANK LTD−1,924,045$120.4M
- SBUXSTARBUCKS CORP−1,192,028$116.2M
- XYZBLOCK INC−1,632,342$109.6M
- G93A5AVIKING HOLDINGS LTD−2,586,161$90.2M
- MTZMASTEC INC−664,828$81.8M
- AMEAMETEK INC−464,633$79.8M
- CCLCARNIVAL CORP−3,695,629$68.3M
- MSFTMICROSOFT CORP−152,185$65.5M
- PDDPINDUODUO INC−384,000$51.8M
- CEGCONSTELLATION ENERGY CORP−184,000$47.8M
- VRTVERTIV HOLDINGS CO−422,513$42.0M
- + 3 more…
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