Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
+$299M
Lifetime buys
$11.74B
Lifetime sells
$13.09B
Quarter activity
What changed in 2025Q2 - net new, added, trimmed, exited.
New positions10 names
- DKSDICKS SPORTING GOODS INC+290,532$57.5M
- TMOTHERMO FISHER SCIENTIFIC INC+100,000$40.5M
- SGRYSURGERY PARTNERS INC+1,529,225$34.0M
- MKSIMKS INSTRS INC+232,296$23.1M
- COOCOOPER COS INC+280,688$20.0M
- EYENATIONAL VISION HLDGS INC+812,534$18.7M
- IQVIQVIA HLDGS INC+100,000$15.8M
- RHRH+65,922$12.5M
- DHRDANAHER CORPORATION+50,000$9.9M
- ONON SEMICONDUCTOR CORP+174,191$9.1M
Added to11 names
- METAMETA PLATFORMS INC+70,830$52.3M
- GPNGLOBAL PMTS INC+523,209$41.9M
- GTMZOOMINFO TECHNOLOGIES INC+3,594,599$36.4M
- UALUNITED AIRLS HLDGS INC+247,646$19.7M
- TEVATEVA PHARMACEUTICAL INDS LTD+1,045,582$17.5M
- MRVLMARVELL TECHNOLOGY INC+200,852$15.5M
- BLCOBAUSCH PLUS LOMB CORP+1,053,855$13.7M
- WWAYFAIR INC+189,714$9.7M
- JBTMJOHN BEAN TECHNOLOGIES CORP+54,692$6.6M
- ESIELEMENT SOLUTIONS INC+284,109$6.4M
- MYGNMYRIAD GENETICS INC+687,857$3.7M
Trimmed19 names
- CVSCVS HEALTH CORP−3,750,000$258.7M
- UHSUNIVERSAL HLTH SVCS INC−497,893$90.2M
- THCTENET HEALTHCARE CORP−464,829$81.8M
- ALITALIGHT INC−8,327,354$47.1M
- MCKMCKESSON CORP−56,268$41.2M
- AMZNAMAZON COM INC−180,088$39.5M
- USFDUS FOODS HLDG CORP−406,848$31.3M
- EXPEEXPEDIA GROUP INC−139,705$23.6M
- DXCDXC TECHNOLOGY CO−1,092,572$16.7M
- UBERUBER TECHNOLOGIES INC−173,522$16.2M
- PYPLPAYPAL HLDGS INC−210,508$15.6M
- WDCWESTERN DIGITAL CORP.−185,865$11.9M
- + 7 more…
Exited12 names
- CTVACORTEVA INC−1,392,104$87.6M
- DNBDUN & BRADSTREET HLDGS INC−9,768,483$87.3M
- CARAVIS BUDGET GROUP−1,102,904$83.7M
- CNCCENTENE CORP DEL−1,301,660$79.0M
- DISDISNEY WALT CO−367,712$36.3M
- PINSPINTEREST INC−1,063,523$33.0M
- DKNGDRAFTKINGS INC NEW−470,283$15.6M
- XRAYDENTSPLY SIRONA INC−855,342$12.8M
- OSCROSCAR HEALTH INC−798,981$10.5M
- BKDBROOKDALE SR LIVING INC−1,300,000$8.1M
- SXTSENSIENT TECHNOLOGIES CORP−67,312$5.0M
- DDDUPONT DE NEMOURS INC−33,325$2.5M
Recent transactions
Last 20 moves
TRIM
THERMO FISHER SCIENTIFIC INC
−58,994
~$579.45 · 2025Q4
2026-02-17
NEW
SENSIENT TECHNOLOGIES CORP
+50,000
~$93.95 · 2025Q4
2026-02-17
ADD
BAUSCH PLUS LOMB CORP
+100,000
~$17.08 · 2025Q4
2026-02-17
ADD
BUTTERFLY NETWORK INC
+4,379,911
~$3.80 · 2025Q4
2026-02-17
ADD
CENTENE CORP DEL
+1,483,922
~$41.15 · 2025Q4
2026-02-17
SOLD
CLARIVATE PLC
−4,960,255
~$3.83 · 2025Q4
2026-02-17
TRIM
DANAHER CORPORATION
−64,227
~$228.92 · 2025Q4
2026-02-17
TRIM
DICKS SPORTING GOODS INC
−67,690
~$197.97 · 2025Q4
2026-02-17
SOLD
DUPONT DE NEMOURS INC
−128,480
~$77.90 · 2025Q4
2026-02-17
ADD
ELEMENT SOLUTIONS INC
+626,720
~$24.99 · 2025Q4
2026-02-17
SOLD
ENCOMPASS HEALTH CORP
−167,637
~$127.02 · 2025Q4
2026-02-17