Twinbeech Capital

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

  • Twinbeech Capital was a net seller of stock by $0.

Portfolio Holdings for Twinbeech Capital

Companies in the Twinbeech Capital portfolio as of the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
United Parcel Service (UPS) 1.26 37091 117.06
Tesla Motors (TSLA) 1.25 10315 418.32
Ross Stores (ROST) 1.21 35771 116.41
TJX Companies (TJX) 1.20 68082 61.06
Constellation Brands (STZ) 1.19 21612 189.76
Lululemon Athletica Inc 1.12 16674 231.68
Dex (DXCM) 1.10 17311 218.76
MercadoLibre (MELI) 1.09 6584 571.99
Veeva Sys Inc cl a 1.06 25975 140.67
Dupont De Nemours Inc Com 1.06 56887 64.20
Viacomcbs Inc 1.06 86879 41.97
Ecolab (ECL) 1.04 18669 192.99
Nxp Semiconductors N V 1.04 28247 127.27
Regeneron Pharmaceuticals (REGN) 1.03 9507 375.51
Edwards Lifesciences (EW) 1.01 15018 233.32
Snap Inc cl a 0.97 204182 16.33
American International (AIG) 0.95 63814 51.34
Bank of New York Mellon Corporation (BK) 0.94 64561 50.32
Trade Desk 0.89 11873 259.75
Lennar Corporation (LEN) 0.88 54437 55.79
Xilinx (XLNX) 0.87 30785 97.77
Medtronic 0.87 26354 113.46
Five Below 0.86 23303 127.88
Wal-Mart Stores (WMT) 0.84 24295 118.83
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.82 11194 253.17
Monster Beverage Corp Com stock 0.76 41242 63.55
Starbucks Corporation (SBUX) 0.71 27897 87.93
Etsy 0.70 54391 44.31
International Flavors & Fragrances (IFF) 0.69 18365 129.00
Halliburton Company (HAL) 0.69 96963 24.47
Zendesk 0.69 31288 76.64
Deere & Company (DE) 0.68 13534 173.27
Agilent Technologies Inc C ommon 0.68 27506 85.33
Gilead Sciences (GILD) 0.68 35961 64.99
Docusign Inc 0.67 31008 74.11
Western Digital (WDC) 0.66 36119 63.46
Cabot Oil & Gas Corporation (COG) 0.65 129501 17.41
Baidu (BIDU) 0.64 17553 126.42
Anaplan Inc 0.61 39982 52.40
Dxc Technology 0.60 54709 37.60
Cardinal Health (CAH) 0.58 39647 50.57
McKesson Corporation (MCK) 0.56 13900 138.35
Automatic Data Processing (ADP) 0.54 11027 170.49
Godaddy Inc cl a 0.54 27491 67.91
Cheniere Energy (LNG) 0.53 29773 61.06
Wabtec Corporation (WAB) 0.53 23480 77.81
United Technologies Corporation (UTX) 0.52 11922 149.72
Gap (GPS) 0.52 101656 17.68
Papa John's Int'l (PZZA) 0.50 27561 63.13
Tractor Supply Company (TSCO) 0.49 18024 93.43
Verisign (VRSN) 0.48 8591 192.64
Burlington Stores 0.48 7224 227.99
Devon Energy Corporation (DVN) 0.47 62975 25.96
FedEx Corporation (FDX) 0.47 10723 151.17
Crown Holdings (CCK) 0.46 21916 72.55
Teradyne (TER) 0.46 23473 68.21
Ally Financial 0.46 51629 30.56
Nutanix Inc cl a 0.46 51104 31.27
Evergy Inc 0.46 24382 65.09
Vertex Pharmaceuticals Incorporated (VRTX) 0.45 7050 219.01
Cerner Corporation (CERN) 0.45 21104 73.40
United Rentals (URI) 0.45 9377 166.79
Align Technology (ALGN) 0.45 5535 278.95
Johnson Controls International Plc equity 0.44 37580 40.71
Aramark Hldgs 0.43 34463 43.41
Hp 0.43 73056 20.55
CSX Corporation (CSX) 0.42 20007 72.37
Cracker Barrel Old Country Store (CBRL) 0.42 9431 153.75
Macy's (M) 0.42 86038 17.00
Symantec Corporation (SYMC) 0.42 57158 25.53
Wendy's/arby's Group 0.42 65707 22.20
Ptc 0.42 19420 74.87
Transunion 0.42 16809 85.61
Zebra Technologies (ZBRA) 0.41 5547 255.45
Altice Usa Inc cl a 0.41 51228 27.35
Incyte Corporation (INCY) 0.40 15833 87.35
Ball Corporation (BLL) 0.40 21104 64.68
Te Connectivity Ltd for 0.40 14408 95.85
Chegg 0.40 36729 37.90
Dentsply Sirona 0.40 24679 56.61
BlackRock (BLK) 0.39 2654 502.64
New Relic 0.39 20597 65.69
Johnson & Johnson (JNJ) 0.38 9028 145.88
Entergy Corporation (ETR) 0.38 10962 119.78
Chipotle Mexican Grill (CMG) 0.38 1571 837.05
Dunkin' Brands Group 0.37 16775 75.53
Bj's Wholesale Club Holdings 0.37 56143 22.75
Haemonetics Corporation (HAE) 0.36 10902 114.93
Air Products & Chemicals (APD) 0.36 5286 234.96
Fifth Third Ban (FITB) 0.36 40146 30.74
Tapestry 0.36 45956 26.96
Keurig Dr Pepper Inc Com stock 0.36 42937 28.95
Comcast Corporation (CMCSA) 0.35 26736 44.96
Proofpoint 0.35 10406 114.74
Wix Com Ltd shs 0.35 9819 122.42
Keysight Technologies 0.35 11841 102.61
Hartford Financial Services (HIG) 0.34 19431 60.78
Steel Dynamics (STLD) 0.34 34408 34.03
Textron (TXT) 0.34 26245 44.62
Healthequity 0.34 16037 74.08
Mohawk Industries (MHK) 0.32 8219 136.39
NIKE (NKE) 0.32 10923 101.35
Essex Property Trust (ESS) 0.32 3638 300.99
Six Flags Entertainment (SIX) 0.32 24250 45.11
Baxter International (BAX) 0.31 12999 83.62
Universal Display Corporation (PANL) 0.31 5114 206.10
Booz Allen Hamilton Holding Corporation (BAH) 0.31 15118 71.11
Xpo Logistics Inc equity 0.31 13398 79.71
L3harris Technologies Inc Com stock 0.31 5360 197.95
Synopsys (SNPS) 0.30 7339 139.26
Advance Auto Parts (AAP) 0.30 6399 160.18
New Oriental Education & Tech (EDU) 0.30 8624 121.29
Neurocrine Biosciences (NBIX) 0.30 9526 107.50
Paypal Holdings 0.30 9541 108.16
Ameriprise Financial (AMP) 0.29 5953 166.64
Maxim Integrated Products (MXIM) 0.29 16220 61.53
Coty Inc Cl A 0.29 88950 11.25
Technipfmc 0.29 46166 21.44
MSCI (MSCI) 0.28 3716 258.07
Arrowhead Pharmaceuticals 0.28 15272 63.45
Campbell Soup Company (CPB) 0.27 18597 49.42
Liberty Interactive Corp 0.27 111271 8.43
Dick's Sporting Goods (DKS) 0.26 18206 49.49
General Mills (GIS) 0.26 16615 53.57
Signet Jewelers Limited 0.26 41954 21.74
Livanova Plc Ord 0.26 11836 75.45
Slack Technologies Inc 0.26 39527 22.49
Ubiquiti Inc 0.26 4679 188.93
Arrow Electronics (ARW) 0.25 10224 84.70
AvalonBay Communities (AVB) 0.25 4125 209.70
ABIOMED (ABMD) 0.25 5151 170.65
Bio-techne Corporation 0.25 4002 219.39
Twilio Inc cl a 0.25 8695 98.33
Northrop Grumman Corporation (NOC) 0.24 2401 344.02
Equity Residential (EQR) 0.24 10341 80.94
Zimmer Holdings (ZMH) 0.24 5447 149.62
Brinker International (EAT) 0.24 19851 42.01
O'reilly Automotive Inc 0.24 1860 438.17
TAL Education (XRS) 0.24 17215 48.21
Hollyfrontier Corp 0.24 16065 50.73
Wpx Energy 0.24 60458 13.75
Yum! Brands (YUM) 0.23 8029 100.76
Seagate Technology Com Stk 0.23 13435 59.47
Pinnacle West Capital Corporation (PNW) 0.23 8827 89.95
Hldgs Inc 0.23 8864 88.11
Hologic (HOLX) 0.22 14438 52.22
Stanley Black & Decker (SWK) 0.22 4500 165.78
Roper Industries (ROP) 0.22 2165 354.27
NetEase (NTES) 0.22 2443 306.59
Expedia 0.22 6878 108.17
L Brands 0.22 42665 18.12
Servicemaster Global 0.22 19792 38.65
Delek Us Holdings 0.22 22848 33.53
Encompass Health Corp 0.22 10992 69.23
Rollins (ROL) 0.21 21954 33.16
AFLAC Incorporated (AFL) 0.21 13852 52.92
Toll Brothers (TOL) 0.21 18236 39.54
Avis Budget (CAR) 0.21 22580 32.24
Spirit AeroSystems Holdings (SPR) 0.21 10074 72.86
Brighthouse Finl Inc Com 0.21 18635 39.23
Principal Financial (PFG) 0.20 12412 55.03
Prudential Financial (PRU) 0.20 7542 93.74
Church & Dwight (CHD) 0.20 9774 70.39
Woodward Governor Company (WGOV) 0.20 5819 118.41
Garmin Ltd. 0.20 7054 97.53
Sun Communities (SUI) 0.20 4543 150.12
Sprouts Fmrs Mkt 0.20 35125 19.36
Momo 0.20 20198 33.52
eHealth (EHTH) 0.19 6834 96.14
Middleby Corporation (MIDD) 0.19 5953 109.52
Yelp Inc cl a 0.19 18973 34.84
Coca Cola European Partners shs 0.19 12653 50.90
Inspire Med Sys Inc 0.19 8719 74.21
MGIC Investment (MTG) 0.18 42682 14.17
Harley-Davidson (HOG) 0.18 16775 37.20
Avnet (AVT) 0.18 14458 42.47
eBay (EBAY) 0.18 17494 36.13
Steven Madden (SHOO) 0.18 14186 43.00
Bright Horizons Fam Sol In D 0.18 4092 150.29
Synovus Finl 0.18 15980 39.17
Nevro 0.18 5344 117.51
Sea Ltd Adr Isin Us81141r1005 adr 0.18 15389 40.22
Nuance Communications (NUAN) 0.17 32682 17.84
Union Pacific Corporation (UNP) 0.17 3234 180.89
Comerica Incorporated (CMA) 0.17 8148 71.80
Entegris (ENTG) 0.17 11619 50.09
Cadence Design Systems (CDNS) 0.17 8607 69.36
International Business Machines (IBM) 0.17 4431 134.06
Netflix (NFLX) 0.17 1824 323.46
Evercore Partners (EVR) 0.17 7644 74.70
Energizer Holdings 0.17 11832 50.20
Sba Communications Corp Com stock 0.17 2503 240.91
Ww Intl Inc 0.17 15372 38.19
Leggett & Platt (LEG) 0.16 10714 50.87
Goodyear Tire & Rubber Company (GT) 0.16 36155 15.54
Gartner (IT) 0.16 3551 154.04
Murphy Oil Corporation (MUR) 0.16 20360 26.82
Service Corporation International (SCI) 0.16 12315 46.04
Primerica (PRI) 0.16 4126 130.63
Mondelez Int 0.16 10111 55.09
Amc Entmt Hldgs Inc Cl A 0.16 74860 7.24
Waste Connections Inc Com stock 0.16 5988 90.85
Sailpoint Technlgies Hldgs I 0.16 22693 23.62
Pinterest Inc Cl A 0.16 29189 18.64
Tetra Tech (TTEK) 0.15 5936 86.08
Sterling Bancorp/de 0.15 25366 21.09
Sage Therapeutics 0.15 7274 72.17
Vistra Energy 0.15 23181 22.99
Alteryx 0.15 5230 100.00
Americold Rlty Tr 0.15 15089 35.06
Spectrum Brands Holding Inc 0.15 7815 64.24
Elanco Animal Health Inc 0.15 17728 29.44
Huntington Bancshares Incorporated (HBAN) 0.14 31698 15.08
SLM Corporation (SLM) 0.14 54452 8.91
Best Buy (BBY) 0.14 5526 87.77
Intel Corporation (INTC) 0.14 8219 59.86
International Paper Company (IP) 0.14 10383 46.04
Analog Devices (ADI) 0.14 3937 118.87
Celanese Corporation (CE) 0.14 3849 123.15
Hexcel Corporation (HXL) 0.14 6798 73.26
First American Financial (FAF) 0.14 8120 58.37
Cornerstone Ondemand Inc 0.14 8286 58.53
Matador Resources 0.14 27497 17.97
Metropcs Communications 0.14 6291 78.37
Essent 0.14 8996 52.02
Topbuild 0.14 4635 103.13
American Electric Power Company (AEP) 0.13 4567 94.59
Dollar Tree (DLTR) 0.13 4870 94.05
J.M. Smucker Company (SJM) 0.13 4431 104.04
Prosperity Bancshares (PRSP) 0.13 6298 71.93
Lithia Motors (LAD) 0.13 3078 146.85
Builders FirstSource (BLDR) 0.13 17525 25.39
HEICO Corporation (HEI.A) 0.13 5109 89.45
National Retail Properties (NNN) 0.13 8594 53.64
Cyberark Software Ltd shs 0.13 3722 116.60
Viavi Solutions Inc equities 0.13 29976 15.01
Liberty Media Corp Delaware Com C Siriusxm 0.13 9170 48.09
Sleep Number Corp 0.13 8968 49.29
McDonald's Corporation (MCD) 0.12 2073 197.78
Sherwin-Williams Company (SHW) 0.12 698 583.09
Cinemark Holdings (CNK) 0.12 11938 33.84
TreeHouse Foods (THS) 0.12 8627 48.45
Zumiez (ZUMZ) 0.12 11753 34.54
Amicus Therapeutics (FOLD) 0.12 43103 9.74
Pilgrim's Pride Corporation (PPC) 0.12 12281 32.73
Camden Property Trust (CPT) 0.12 4016 106.08
Fireeye 0.12 25636 16.54
Santander Consumer Usa 0.12 17486 23.39
Eversource Energy 0.12 4725 85.08
* Firstcash Inc Com stock 0.12 4972 80.65
Gci Liberty Incorporated Com 0.12 5988 70.81
American Eagle Outfitters (AEO) 0.11 25169 14.70
KBR (KBR) 0.11 12446 30.53
United Therapeutics Corporation (UTHR) 0.11 4195 87.96
FleetCor Technologies (FLT) 0.11 1335 287.64
Taylor Morrison Hom 0.11 17858 21.84
Portola Pharmaceuticals 0.11 15312 23.90
Agios Pharmaceuticals 0.11 8320 47.72
Novocure Ltd ord shs 0.11 4701 84.24
Fortive 0.11 5082 76.35
Simply Good Foods Co 0.11 13900 28.56
Zuora Inc ordinary shares 0.11 25298 14.35
Kosmos Energy Ltd 0.11 65856 5.69
Bristol Myers Squibb (BMY) 0.10 5374 64.20
Exelon Corporation (EXC) 0.10 7305 45.59
Valley National Ban (VLY) 0.10 30045 11.45
Hershey Company (HSY) 0.10 2401 147.02
Brooks Automation (BRKS) 0.10 8049 41.99
Cantel Medical (CMN) 0.10 4634 71.00
Atmos Energy Corporation (ATO) 0.10 3056 111.91
Concho Resources (CXO) 0.10 3774 87.44
BJ's Restaurants (BJRI) 0.10 8900 37.98
CommVault Systems (CVLT) 0.10 8049 44.60
Visteon Corporation (VC) 0.10 4092 86.51
Insmed Inc 0.10 14509 23.85
Tri Pointe Homes 0.10 21213 15.56
Alphabet Inc Class C cs 0.10 266 1338.35
Atlassian Corp Plc cl a 0.10 2932 120.40
Welbilt 0.10 22998 15.61
Michael Kors Holdings Ord Shs 0.10 9495 38.13
Melco Crown Entertainment (MPEL) 0.09 13127 24.15
Consolidated Edison (ED) 0.09 3281 90.52
Blackbaud (BLKB) 0.09 3923 79.53
Core Laboratories N.V. (CLB) 0.09 8049 37.64
NiSource (NI) 0.09 10586 27.87
Shoe Carnival (SCVL) 0.09 8113 37.22
Southwest Gas Corporation (SWX) 0.09 4309 75.89
HMS Holdings (HMSY) 0.09 10485 29.57
Urban Outfitters (URBN) 0.09 10916 27.76
Arbor Realty Trust (ABR) 0.09 21687 14.34
Regency Centers Corporation (REG) 0.09 4938 63.18
Motorola Solutions (MSI) 0.09 1925 161.04
Marathon Petroleum Corp 0.09 5408 60.28
Ralph Lauren Corp 0.09 2791 117.16
Acadia Healthcare 0.09 8982 33.18
REPCOM cla 0.09 5716 52.83
Extended Stay America 0.09 21679 14.85
Box Inc cl a 0.09 18906 16.77
Planet Fitness Inc-cl A 0.09 3952 74.65
Beigene 0.09 1793 165.64
Adient 0.09 14171 21.24
Arch Coal Inc cl a 0.09 4500 71.78
Cimpress Plc Com Eur0.01 0.09 2334 125.96
State Street Corporation (STT) 0.08 3348 79.15
KB Home (KBH) 0.08 7745 34.22
Autodesk (ADSK) 0.08 1577 183.26
Patterson Companies (PDCO) 0.08 14274 20.46
FLIR Systems (FLIR) 0.08 5292 52.15
Allscripts Healthcare Solutions (MDRX) 0.08 27269 9.83
Douglas Emmett (DEI) 0.08 6236 43.94
LivePerson (LPSN) 0.08 7136 37.00
Albemarle Corporation (ALB) 0.08 3746 73.14
Fortune Brands 0.08 4387 65.42
Perrigo Company 0.08 5242 51.70
Investors Ban 0.08 22397 11.92
Caredx 0.08 12581 21.54
Coherus Biosciences 0.08 16031 18.03
Mimecast 0.08 6541 43.42
Arena Pharmaceuticals 0.08 5817 45.38
Graftech International Ltd 0.08 24719 11.61
Affiliated Managers (AMG) 0.07 2978 84.62
Noble Energy (NBL) 0.07 9947 24.83
Albany International (AIN) 0.07 3281 75.89
Foot Locker (FL) 0.07 5842 39.03
Universal Health Services (UHS) 0.07 1730 143.35
SL Green Realty (SLG) 0.07 2450 91.84
Radian (RDN) 0.07 10014 25.16
Meritage Homes Corporation (MTH) 0.07 3789 61.23
CVR Energy (CVI) 0.07 5580 40.50
Alliant Energy Corporation (LNT) 0.07 4532 54.72
Jack Henry & Associates (JKHY) 0.07 1691 145.48
MasTec (MTZ) 0.07 4026 64.08
Ironwood Pharmaceuticals (IRWD) 0.07 17621 13.34
Facebook Inc cl a 0.07 1140 205.26
Lpl Financial Holdings 0.07 2537 92.23
Tenet Healthcare Corporation stock 0.07 5986 38.09
Xencor 0.07 6663 34.37
Cable One 0.07 169 1491.12
Hertz Global Holdings 0.07 14681 15.73
Plains Gp Holdings Lp-cl A 0.07 12552 18.96
Seattle Genetics (SGEN) 0.06 1962 114.17
Newell Rubbermaid (NWL) 0.06 10890 19.19
Fluor Corporation (FLR) 0.06 10823 18.85
Henry Schein (HSIC) 0.06 3043 66.71
Texas Capital Bancshares (TCBI) 0.06 3679 56.81
Armstrong World Industries (AWI) 0.06 2165 93.76
Exelixis (EXEL) 0.06 11841 17.65
Kansas City Southern (KSU) 0.06 1387 152.85
AECOM Technology Corporation (ACM) 0.06 4735 43.08
Pebblebrook Hotel Trust (PEB) 0.06 8320 26.80
Sabra Health Care REIT (SBRA) 0.06 10417 21.31
Ameris Ban (ABCB) 0.06 5141 42.60
Meritor Inc 0.06 8557 26.18
Five9 0.06 3281 65.53
Edgewell Pers Care 0.06 6866 31.02
Global Blood Therapeutics In 0.06 2570 79.38
Mgm Growth Properties 0.06 6527 30.95
Madrigal Pharmaceuticals 0.06 2199 90.95
Valvoline Inc Common 0.06 10113 21.46
Delphi Automotive Inc international stock 0.06 2165 95.15
Element Solutions Inc. 0.05 14103 11.70
Vareit, Inc reits 0.04 14211 9.22
Farfetch Ltd ord sh cl a 0.04 11983 10.35
Baker Hughes A Ge Company 0.03 4160 25.72
Encana Corp C om 0.02 12987 4.70