Twinbeech Capital
Latest statistics and disclosures from Twinbeech Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSCO, AME, BR, SSNC, CMG, and represent 5.19% of Twinbeech Capital's stock portfolio.
- Added to shares of these 10 stocks: TSCO (+$11M), AME (+$10M), BR (+$10M), SSNC (+$9.7M), CMG (+$9.6M), AXON (+$9.5M), TDY (+$9.2M), AMGN (+$9.2M), CMCSA (+$8.9M), ONON (+$8.8M).
- Started 326 new stock positions in TXT, PD, ABT, AROC, INTR, WAL, ESAB, AEP, WVE, ELS.
- Reduced shares in these 10 stocks: MPC (-$23M), LNG (-$17M), ETN (-$16M), MRVL (-$16M), EOG (-$16M), JCI (-$15M), PG (-$14M), URI (-$14M), TTD (-$14M), DT (-$14M).
- Sold out of its positions in ADT, ANIP, T, ANF, ACHC, ACIW, ADTN, AYI, TIC, ADUS.
- Twinbeech Capital was a net seller of stock by $-421M.
- Twinbeech Capital has $965M in assets under management (AUM), dropping by -31.42%.
- Central Index Key (CIK): 0001769646
Tip: Access up to 7 years of quarterly data
Positions held by Twinbeech Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Twinbeech Capital
Twinbeech Capital holds 536 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Twinbeech Capital has 536 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Twinbeech Capital March 31, 2026 positions
- Download the Twinbeech Capital March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Tractor Supply Company (TSCO) | 1.1 | $11M | NEW | 236k | 45.30 |
|
| Ametek (AME) | 1.0 | $10M | NEW | 47k | 214.36 |
|
| Broadridge Financial Solutions (BR) | 1.0 | $10M | NEW | 62k | 162.48 |
|
| Ss&c Technologies Holding (SSNC) | 1.0 | $9.7M | NEW | 144k | 67.57 |
|
| Chipotle Mexican Grill (CMG) | 1.0 | $9.6M | NEW | 300k | 32.01 |
|
| Axon Enterprise (AXON) | 1.0 | $9.5M | NEW | 22k | 424.69 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 1.0 | $9.3M | +5% | 110k | 85.02 |
|
| Teledyne Technologies Incorporated (TDY) | 1.0 | $9.2M | NEW | 15k | 605.01 |
|
| Amgen (AMGN) | 1.0 | $9.2M | NEW | 26k | 351.85 |
|
| Fidelity National Information Services (FIS) | 1.0 | $9.2M | +105% | 196k | 46.91 |
|
| Tempur-Pedic International (SGI) | 0.9 | $9.0M | -21% | 122k | 73.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.9 | $8.9M | NEW | 310k | 28.71 |
|
| Centene Corporation (CNC) | 0.9 | $8.8M | -11% | 269k | 32.74 |
|
| On Hldg Namen Akt A (ONON) | 0.9 | $8.8M | NEW | 259k | 34.02 |
|
| SYSCO Corporation (SYY) | 0.9 | $8.8M | +555% | 123k | 71.33 |
|
| Amrize SHS (AMRZ) | 0.9 | $8.8M | NEW | 156k | 56.02 |
|
| United Parcel Svcs CL B (UPS) | 0.9 | $8.7M | +1958% | 89k | 98.38 |
|
| James Hardie Inds Ord Shs (JHX) | 0.9 | $8.5M | NEW | 449k | 18.94 |
|
| Eversource Energy (ES) | 0.9 | $8.4M | NEW | 121k | 69.28 |
|
| PG&E Corporation (PCG) | 0.9 | $8.2M | +187% | 467k | 17.57 |
|
| Nortonlifelock (GEN) | 0.8 | $7.9M | NEW | 422k | 18.83 |
|
| Agilent Technologies Inc C ommon (A) | 0.8 | $7.8M | -29% | 69k | 113.98 |
|
| Viatris (VTRS) | 0.8 | $7.8M | NEW | 579k | 13.51 |
|
| Boston Scientific Corporation (BSX) | 0.8 | $7.8M | -21% | 125k | 62.75 |
|
| FedEx Corporation (FDX) | 0.8 | $7.8M | NEW | 22k | 356.18 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $7.7M | NEW | 20k | 390.41 |
|
| Dt Midstream Common Stock (DTM) | 0.8 | $7.6M | NEW | 57k | 134.67 |
|
| Lowe's Companies (LOW) | 0.8 | $7.5M | NEW | 32k | 236.28 |
|
| Keysight Technologies (KEYS) | 0.8 | $7.4M | NEW | 26k | 282.37 |
|
| Circle Internet Group Com Cl A (CRCL) | 0.8 | $7.3M | NEW | 77k | 95.41 |
|
| Vistra Energy (VST) | 0.7 | $7.2M | +34% | 48k | 150.33 |
|
| Smucker J M Com New (SJM) | 0.7 | $7.1M | NEW | 74k | 96.44 |
|
| Constellation Energy (CEG) | 0.7 | $7.1M | NEW | 25k | 279.25 |
|
| Home Depot (HD) | 0.7 | $7.1M | -11% | 22k | 328.89 |
|
| Cummins (CMI) | 0.7 | $7.0M | +278% | 13k | 538.02 |
|
| Core & Main Cl A (CNM) | 0.7 | $6.9M | NEW | 140k | 49.40 |
|
| Ross Stores (ROST) | 0.7 | $6.5M | -63% | 30k | 216.63 |
|
| Advanced Drain Sys Inc Del (WMS) | 0.6 | $6.1M | NEW | 45k | 137.13 |
|
| InterDigital (IDCC) | 0.6 | $6.1M | NEW | 20k | 302.00 |
|
| Otis Worldwide Corp (OTIS) | 0.6 | $6.0M | -50% | 77k | 77.08 |
|
| Lauder Estee Cos Cl A (EL) | 0.6 | $5.9M | NEW | 83k | 71.77 |
|
| Gap (GAP) | 0.6 | $5.9M | +406% | 244k | 24.20 |
|
| Cava Group Ord (CAVA) | 0.6 | $5.9M | NEW | 73k | 80.90 |
|
| Cintas Corporation (CTAS) | 0.6 | $5.8M | NEW | 35k | 169.14 |
|
| Tenet Healthcare Corp Com New (THC) | 0.6 | $5.6M | -55% | 30k | 188.71 |
|
| Veralto Corp Com Shs (VLTO) | 0.6 | $5.5M | +822% | 62k | 88.42 |
|
| Cme (CME) | 0.6 | $5.5M | NEW | 19k | 295.35 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.5 | $5.3M | +123% | 279k | 18.83 |
|
| Pentair SHS (PNR) | 0.5 | $5.2M | +1716% | 60k | 87.11 |
|
| Fortune Brands (FBIN) | 0.5 | $5.2M | NEW | 133k | 38.97 |
|
| CoStar (CSGP) | 0.5 | $5.2M | +4167% | 128k | 40.34 |
|
| Equitable Holdings (EQH) | 0.5 | $5.1M | +1892% | 138k | 37.11 |
|
| Cognex Corporation (CGNX) | 0.5 | $4.7M | +512% | 96k | 48.99 |
|
| Wingstop (WING) | 0.5 | $4.7M | NEW | 30k | 154.97 |
|
| Chime Finl Com Shs Cl A (CHYM) | 0.5 | $4.6M | NEW | 248k | 18.73 |
|
| Match Group (MTCH) | 0.5 | $4.6M | -34% | 149k | 30.71 |
|
| CarMax (KMX) | 0.5 | $4.5M | NEW | 109k | 41.58 |
|
| Carlyle Group (CG) | 0.5 | $4.5M | NEW | 94k | 48.39 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.5 | $4.5M | 22k | 209.08 |
|
|
| Avantor (AVTR) | 0.5 | $4.4M | NEW | 567k | 7.84 |
|
| Applied Materials (AMAT) | 0.5 | $4.4M | +151% | 13k | 341.79 |
|
| Crane Company Common Stock (CR) | 0.4 | $4.3M | -11% | 25k | 171.00 |
|
| Samsara Com Cl A (IOT) | 0.4 | $4.3M | -57% | 135k | 31.69 |
|
| Deckers Outdoor Corporation (DECK) | 0.4 | $4.1M | NEW | 41k | 100.09 |
|
| Graphic Packaging Holding Company (GPK) | 0.4 | $4.0M | +763% | 405k | 9.94 |
|
| Apa Corporation (APA) | 0.4 | $4.0M | NEW | 94k | 42.44 |
|
| Houlihan Lokey Cl A (HLI) | 0.4 | $4.0M | +141% | 28k | 143.62 |
|
| Gates Indl Corp Ord Shs (GTES) | 0.4 | $3.9M | -18% | 174k | 22.61 |
|
| Carrier Global Corporation (CARR) | 0.4 | $3.8M | -74% | 68k | 56.31 |
|
| Vaxcyte (PCVX) | 0.4 | $3.8M | -15% | 66k | 58.11 |
|
| Ralliant Corp (RAL) | 0.4 | $3.8M | NEW | 92k | 41.59 |
|
| Wix SHS (WIX) | 0.4 | $3.8M | NEW | 42k | 90.07 |
|
| Visa Com Cl A (V) | 0.4 | $3.8M | NEW | 13k | 302.24 |
|
| Copart (CPRT) | 0.4 | $3.7M | +1941% | 113k | 33.20 |
|
| Toll Brothers (TOL) | 0.4 | $3.7M | NEW | 27k | 136.47 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.4 | $3.7M | NEW | 159k | 23.08 |
|
| Servicetitan Shs Cl A (TTAN) | 0.4 | $3.6M | NEW | 57k | 63.46 |
|
| Dropbox Cl A (DBX) | 0.4 | $3.6M | NEW | 158k | 22.72 |
|
| Option Care Health Com New (OPCH) | 0.4 | $3.6M | NEW | 133k | 26.92 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.4 | $3.5M | NEW | 79k | 44.84 |
|
| Meritage Homes Corporation (MTH) | 0.4 | $3.5M | +56% | 57k | 61.84 |
|
| Elf Beauty (ELF) | 0.4 | $3.5M | NEW | 57k | 60.61 |
|
| Chevron Corporation (CVX) | 0.4 | $3.5M | +532% | 17k | 206.90 |
|
| 4068594 Enphase Energy (ENPH) | 0.4 | $3.4M | -21% | 91k | 37.81 |
|
| Terex Corporation (TEX) | 0.3 | $3.3M | NEW | 56k | 59.10 |
|
| Vontier Corporation (VNT) | 0.3 | $3.3M | NEW | 93k | 35.47 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.3 | $3.2M | -28% | 96k | 33.74 |
|
| Esab Corporation (ESAB) | 0.3 | $3.2M | NEW | 33k | 96.66 |
|
| Hca Holdings (HCA) | 0.3 | $3.2M | NEW | 6.7k | 473.24 |
|
| McDonald's Corporation (MCD) | 0.3 | $3.2M | +290% | 10k | 310.79 |
|
| Boot Barn Hldgs (BOOT) | 0.3 | $3.1M | +473% | 21k | 146.36 |
|
| Global E Online SHS (GLBE) | 0.3 | $3.1M | +1773% | 99k | 30.85 |
|
| Fiserv (FISV) | 0.3 | $3.0M | +384% | 54k | 55.80 |
|
| Construction Partners Com Cl A (ROAD) | 0.3 | $3.0M | NEW | 27k | 111.12 |
|
| Commscope Hldg (VISN) | 0.3 | $3.0M | +193% | 165k | 18.20 |
|
| Global Payments (GPN) | 0.3 | $3.0M | -69% | 45k | 67.30 |
|
| Resideo Technologies (REZI) | 0.3 | $3.0M | NEW | 89k | 33.71 |
|
| Makemytrip Limited Mauritius SHS (MMYT) | 0.3 | $3.0M | NEW | 80k | 37.29 |
|
| Bio-techne Corporation (TECH) | 0.3 | $2.9M | NEW | 56k | 52.26 |
|
| Copa Holdings Sa Cl A (CPA) | 0.3 | $2.9M | NEW | 26k | 113.61 |
|
| Heico Corp Cl A (HEI.A) | 0.3 | $2.9M | +392% | 14k | 211.09 |
|
| Stanley Black & Decker (SWK) | 0.3 | $2.9M | +1156% | 41k | 71.06 |
|
| Maximus (MMS) | 0.3 | $2.9M | NEW | 45k | 64.10 |
|
| Semtech Corporation (SMTC) | 0.3 | $2.8M | NEW | 37k | 76.89 |
|
| Shake Shack Cl A (SHAK) | 0.3 | $2.8M | NEW | 32k | 88.47 |
|
| Amcor Com New (AMCR) | 0.3 | $2.8M | NEW | 71k | 39.75 |
|
| Frontdoor (FTDR) | 0.3 | $2.8M | NEW | 53k | 52.86 |
|
| Selective Insurance (SIGI) | 0.3 | $2.8M | NEW | 37k | 75.39 |
|
| Snowflake Com Shs (SNOW) | 0.3 | $2.7M | NEW | 18k | 150.82 |
|
| Gxo Logistics Incorporated Common Stock (GXO) | 0.3 | $2.7M | NEW | 52k | 51.85 |
|
| Bruker Corporation (BRKR) | 0.3 | $2.7M | NEW | 75k | 36.12 |
|
| UnitedHealth (UNH) | 0.3 | $2.7M | +971% | 10k | 270.59 |
|
| Cipher Mining (CIFR) | 0.3 | $2.7M | NEW | 209k | 12.87 |
|
| Microsoft Corporation (MSFT) | 0.3 | $2.7M | -60% | 7.3k | 370.17 |
|
| Vicor Corporation (VICR) | 0.3 | $2.7M | NEW | 17k | 161.00 |
|
| Herc Hldgs (HRI) | 0.3 | $2.6M | NEW | 26k | 99.55 |
|
| Valmont Industries (VMI) | 0.3 | $2.6M | NEW | 6.5k | 399.57 |
|
| Quantumscape Corp Com Cl A (QS) | 0.3 | $2.6M | NEW | 403k | 6.38 |
|
| Extra Space Storage (EXR) | 0.3 | $2.6M | NEW | 20k | 131.13 |
|
| Nexstar Media Group Common Stock (NXST) | 0.3 | $2.6M | NEW | 14k | 180.83 |
|
| Cactus Cl A (WHD) | 0.3 | $2.5M | NEW | 53k | 47.37 |
|
| Jefferies Finl Group (JEF) | 0.3 | $2.5M | NEW | 61k | 41.27 |
|
| Datadog Cl A Com (DDOG) | 0.3 | $2.5M | -68% | 21k | 118.05 |
|
| Pacs Group Com Shs (PACS) | 0.3 | $2.5M | NEW | 77k | 32.12 |
|
| W.R. Berkley Corporation (WRB) | 0.2 | $2.4M | NEW | 36k | 66.28 |
|
| Crescent Energy Company Cl A Com (CRGY) | 0.2 | $2.4M | +636% | 175k | 13.50 |
|
| Crane Holdings (CXT) | 0.2 | $2.3M | -13% | 58k | 40.59 |
|
| Belden (BDC) | 0.2 | $2.3M | +844% | 20k | 114.83 |
|
| CRH Ord (CRH) | 0.2 | $2.3M | NEW | 22k | 105.12 |
|
| Constellium Se Cl A Shs (CSTM) | 0.2 | $2.3M | NEW | 93k | 24.58 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $2.3M | +463% | 18k | 126.35 |
|
| Take-Two Interactive Software (TTWO) | 0.2 | $2.3M | NEW | 12k | 197.50 |
|
| Guidewire Software (GWRE) | 0.2 | $2.2M | +558% | 15k | 149.56 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.2M | +116% | 7.7k | 286.86 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.2 | $2.2M | +951% | 24k | 90.67 |
|
| Sotera Health (SHC) | 0.2 | $2.2M | NEW | 152k | 14.34 |
|
| Hayward Hldgs (HAYW) | 0.2 | $2.2M | NEW | 161k | 13.38 |
|
| Louisiana-Pacific Corporation (LPX) | 0.2 | $2.1M | NEW | 30k | 72.75 |
|
| Super Micro Computer Com New (SMCI) | 0.2 | $2.1M | NEW | 94k | 22.77 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | NEW | 2.3k | 919.77 |
|
| Syndax Pharmaceuticals (SNDX) | 0.2 | $2.1M | +70% | 90k | 23.36 |
|
| Iren Ordinary Shares (IREN) | 0.2 | $2.1M | -27% | 60k | 34.28 |
|
| Adma Biologics (ADMA) | 0.2 | $2.0M | +437% | 222k | 9.01 |
|
| Masco Corporation (MAS) | 0.2 | $2.0M | NEW | 33k | 60.37 |
|
| Prestige Brands Holdings (PBH) | 0.2 | $2.0M | NEW | 33k | 59.27 |
|
| Digitalocean Hldgs (DOCN) | 0.2 | $1.9M | NEW | 23k | 85.78 |
|
| Warner Music Group Corp Com Cl A (WMG) | 0.2 | $1.9M | +446% | 76k | 25.54 |
|
| Garrett Motion (GTX) | 0.2 | $1.9M | +51% | 106k | 18.17 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.9M | NEW | 2.1k | 895.24 |
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $1.9M | NEW | 41k | 46.42 |
|
| Rocket Cos Com Cl A (RKT) | 0.2 | $1.9M | NEW | 132k | 14.25 |
|
| Crown Holdings (CCK) | 0.2 | $1.9M | NEW | 19k | 100.25 |
|
| Insight Enterprises (NSIT) | 0.2 | $1.9M | -20% | 28k | 67.01 |
|
| Applied Optoelectronics (AAOI) | 0.2 | $1.9M | NEW | 22k | 84.59 |
|
| Ball Corporation (BALL) | 0.2 | $1.9M | NEW | 31k | 59.11 |
|
| SPS Commerce (SPSC) | 0.2 | $1.8M | NEW | 33k | 55.67 |
|
| Tenable Hldgs (TENB) | 0.2 | $1.8M | -6% | 109k | 16.91 |
|
| Figma Class A Com Stk (FIG) | 0.2 | $1.8M | NEW | 87k | 21.14 |
|
| Viking Therapeutics (VKTX) | 0.2 | $1.8M | NEW | 56k | 32.54 |
|
| Nlight (LASR) | 0.2 | $1.8M | NEW | 32k | 57.02 |
|
| Textron (TXT) | 0.2 | $1.8M | NEW | 21k | 87.56 |
|
| Warby Parker Cl A Com (WRBY) | 0.2 | $1.8M | NEW | 85k | 21.07 |
|
| Ban (TBBK) | 0.2 | $1.8M | +994% | 33k | 53.73 |
|
| Iron Mountain (IRM) | 0.2 | $1.8M | -62% | 17k | 102.14 |
|
| Moderna (MRNA) | 0.2 | $1.8M | -87% | 35k | 50.80 |
|
| Api Group Corp Com Stk (APG) | 0.2 | $1.8M | -45% | 43k | 40.52 |
|
| Mid-America Apartment (MAA) | 0.2 | $1.8M | NEW | 14k | 122.12 |
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $1.7M | -30% | 101k | 17.36 |
|
| ABM Industries (ABM) | 0.2 | $1.7M | -3% | 44k | 38.52 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.7M | NEW | 33k | 50.44 |
|
| Stonex Group (SNEX) | 0.2 | $1.7M | NEW | 21k | 80.65 |
|
| Perimeter Solutions Common Stock (PRM) | 0.2 | $1.7M | -25% | 68k | 24.42 |
|
| Ivanhoe Electric (IE) | 0.2 | $1.7M | NEW | 140k | 11.82 |
|
| Everpure Cl A (PSTG) | 0.2 | $1.6M | NEW | 28k | 59.04 |
|
| TPG Com Cl A (TPG) | 0.2 | $1.6M | NEW | 40k | 40.51 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.2 | $1.6M | NEW | 129k | 12.43 |
|
| Repligen Corporation (RGEN) | 0.2 | $1.6M | NEW | 14k | 117.82 |
|
| 3M Company (MMM) | 0.2 | $1.6M | NEW | 11k | 145.23 |
|
| Silgan Holdings (SLGN) | 0.2 | $1.6M | +640% | 41k | 38.80 |
|
| Travelers Companies (TRV) | 0.2 | $1.6M | +295% | 5.4k | 291.68 |
|
| Magnite Ord (MGNI) | 0.2 | $1.6M | NEW | 132k | 11.88 |
|
| Bentley Sys Com Cl B (BSY) | 0.2 | $1.6M | -32% | 45k | 35.12 |
|
| Transmedics Group (TMDX) | 0.2 | $1.6M | NEW | 16k | 99.41 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.2 | $1.5M | +66% | 26k | 60.06 |
|
| Floor & Decor Hldgs Cl A (FND) | 0.2 | $1.5M | +751% | 31k | 50.80 |
|
| Fluence Energy Com Cl A (FLNC) | 0.2 | $1.5M | NEW | 112k | 13.76 |
|
| Mp Materials Corp Com Cl A (MP) | 0.2 | $1.5M | NEW | 32k | 48.26 |
|
| Western Alliance Bancorporation (WAL) | 0.2 | $1.5M | NEW | 22k | 70.85 |
|
| Lemonade (LMND) | 0.2 | $1.5M | -56% | 25k | 62.68 |
|
| Travere Therapeutics (TVTX) | 0.2 | $1.5M | NEW | 51k | 29.71 |
|
| Miragen Therapeutics (VRDN) | 0.2 | $1.5M | +61% | 77k | 19.56 |
|
| Capital One Financial (COF) | 0.1 | $1.4M | +537% | 7.8k | 182.43 |
|
| S&p Global (SPGI) | 0.1 | $1.4M | NEW | 3.3k | 425.34 |
|
| Waste Connections (WCN) | 0.1 | $1.4M | NEW | 8.8k | 162.44 |
|
| HNI Corporation (HNI) | 0.1 | $1.4M | NEW | 42k | 33.39 |
|
| RPM International (RPM) | 0.1 | $1.4M | -83% | 14k | 99.40 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.1 | $1.4M | -13% | 145k | 9.61 |
|
| Hilton Grand Vacations (HGV) | 0.1 | $1.4M | NEW | 36k | 39.12 |
|
| American Intl Group Com New (AIG) | 0.1 | $1.4M | NEW | 19k | 75.25 |
|
| Cogent Biosciences (COGT) | 0.1 | $1.4M | +22% | 36k | 38.49 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.1 | $1.3M | +11% | 37k | 36.39 |
|
| Evergy (EVRG) | 0.1 | $1.3M | +20% | 16k | 81.92 |
|
| Progress Software Corporation (PRGS) | 0.1 | $1.3M | +33% | 52k | 25.65 |
|
| Alarm Com Hldgs (ALRM) | 0.1 | $1.3M | +103% | 31k | 43.19 |
|
| Thor Industries (THO) | 0.1 | $1.3M | NEW | 17k | 79.89 |
|
| Cleveland-cliffs (CLF) | 0.1 | $1.3M | 156k | 8.45 |
|
|
| Corpay Com Shs (CPAY) | 0.1 | $1.3M | NEW | 4.5k | 290.99 |
|
| American Electric Power Company (AEP) | 0.1 | $1.3M | NEW | 10k | 131.08 |
|
| Cisco Systems (CSCO) | 0.1 | $1.3M | NEW | 17k | 77.59 |
|
| O-i Glass (OI) | 0.1 | $1.3M | +273% | 123k | 10.51 |
|
| Banc Of California (BANC) | 0.1 | $1.3M | NEW | 74k | 17.58 |
|
| Amprius Technologies Common Stock (AMPX) | 0.1 | $1.3M | NEW | 76k | 16.86 |
|
| Pbf Energy Cl A (PBF) | 0.1 | $1.3M | NEW | 27k | 47.62 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $1.3M | -73% | 7.3k | 173.45 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $1.3M | -29% | 28k | 44.67 |
|
| Morningstar (MORN) | 0.1 | $1.2M | NEW | 7.4k | 169.05 |
|
| MKS Instruments (MKSI) | 0.1 | $1.2M | NEW | 5.4k | 229.81 |
|
| LKQ Corporation (LKQ) | 0.1 | $1.2M | NEW | 42k | 29.37 |
|
| CNO Financial (CNO) | 0.1 | $1.2M | +6% | 30k | 41.06 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $1.2M | +16% | 42k | 28.80 |
|
| ViaSat (VSAT) | 0.1 | $1.2M | NEW | 26k | 45.80 |
|
| Stag Industrial (STAG) | 0.1 | $1.2M | -13% | 33k | 36.06 |
|
| Terawulf (WULF) | 0.1 | $1.2M | NEW | 83k | 14.43 |
|
| International Business Machines (IBM) | 0.1 | $1.2M | NEW | 4.9k | 242.39 |
|
| Gulfport Energy Corp Common Shares (GPOR) | 0.1 | $1.2M | NEW | 5.6k | 211.57 |
|
| Leidos Holdings (LDOS) | 0.1 | $1.2M | NEW | 7.4k | 155.52 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $1.1M | NEW | 26k | 44.37 |
|
| Venture Global Com Cl A (VG) | 0.1 | $1.1M | NEW | 71k | 15.76 |
|
| Brookdale Senior Living (BKD) | 0.1 | $1.1M | +28% | 82k | 13.68 |
|
| Envista Hldgs Corp (NVST) | 0.1 | $1.1M | NEW | 43k | 25.37 |
|
| Middleby Corporation (MIDD) | 0.1 | $1.1M | NEW | 8.2k | 132.58 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $1.1M | NEW | 18k | 60.81 |
|
| Wave Life Sciences SHS (WVE) | 0.1 | $1.1M | NEW | 146k | 7.25 |
|
| Dupont De Nemours (DD) | 0.1 | $1.1M | NEW | 23k | 45.80 |
|
| CommVault Systems (CVLT) | 0.1 | $1.1M | NEW | 14k | 77.89 |
|
| International Paper Company (IP) | 0.1 | $1.1M | -52% | 30k | 35.70 |
|
| Appfolio Com Cl A (APPF) | 0.1 | $1.0M | NEW | 6.6k | 157.82 |
|
| Kulicke and Soffa Industries (KLIC) | 0.1 | $1.0M | NEW | 16k | 65.72 |
|
| Caris Life Sciences (CAI) | 0.1 | $1.0M | NEW | 58k | 17.88 |
|
| Napco Security Systems (NSSC) | 0.1 | $1.0M | NEW | 26k | 39.39 |
|
| John Bean Technologies Corporation (JBTM) | 0.1 | $1.0M | NEW | 7.9k | 127.87 |
|
| Illinois Tool Works (ITW) | 0.1 | $1.0M | -29% | 3.9k | 260.29 |
|
| Abbott Laboratories (ABT) | 0.1 | $1.0M | NEW | 9.8k | 102.67 |
|
| Southstate Bk Corp (SSB) | 0.1 | $1.0M | -74% | 11k | 92.52 |
|
| Atlassian Corporation Cl A (TEAM) | 0.1 | $1.0M | NEW | 15k | 68.25 |
|
| Clear Secure Com Cl A (YOU) | 0.1 | $999k | NEW | 21k | 48.41 |
|
| Progressive Corporation (PGR) | 0.1 | $996k | NEW | 5.0k | 198.24 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $987k | NEW | 62k | 15.92 |
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $987k | +442% | 144k | 6.87 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.1 | $985k | NEW | 51k | 19.17 |
|
Past Filings by Twinbeech Capital
SEC 13F filings are viewable for Twinbeech Capital going back to 2019
- Twinbeech Capital 2026 Q1 filed May 15, 2026
- Twinbeech Capital 2025 Q4 filed Feb. 17, 2026
- 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