Twinbeech Capital LP Purchases in Q3 2024

Twinbeech Capital LP

  • $4.99 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
128K
New
$500.12 - $562.29 $64.1M - $72.1M
128K $66.7M
CDNS
Cadence Design Systems Inc

Technology
246K
New
$246.84 - $321.11 $60.7M - $78.9M
246K $66.6M
MPWR
Monolithic Power Systems Inc

Technology
71.6K
New
$757.04 - $947.16 $54.2M - $67.8M
71.6K $66.2M
SNPS
Synopsys Inc

Technology
128K
New
$463.97 - $621.3 $59.3M - $79.4M
128K $64.7M
PNC
Pnc Financial Services Group, Inc.

Financial Services
323K
New
$156.14 - $187.2 $50.4M - $60.5M
323K $59.7M
GOOGL
Alphabet Inc.

Communication Services
355K
+ 597.17%
$148.65 - $191.18 $52.8M - $67.9M
415K $68.8M
SQ
Block, Inc.

Technology
837K
New
$57.21 - $72.07 $47.9M - $60.3M
837K $56.2M
COST
Costco Wholesale Corp

Consumer Defensive
56.7K
New
$801.83 - $917.05 $45.5M - $52M
56.7K $50.3M
AEP
American Electric Power CO Inc

Utilities
472K
New
$87.11 - $104.95 $41.1M - $49.5M
472K $48.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
45.9K
New
$1024.09 - $1201.76 $47M - $55.1M
45.9K $48.2M
VMC
Vulcan Materials CO

Basic Materials
188K
New
$231.83 - $274.51 $43.5M - $51.6M
188K $47M
PANW
Palo Alto Networks Inc

Technology
135K
New
$294.18 - $368.01 $39.6M - $49.6M
135K $46.1M
SMCI
Super Micro Computer, Inc.

Technology
110K
New
$386.46 - $909.96 $42.4M - $99.8M
110K $45.7M
SNOW
Snowflake Inc.

Technology
388K
New
$108.56 - $143.02 $42.1M - $55.5M
388K $44.5M
MMM
3 M CO

Industrials
314K
+ 2661.89%
$99.69 - $139.42 $31.3M - $43.8M
326K $44.5M
MDB
Mongo Db, Inc.

Technology
153K
New
$221.5 - $296.69 $33.8M - $45.3M
153K $41.3M
NSC
Norfolk Southern Corp

Industrials
157K
+ 275.73%
$213.75 - $259.69 $33.5M - $40.7M
214K $53.1M
PCAR
Paccar Inc

Industrials
411K
+ 9265.2%
$91.64 - $109.98 $37.7M - $45.2M
416K $41M
NDAQ
Nasdaq, Inc.

Financial Services
500K
+ 232.61%
$59.48 - $74.31 $29.7M - $37.2M
715K $52.2M
HUM
Humana Inc

Healthcare
124K
+ 2430.78%
$310.25 - $404.52 $38.5M - $50.2M
129K $40.9M
KLAC
Kla Corp

Technology
50K
New
$696.17 - $892.35 $34.8M - $44.6M
50K $38.7M
PG
Procter & Gamble CO

Consumer Defensive
217K
New
$160.76 - $177.82 $34.9M - $38.6M
217K $37.6M
DIS
Walt Disney CO

Communication Services
379K
+ 14115.33%
$85.6 - $98.61 $32.5M - $37.4M
382K $36.7M
ICLR
Icon PLC

Healthcare
127K
New
$280.48 - $346.2 $35.5M - $43.8M
127K $36.4M
TFC
Truist Financial Corp

Financial Services
847K
New
$38.22 - $44.94 $32.4M - $38.1M
847K $36.2M
WMT
Walmart Inc.

Consumer Defensive
434K
New
$66.91 - $81.4 $29M - $35.3M
434K $35M
MCO
Moodys Corp

Financial Services
70.6K
New
$421.49 - $494.67 $29.8M - $34.9M
70.6K $33.5M
EFX
Equifax Inc

Industrials
111K
+ 983.23%
$236.42 - $307.13 $26.1M - $34M
122K $35.8M
XYL
Xylem Inc.

Industrials
241K
New
$126.14 - $141.53 $30.4M - $34.1M
241K $32.6M
CHTR
Charter Communications, Inc.

Communication Services
98.5K
New
$290.56 - $383.07 $28.6M - $37.7M
98.5K $31.9M
WCN
Waste Connections, Inc.

Industrials
175K
New
$173.92 - $186.5 $30.4M - $32.6M
175K $31.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
135K
New
$201.82 - $234.36 $27.2M - $31.6M
135K $31.1M
ES
Eversource Energy

Utilities
438K
New
$56.52 - $68.38 $24.7M - $29.9M
438K $29.8M
TMUS
T Mobile Us, Inc.

Communication Services
136K
New
$175.14 - $206.36 $23.9M - $28.1M
136K $28.1M
ONON
On Holding Ag

Consumer Cyclical
552K
New
$36.63 - $51.57 $20.2M - $28.5M
552K $27.7M
SPGI
S&P Global Inc.

Financial Services
51.7K
New
$446.32 - $527.38 $23.1M - $27.2M
51.7K $26.7M
NEE
Nextera Energy Inc

Utilities
313K
New
$69.9 - $84.97 $21.9M - $26.6M
313K $26.5M
AER
Aer Cap Holdings N.V.

Industrials
278K
New
$86.24 - $98.28 $24M - $27.3M
278K $26.3M
CVX
Chevron Corp

Energy
178K
New
$137.88 - $161.97 $24.5M - $28.8M
178K $26.1M
WDAY
Workday, Inc.

Technology
100K
+ 154.99%
$207.75 - $264.68 $20.9M - $26.6M
165K $40.4M
SRE
Sempra Energy

Utilities
309K
New
$74.97 - $84.04 $23.2M - $26M
309K $25.8M
RBLX
Roblox Corp

Communication Services
385K
+ 40.58%
$36.18 - $47.64 $13.9M - $18.4M
1.34M $59.1M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
320K
New
$69.02 - $93.84 $22.1M - $30.1M
320K $22.5M
WM
Waste Management Inc

Industrials
108K
New
$196.96 - $223.45 $21.3M - $24.2M
108K $22.4M
EIX
Edison International

Utilities
257K
New
$71.19 - $87.72 $18.3M - $22.6M
257K $22.4M
QRVO
Qorvo, Inc.

Technology
209K
New
$99.78 - $129.21 $20.8M - $27M
209K $21.6M
ISRG
Intuitive Surgical Inc

Healthcare
43.5K
New
$416.14 - $494.01 $18.1M - $21.5M
43.5K $21.4M
ENTG
Entegris Inc

Technology
201K
+ 271.41%
$98.09 - $146.48 $19.7M - $29.4M
275K $30.9M
MUSA
Murphy Usa Inc.

Consumer Cyclical
42K
New
$452.85 - $536.35 $19M - $22.5M
42K $20.7M
Activity Summary
Buys All Purchases 551 New Holdings 452 Increased Positions 99 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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