Capital flow per quarter
BuysSellsNet
Latest · 2023Q2
+$206M
Lifetime buys
$27.63B
Lifetime sells
$28.94B
Quarter activity
What changed in 2023Q2 - net new, added, trimmed, exited.
New positions129 names
- STZCONSTELLATION BRANDS INC+592,121$145.7M
- BAXBAXTER INTL INC+2,767,081$126.1M
- PMPHILIP MORRIS INTL INC+458,010$44.7M
- TWLOTWILIO INC+497,771$31.7M
- G7997RSEAGATE TECHNOLOGY HLDNGS PL+477,017$29.5M
- CNCCENTENE CORP DEL+384,406$25.9M
- 98156QWORLD WRESTLING ENTMT INC+200,630$21.8M
- SKAASKECHERS U S A INC+314,694$16.6M
- 000380ABCAM PLC+500,000$12.2M
- MCDMCDONALDS CORP+19,517$5.8M
- COSTCOSTCO WHSL CORP NEW+10,203$5.5M
- JWNUSDNORDSTROM INC+262,324$5.4M
- + 117 more…
Added to106 names
- CPNGCOUPANG INC+5,256,138$91.5M
- DASHDOORDASH INC+955,244$73.0M
- BKBANK NEW YORK MELLON CORP+1,571,613$70.0M
- HUMHUMANA INC+120,081$53.7M
- DHRDANAHER CORPORATION+150,164$36.0M
- AVGOBROADCOM INC+38,869$33.7M
- VVISA INC+108,298$25.7M
- MTCHMATCH GROUP INC NEW+555,080$23.2M
- DPZDOMINOS PIZZA INC+47,133$15.9M
- CEGCONSTELLATION ENERGY CORP+137,376$12.6M
- TSMTAIWAN SEMICONDUCTOR MFG LTD+100,731$10.2M
- XYZBLOCK INC+146,526$9.8M
- + 94 more…
Trimmed150 names
- CRMSALESFORCE COM INC−449,030$94.9M
- 45253HIMMUNOGEN INC−4,069,511$76.8M
- METAMETA PLATFORMS INC−230,819$66.2M
- UNHUNITEDHEALTH GROUP INC−132,561$63.7M
- ANETEURARISTA NETWORKS INC−287,463$46.6M
- LRCXEURLAM RESEARCH CORP−67,927$43.7M
- WDAYWORKDAY INC−186,118$42.0M
- AMATAPPLIED MATLS INC−227,496$32.9M
- CBRECBRE GROUP INC−375,643$30.3M
- MELIMERCADOLIBRE INC−14,488$17.2M
- NFLXNETFLIX INC−36,825$16.2M
- TMUST-MOBILE US INC−112,578$15.6M
- + 138 more…
Exited186 names
- CTLTEURCATALENT INC−1,055,960$69.4M
- G98239XP INC−2,949,531$35.0M
- G3421JFERGUSON PLC NEW−179,527$24.0M
- G6882CPANACEA ACQUISITION CORP II−1,385,250$14.2M
- G25457CREDO TECHNOLOGY GROUP HOLDI−728,292$6.9M
- G97822PERRIGO CO PLC−153,704$5.5M
- WINGWINGSTOP INC−28,966$5.3M
- TPRTAPESTRY INC−106,906$4.6M
- SFMSPROUTS FMRS MKT INC−130,653$4.6M
- UAAUNDER ARMOUR INC−449,211$4.3M
- EPCEDGEWELL PERS CARE CO−88,198$3.7M
- PEPPEPSICO INC−20,167$3.7M
- + 174 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