Twinbeech Capital LP Purchases in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
635K
+ 25517.12%
$112.15 - $127.2 $71.2M - $80.8M
637K $77M
AVGO
Broadcom Inc.

Technology
308K
New
$159.67 - $250.0 $49.3M - $77.1M
308K $71.5M
URI
United Rentals, Inc.

Industrials
98.8K
New
$704.44 - $880.32 $69.6M - $87M
98.8K $69.6M
UNH
Unitedhealth Group Inc

Healthcare
136K
New
$485.52 - $625.25 $66M - $85M
136K $68.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13.8K
New
$4100.99 - $5300.34 $56.7M - $73.3M
13.8K $68.7M
MRVL
Marvell Technology, Inc.

Technology
620K
New
$70.31 - $124.78 $43.6M - $77.4M
620K $68.5M
BX
Blackstone Inc.

Financial Services
397K
New
$148.45 - $199.05 $58.9M - $79M
397K $68.4M
MSI
Motorola Solutions, Inc.

Technology
147K
New
$449.08 - $504.6 $65.8M - $73.9M
147K $67.7M
NXPI
Nxp Semiconductors N.V.

Technology
325K
New
$207.27 - $255.58 $67.4M - $83.1M
325K $67.6M
FICO
Fair Isaac Corp

Technology
33.5K
New
$1911.01 - $2382.4 $64M - $79.8M
33.5K $66.7M
LLY
Eli Lilly & CO

Healthcare
80.4K
New
$727.2 - $932.06 $58.5M - $74.9M
80.4K $62.1M
CVS
Cvs Health Corp

Healthcare
1.38M
New
$43.78 - $67.46 $60.5M - $93.3M
1.38M $62.1M
CARR
Carrier Global Corp

Industrials
885K
+ 6727.39%
$66.69 - $82.65 $59M - $73.2M
898K $61.3M
HD
Home Depot, Inc.

Consumer Cyclical
152K
+ 373.74%
$385.02 - $431.37 $58.5M - $65.5M
193K $74.9M
UAL
United Airlines Holdings, Inc.

Industrials
600K
New
$55.62 - $102.44 $33.4M - $61.4M
600K $58.2M
VZ
Verizon Communications Inc

Communication Services
1.46M
New
$39.6 - $45.21 $57.6M - $65.8M
1.46M $58.2M
GWW
W.W. Grainger, Inc.

Industrials
51.3K
New
$1023.06 - $1220.93 $52.4M - $62.6M
51.3K $54M
PH
Parker Hannifin Corp

Industrials
81.9K
+ 4966.69%
$621.74 - $709.46 $50.9M - $58.1M
83.5K $53.1M
NOW
Service Now, Inc.

Technology
46.2K
New
$867.18 - $1148.42 $40M - $53M
46.2K $48.9M
WM
Waste Management Inc

Industrials
238K
+ 220.5%
$201.79 - $228.46 $48.1M - $54.5M
347K $69.9M
NKE
Nike, Inc.

Consumer Cyclical
613K
New
$73.36 - $89.13 $45M - $54.7M
613K $46.4M
CTAS
Cintas Corp

Industrials
246K
New
$182.7 - $226.47 $45M - $55.8M
246K $45M
PFE
Pfizer Inc

Healthcare
1.74M
+ 303.4%
$24.8 - $30.19 $43.2M - $52.6M
2.32M $61.5M
MDT
Medtronic PLC

Healthcare
561K
New
$79.61 - $92.24 $44.7M - $51.8M
561K $44.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
219K
New
$152.04 - $211.12 $33.4M - $46.3M
219K $44.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
98.9K
+ 231.95%
$442.29 - $483.08 $43.8M - $47.8M
142K $64.2M
LHX
L3 Harris Technologies, Inc.

Industrials
207K
New
$208.94 - $264.22 $43.2M - $54.6M
207K $43.4M
IT
Gartner Inc

Technology
89.3K
New
$481.22 - $551.8 $43M - $49.3M
89.3K $43.3M
CVNA
Carvana Co.

Consumer Cyclical
205K
New
$175.8 - $260.8 $36.1M - $53.5M
205K $41.7M
HAL
Halliburton CO

Energy
1.55M
+ 314.12%
$25.77 - $31.99 $40M - $49.6M
2.04M $55.6M
AMZN
Amazon Com Inc

Consumer Cyclical
183K
New
$180.88 - $232.93 $33.1M - $42.6M
183K $40.1M
OTIS
Otis Worldwide Corp

Industrials
424K
New
$92.57 - $106.01 $39.3M - $45M
424K $39.3M
SHW
Sherwin Williams CO

Basic Materials
125K
+ 148.32%
$338.75 - $399.71 $42.5M - $50.2M
210K $71.4M
DUK
Duke Energy Corp

Utilities
354K
+ 1109.61%
$105.76 - $120.76 $37.5M - $42.8M
386K $41.6M
ROP
Roper Technologies Inc

Industrials
75.4K
+ 217.99%
$519.85 - $575.95 $39.2M - $43.4M
110K $57.2M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
602K
+ 222.93%
$55.73 - $66.16 $33.6M - $39.9M
873K $52.6M
DXCM
Dexcom Inc

Healthcare
466K
+ 742.07%
$65.68 - $81.01 $30.6M - $37.8M
529K $41.2M
DHR
Danaher Corp

Healthcare
156K
New
$226.16 - $274.52 $35.2M - $42.7M
156K $35.7M
TYL
Tyler Technologies Inc

Technology
58.8K
New
$576.64 - $635.69 $33.9M - $37.4M
58.8K $33.9M
LNG
Cheniere Energy, Inc.

Energy
151K
New
$181.07 - $225.92 $27.4M - $34.1M
151K $32.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
540K
New
$59.25 - $72.99 $32M - $39.4M
540K $32.2M
NTRA
Natera, Inc.

Healthcare
171K
+ 105.76%
$117.67 - $174.0 $20.2M - $29.8M
333K $52.8M
FCX
Freeport Mcmoran Inc

Basic Materials
809K
New
$38.08 - $50.82 $30.8M - $41.1M
809K $30.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
72.7K
New
$408.59 - $476.19 $29.7M - $34.6M
72.7K $30.5M
NUE
Nucor Corp

Basic Materials
261K
New
$115.78 - $167.74 $30.3M - $43.9M
261K $30.5M
PHM
Pultegroup Inc

Consumer Cyclical
278K
New
$108.86 - $149.04 $30.2M - $41.4M
278K $30.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.25M
New
$9.71 - $15.34 $21.9M - $34.5M
2.25M $29.9M
KEYS
Keysight Technologies, Inc.

Technology
180K
+ 3131.01%
$149.01 - $172.53 $26.8M - $31M
186K $29.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
187K
+ 125.05%
$138.59 - $156.61 $25.9M - $29.3M
337K $50.9M
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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