Twinbeech Capital
Latest statistics and disclosures from Twinbeech Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, ELV, CDNS, MU, MPWR, and represent 6.39% of Twinbeech Capital's stock portfolio.
- Added to shares of these 10 stocks: ELV (+$67M), CDNS (+$67M), MPWR (+$66M), LIN (+$66M), SNPS (+$65M), PNC (+$60M), GOOGL (+$59M), SQ (+$56M), COST (+$50M), AEP (+$48M).
- Started 452 new stock positions in DUK, BFH, OSK, COST, KLAC, CI, CART, UFPT, SHOO, TNK.
- Reduced shares in these 10 stocks: SBUX (-$72M), HWM (-$70M), PYPL (-$68M), V (-$68M), TTD (-$66M), UNP (-$66M), MA (-$65M), WFC (-$62M), DASH (-$62M), FTNT (-$62M).
- Sold out of its positions in ACMR, AES, ASGN, AVAV, AKAM, ACI, ALGN, ALL, GOOG, AMZN.
- Twinbeech Capital was a net buyer of stock by $34M.
- Twinbeech Capital has $5.2B in assets under management (AUM), dropping by 3.05%.
- Central Index Key (CIK): 0001769646
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Portfolio Holdings for Twinbeech Capital
Twinbeech Capital holds 646 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Twinbeech Capital has 646 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Twinbeech Capital Sept. 30, 2024 positions
- Download the Twinbeech Capital September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $69M | +597% | 415k | 165.85 |
|
| Anthem (ELV) | 1.3 | $67M | NEW | 128k | 520.00 |
|
| Cadence Design Systems (CDNS) | 1.3 | $67M | NEW | 246k | 271.03 |
|
| Micron Technology (MU) | 1.3 | $66M | +36% | 640k | 103.71 |
|
| Monolithic Power Systems (MPWR) | 1.3 | $66M | NEW | 72k | 924.50 |
|
| Linde SHS (LIN) | 1.3 | $66M | NEW | 138k | 476.86 |
|
| Synopsys (SNPS) | 1.2 | $65M | NEW | 128k | 506.39 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $64M | 529k | 121.16 |
|
|
| PNC Financial Services (PNC) | 1.1 | $60M | NEW | 323k | 184.85 |
|
| Roblox Corp Cl A (RBLX) | 1.1 | $59M | +40% | 1.3M | 44.26 |
|
| Block Cl A (SQ) | 1.1 | $56M | NEW | 837k | 67.13 |
|
| Norfolk Southern (NSC) | 1.0 | $53M | +275% | 214k | 248.50 |
|
| Nasdaq Omx (NDAQ) | 1.0 | $52M | +232% | 715k | 73.01 |
|
| United Parcel Service CL B (UPS) | 1.0 | $52M | +17% | 383k | 136.34 |
|
| Adobe Systems Incorporated (ADBE) | 1.0 | $51M | -14% | 99k | 517.78 |
|
| Costco Wholesale Corporation (COST) | 1.0 | $50M | NEW | 57k | 886.52 |
|
| American Electric Power Company (AEP) | 0.9 | $48M | NEW | 472k | 102.60 |
|
| Regeneron Pharmaceuticals (REGN) | 0.9 | $48M | NEW | 46k | 1051.24 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.9 | $48M | NEW | 122k | 389.12 |
|
| Vulcan Materials Company (VMC) | 0.9 | $47M | NEW | 188k | 250.43 |
|
| Palo Alto Networks (PANW) | 0.9 | $46M | NEW | 135k | 341.80 |
|
| CoStar (CSGP) | 0.9 | $46M | +28% | 606k | 75.44 |
|
| Super Micro Computer (SMCI) | 0.9 | $46M | NEW | 110k | 416.40 |
|
| 3M Company (MMM) | 0.9 | $45M | +2661% | 326k | 136.70 |
|
| Snowflake Cl A (SNOW) | 0.9 | $45M | NEW | 388k | 114.86 |
|
| MercadoLibre (MELI) | 0.8 | $44M | +22% | 22k | 2051.96 |
|
| Mongodb Cl A (MDB) | 0.8 | $41M | NEW | 153k | 270.35 |
|
| Paccar (PCAR) | 0.8 | $41M | +9265% | 416k | 98.68 |
|
| Humana (HUM) | 0.8 | $41M | +2430% | 129k | 316.74 |
|
| Workday Cl A (WDAY) | 0.8 | $40M | +154% | 165k | 244.41 |
|
| Kla Corp Com New (KLAC) | 0.7 | $39M | NEW | 50k | 774.41 |
|
| Procter & Gamble Company (PG) | 0.7 | $38M | NEW | 217k | 173.20 |
|
| Walt Disney Company (DIS) | 0.7 | $37M | +14115% | 382k | 96.19 |
|
| Icon SHS (ICLR) | 0.7 | $36M | NEW | 127k | 287.31 |
|
| Truist Financial Corp equities (TFC) | 0.7 | $36M | NEW | 847k | 42.77 |
|
| Equifax (EFX) | 0.7 | $36M | +983% | 122k | 293.86 |
|
| Wal-Mart Stores (WMT) | 0.7 | $35M | NEW | 434k | 80.75 |
|
| Moody's Corporation (MCO) | 0.6 | $34M | NEW | 71k | 474.59 |
|
| Xylem (XYL) | 0.6 | $33M | NEW | 241k | 135.03 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $32M | -53% | 85k | 381.67 |
|
| Charter Communications Inc N Cl A (CHTR) | 0.6 | $32M | NEW | 99k | 324.08 |
|
| CRH Ord (CRH) | 0.6 | $31M | NEW | 339k | 92.74 |
|
| Waste Connections (WCN) | 0.6 | $31M | NEW | 175k | 178.82 |
|
| Hilton Worldwide Holdings (HLT) | 0.6 | $31M | NEW | 135k | 230.50 |
|
| Entegris (ENTG) | 0.6 | $31M | +271% | 275k | 112.53 |
|
| Godaddy Cl A (GDDY) | 0.6 | $30M | +91% | 192k | 156.78 |
|
| Eversource Energy (ES) | 0.6 | $30M | NEW | 438k | 68.05 |
|
| Metropcs Communications (TMUS) | 0.5 | $28M | NEW | 136k | 206.36 |
|
| On Hldg Namen Akt A (ONON) | 0.5 | $28M | NEW | 553k | 50.15 |
|
| Nvent Electric SHS (NVT) | 0.5 | $27M | +156% | 386k | 70.26 |
|
| Ge Aerospace Com New (GE) | 0.5 | $27M | -47% | 142k | 188.58 |
|
| S&p Global (SPGI) | 0.5 | $27M | NEW | 52k | 516.62 |
|
| Nextera Energy (NEE) | 0.5 | $27M | NEW | 313k | 84.53 |
|
| Aercap Holdings Nv SHS (AER) | 0.5 | $26M | NEW | 278k | 94.72 |
|
| Chevron Corporation (CVX) | 0.5 | $26M | NEW | 178k | 147.27 |
|
| Sempra Energy (SRE) | 0.5 | $26M | NEW | 309k | 83.63 |
|
| Iqvia Holdings (IQV) | 0.5 | $24M | +11% | 102k | 236.97 |
|
| Newmont Mining Corporation (NEM) | 0.5 | $24M | -59% | 446k | 53.45 |
|
| Amphenol Corp Cl A (APH) | 0.4 | $24M | -38% | 361k | 65.16 |
|
| BioMarin Pharmaceutical (BMRN) | 0.4 | $23M | NEW | 320k | 70.29 |
|
| Ross Stores (ROST) | 0.4 | $23M | +212% | 150k | 150.51 |
|
| Waste Management (WM) | 0.4 | $22M | NEW | 108k | 207.60 |
|
| Edison International (EIX) | 0.4 | $22M | NEW | 257k | 87.09 |
|
| Qorvo (QRVO) | 0.4 | $22M | NEW | 209k | 103.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.4 | $21M | NEW | 44k | 491.27 |
|
| Neurocrine Biosciences (NBIX) | 0.4 | $21M | +255% | 182k | 115.22 |
|
| Cava Group Ord (CAVA) | 0.4 | $21M | +25% | 168k | 123.85 |
|
| Murphy Usa (MUSA) | 0.4 | $21M | NEW | 42k | 492.87 |
|
| Natera (NTRA) | 0.4 | $21M | -37% | 162k | 126.95 |
|
| Archer Daniels Midland Company (ADM) | 0.4 | $21M | NEW | 344k | 59.74 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $20M | +156% | 43k | 460.26 |
|
| Prologis (PLD) | 0.4 | $19M | NEW | 153k | 126.28 |
|
| Roper Industries (ROP) | 0.4 | $19M | NEW | 35k | 556.44 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $19M | +269% | 797k | 23.95 |
|
| LKQ Corporation (LKQ) | 0.4 | $19M | +54% | 477k | 39.92 |
|
| Epam Systems (EPAM) | 0.4 | $19M | NEW | 95k | 199.03 |
|
| Veeva Sys Cl A Com (VEEV) | 0.4 | $19M | +534% | 90k | 209.87 |
|
| XP Cl A (XP) | 0.4 | $19M | NEW | 1.0M | 17.94 |
|
| Copart (CPRT) | 0.4 | $19M | -58% | 353k | 52.40 |
|
| Pure Storage Cl A (PSTG) | 0.4 | $19M | +36% | 368k | 50.24 |
|
| First Horizon National Corporation (FHN) | 0.4 | $18M | NEW | 1.2M | 15.53 |
|
| Fabrinet SHS (FN) | 0.4 | $18M | NEW | 78k | 236.44 |
|
| Chord Energy Corporation Com New (CHRD) | 0.4 | $18M | +2550% | 141k | 130.23 |
|
| MKS Instruments (MKSI) | 0.3 | $18M | NEW | 165k | 108.71 |
|
| Microsoft Corporation (MSFT) | 0.3 | $18M | +220% | 41k | 430.30 |
|
| Maplebear (CART) | 0.3 | $17M | NEW | 417k | 40.74 |
|
| Api Group Corp Com Stk (APG) | 0.3 | $17M | NEW | 508k | 33.02 |
|
| Ally Financial (ALLY) | 0.3 | $17M | NEW | 468k | 35.59 |
|
| Pfizer (PFE) | 0.3 | $17M | NEW | 575k | 28.94 |
|
| Home Depot (HD) | 0.3 | $17M | +447% | 41k | 405.20 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.3 | $16M | +742% | 193k | 84.92 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $16M | NEW | 153k | 106.12 |
|
| Edwards Lifesciences (EW) | 0.3 | $16M | NEW | 241k | 65.99 |
|
| Topbuild (BLD) | 0.3 | $16M | -35% | 39k | 406.81 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.3 | $16M | NEW | 151k | 105.29 |
|
| American Tower Reit (AMT) | 0.3 | $16M | NEW | 67k | 232.56 |
|
| Chipotle Mexican Grill (CMG) | 0.3 | $16M | NEW | 270k | 57.62 |
|
| Globalfoundries Ordinary Shares (GFS) | 0.3 | $16M | NEW | 384k | 40.25 |
|
| Churchill Downs (CHDN) | 0.3 | $15M | NEW | 111k | 135.21 |
|
| Global Payments (GPN) | 0.3 | $15M | -37% | 145k | 102.42 |
|
| Ametek (AME) | 0.3 | $15M | NEW | 86k | 171.71 |
|
| Lyft Cl A Com (LYFT) | 0.3 | $14M | NEW | 1.1M | 12.75 |
|
| Halliburton Company (HAL) | 0.3 | $14M | NEW | 494k | 29.05 |
|
| Solventum Corp Com Shs (SOLV) | 0.3 | $14M | NEW | 203k | 69.72 |
|
| Kinsale Cap Group (KNSL) | 0.3 | $14M | NEW | 30k | 465.57 |
|
| Essential Utils (WTRG) | 0.3 | $14M | NEW | 360k | 38.57 |
|
| CSX Corporation (CSX) | 0.3 | $14M | -59% | 402k | 34.53 |
|
| Yum! Brands (YUM) | 0.3 | $14M | +11% | 99k | 139.71 |
|
| Pvh Corporation (PVH) | 0.3 | $14M | NEW | 137k | 100.83 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $14M | NEW | 142k | 97.20 |
|
| Skechers U S A Cl A (SKX) | 0.3 | $14M | -39% | 205k | 66.92 |
|
| Nov (NOV) | 0.3 | $14M | NEW | 849k | 15.97 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.3 | $13M | NEW | 61k | 217.87 |
|
| D.R. Horton (DHI) | 0.2 | $13M | NEW | 68k | 190.77 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.2 | $13M | +169% | 93k | 139.90 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.2 | $13M | NEW | 64k | 198.57 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.2 | $13M | NEW | 6.9k | 1840.95 |
|
| Merck & Co (MRK) | 0.2 | $13M | -77% | 111k | 113.56 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $13M | +31% | 150k | 83.80 |
|
| Huntington Ingalls Inds (HII) | 0.2 | $13M | NEW | 47k | 264.38 |
|
| Samsara Com Cl A (IOT) | 0.2 | $12M | NEW | 258k | 48.12 |
|
| Chewy Cl A (CHWY) | 0.2 | $12M | NEW | 418k | 29.29 |
|
| AFLAC Incorporated (AFL) | 0.2 | $12M | NEW | 107k | 111.80 |
|
| Pool Corporation (POOL) | 0.2 | $12M | NEW | 32k | 376.80 |
|
| Five Below (FIVE) | 0.2 | $12M | NEW | 135k | 88.35 |
|
| Biogen Idec (BIIB) | 0.2 | $12M | NEW | 61k | 193.84 |
|
| Nexstar Media Group Common Stock (NXST) | 0.2 | $12M | +332% | 72k | 165.35 |
|
| American Airls (AAL) | 0.2 | $12M | NEW | 1.0M | 11.24 |
|
| WESCO International (WCC) | 0.2 | $12M | NEW | 69k | 167.98 |
|
| Occidental Petroleum Corporation (OXY) | 0.2 | $12M | -52% | 223k | 51.54 |
|
| Rockwell Automation (ROK) | 0.2 | $11M | NEW | 43k | 268.46 |
|
| American Intl Group Com New (AIG) | 0.2 | $11M | -71% | 154k | 73.23 |
|
| Public Service Enterprise (PEG) | 0.2 | $11M | NEW | 126k | 89.21 |
|
| Ftai Aviation SHS (FTAI) | 0.2 | $11M | NEW | 84k | 132.90 |
|
| Wayfair Cl A (W) | 0.2 | $11M | NEW | 199k | 56.18 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $11M | +1414% | 116k | 95.90 |
|
| Dell Technologies CL C (DELL) | 0.2 | $11M | NEW | 93k | 118.54 |
|
| Bunge Global Sa Com Shs (BG) | 0.2 | $11M | NEW | 115k | 96.64 |
|
| Ge Vernova (GEV) | 0.2 | $11M | NEW | 43k | 254.98 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.2 | $11M | +315% | 305k | 35.86 |
|
| Bright Horizons Fam Sol In D (BFAM) | 0.2 | $11M | +94% | 76k | 140.13 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.2 | $10M | NEW | 132k | 78.75 |
|
| Confluent Class A Com (CFLT) | 0.2 | $10M | NEW | 498k | 20.38 |
|
| Equitable Holdings (EQH) | 0.2 | $9.9M | NEW | 236k | 42.03 |
|
| Dick's Sporting Goods (DKS) | 0.2 | $9.9M | -73% | 47k | 208.70 |
|
| Unum (UNM) | 0.2 | $9.8M | NEW | 165k | 59.44 |
|
| Uipath Cl A (PATH) | 0.2 | $9.7M | NEW | 762k | 12.80 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $9.6M | NEW | 34k | 281.37 |
|
| Netease Sponsored Ads (NTES) | 0.2 | $9.5M | NEW | 102k | 93.51 |
|
| Ionis Pharmaceuticals (IONS) | 0.2 | $9.4M | NEW | 236k | 40.06 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $9.2M | NEW | 41k | 223.09 |
|
| Halozyme Therapeutics (HALO) | 0.2 | $9.1M | NEW | 159k | 57.24 |
|
| Electronic Arts (EA) | 0.2 | $9.1M | +1768% | 63k | 143.44 |
|
| Match Group (MTCH) | 0.2 | $9.0M | NEW | 237k | 37.84 |
|
| Element Solutions (ESI) | 0.2 | $8.8M | NEW | 323k | 27.16 |
|
| Texas Roadhouse (TXRH) | 0.2 | $8.7M | NEW | 49k | 176.60 |
|
| CommVault Systems (CVLT) | 0.2 | $8.7M | NEW | 57k | 153.85 |
|
| Dutch Bros Cl A (BROS) | 0.2 | $8.7M | NEW | 271k | 32.03 |
|
| Tidewater (TDW) | 0.2 | $8.6M | NEW | 120k | 71.79 |
|
| Krispy Kreme (DNUT) | 0.2 | $8.5M | NEW | 792k | 10.74 |
|
| Extra Space Storage (EXR) | 0.2 | $8.4M | NEW | 47k | 180.19 |
|
| Carlisle Companies (CSL) | 0.2 | $8.2M | +86% | 18k | 449.75 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.2 | $8.2M | NEW | 123k | 66.39 |
|
| Sealed Air (SEE) | 0.2 | $8.1M | NEW | 223k | 36.30 |
|
| Fortinet (FTNT) | 0.2 | $8.1M | -88% | 104k | 77.55 |
|
| Ida (IDA) | 0.2 | $8.0M | NEW | 78k | 103.09 |
|
| Euronet Worldwide (EEFT) | 0.2 | $7.9M | +497% | 80k | 99.23 |
|
| Alaska Air (ALK) | 0.2 | $7.9M | +510% | 175k | 45.21 |
|
| Cirrus Logic (CRUS) | 0.2 | $7.9M | NEW | 63k | 124.21 |
|
| Apellis Pharmaceuticals (APLS) | 0.1 | $7.9M | +368% | 272k | 28.84 |
|
| DV (DV) | 0.1 | $7.8M | NEW | 463k | 16.84 |
|
| Lincoln National Corporation (LNC) | 0.1 | $7.8M | +844% | 246k | 31.51 |
|
| SPS Commerce (SPSC) | 0.1 | $7.7M | +9% | 40k | 194.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $7.7M | NEW | 108k | 71.86 |
|
| Six Flags Entertainment Corp (FUN) | 0.1 | $7.7M | NEW | 190k | 40.31 |
|
| Scientific Games (LNW) | 0.1 | $7.6M | NEW | 84k | 90.73 |
|
| Life Time Group Holdings Common Stock (LTH) | 0.1 | $7.5M | +658% | 307k | 24.42 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $7.3M | NEW | 43k | 167.28 |
|
| Helmerich & Payne (HP) | 0.1 | $7.2M | NEW | 238k | 30.42 |
|
| Essex Property Trust (ESS) | 0.1 | $7.2M | NEW | 24k | 295.42 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $7.2M | -11% | 37k | 192.02 |
|
| Frontdoor (FTDR) | 0.1 | $7.2M | NEW | 149k | 47.99 |
|
| Republic Services (RSG) | 0.1 | $7.1M | NEW | 35k | 200.84 |
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 0.1 | $7.0M | NEW | 252k | 27.81 |
|
| Reddit Cl A (RDDT) | 0.1 | $6.9M | NEW | 105k | 65.92 |
|
| Kirby Corporation (KEX) | 0.1 | $6.9M | NEW | 56k | 122.43 |
|
| Signet Jewelers SHS (SIG) | 0.1 | $6.9M | -49% | 67k | 103.14 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $6.8M | NEW | 358k | 19.13 |
|
| Acushnet Holdings Corp (GOLF) | 0.1 | $6.8M | NEW | 106k | 63.75 |
|
| Acadia Healthcare (ACHC) | 0.1 | $6.7M | NEW | 106k | 63.41 |
|
| Skyline Corporation (SKY) | 0.1 | $6.7M | +608% | 71k | 94.85 |
|
| Viking Therapeutics (VKTX) | 0.1 | $6.7M | NEW | 106k | 63.31 |
|
| Markel Corporation (MKL) | 0.1 | $6.6M | NEW | 4.2k | 1568.58 |
|
| Carter's (CRI) | 0.1 | $6.6M | NEW | 101k | 64.98 |
|
| Wingstop (WING) | 0.1 | $6.5M | NEW | 16k | 416.08 |
|
| Corebridge Finl (CRBG) | 0.1 | $6.5M | NEW | 221k | 29.16 |
|
| Red Rock Resorts Cl A (RRR) | 0.1 | $6.4M | NEW | 118k | 54.44 |
|
| Upstart Hldgs (UPST) | 0.1 | $6.4M | NEW | 160k | 40.01 |
|
| Federal Signal Corporation (FSS) | 0.1 | $6.4M | +1034% | 69k | 93.46 |
|
| Cavco Industries (CVCO) | 0.1 | $6.3M | NEW | 15k | 428.24 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $6.3M | -42% | 99k | 63.85 |
|
| Visteon Corp Com New (VC) | 0.1 | $6.3M | NEW | 66k | 95.24 |
|
| Graphic Packaging Holding Company (GPK) | 0.1 | $6.2M | NEW | 211k | 29.59 |
|
| Brown & Brown (BRO) | 0.1 | $6.2M | NEW | 60k | 103.60 |
|
| Equity Lifestyle Properties (ELS) | 0.1 | $6.2M | NEW | 87k | 71.34 |
|
| MarketAxess Holdings (MKTX) | 0.1 | $6.2M | NEW | 24k | 256.20 |
|
| Yeti Hldgs (YETI) | 0.1 | $6.2M | -45% | 150k | 41.03 |
|
| Atkore Intl (ATKR) | 0.1 | $6.1M | NEW | 73k | 84.74 |
|
| Integra Lifesciences Hldgs C Com New (IART) | 0.1 | $6.1M | NEW | 338k | 18.17 |
|
| Grand Canyon Education (LOPE) | 0.1 | $6.0M | NEW | 42k | 141.85 |
|
| Onemain Holdings (OMF) | 0.1 | $6.0M | NEW | 127k | 47.07 |
|
| Iac Com New (IAC) | 0.1 | $5.8M | NEW | 108k | 53.82 |
|
| EXACT Sciences Corporation (EXAS) | 0.1 | $5.8M | NEW | 85k | 68.12 |
|
| Alarm Com Hldgs (ALRM) | 0.1 | $5.8M | +120% | 106k | 54.67 |
|
| Ensign (ENSG) | 0.1 | $5.8M | NEW | 40k | 143.82 |
|
| FormFactor (FORM) | 0.1 | $5.7M | NEW | 125k | 46.00 |
|
| Adtalem Global Ed (ATGE) | 0.1 | $5.7M | NEW | 76k | 75.48 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.1 | $5.7M | +56% | 309k | 18.42 |
|
| Beacon Roofing Supply (BECN) | 0.1 | $5.7M | +5% | 66k | 86.43 |
|
| Oscar Health Cl A (OSCR) | 0.1 | $5.7M | -34% | 267k | 21.21 |
|
| Steven Madden (SHOO) | 0.1 | $5.7M | NEW | 115k | 48.99 |
|
| Firstcash Holdings (FCFS) | 0.1 | $5.6M | -12% | 49k | 114.80 |
|
| Diodes Incorporated (DIOD) | 0.1 | $5.6M | NEW | 88k | 64.09 |
|
| Inari Medical Ord (NARI) | 0.1 | $5.6M | NEW | 137k | 41.24 |
|
| Rambus (RMBS) | 0.1 | $5.6M | NEW | 133k | 42.22 |
|
| EOG Resources (EOG) | 0.1 | $5.6M | NEW | 45k | 122.93 |
|
| Summit Matls Cl A (SUM) | 0.1 | $5.5M | +44% | 142k | 39.03 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $5.5M | NEW | 290k | 19.09 |
|
| Ss&c Technologies Holding (SSNC) | 0.1 | $5.5M | NEW | 74k | 74.21 |
|
| Virtu Finl Cl A (VIRT) | 0.1 | $5.5M | NEW | 179k | 30.46 |
|
| Western Union Company (WU) | 0.1 | $5.3M | NEW | 447k | 11.93 |
|
| Newell Rubbermaid (NWL) | 0.1 | $5.3M | NEW | 694k | 7.68 |
|
| Callaway Golf Company (MODG) | 0.1 | $5.3M | NEW | 485k | 10.98 |
|
| Brooks Automation (AZTA) | 0.1 | $5.3M | NEW | 110k | 48.44 |
|
| Oshkosh Corporation (OSK) | 0.1 | $5.3M | NEW | 53k | 100.21 |
|
| Johnson & Johnson (JNJ) | 0.1 | $5.3M | +986% | 32k | 162.06 |
|
| Boise Cascade (BCC) | 0.1 | $5.2M | +28% | 37k | 140.98 |
|
| WNS HLDGS Com Shs (WNS) | 0.1 | $5.2M | NEW | 99k | 52.71 |
|
| Sonoco Products Company (SON) | 0.1 | $5.2M | NEW | 95k | 54.63 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.1 | $5.2M | +64% | 183k | 28.29 |
|
| Glaukos (GKOS) | 0.1 | $5.2M | NEW | 40k | 130.28 |
|
| Li Auto Sponsored Ads (LI) | 0.1 | $5.1M | NEW | 199k | 25.65 |
|
| Chart Industries (GTLS) | 0.1 | $5.1M | NEW | 41k | 124.14 |
|
| Rocket Cos Com Cl A (RKT) | 0.1 | $5.1M | +146% | 263k | 19.19 |
|
| Ideaya Biosciences (IDYA) | 0.1 | $5.1M | +206% | 160k | 31.68 |
|
| Novanta (NOVT) | 0.1 | $5.0M | NEW | 28k | 178.92 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $5.0M | NEW | 78k | 64.74 |
|
| Asbury Automotive (ABG) | 0.1 | $5.0M | NEW | 21k | 238.59 |
|
| Viper Energy Cl A (VNOM) | 0.1 | $5.0M | NEW | 111k | 45.11 |
|
| AutoNation (AN) | 0.1 | $5.0M | NEW | 28k | 178.92 |
|
Past Filings by Twinbeech Capital
SEC 13F filings are viewable for Twinbeech Capital going back to 2019
- Twinbeech Capital 2024 Q3 filed Nov. 14, 2024
- Twinbeech Capital 2024 Q2 filed Aug. 14, 2024
- Twinbeech Capital 2024 Q1 filed May 15, 2024
- Twinbeech Capital 2023 Q4 filed Feb. 14, 2024
- Twinbeech Capital 2023 Q3 filed Nov. 14, 2023
- Twinbeech Capital 2023 Q2 filed Aug. 14, 2023
- Twinbeech Capital 2023 Q1 filed May 15, 2023
- Twinbeech Capital 2022 Q4 filed Feb. 14, 2023
- Twinbeech Capital 2022 Q3 filed Nov. 14, 2022
- Twinbeech Capital 2022 Q2 filed Aug. 15, 2022
- Twinbeech Capital 2022 Q1 filed May 16, 2022
- Twinbeech Capital 2021 Q4 filed Feb. 14, 2022
- Twinbeech Capital 2021 Q3 filed Nov. 15, 2021
- Twinbeech Capital 2021 Q2 filed Aug. 16, 2021
- Twinbeech Capital 2021 Q1 filed May 17, 2021
- Twinbeech Capital 2020 Q4 filed Feb. 16, 2021