Twinbeech Capital LP Purchases and Sells in Q2 2025

Twinbeech Capital LP

$4.02 Billion
Q2 2025

Top Buys

Incresed Positions

114 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROST	430K + 12537.2%	$126.62 - $154.26 $54.4M - $66.3M	433K $55.3M
HON	197K + 3646.62%	$182.86 - $232.88 $36M - $45.8M	202K $47.1M
ISRG	67.8K + 265.66%	$451.58 - $565.94 $30.6M - $38.4M	93.3K $50.7M
MCD	119K + 5478.54%	$285.55 - $321.23 $33.9M - $38.1M	121K $35.3M
FTV	575K + 10614.44%	$52.13 - $74.29 $30M - $42.7M	580K $30.3M
TPL	28.7K + 1180.07%	$1036.28 - $1430.55 $29.7M - $41M	31.1K $32.8M

New Holdings

351 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	122K New	$483.48 - $539.8 $59M - $65.9M	122K $59.3M
PLTR	388K New	$74.01 - $144.25 $28.7M - $56M	388K $52.9M
RBLX	495K New	$51.22 - $105.59 $25.4M - $52.3M	495K $52.1M
MSI	124K New	$394.72 - $440.39 $48.8M - $54.4M	124K $52M
GWW	49.9K New	$919.93 - $1101.66 $45.9M - $55M	49.9K $51.9M
CVX	359K New	$133.73 - $168.51 $48.1M - $60.6M	359K $51.5M

Top Sells

Reduced Positions

136 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRT	-915K - 99.75%	N/A	2.25K $195K
LOW	-301K - 99.58%	$210.83 - $235.28 $63.5M - $70.8M	1.26K $279K
PNC	-325K - 99.51%	$149.76 - $186.42 $48.7M - $60.6M	1.61K $300K
MRK	-564K - 98.32%	$73.47 - $87.12 $41.5M - $49.2M	9.67K $765K
CMI	-144K - 73.78%	$267.12 - $336.65 $38.3M - $48.3M	51K $16.7M
ABNB	-360K - 98.94%	$105.69 - $140.64 $38M - $50.6M	3.86K $510K

Activity Summary All Purchases 465 New Holdings 351 Increased Positions 114 All Sells 136 Reductions 136 Sold out 0 Calls 0 Puts 0

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