Twinbeech Capital LP Purchases and Sells in Q3 2025

Twinbeech Capital LP

$2.23 Billion
Q3 2025

Top Buys

Incresed Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROP	59.6K + 10990.04%	$495.03 - $573.0 $29.5M - $34.1M	60.1K $30M
PAYX	200K + 1147.82%	$126.69 - $147.99 $25.3M - $29.5M	217K $27.5M
NDAQ	250K + 802.87%	$86.73 - $96.94 $21.7M - $24.2M	281K $24.9M
CDNS	57.5K + 481.76%	$309.46 - $373.37 $17.8M - $21.5M	69.5K $24.4M
COF	95.5K + 8718.45%	$207.29 - $229.74 $19.8M - $21.9M	96.6K $20.5M
DPZ	42.4K + 6193.57%	$422.75 - $485.53 $17.9M - $20.6M	43K $18.6M

New Holdings

309 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSX	305K New	$97.03 - $108.14 $29.6M - $33M	305K $29.8M
TXN	149K New	N/A	149K $29M
SPGI	59.4K New	$484.94 - $564.15 $28.8M - $33.5M	59.4K $28.9M
GOOGL	108K New	$174.36 - $254.72 $18.9M - $27.5M	108K $26.3M
NOC	41.6K New	$498.9 - $609.32 $20.7M - $25.3M	41.6K $25.3M
AON	71K New	$350.91 - $375.27 $24.9M - $26.6M	71K $25.3M

Top Sells

Reduced Positions

153 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TMUS	-215K - 97.76%	$226.02 - $259.01 $48.7M - $55.8M	4.94K $1.18M
UPS	-506K - 99.22%	$82.58 - $105.54 $41.7M - $53.4M	3.95K $330K
HUBS	-90.4K - 96.6%	$420.79 - $560.9 $38M - $50.7M	3.18K $1.49M
MSI	-120K - 96.89%	$408.73 - $490.3 $49M - $58.7M	3.85K $1.76M
PCG	-3.14M - 89.47%	$13.0 - $15.73 $40.9M - $49.4M	370K $5.58M
NRG	-255K - 99.37%	$144.77 - $173.91 $37M - $44.4M	1.62K $263K

Activity Summary All Purchases 379 New Holdings 309 Increased Positions 70 All Sells 153 Reductions 153 Sold out 0 Calls 0 Puts 0

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