Capital flow per quarter
BuysSellsNet
Latest · 2024Q1
-$252M
Lifetime buys
$24.28B
Lifetime sells
$24.56B
Quarter activity
What changed in 2024Q1 - net new, added, trimmed, exited.
New positions225 names
- EAELECTRONIC ARTS INC+702,830$93.2M
- GFLGFL ENVIRONMENTAL INC+2,690,397$92.8M
- ALABASTERA LABS INC+996,750$73.9M
- NTRANATERA INC+798,682$73.0M
- QDELQUIDELORTHO CORP+1,356,251$65.0M
- SHCSOTERA HEALTH CO+3,567,120$42.8M
- NDAQNASDAQ INC+629,193$39.7M
- WWAYFAIR INC+493,710$33.5M
- COHRCOHERENT CORP+548,133$33.2M
- GUTSFRACTYL HEALTH INC+4,254,668$31.5M
- PLNTPLANET FITNESS INC+500,371$31.3M
- SGITEMPUR SEALY INTL INC+479,475$27.2M
- + 213 more…
Added to106 names
- AMDADVANCED MICRO DEVICES INC+284,610$51.4M
- SBUXSTARBUCKS CORP+550,280$50.3M
- CARTMAPLEBEAR INC+1,190,510$44.4M
- SWXSOUTHWEST GAS HLDGS INC+538,101$41.0M
- CPTCAMDEN PPTY TR+407,496$40.1M
- ELLAUDER ESTEE COS INC+213,230$32.9M
- JLLJONES LANG LASALLE INC+160,297$31.3M
- PMPHILIP MORRIS INTL INC+326,064$29.9M
- SCHWSCHWAB CHARLES CORP+302,840$21.9M
- CRMSALESFORCE COM INC+53,735$16.2M
- MCOMOODYS CORP+38,503$15.1M
- MELIMERCADOLIBRE INC+9,720$14.7M
- + 94 more…
Trimmed68 names
- CPNGCOUPANG INC−18,781,036$334.1M
- STZCONSTELLATION BRANDS INC−340,200$92.5M
- DPZDOMINOS PIZZA INC−176,690$87.8M
- METAMETA PLATFORMS INC−158,297$76.9M
- PTCPTC INC−260,002$49.1M
- 85205LSPRINGWORKS THERAPEUTICS INC−964,586$47.5M
- LPLALPL FINL HLDGS INC−154,668$40.9M
- UBERUBER TECHNOLOGIES INC−506,709$39.0M
- DASHDOORDASH INC−263,798$36.3M
- HUMHUMANA INC−101,814$35.3M
- 8QRCONFLUENT INC−1,154,617$35.2M
- AMZNAMAZON COM INC−188,564$34.0M
- + 56 more…
Exited166 names
- 45253HIMMUNOGEN INC−2,493,217$73.9M
- WDAYWORKDAY INC−235,949$65.1M
- QRVOQORVO INC−511,781$57.6M
- CBRECBRE GROUP INC−557,201$51.9M
- RCIROGERS COMMUNICATIONS INC−904,237$42.3M
- G25508CRH PLC−555,239$38.4M
- BABAALIBABA GROUP HLDG LTD−472,185$36.6M
- NWSANEWS CORP NEW−1,404,235$34.5M
- USFDUS FOODS HLDG CORP−753,552$34.2M
- 457790INSTRUCTURE HLDGS INC−676,965$18.3M
- CRGXCARGO THERAPEUTICS INC−400,000$9.3M
- ULTAULTA BEAUTY INC−9,483$4.6M
- + 154 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