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Twinbeech Capital

Latest statistics and disclosures from Twinbeech Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are KVUE, ROP, BSX, SPGI, SLB, and represent 5.91% of Twinbeech Capital's stock portfolio.
Added to shares of these 10 stocks: BSX (+$30M), ROP (+$30M), SPGI (+$29M), ANET (+$27M), TXN (+$27M), GEV (+$27M), ALAB (+$27M), GOOGL (+$26M), NOC (+$25M), AON (+$25M).
Started 309 new stock positions in MTG, EXTR, PM, PENG, TMHC, GRPN, CR, SBAC, FSS, NCNO.
Reduced shares in these 10 stocks: CRH (-$61M), BRK.B (-$59M), NEM (-$59M), ROST (-$55M), MSI (-$55M), PYPL (-$53M), PLTR (-$53M), RBLX (-$52M), GWW (-$52M), TMUS (-$52M).
Sold out of its positions in AAON, AGNC, ASTS, ABBV, ANF, ASO, ACIW, ADBE, ATGE, ACM.
Twinbeech Capital was a net seller of stock by $-1.9B.
Twinbeech Capital has $2.5B in assets under management (AUM), dropping by -42.72%.
Central Index Key (CIK): 0001769646

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Portfolio Holdings for Twinbeech Capital

Twinbeech Capital holds 535 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Twinbeech Capital has 535 total positions. Only the first 250 positions are shown.

Sign up to view all of the Twinbeech Capital Sept. 30, 2025 positions
Download the Twinbeech Capital September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Kenvue (KVUE)	1.3	$32M	-20%	2.0M	16.23	View chart
Roper Industries (ROP)	1.2	$30M	+10990%	60k	498.69	View chart
Boston Scientific Corporation (BSX)	1.2	$30M	NEW	305k	97.63	View chart
S&p Global (SPGI)	1.1	$29M	NEW	59k	486.71	View chart
Schlumberger Com Stk (SLB)	1.1	$29M	+7%	837k	34.37	View chart
Wal-Mart Stores (WMT)	1.1	$28M	-21%	270k	103.06	View chart
Copart (CPRT)	1.1	$28M	-38%	614k	44.97	View chart
Ge Vernova (GEV)	1.1	$28M	+6303%	45k	614.90	View chart
Paychex (PAYX)	1.1	$28M	+1147%	217k	126.76	View chart
Intuitive Surgical Com New (ISRG)	1.1	$28M	-34%	62k	447.23	View chart
Atlassian Corporation Cl A (TEAM)	1.1	$27M	+79%	172k	159.70	View chart
Arista Networks Com Shs (ANET)	1.1	$27M	NEW	188k	145.71	View chart
Texas Instruments Incorporated (TXN)	1.1	$27M	NEW	149k	183.73	View chart
Entergy Corporation (ETR)	1.1	$27M	+15%	292k	93.19	View chart
Nxp Semiconductors N V (NXPI)	1.1	$27M	+86%	119k	227.73	View chart
Astera Labs (ALAB)	1.1	$27M	NEW	137k	195.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$26M	NEW	108k	243.10	View chart
Zoetis Cl A (ZTS)	1.0	$26M	-38%	176k	146.32	View chart
Vistra Energy (VST)	1.0	$26M	+217%	131k	195.92	View chart
Northrop Grumman Corporation (NOC)	1.0	$25M	NEW	42k	609.32	View chart
Aon Shs Cl A (AON)	1.0	$25M	NEW	71k	356.58	View chart
Thermo Fisher Scientific (TMO)	1.0	$25M	-5%	52k	485.02	View chart
Dover Corporation (DOV)	1.0	$25M	NEW	150k	166.83	View chart
Dex (DXCM)	1.0	$25M	NEW	371k	67.29	View chart
Nasdaq Omx (NDAQ)	1.0	$25M	+802%	281k	88.45	View chart
Cadence Design Systems (CDNS)	1.0	$24M	+481%	70k	351.26	View chart
Flutter Entmt SHS (FLUT)	1.0	$24M	NEW	96k	254.00	View chart
Mongodb Cl A (MDB)	0.9	$24M	-48%	76k	310.38	View chart
Cdw (CDW)	0.9	$23M	-8%	145k	159.28	View chart
Becton, Dickinson and (BDX)	0.9	$23M	NEW	122k	187.17	View chart
Fiserv (FI)	0.9	$23M	+134%	176k	128.93	View chart
Bristol Myers Squibb (BMY)	0.9	$22M	NEW	485k	45.10	View chart
Guidewire Software (GWRE)	0.9	$22M	-32%	95k	229.86	View chart
Freeport-mcmoran CL B (FCX)	0.9	$22M	NEW	555k	39.22	View chart
Prudential Financial (PRU)	0.8	$21M	NEW	207k	103.74	View chart
Meta Platforms Cl A (META)	0.8	$21M	NEW	29k	734.38	View chart
Flex Ord (FLEX)	0.8	$21M	NEW	365k	57.97	View chart
First Ctzns Bancshares Inc D Cl A (FCNCA)	0.8	$21M	+31%	12k	1789.16	View chart
Capital One Financial (COF)	0.8	$21M	+8718%	97k	212.58	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.8	$20M	-43%	138k	145.61	View chart
Public Service Enterprise (PEG)	0.8	$20M	NEW	237k	83.46	View chart
ON Semiconductor (ON)	0.8	$19M	NEW	390k	49.31	View chart
Air Products & Chemicals (APD)	0.8	$19M	NEW	70k	272.72	View chart
Toast Cl A (TOST)	0.7	$19M	NEW	518k	36.51	View chart
Corpay Com Shs (CPAY)	0.7	$19M	-25%	65k	288.06	View chart
Kkr & Co (KKR)	0.7	$19M	NEW	144k	129.95	View chart
Domino's Pizza (DPZ)	0.7	$19M	+6193%	43k	431.71	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.7	$18M	-35%	60k	297.16	View chart
Edison International (EIX)	0.7	$18M	-3%	323k	55.28	View chart
General Mills (GIS)	0.7	$18M	NEW	352k	50.42	View chart
Tradeweb Mkts Cl A (TW)	0.7	$17M	NEW	156k	110.98	View chart
Sprouts Fmrs Mkt (SFM)	0.6	$16M	+161%	151k	108.80	View chart
Verisk Analytics (VRSK)	0.6	$16M	NEW	64k	251.51	View chart
Philip Morris International (PM)	0.6	$16M	NEW	98k	162.20	View chart
Booking Holdings (BKNG)	0.6	$16M	NEW	3.0k	5399.27	View chart
Danaher Corporation (DHR)	0.6	$16M	-56%	80k	198.26	View chart
EOG Resources (EOG)	0.6	$15M	NEW	136k	112.12	View chart
Baxter International (BAX)	0.6	$15M	NEW	653k	22.77	View chart
Uber Technologies (UBER)	0.6	$14M	NEW	147k	97.97	View chart
Oneok (OKE)	0.6	$14M	-52%	192k	72.97	View chart
Carrier Global Corporation (CARR)	0.5	$14M	+73%	230k	59.70	View chart
MercadoLibre (MELI)	0.5	$14M	+73%	5.9k	2336.94	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.5	$13M	NEW	130k	99.95	View chart
Tyler Technologies (TYL)	0.5	$13M	NEW	24k	523.16	View chart
Broadridge Financial Solutions (BR)	0.5	$13M	NEW	53k	238.17	View chart
Synchrony Financial (SYF)	0.5	$12M	NEW	175k	71.05	View chart
On Hldg Namen Akt A (ONON)	0.5	$12M	+4663%	289k	42.35	View chart
Waste Connections (WCN)	0.5	$12M	NEW	68k	175.80	View chart
Topbuild (BLD)	0.5	$12M	NEW	30k	390.86	View chart
Cigna Corp (CI)	0.5	$12M	+221%	40k	288.25	View chart
Moody's Corporation (MCO)	0.4	$11M	NEW	24k	476.48	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.4	$11M	+135%	68k	159.89	View chart
Deckers Outdoor Corporation (DECK)	0.4	$11M	NEW	107k	101.37	View chart
Lennox International (LII)	0.4	$11M	NEW	20k	529.36	View chart
Humana (HUM)	0.4	$11M	NEW	41k	260.17	View chart
Birkenstock Holding Com Shs (BIRK)	0.4	$11M	-8%	232k	45.25	View chart
Generac Holdings (GNRC)	0.4	$10M	NEW	60k	167.40	View chart
Cheniere Energy Com New (LNG)	0.4	$9.8M	NEW	42k	234.98	View chart
Reinsurance Grp Of America I Com New (RGA)	0.4	$9.5M		50k	192.13	View chart
Icon SHS (ICLR)	0.4	$9.5M	NEW	54k	175.00	View chart
Lithia Motors (LAD)	0.4	$9.4M	NEW	30k	316.00	View chart
Docusign (DOCU)	0.4	$9.4M	NEW	131k	72.09	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.4	$9.2M	+36%	417k	22.10	View chart
Builders FirstSource (BLDR)	0.4	$9.2M	NEW	76k	121.25	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.4	$9.2M	+79%	574k	16.01	View chart
Graphic Packaging Holding Company (GPK)	0.4	$9.0M	+1080%	462k	19.57	View chart
Zoom Communications Cl A (ZM)	0.4	$9.0M	+2840%	109k	82.50	View chart
Sofi Technologies (SOFI)	0.4	$8.9M	NEW	338k	26.42	View chart
Corteva (CTVA)	0.4	$8.9M	NEW	131k	67.63	View chart
Reddit Cl A (RDDT)	0.3	$8.8M	NEW	38k	229.99	View chart
Las Vegas Sands (LVS)	0.3	$8.8M	NEW	164k	53.79	View chart
Mettler-Toledo International (MTD)	0.3	$8.8M	NEW	7.2k	1227.61	View chart
Labcorp Holdings Com Shs (LH)	0.3	$8.5M	NEW	30k	287.06	View chart
Amdocs SHS (DOX)	0.3	$8.5M	+513%	103k	82.05	View chart
Vaxcyte (PCVX)	0.3	$8.2M	-54%	228k	36.02	View chart
Flowserve Corporation (FLS)	0.3	$8.2M	NEW	154k	53.14	View chart
Brinker International (EAT)	0.3	$8.1M	NEW	64k	126.68	View chart
Fabrinet SHS (FN)	0.3	$8.1M	NEW	22k	364.62	View chart
Pfizer (PFE)	0.3	$8.0M	-64%	314k	25.48	View chart
Procter & Gamble Company (PG)	0.3	$7.8M	NEW	51k	153.65	View chart
Nortonlifelock (GEN)	0.3	$7.8M	NEW	273k	28.39	View chart
Qxo Com New (QXO)	0.3	$7.7M	NEW	404k	19.06	View chart
Godaddy Cl A (GDDY)	0.3	$7.7M	+1535%	56k	136.83	View chart
International Flavors & Fragrances (IFF)	0.3	$7.5M	-17%	123k	61.54	View chart
Bloom Energy Corp Com Cl A (BE)	0.3	$7.4M	NEW	88k	84.57	View chart
Webster Financial Corporation (WBS)	0.3	$7.4M	+1535%	125k	59.44	View chart
Bright Horizons Fam Sol In D (BFAM)	0.3	$7.4M	-29%	68k	108.57	View chart
Oshkosh Corporation (OSK)	0.3	$7.3M	NEW	56k	129.70	View chart
Ftai Aviation SHS (FTAI)	0.3	$7.3M	-77%	44k	166.86	View chart
Trex Company (TREX)	0.3	$7.1M	+2052%	138k	51.67	View chart
Api Group Corp Com Stk (APG)	0.3	$7.1M	NEW	206k	34.37	View chart
Home Depot (HD)	0.3	$7.0M	NEW	17k	405.19	View chart
Carlisle Companies (CSL)	0.3	$7.0M	+13%	21k	328.96	View chart
Stryker Corporation (SYK)	0.3	$7.0M	NEW	19k	369.67	View chart
Rockwell Automation (ROK)	0.3	$6.9M	NEW	20k	349.53	View chart
Insulet Corporation (PODD)	0.3	$6.9M	-71%	22k	308.73	View chart
Maplebear (CART)	0.3	$6.9M	NEW	187k	36.76	View chart
Installed Bldg Prods (IBP)	0.3	$6.8M	NEW	28k	246.66	View chart
F5 Networks (FFIV)	0.3	$6.7M	-79%	21k	323.19	View chart
Ubiquiti (UI)	0.3	$6.7M	+65%	10k	660.58	View chart
Badger Meter (BMI)	0.3	$6.7M	+1087%	37k	178.58	View chart
Sba Communications Corp Cl A (SBAC)	0.3	$6.5M	NEW	34k	193.35	View chart
Crane Company Common Stock (CR)	0.2	$6.2M	NEW	34k	184.14	View chart
Viatris (VTRS)	0.2	$6.1M	NEW	612k	9.90	View chart
Axalta Coating Sys (AXTA)	0.2	$6.1M	-30%	212k	28.62	View chart
Aurora Innovation Class A Com (AUR)	0.2	$5.9M	-46%	1.1M	5.39	View chart
PG&E Corporation (PCG)	0.2	$5.6M	-89%	370k	15.08	View chart
Moderna (MRNA)	0.2	$5.5M	+305%	215k	25.83	View chart
Dutch Bros Cl A (BROS)	0.2	$5.5M	+184%	105k	52.34	View chart
Viking Holdings Ord Shs (VIK)	0.2	$5.5M	NEW	88k	62.16	View chart
Hamilton Lane Cl A (HLNE)	0.2	$5.4M	-50%	40k	134.79	View chart
M/a (MTSI)	0.2	$5.4M	NEW	43k	124.49	View chart
Siteone Landscape Supply (SITE)	0.2	$5.4M	+314%	42k	128.80	View chart
Amentum Holdings (AMTM)	0.2	$5.3M	NEW	223k	23.95	View chart
Paylocity Holding Corporation (PCTY)	0.2	$5.3M	NEW	33k	159.27	View chart
Fortune Brands (FBIN)	0.2	$5.3M	+342%	99k	53.39	View chart
Siriusxm Holdings Common Stock (SIRI)	0.2	$5.2M	NEW	225k	23.27	View chart
Epam Systems (EPAM)	0.2	$5.2M	-17%	34k	150.79	View chart
Sensient Technologies Corporation (SXT)	0.2	$5.2M	NEW	55k	93.85	View chart
AES Corporation (AES)	0.2	$5.1M	+28%	387k	13.16	View chart
Ufp Industries (UFPI)	0.2	$5.0M	-28%	54k	93.49	View chart
Akamai Technologies (AKAM)	0.2	$5.0M	NEW	66k	75.76	View chart
Chord Energy Corporation Com New (CHRD)	0.2	$5.0M	+124%	51k	99.37	View chart
Match Group (MTCH)	0.2	$5.0M	NEW	141k	35.32	View chart
Flagstar Financial Com New (FLG)	0.2	$4.9M	+3834%	427k	11.55	View chart
Sanmina (SANM)	0.2	$4.9M	NEW	43k	115.11	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.2	$4.8M	NEW	72k	67.07	View chart
Sensata Technologies Hldg Pl SHS (ST)	0.2	$4.8M	NEW	157k	30.55	View chart
Colgate-Palmolive Company (CL)	0.2	$4.7M	NEW	59k	79.94	View chart
Hubbell (HUBB)	0.2	$4.7M	NEW	11k	430.31	View chart
Insight Enterprises (NSIT)	0.2	$4.7M	+305%	42k	113.41	View chart
Prosperity Bancshares (PB)	0.2	$4.5M	+780%	67k	66.35	View chart
Zeta Global Holdings Corp Cl A (ZETA)	0.2	$4.4M	NEW	224k	19.87	View chart
Edwards Lifesciences (EW)	0.2	$4.4M	NEW	57k	77.77	View chart
Golar Lng SHS (GLNG)	0.2	$4.3M	NEW	107k	40.41	View chart
Lear Corp Com New (LEA)	0.2	$4.3M	NEW	43k	100.61	View chart
Soundhound Ai Class A Com (SOUN)	0.2	$4.3M	NEW	268k	16.08	View chart
Keurig Dr Pepper (KDP)	0.2	$4.3M	NEW	168k	25.51	View chart
Hess Midstream Cl A Shs (HESM)	0.2	$4.3M	-42%	124k	34.55	View chart
Simpson Manufacturing (SSD)	0.2	$4.2M	NEW	25k	167.46	View chart
Eastman Chemical Company (EMN)	0.2	$4.1M	-50%	65k	63.05	View chart
Novanta (NOVT)	0.2	$4.0M	-26%	40k	100.15	View chart
AeroVironment (AVAV)	0.2	$4.0M	NEW	13k	314.89	View chart
Palomar Hldgs (PLMR)	0.2	$4.0M	-6%	34k	116.75	View chart
Freshworks Class A Com (FRSH)	0.2	$3.9M	NEW	330k	11.77	View chart
Virtu Finl Cl A (VIRT)	0.2	$3.9M	+540%	109k	35.50	View chart
Abbott Laboratories (ABT)	0.2	$3.8M	NEW	29k	133.94	View chart
Federal Signal Corporation (FSS)	0.2	$3.8M	NEW	32k	118.99	View chart
Stanley Black & Decker (SWK)	0.2	$3.8M	NEW	51k	74.33	View chart
Charles River Laboratories (CRL)	0.2	$3.8M	NEW	24k	156.46	View chart
Compass Cl A (COMP)	0.1	$3.8M	NEW	471k	8.03	View chart
Waste Management (WM)	0.1	$3.8M	-64%	17k	220.83	View chart
CMS Energy Corporation (CMS)	0.1	$3.8M	NEW	51k	73.26	View chart
Simply Good Foods (SMPL)	0.1	$3.7M	-17%	148k	24.82	View chart
Dynatrace Com New (DT)	0.1	$3.7M	NEW	76k	48.45	View chart
Esab Corporation (ESAB)	0.1	$3.6M	+12%	32k	111.74	View chart
Air Lease Corp Cl A (AL)	0.1	$3.4M	+303%	53k	63.65	View chart
Tenable Hldgs (TENB)	0.1	$3.3M	NEW	113k	29.16	View chart
Amkor Technology (AMKR)	0.1	$3.3M	-57%	115k	28.40	View chart
Stoneco Com Cl A (STNE)	0.1	$3.2M	NEW	167k	18.91	View chart
CarMax (KMX)	0.1	$3.1M	NEW	70k	44.87	View chart
Franklin Resources (BEN)	0.1	$3.1M	NEW	134k	23.13	View chart
Impinj (PI)	0.1	$3.1M	-30%	17k	180.75	View chart
C3 Ai Cl A (AI)	0.1	$3.1M	NEW	176k	17.34	View chart
Sportradar Group Class A Ord Shs (SRAD)	0.1	$3.0M	-41%	112k	26.90	View chart
Power Integrations (POWI)	0.1	$3.0M	+403%	74k	40.21	View chart
Ashland (ASH)	0.1	$3.0M	-8%	62k	47.91	View chart
Pbf Energy Cl A (PBF)	0.1	$3.0M	NEW	98k	30.17	View chart
RPM International (RPM)	0.1	$2.9M	-13%	25k	117.88	View chart
Cognex Corporation (CGNX)	0.1	$2.9M	+499%	65k	45.30	View chart
Royal Caribbean Cruises (RCL)	0.1	$2.9M	NEW	9.0k	323.58	View chart
Organon & Co Common Stock (OGN)	0.1	$2.9M	+26%	270k	10.68	View chart
Waters Corporation (WAT)	0.1	$2.9M	NEW	9.5k	299.81	View chart
Halozyme Therapeutics (HALO)	0.1	$2.8M	-80%	38k	73.34	View chart
FTI Consulting (FCN)	0.1	$2.7M	NEW	17k	161.65	View chart
Alaska Air (ALK)	0.1	$2.7M	+1216%	55k	49.78	View chart
Gilead Sciences (GILD)	0.1	$2.7M	NEW	24k	111.00	View chart
Rev (REVG)	0.1	$2.7M	-27%	47k	56.67	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.1	$2.7M	NEW	40k	66.56	View chart
Lci Industries (LCII)	0.1	$2.6M	NEW	28k	93.15	View chart
Knife River Corp Common Stock (KNF)	0.1	$2.6M	-68%	34k	76.87	View chart
Alamo (ALG)	0.1	$2.6M	NEW	14k	190.90	View chart
Snap Cl A (SNAP)	0.1	$2.6M	NEW	341k	7.71	View chart
Pool Corporation (POOL)	0.1	$2.6M	NEW	8.4k	310.07	View chart
Pepsi (PEP)	0.1	$2.6M	NEW	18k	140.44	View chart
Anthem (ELV)	0.1	$2.5M	-27%	7.8k	323.12	View chart
FactSet Research Systems (FDS)	0.1	$2.5M	NEW	8.8k	286.49	View chart
Sonoco Products Company (SON)	0.1	$2.5M	+40%	58k	43.09	View chart
DV (DV)	0.1	$2.5M	+237%	207k	11.98	View chart
Iridium Communications (IRDM)	0.1	$2.4M	NEW	140k	17.46	View chart
Ccc Intelligent Solutions Holdings (CCCS)	0.1	$2.4M	NEW	267k	9.11	View chart
KBR (KBR)	0.1	$2.4M	-83%	51k	47.29	View chart
Cardinal Health (CAH)	0.1	$2.4M	-22%	15k	156.96	View chart
Amphenol Corp Cl A (APH)	0.1	$2.4M	-16%	19k	123.75	View chart
Fluor Corporation (FLR)	0.1	$2.3M	NEW	55k	42.07	View chart
Synaptics, Incorporated (SYNA)	0.1	$2.3M	NEW	34k	68.34	View chart
Burford Cap Ord Shs (BUR)	0.1	$2.3M	NEW	190k	11.96	View chart
Brown & Brown (BRO)	0.1	$2.3M	NEW	24k	93.79	View chart
Servicetitan Shs Cl A (TTAN)	0.1	$2.2M	NEW	22k	100.83	View chart
CNA Financial Corporation (CNA)	0.1	$2.2M	-12%	48k	46.46	View chart
Kemper Corp Del (KMPR)	0.1	$2.2M	NEW	43k	51.55	View chart
Resideo Technologies (REZI)	0.1	$2.2M	NEW	50k	43.18	View chart
Nextdecade Corp (NEXT)	0.1	$2.1M	NEW	316k	6.79	View chart
Merit Medical Systems (MMSI)	0.1	$2.1M	+25%	26k	83.23	View chart
Inter Parfums (IPAR)	0.1	$2.1M	NEW	21k	98.38	View chart
Pitney Bowes (PBI)	0.1	$2.1M	+1683%	182k	11.41	View chart
Marsh & McLennan Companies (MMC)	0.1	$2.1M	-86%	10k	201.53	View chart
Tripadvisor (TRIP)	0.1	$2.1M	+762%	127k	16.26	View chart
Albany Intl Corp Cl A (AIN)	0.1	$2.0M	NEW	38k	53.30	View chart
Hilton Worldwide Holdings (HLT)	0.1	$2.0M	NEW	7.9k	259.44	View chart
Cooper Cos (COO)	0.1	$2.0M	+124%	29k	68.56	View chart
Liberty Global Com Cl A (LBTYA)	0.1	$2.0M	NEW	171k	11.46	View chart
Stifel Financial (SF)	0.1	$1.9M	NEW	17k	113.47	View chart
Regency Centers Corporation (REG)	0.1	$1.9M	NEW	26k	72.90	View chart
SkyWest (SKYW)	0.1	$1.9M	-56%	19k	100.62	View chart
Kinsale Cap Group (KNSL)	0.1	$1.8M	NEW	4.3k	425.26	View chart
Phinia Common Stock (PHIN)	0.1	$1.8M	NEW	32k	57.48	View chart
Federal Agric Mtg Corp CL C (AGM)	0.1	$1.8M	NEW	11k	167.98	View chart
Alarm Com Hldgs (ALRM)	0.1	$1.8M	NEW	34k	53.08	View chart
Hartford Financial Services (HIG)	0.1	$1.8M	-74%	14k	133.39	View chart
Klaviyo Com Ser A (KVYO)	0.1	$1.8M	NEW	65k	27.69	View chart
Motorola Solutions Com New (MSI)	0.1	$1.8M	-96%	3.8k	457.29	View chart
Emerson Electric (EMR)	0.1	$1.8M	NEW	13k	131.18	View chart
Hub Group Cl A (HUBG)	0.1	$1.8M	NEW	51k	34.44	View chart
Sentinelone Cl A (S)	0.1	$1.7M	NEW	99k	17.61	View chart
Csw Industrials (CSW)	0.1	$1.7M	-71%	7.2k	242.75	View chart
Extreme Networks (EXTR)	0.1	$1.7M	NEW	83k	20.65	View chart
United Therapeutics Corporation (UTHR)	0.1	$1.7M	-82%	4.0k	419.21	View chart
Ringcentral Cl A (RNG)	0.1	$1.7M	NEW	60k	28.34	View chart
Sharkninja Com Shs (SN)	0.1	$1.7M	NEW	16k	103.15	View chart

Past Filings by Twinbeech Capital

SEC 13F filings are viewable for Twinbeech Capital going back to 2019

Twinbeech Capital 2025 Q3 filed Nov. 14, 2025
Twinbeech Capital 2025 Q2 filed Aug. 14, 2025
Twinbeech Capital 2025 Q1 filed May 15, 2025
Twinbeech Capital 2024 Q4 filed Feb. 14, 2025
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

View all past filings

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