Twinbeech Capital LP Purchases and Sells in Q4 2024

Twinbeech Capital LP

$5.52 Billion
Q4 2024

Top Buys

Incresed Positions

104 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TJX	635K + 25517.12%	$112.15 - $127.2 $71.2M - $80.8M	637K $77M
CARR	885K + 6727.39%	$66.69 - $82.65 $59M - $73.2M	898K $61.3M
HD	152K + 373.74%	$385.02 - $431.37 $58.5M - $65.5M	193K $74.9M
PH	81.9K + 4966.69%	$621.74 - $709.46 $50.9M - $58.1M	83.5K $53.1M
WM	238K + 220.5%	$201.79 - $228.46 $48.1M - $54.5M	347K $69.9M
PFE	1.74M + 303.4%	$24.8 - $30.19 $43.2M - $52.6M	2.32M $61.5M

New Holdings

343 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	308K New	$159.67 - $250.0 $49.3M - $77.1M	308K $71.5M
URI	98.8K New	$704.44 - $880.32 $69.6M - $87M	98.8K $69.6M
UNH	136K New	$485.52 - $625.25 $66M - $85M	136K $68.7M
BKNG	13.8K New	$4100.99 - $5300.34 $56.7M - $73.3M	13.8K $68.7M
MRVL	620K New	$70.31 - $124.78 $43.6M - $77.4M	620K $68.5M
BX	397K New	$148.45 - $199.05 $58.9M - $79M	397K $68.4M

Top Sells

Reduced Positions

130 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	-126K - 98.49%	$365.96 - $514.62 $46.2M - $65M	1.93K $712K
GOOGL	-380K - 91.75%	$161.86 - $196.66 $61.6M - $74.8M	34.2K $6.47M
PNC	-318K - 98.49%	$178.39 - $215.0 $56.8M - $68.4M	4.89K $942K
RBLX	-1.24M - 92.52%	$39.86 - $61.45 $49.2M - $75.9M	99.8K $5.78M
NDAQ	-709K - 99.21%	$70.87 - $83.05 $50.3M - $58.9M	5.63K $434K
COST	-56.1K - 98.8%	$873.59 - $994.69 $49M - $55.8M	679 $622K

Activity Summary All Purchases 447 New Holdings 343 Increased Positions 104 All Sells 130 Reductions 130 Sold out 0 Calls 0 Puts 0

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