Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
917K
New
N/A
917K $79.5M
CSX
Csx Corp

Industrials
2.21M
+ 10396.09%
$29.11 - $33.67 $64.4M - $74.4M
2.23M $65.7M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.68M
New
$38.18 - $50.93 $64M - $85.4M
1.68M $64.8M
CMI
Cummins Inc

Industrials
194K
New
$312.92 - $386.07 $60.9M - $75.1M
194K $61M
GS
Goldman Sachs Group Inc

Financial Services
111K
+ 11047.96%
$524.81 - $672.19 $58.4M - $74.8M
112K $61.3M
DIS
Walt Disney CO

Communication Services
602K
+ 15484.15%
$96.87 - $114.0 $58.3M - $68.6M
606K $59.8M
HUBS
Hubspot Inc

Technology
104K
+ 925.45%
$571.29 - $819.71 $59.6M - $85.5M
116K $66M
ECL
Ecolab Inc.

Basic Materials
226K
New
$229.72 - $269.82 $51.9M - $61M
226K $57.3M
PNC
Pnc Financial Services Group, Inc.

Financial Services
322K
+ 6583.99%
$168.84 - $202.89 $54.3M - $65.3M
327K $57.4M
LOW
Lowes Companies Inc

Consumer Cyclical
245K
+ 428.06%
$222.66 - $268.42 $54.6M - $65.8M
302K $70.5M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
217K
New
$221.78 - $273.45 $48.1M - $59.3M
217K $49.4M
MRK
Merck & Co., Inc.

Healthcare
522K
+ 998.41%
$83.01 - $101.02 $43.3M - $52.7M
574K $51.5M
ETR
Entergy Corp

Utilities
536K
New
$75.26 - $87.89 $40.4M - $47.2M
536K $45.9M
EOG
Eog Resources Inc

Energy
347K
New
$120.54 - $138.05 $41.8M - $47.9M
347K $44.5M
GLW
Corning Inc

Technology
969K
+ 10078.26%
$44.91 - $54.25 $43.5M - $52.6M
978K $44.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
358K
+ 6438.96%
$119.38 - $161.42 $42.7M - $57.8M
364K $43.4M
DOV
Dover Corp

Industrials
238K
+ 13848.37%
$174.65 - $206.43 $41.6M - $49.2M
240K $42.2M
TMUS
T Mobile Us, Inc.

Communication Services
155K
+ 6285.64%
$211.3 - $272.83 $32.8M - $42.4M
158K $42.1M
KKR
Kkr & Co. Inc.

Financial Services
351K
+ 13147.66%
$108.17 - $167.07 $37.9M - $58.6M
353K $40.8M
AMAT
Applied Materials Inc

Technology
268K
+ 4570.45%
$145.06 - $195.51 $38.9M - $52.4M
274K $39.8M
NET
Cloudflare, Inc.

Technology
328K
New
$110.71 - $176.5 $36.3M - $57.9M
328K $37M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76.3K
+ 174.88%
$497.6 - $606.74 $38M - $46.3M
120K $59.7M
INTC
Intel Corp

Technology
1.62M
New
$19.1 - $27.39 $30.9M - $44.2M
1.62M $36.7M
TER
Teradyne, Inc

Technology
437K
New
$82.6 - $140.0 $36.1M - $61.2M
437K $36.1M
COST
Costco Wholesale Corp

Consumer Defensive
37.7K
+ 5548.16%
$890.62 - $1076.86 $33.6M - $40.6M
38.4K $36.3M
DT
Dynatrace, Inc.

Technology
755K
New
$47.15 - $62.42 $35.6M - $47.1M
755K $35.6M
HOLX
Hologic Inc

Healthcare
533K
+ 4213.36%
$60.7 - $73.77 $32.4M - $39.3M
546K $33.7M
ICLR
Icon PLC

Healthcare
186K
New
$174.99 - $222.58 $32.5M - $41.3M
186K $32.5M
CDW
Cdw Corp

Technology
213K
+ 161.53%
$160.26 - $206.13 $34.1M - $43.8M
344K $55.2M
CLX
Clorox CO

Consumer Defensive
218K
+ 775.33%
$141.76 - $162.89 $30.9M - $35.5M
246K $36.2M
ONON
On Holding Ag

Consumer Cyclical
721K
New
$43.92 - $63.62 $31.7M - $45.9M
721K $31.7M
KMI
Kinder Morgan, Inc.

Energy
1.08M
New
$26.1 - $31.22 $28.2M - $33.8M
1.08M $30.9M
CBRE
Cbre Group, Inc.

Real Estate
223K
New
$121.79 - $147.13 $27.2M - $32.9M
223K $29.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
471K
+ 533.03%
$65.15 - $91.81 $30.7M - $43.3M
560K $36.5M
XYL
Xylem Inc.

Industrials
241K
New
$114.02 - $132.04 $27.5M - $31.8M
241K $28.8M
GPN
Global Payments Inc

Industrials
292K
New
$92.18 - $113.03 $26.9M - $33M
292K $28.6M
WMT
Walmart Inc.

Consumer Defensive
321K
New
$84.5 - $105.05 $27.1M - $33.7M
321K $28.2M
UPS
United Parcel Service Inc

Industrials
248K
New
$109.66 - $136.26 $27.2M - $33.8M
248K $27.3M
MTD
Mettler Toledo International Inc

Healthcare
22.6K
New
$1177.09 - $1390.0 $26.6M - $31.4M
22.6K $26.7M
RNR
Renaissancere Holdings LTD

Financial Services
111K
+ 840.3%
$226.55 - $263.22 $25.2M - $29.3M
125K $29.9M
USB
Us Bancorp \De\

Financial Services
625K
New
$40.92 - $50.9 $25.6M - $31.8M
625K $26.4M
EPAM
Epam Systems, Inc.

Technology
142K
+ 1006.7%
N/A
156K $28.9M
A
Agilent Technologies, Inc.

Healthcare
224K
New
$116.69 - $152.6 $26.1M - $34.2M
224K $26.2M
ADP
Automatic Data Processing Inc

Industrials
85.2K
New
$286.85 - $318.64 $24.4M - $27.1M
85.2K $26M
TPR
Tapestry, Inc.

Consumer Cyclical
352K
+ 287.13%
$65.63 - $89.21 $23.1M - $31.4M
475K $33.4M
WIX
Wix.Com Ltd.

Technology
152K
New
$163.38 - $246.76 $24.9M - $37.6M
152K $24.9M
CEG
Constellation Energy Corp

Utilities
126K
+ 261.9%
$201.63 - $347.44 $25.4M - $43.9M
174K $35.2M
DXCM
Dexcom Inc

Healthcare
409K
+ 77.3%
$67.74 - $90.75 $27.7M - $37.1M
938K $64.1M
RGA
Reinsurance Group Of America Inc

Financial Services
112K
New
$186.01 - $231.1 $20.9M - $25.9M
112K $22.1M
Activity Summary
Buys All Purchases 589 New Holdings 444 Increased Positions 145 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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