Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$342M
Lifetime buys
$25.46B
Lifetime sells
$29.55B
Quarter activity
What changed in 2025Q1 - net new, added, trimmed, exited.
New positions29 names
- AMTAMERICAN TOWER CORP NEW+699,676$152.2M
- PLDPROLOGIS INC.+792,536$88.6M
- KRMNKARMAN HLDGS INC+2,400,648$80.2M
- G25508CRH PLC+566,834$49.9M
- TMHCTAYLOR MORRISON HOME CORP+787,616$47.3M
- WINGWINGSTOP INC+150,392$33.9M
- WMSADVANCED DRAIN SYS INC DEL+307,855$33.4M
- BEKEKE HLDGS INC+1,549,042$31.1M
- EXREXTRA SPACE STORAGE INC+194,207$28.8M
- LILI AUTO INC+919,740$23.2M
- CHDNCHURCHILL DOWNS INC+208,427$23.1M
- XPEVXPENG INC+852,979$17.7M
- + 17 more…
Added to101 names
- FIGSFIGS INC+27,833,825$127.8M
- WYNNWYNN RESORTS LTD+745,404$62.2M
- AMHAMERICAN HOMES 4 RENT+1,188,874$45.0M
- H5919CON HLDG AG+849,425$37.3M
- PARPAR TECHNOLOGY CORP+548,374$33.6M
- RDNTRADNET INC+675,000$33.6M
- M2029KBIRKENSTOCK HOLDING PLC+665,000$30.5M
- IRTINDEPENDENCE RLTY TR INC+1,391,932$29.6M
- HHYATT HOTELS CORP+238,174$29.2M
- WELLWELLTOWER INC+170,752$26.2M
- EXKEXACT SCIENCES CORP+579,714$25.1M
- MPWRMONOLITHIC PWR SYS INC+41,302$24.0M
- + 89 more…
Trimmed136 names
- AKXANSYS INC−563,914$178.5M
- EQIXEQUINIX INC−152,299$124.2M
- TSLATESLA INC−365,676$94.8M
- GDSGDS HLDGS LTD−3,605,821$91.3M
- MSFTMICROSOFT CORP−212,226$79.7M
- DEIDOUGLAS EMMETT INC−4,264,793$68.2M
- DLRDIGITAL RLTY TR INC−430,250$61.7M
- ITGARTNER INC−144,594$60.7M
- EXPEEXPEDIA GROUP INC−319,475$53.7M
- AXONAXON ENTERPRISE INC−97,238$51.1M
- TECHBIO-TECHNE CORP−861,178$50.5M
- FDSFACTSET RESH SYS INC−107,585$48.9M
- + 124 more…
Exited31 names
- NARIUSDINARI MED INC−1,312,528$67.0M
- AZPN1USDASPEN TECHNOLOGY INC−253,214$63.2M
- ALTREURALTAIR ENGR INC−539,002$58.8M
- IBTAIBOTTA INC−756,087$49.2M
- WEXWEX INC−203,300$35.6M
- BZKANZHUN LIMITED−1,644,401$22.7M
- MRVIMARAVAI LIFESCIENCES HLDGS I−2,203,651$12.0M
- CDNSCADENCE DESIGN SYSTEM INC−33,482$10.1M
- IRMIRON MTN INC NEW−90,138$9.5M
- AAONAAON INC−75,856$8.9M
- BLDRBUILDERS FIRSTSOURCE INC−60,173$8.6M
- ADBEADOBE SYSTEMS INCORPORATED−19,136$8.5M
- + 19 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