Capital flow per quarter
BuysSellsNet
Latest · 2024Q2
-$612M
Lifetime buys
$32.50B
Lifetime sells
$26.60B
Quarter activity
What changed in 2024Q2 - net new, added, trimmed, exited.
New positions22 names
- IBTAIBOTTA INC+517,112$38.9M
- MLMMARTIN MARIETTA MATLS INC+69,085$37.4M
- TEMTEMPUS AI INC+784,397$27.5M
- LPXLOUISIANA PAC CORP+311,644$25.7M
- ITGRINTEGER HLDGS CORP+216,677$25.1M
- LOARLOAR HOLDINGS INC+300,000$16.0M
- EPACENERPAC TOOL GROUP CORP+410,369$15.7M
- IOTSAMSARA INC+349,294$11.8M
- DOCHEALTHPEAK PROPERTIES INC+339,151$6.6M
- IRTINDEPENDENCE RLTY TR INC+323,622$6.1M
- CDNSCADENCE DESIGN SYSTEM INC+17,180$5.3M
- VTRVENTAS INC+91,930$4.7M
- + 10 more…
Added to103 names
- NVDANVIDIA CORPORATION+2,906,305$359.0M
- AAPLAPPLE INC+298,283$62.8M
- APHAMPHENOL CORP NEW+928,751$62.6M
- AVBAVALONBAY CMNTYS INC+296,324$61.3M
- EQREQUITY RESIDENTIAL+833,839$57.8M
- MTNVAIL RESORTS INC+253,521$45.7M
- AMTAMERICAN TOWER CORP NEW+216,655$42.1M
- VMCVULCAN MATLS CO+138,229$34.4M
- PCORPROCORE TECHNOLOGIES INC+406,429$27.0M
- EXKEXACT SCIENCES CORP+618,000$26.1M
- SHOPSHOPIFY INC+393,946$26.0M
- AVGOBROADCOM INC+16,073$25.8M
- + 91 more…
Trimmed135 names
- TSLATESLA INC−1,701,359$336.7M
- BYDBOYD GAMING CORP−1,791,381$98.7M
- VRTVERTIV HOLDINGS CO−1,050,000$90.9M
- TOLTOLL BROTHERS INC−715,926$82.5M
- PLDPROLOGIS INC.−404,359$45.4M
- WSTWEST PHARMACEUTICAL SVSC INC−128,777$42.4M
- KNSLKINSALE CAP GROUP INC−104,798$40.4M
- MGMMGM RESORTS INTERNATIONAL−854,718$38.0M
- FDSFACTSET RESH SYS INC−84,814$34.6M
- IDXXIDEXX LABS INC−69,614$33.9M
- VRSNVERISIGN INC−185,014$32.9M
- FICOFAIR ISAAC CORP−22,035$32.8M
- + 123 more…
Exited25 names
- AXNX*AXONICS INC−686,565$47.4M
- ALABASTERA LABS INC−500,000$37.1M
- CZRCAESARS ENTERTAINMENT INC NE−813,480$35.6M
- SMARGBPSMARTSHEET INC−765,464$29.5M
- EGPEASTGROUP PPTYS INC−141,633$25.5M
- SWAVUSDSHOCKWAVE MED INC−74,373$24.2M
- ALGMALLEGRO MICROSYSTEMS INC−668,811$18.0M
- TTWOTAKE-TWO INTERACTIVE SOFTWAR−86,767$12.9M
- TRNOTERRENO RLTY CORP−153,457$10.2M
- NVTSNAVITAS SEMICONDUCTOR CORP−1,388,895$6.6M
- PENNPENN NATL GAMING INC−353,399$6.4M
- LULUFAX HOLDING LTD−1,453,122$6.1M
- + 13 more…
Recent transactions
Last 20 moves
SOLD
ALEXANDRIA REAL ESTATE EQ IN
−20,104
~$83.34 · 2025Q4
2026-02-17
ADD
AXON ENTERPRISE INC
+49,199
~$567.93 · 2025Q4
2026-02-17
ADD
CHOICE HOTELS INTL INC
+2,026,679
~$95.26 · 2025Q4
2026-02-17
SOLD
CIDARA THERAPEUTICS INC
−17,500
~$95.76 · 2025Q4
2026-02-17
SOLD
COMMUNITY HEALTH SYS INC NEW
−100
~$3.21 · 2025Q4
2026-02-17
TRIM
KRATOS DEFENSE & SEC SOLUTIO
−723,116
~$75.91 · 2025Q4
2026-02-17
SOLD
LIBERTY MEDIA CORP DEL
−1,458,910
~$96.97 · 2025Q4
2026-02-17
ADD
MIRION TECHNOLOGIES INC
+150,000
~$23.42 · 2025Q4
2026-02-17
TRIM
WYNN RESORTS LTD
−118,268
~$120.33 · 2025Q4
2026-02-17
NEW
ISHARES TR
+51,896
~$74.94 · 2025Q4
2026-02-17
SOLD
JANUS INTERNATIONAL GROUP IN
−2,750,000
~$9.87 · 2025Q4
2026-02-17