Twinbeech Capital
Latest statistics and disclosures from Twinbeech Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TJX, HD, AVGO, SHW, XYZ, and represent 6.24% of Twinbeech Capital's stock portfolio.
- Added to shares of these 10 stocks: TJX (+$77M), AVGO (+$72M), URI (+$70M), UNH (+$69M), BKNG (+$69M), MRVL (+$69M), BX (+$68M), MSI (+$68M), NXPI (+$68M), FICO (+$67M).
- Started 343 new stock positions in CHE, CBOE, WPM, TT, DOV, SMTC, MRVL, PFG, URI, ODFL.
- Reduced shares in these 10 stocks: GOOGL (-$72M), RBLX (-$72M), CDNS (-$67M), MU (-$66M), MPWR (-$66M), RTX (-$64M), PNC (-$61M), SNOW (-$57M), NDAQ (-$55M), UPS (-$52M).
- Sold out of its positions in AIR, ABM, AFL, AGNC, AMN, APG, AZZ, ASO, ACHC, ACAD.
- Twinbeech Capital was a net buyer of stock by $677M.
- Twinbeech Capital has $5.8B in assets under management (AUM), dropping by 11.62%.
- Central Index Key (CIK): 0001769646
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Portfolio Holdings for Twinbeech Capital
Twinbeech Capital holds 577 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Twinbeech Capital has 577 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Twinbeech Capital Dec. 31, 2024 positions
- Download the Twinbeech Capital December 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TJX Companies (TJX) | 1.3 | $77M | +25517% | 637k | 120.81 |
|
| Home Depot (HD) | 1.3 | $75M | +373% | 193k | 388.99 |
|
| Broadcom (AVGO) | 1.2 | $72M | NEW | 309k | 231.84 |
|
| Sherwin-Williams Company (SHW) | 1.2 | $71M | +148% | 210k | 339.93 |
|
| Block Cl A (XYZ) | 1.2 | $70M | 825k | 84.99 |
|
|
| Waste Management (WM) | 1.2 | $70M | +220% | 347k | 201.79 |
|
| United Rentals (URI) | 1.2 | $70M | NEW | 99k | 704.44 |
|
| UnitedHealth (UNH) | 1.2 | $69M | NEW | 136k | 505.86 |
|
| Booking Holdings (BKNG) | 1.2 | $69M | NEW | 14k | 4968.42 |
|
| Marvell Technology (MRVL) | 1.2 | $69M | NEW | 620k | 110.45 |
|
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $68M | NEW | 397k | 172.42 |
|
| Motorola Solutions Com New (MSI) | 1.2 | $68M | NEW | 147k | 462.23 |
|
| Nxp Semiconductors N V (NXPI) | 1.2 | $68M | NEW | 325k | 207.85 |
|
| Fair Isaac Corporation (FICO) | 1.1 | $67M | NEW | 34k | 1990.93 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $64M | +231% | 142k | 453.28 |
|
| Uber Technologies (UBER) | 1.1 | $64M | NEW | 1.1M | 60.32 |
|
| Kla Corp Com New (KLAC) | 1.1 | $62M | +98% | 99k | 630.12 |
|
| Eli Lilly & Co. (LLY) | 1.1 | $62M | NEW | 80k | 772.00 |
|
| CVS Caremark Corporation (CVS) | 1.1 | $62M | NEW | 1.4M | 44.89 |
|
| Pfizer (PFE) | 1.1 | $62M | +303% | 2.3M | 26.53 |
|
| Carrier Global Corporation (CARR) | 1.0 | $61M | +6727% | 898k | 68.26 |
|
| Hldgs (UAL) | 1.0 | $58M | NEW | 600k | 97.10 |
|
| Verizon Communications (VZ) | 1.0 | $58M | NEW | 1.5M | 39.99 |
|
| Roper Industries (ROP) | 1.0 | $57M | +217% | 110k | 519.85 |
|
| Halliburton Company (HAL) | 1.0 | $56M | +314% | 2.0M | 27.19 |
|
| W.W. Grainger (GWW) | 0.9 | $54M | NEW | 51k | 1054.05 |
|
| Parker-Hannifin Corporation (PH) | 0.9 | $53M | +4966% | 84k | 636.03 |
|
| Natera (NTRA) | 0.9 | $53M | +105% | 333k | 158.30 |
|
| Chipotle Mexican Grill (CMG) | 0.9 | $53M | +222% | 873k | 60.30 |
|
| Palo Alto Networks (PANW) | 0.9 | $53M | +114% | 289k | 181.96 |
|
| Ross Stores (ROST) | 0.9 | $51M | +125% | 337k | 151.27 |
|
| Lam Research Corp Com New (LRCX) | 0.9 | $50M | NEW | 696k | 72.23 |
|
| Servicenow (NOW) | 0.8 | $49M | NEW | 46k | 1060.12 |
|
| Humana (HUM) | 0.8 | $46M | +41% | 183k | 253.71 |
|
| Nike CL B (NKE) | 0.8 | $46M | NEW | 613k | 75.67 |
|
| Cintas Corporation (CTAS) | 0.8 | $45M | NEW | 246k | 182.70 |
|
| Medtronic SHS (MDT) | 0.8 | $45M | NEW | 561k | 79.88 |
|
| Deckers Outdoor Corporation (DECK) | 0.8 | $45M | NEW | 219k | 203.09 |
|
| Synopsys (SNPS) | 0.7 | $44M | -29% | 90k | 485.36 |
|
| L3harris Technologies (LHX) | 0.7 | $43M | NEW | 207k | 210.28 |
|
| Gartner (IT) | 0.7 | $43M | NEW | 89k | 484.47 |
|
| Waste Connections (WCN) | 0.7 | $43M | +43% | 250k | 171.58 |
|
| Carvana Cl A (CVNA) | 0.7 | $42M | NEW | 205k | 203.36 |
|
| Duke Energy Corp Com New (DUK) | 0.7 | $42M | +1109% | 386k | 107.74 |
|
| Kenvue (KVUE) | 0.7 | $41M | NEW | 1.9M | 21.35 |
|
| Dex (DXCM) | 0.7 | $41M | +742% | 529k | 77.77 |
|
| Amazon (AMZN) | 0.7 | $40M | NEW | 183k | 219.39 |
|
| Otis Worldwide Corp (OTIS) | 0.7 | $39M | NEW | 424k | 92.61 |
|
| Corpay Com Shs (CPAY) | 0.6 | $36M | NEW | 106k | 338.42 |
|
| Danaher Corporation (DHR) | 0.6 | $36M | NEW | 156k | 229.55 |
|
| Tyler Technologies (TYL) | 0.6 | $34M | NEW | 59k | 576.64 |
|
| Cheniere Energy Com New (LNG) | 0.6 | $33M | NEW | 151k | 214.87 |
|
| Mondelez Intl Cl A (MDLZ) | 0.6 | $32M | NEW | 540k | 59.73 |
|
| Truist Financial Corp equities (TFC) | 0.5 | $32M | -13% | 732k | 43.38 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $31M | NEW | 809k | 38.08 |
|
| Domino's Pizza (DPZ) | 0.5 | $31M | NEW | 73k | 419.76 |
|
| Nucor Corporation (NUE) | 0.5 | $31M | NEW | 262k | 116.71 |
|
| Pulte (PHM) | 0.5 | $30M | NEW | 278k | 108.90 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.5 | $30M | NEW | 2.3M | 13.30 |
|
| Keysight Technologies (KEYS) | 0.5 | $30M | +3131% | 186k | 160.63 |
|
| Stryker Corporation (SYK) | 0.5 | $28M | NEW | 78k | 360.05 |
|
| Carlisle Companies (CSL) | 0.5 | $28M | +311% | 75k | 368.84 |
|
| Universal Hlth Svcs CL B (UHS) | 0.5 | $27M | +1151% | 153k | 179.42 |
|
| Blackrock (BLK) | 0.5 | $27M | NEW | 27k | 1025.11 |
|
| Chubb (CB) | 0.5 | $27M | NEW | 98k | 276.30 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $27M | NEW | 314k | 86.31 |
|
| Intercontinental Exchange (ICE) | 0.5 | $27M | +3304% | 181k | 149.01 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $27M | NEW | 111k | 243.38 |
|
| Travelers Companies (TRV) | 0.5 | $27M | +2485% | 112k | 240.89 |
|
| Axon Enterprise (AXON) | 0.5 | $27M | NEW | 45k | 594.32 |
|
| Docusign (DOCU) | 0.5 | $27M | NEW | 297k | 89.94 |
|
| Bunge Global Sa Com Shs (BG) | 0.5 | $26M | +196% | 340k | 77.76 |
|
| Builders FirstSource (BLDR) | 0.4 | $26M | NEW | 183k | 142.93 |
|
| M&T Bank Corporation (MTB) | 0.4 | $26M | NEW | 138k | 188.01 |
|
| Reddit Cl A (RDDT) | 0.4 | $26M | +49% | 158k | 163.44 |
|
| Microsoft Corporation (MSFT) | 0.4 | $26M | +47% | 61k | 421.50 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $25M | NEW | 679k | 37.26 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $25M | NEW | 52k | 485.94 |
|
| D.R. Horton (DHI) | 0.4 | $25M | +160% | 178k | 139.82 |
|
| Lennar Corp Cl A (LEN) | 0.4 | $25M | NEW | 179k | 136.37 |
|
| Duolingo Cl A Com (DUOL) | 0.4 | $24M | NEW | 75k | 324.23 |
|
| Electronic Arts (EA) | 0.4 | $24M | +161% | 165k | 146.30 |
|
| Eaton Corp SHS (ETN) | 0.4 | $24M | NEW | 73k | 331.87 |
|
| Vaxcyte (PCVX) | 0.4 | $23M | NEW | 280k | 81.86 |
|
| Cdw (CDW) | 0.4 | $23M | +1303% | 132k | 174.04 |
|
| Owens Corning (OC) | 0.4 | $23M | NEW | 133k | 170.32 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $23M | NEW | 44k | 520.23 |
|
| Western Digital (WDC) | 0.4 | $23M | NEW | 380k | 59.63 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $22M | NEW | 55k | 402.70 |
|
| The Trade Desk Com Cl A (TTD) | 0.4 | $22M | NEW | 188k | 117.53 |
|
| Generac Holdings (GNRC) | 0.4 | $22M | NEW | 142k | 155.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $22M | +4045% | 580k | 37.53 |
|
| Netflix (NFLX) | 0.4 | $22M | NEW | 24k | 891.32 |
|
| Ingersoll Rand (IR) | 0.4 | $21M | NEW | 230k | 90.46 |
|
| Msci (MSCI) | 0.4 | $21M | NEW | 34k | 600.01 |
|
| Zoetis Cl A (ZTS) | 0.4 | $21M | NEW | 126k | 162.93 |
|
| Prologis (PLD) | 0.3 | $20M | +26% | 194k | 105.70 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.3 | $20M | NEW | 51k | 386.22 |
|
| Omni (OMC) | 0.3 | $20M | NEW | 230k | 86.04 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.3 | $20M | NEW | 840k | 23.26 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.3 | $19M | NEW | 279k | 67.21 |
|
| Live Nation Entertainment (LYV) | 0.3 | $19M | NEW | 144k | 129.50 |
|
| Monster Beverage Corp (MNST) | 0.3 | $19M | NEW | 354k | 52.56 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $19M | +244% | 77k | 239.71 |
|
| Crown Castle Intl (CCI) | 0.3 | $18M | NEW | 203k | 90.76 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.3 | $18M | +63% | 105k | 173.57 |
|
| Leidos Holdings (LDOS) | 0.3 | $18M | NEW | 125k | 144.06 |
|
| Regeneron Pharmaceuticals (REGN) | 0.3 | $18M | -45% | 25k | 712.33 |
|
| Linde SHS (LIN) | 0.3 | $17M | -69% | 42k | 418.67 |
|
| Williams Companies (WMB) | 0.3 | $17M | +2432% | 320k | 54.12 |
|
| Public Storage (PSA) | 0.3 | $17M | NEW | 58k | 299.44 |
|
| Meta Platforms Cl A (META) | 0.3 | $17M | NEW | 29k | 585.51 |
|
| Sprouts Fmrs Mkt (SFM) | 0.3 | $17M | NEW | 135k | 127.07 |
|
| Align Technology (ALGN) | 0.3 | $17M | NEW | 80k | 208.51 |
|
| Universal Display Corporation (OLED) | 0.3 | $16M | NEW | 112k | 146.20 |
|
| Old Dominion Freight Line (ODFL) | 0.3 | $16M | NEW | 93k | 176.40 |
|
| Microchip Technology (MCHP) | 0.3 | $16M | NEW | 276k | 57.35 |
|
| Johnson & Johnson (JNJ) | 0.3 | $16M | +235% | 109k | 144.62 |
|
| Twilio Cl A (TWLO) | 0.3 | $16M | +883% | 145k | 108.08 |
|
| Cigna Corp (CI) | 0.3 | $16M | +5316% | 56k | 276.14 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $16M | NEW | 144k | 107.57 |
|
| Voya Financial (VOYA) | 0.3 | $15M | NEW | 215k | 68.83 |
|
| Iqvia Holdings (IQV) | 0.2 | $15M | -27% | 74k | 196.51 |
|
| Lowe's Companies (LOW) | 0.2 | $14M | NEW | 57k | 246.80 |
|
| Dominion Resources (D) | 0.2 | $14M | +1170% | 261k | 53.86 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $14M | NEW | 43k | 323.83 |
|
| NVR (NVR) | 0.2 | $13M | NEW | 1.6k | 8178.90 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.2 | $13M | NEW | 134k | 99.70 |
|
| ConAgra Foods (CAG) | 0.2 | $13M | NEW | 480k | 27.75 |
|
| Ceridian Hcm Hldg (DAY) | 0.2 | $13M | NEW | 183k | 72.64 |
|
| Murphy Usa (MUSA) | 0.2 | $13M | -37% | 26k | 501.75 |
|
| Tesla Motors (TSLA) | 0.2 | $13M | NEW | 32k | 403.84 |
|
| Manhattan Associates (MANH) | 0.2 | $13M | NEW | 48k | 270.24 |
|
| AmerisourceBergen (COR) | 0.2 | $13M | NEW | 58k | 224.68 |
|
| Fortune Brands (FBIN) | 0.2 | $13M | NEW | 184k | 68.33 |
|
| McKesson Corporation (MCK) | 0.2 | $13M | +3047% | 22k | 569.91 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $13M | NEW | 97k | 128.70 |
|
| Expedia Group Com New (EXPE) | 0.2 | $12M | NEW | 67k | 186.33 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.2 | $12M | +43% | 166k | 74.27 |
|
| Lyft Cl A Com (LYFT) | 0.2 | $12M | -15% | 954k | 12.90 |
|
| Nortonlifelock (GEN) | 0.2 | $12M | NEW | 447k | 27.38 |
|
| Monday SHS (MNDY) | 0.2 | $12M | NEW | 52k | 235.44 |
|
| Extra Space Storage (EXR) | 0.2 | $12M | +70% | 80k | 149.60 |
|
| Bath & Body Works In (BBWI) | 0.2 | $12M | NEW | 307k | 38.77 |
|
| Lincoln National Corporation (LNC) | 0.2 | $12M | +51% | 373k | 31.71 |
|
| Hartford Financial Services (HIG) | 0.2 | $12M | +513% | 108k | 109.40 |
|
| Nordson Corporation (NDSN) | 0.2 | $12M | NEW | 55k | 209.24 |
|
| A. O. Smith Corporation (AOS) | 0.2 | $11M | NEW | 168k | 68.21 |
|
| Bwx Technologies (BWXT) | 0.2 | $11M | +149% | 102k | 111.39 |
|
| Elanco Animal Health (ELAN) | 0.2 | $11M | +878% | 915k | 12.11 |
|
| Veeva Sys Cl A Com (VEEV) | 0.2 | $11M | -42% | 51k | 210.25 |
|
| Constellation Energy (CEG) | 0.2 | $11M | NEW | 48k | 223.71 |
|
| Hamilton Lane Cl A (HLNE) | 0.2 | $11M | NEW | 73k | 148.05 |
|
| Brown & Brown (BRO) | 0.2 | $11M | +73% | 105k | 102.02 |
|
| Norfolk Southern (NSC) | 0.2 | $11M | -78% | 45k | 234.70 |
|
| Wingstop (WING) | 0.2 | $10M | +130% | 36k | 284.20 |
|
| Caci Intl Cl A (CACI) | 0.2 | $9.8M | NEW | 24k | 404.06 |
|
| Five Below (FIVE) | 0.2 | $9.7M | -31% | 93k | 104.96 |
|
| Cardinal Health (CAH) | 0.2 | $9.6M | NEW | 82k | 118.27 |
|
| American Water Works (AWK) | 0.2 | $9.6M | +825% | 77k | 124.49 |
|
| Hyatt Hotels Corp Com Cl A (H) | 0.2 | $9.3M | NEW | 60k | 156.98 |
|
| Brinker International (EAT) | 0.2 | $9.2M | +18% | 69k | 132.29 |
|
| Ameriprise Financial (AMP) | 0.2 | $9.1M | NEW | 17k | 532.43 |
|
| Pinnacle West Capital Corporation (PNW) | 0.2 | $9.1M | +214% | 107k | 84.77 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.2 | $8.9M | NEW | 401k | 22.21 |
|
| Crown Holdings (CCK) | 0.2 | $8.9M | +345% | 108k | 82.69 |
|
| Permian Resources Corp Class A Com (PR) | 0.1 | $8.7M | NEW | 602k | 14.38 |
|
| Keurig Dr Pepper (KDP) | 0.1 | $8.6M | NEW | 269k | 32.12 |
|
| Etsy (ETSY) | 0.1 | $8.3M | NEW | 158k | 52.89 |
|
| On Assignment (ASGN) | 0.1 | $8.3M | NEW | 100k | 83.34 |
|
| Charles River Laboratories (CRL) | 0.1 | $8.2M | +1584% | 45k | 184.60 |
|
| Elastic N V Ord Shs (ESTC) | 0.1 | $8.1M | NEW | 82k | 99.08 |
|
| Tapestry (TPR) | 0.1 | $8.0M | +204% | 123k | 65.33 |
|
| Boise Cascade (BCC) | 0.1 | $8.0M | +81% | 67k | 118.86 |
|
| Ally Financial (ALLY) | 0.1 | $8.0M | -52% | 222k | 36.01 |
|
| Entegris (ENTG) | 0.1 | $8.0M | -70% | 81k | 99.06 |
|
| Hubspot (HUBS) | 0.1 | $7.8M | NEW | 11k | 696.77 |
|
| Kraft Heinz (KHC) | 0.1 | $7.8M | NEW | 253k | 30.71 |
|
| Paypal Holdings (PYPL) | 0.1 | $7.5M | NEW | 88k | 85.35 |
|
| Zillow Group Cl A (ZG) | 0.1 | $7.5M | +56% | 106k | 70.85 |
|
| Stifel Financial (SF) | 0.1 | $7.4M | NEW | 70k | 106.08 |
|
| Ufp Industries (UFPI) | 0.1 | $7.4M | +745% | 66k | 112.65 |
|
| Cabot Corporation (CBT) | 0.1 | $7.4M | NEW | 81k | 91.31 |
|
| Coca-Cola Company (KO) | 0.1 | $7.3M | NEW | 118k | 62.26 |
|
| Sweetgreen Com Cl A (SG) | 0.1 | $7.3M | NEW | 227k | 32.06 |
|
| Yeti Hldgs (YETI) | 0.1 | $7.3M | +25% | 189k | 38.51 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $7.3M | -25% | 26k | 283.85 |
|
| Nextera Energy (NEE) | 0.1 | $7.1M | -68% | 99k | 71.69 |
|
| Crane Company Common Stock (CR) | 0.1 | $7.0M | +65% | 46k | 151.75 |
|
| Flutter Entmt SHS (FLUT) | 0.1 | $7.0M | NEW | 27k | 258.45 |
|
| M/a (MTSI) | 0.1 | $6.9M | NEW | 53k | 129.91 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $6.9M | 37k | 187.47 |
|
|
| Geo Group Inc/the reit (GEO) | 0.1 | $6.7M | +398% | 240k | 27.98 |
|
| Cirrus Logic (CRUS) | 0.1 | $6.5M | +3% | 66k | 99.58 |
|
| Rollins (ROL) | 0.1 | $6.5M | +43% | 140k | 46.35 |
|
| Green Brick Partners (GRBK) | 0.1 | $6.5M | NEW | 115k | 56.49 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $6.5M | -91% | 34k | 189.30 |
|
| WESCO International (WCC) | 0.1 | $6.4M | -48% | 36k | 180.96 |
|
| Avient Corp (AVNT) | 0.1 | $6.4M | NEW | 156k | 40.86 |
|
| Eagle Materials (EXP) | 0.1 | $6.2M | NEW | 25k | 246.76 |
|
| Ensign (ENSG) | 0.1 | $6.1M | +14% | 46k | 132.86 |
|
| Service Corporation International (SCI) | 0.1 | $5.8M | NEW | 72k | 79.82 |
|
| Roblox Corp Cl A (RBLX) | 0.1 | $5.8M | -92% | 100k | 57.86 |
|
| Foot Locker (FL) | 0.1 | $5.7M | NEW | 263k | 21.76 |
|
| salesforce (CRM) | 0.1 | $5.7M | NEW | 17k | 334.33 |
|
| Goodyear Tire & Rubber Company (GT) | 0.1 | $5.7M | +483% | 631k | 9.00 |
|
| MKS Instruments (MKSI) | 0.1 | $5.7M | -67% | 54k | 104.39 |
|
| Principal Financial (PFG) | 0.1 | $5.6M | NEW | 73k | 77.41 |
|
| C3 Ai Cl A (AI) | 0.1 | $5.5M | NEW | 160k | 34.43 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $5.5M | -62% | 2.6k | 2113.02 |
|
| Varonis Sys (VRNS) | 0.1 | $5.5M | NEW | 123k | 44.43 |
|
| Edison International (EIX) | 0.1 | $5.4M | -73% | 67k | 79.84 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $5.3M | +26% | 16k | 326.51 |
|
| Macy's (M) | 0.1 | $5.2M | NEW | 309k | 16.93 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.1 | $5.2M | -37% | 191k | 27.40 |
|
| Merck & Co (MRK) | 0.1 | $5.2M | -52% | 52k | 99.48 |
|
| Okta Cl A (OKTA) | 0.1 | $5.2M | NEW | 66k | 78.80 |
|
| Denali Therapeutics (DNLI) | 0.1 | $5.2M | NEW | 255k | 20.38 |
|
| InterDigital (IDCC) | 0.1 | $5.1M | +243% | 27k | 193.72 |
|
| Republic Services (RSG) | 0.1 | $5.1M | -27% | 25k | 201.18 |
|
| Belden (BDC) | 0.1 | $5.1M | NEW | 45k | 112.61 |
|
| Lci Industries (LCII) | 0.1 | $5.1M | NEW | 49k | 103.39 |
|
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $5.0M | NEW | 89k | 56.14 |
|
| Kimco Realty Corporation (KIM) | 0.1 | $5.0M | NEW | 212k | 23.43 |
|
| Martin Marietta Materials (MLM) | 0.1 | $4.9M | NEW | 9.5k | 516.50 |
|
| Xpeng Ads (XPEV) | 0.1 | $4.8M | +22% | 407k | 11.82 |
|
| Ametek (AME) | 0.1 | $4.7M | -69% | 26k | 180.26 |
|
| Syndax Pharmaceuticals (SNDX) | 0.1 | $4.7M | +79% | 356k | 13.22 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.1 | $4.7M | NEW | 222k | 21.10 |
|
| Agios Pharmaceuticals (AGIO) | 0.1 | $4.6M | NEW | 141k | 32.86 |
|
| Roku Com Cl A (ROKU) | 0.1 | $4.6M | NEW | 62k | 74.34 |
|
| Vici Pptys (VICI) | 0.1 | $4.6M | NEW | 157k | 29.21 |
|
| Clorox Company (CLX) | 0.1 | $4.6M | NEW | 28k | 162.41 |
|
| Matson (MATX) | 0.1 | $4.5M | NEW | 34k | 134.84 |
|
| ConocoPhillips (COP) | 0.1 | $4.5M | NEW | 45k | 99.17 |
|
| Tempur-Pedic International (SGI) | 0.1 | $4.5M | +154% | 79k | 56.69 |
|
| Ptc (PTC) | 0.1 | $4.5M | NEW | 24k | 183.87 |
|
| Trane Technologies SHS (TT) | 0.1 | $4.5M | NEW | 12k | 369.35 |
|
| Phinia Common Stock (PHIN) | 0.1 | $4.4M | +672% | 92k | 48.17 |
|
| ICF International (ICFI) | 0.1 | $4.4M | NEW | 37k | 119.21 |
|
| Eversource Energy (ES) | 0.1 | $4.3M | -82% | 76k | 57.43 |
|
| Iren Ordinary Shares (IREN) | 0.1 | $4.3M | NEW | 440k | 9.82 |
|
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $4.3M | NEW | 54k | 79.99 |
|
| Axalta Coating Sys (AXTA) | 0.1 | $4.3M | +91% | 126k | 34.22 |
|
| Riot Blockchain (RIOT) | 0.1 | $4.3M | +405% | 421k | 10.21 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $4.3M | -45% | 67k | 64.16 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $4.2M | NEW | 367k | 11.33 |
|
| News Corp Cl A (NWSA) | 0.1 | $4.1M | +1748% | 150k | 27.54 |
|
| Solventum Corp Com Shs (SOLV) | 0.1 | $4.1M | -69% | 62k | 66.06 |
|
| Grocery Outlet Hldg Corp (GO) | 0.1 | $4.0M | NEW | 259k | 15.61 |
|
Past Filings by Twinbeech Capital
SEC 13F filings are viewable for Twinbeech Capital going back to 2019
- 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
- Twinbeech Capital 2021 Q3 filed Nov. 15, 2021
- Twinbeech Capital 2021 Q2 filed Aug. 16, 2021
- Twinbeech Capital 2021 Q1 filed May 17, 2021