Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MET
Metlife Inc

Financial Services
275K
New
$77.7 - $87.0 $21.4M - $23.9M
275K $22.1M
CTSH
Cognizant Technology Solutions Corp

Technology
284K
New
$75.32 - $90.7 $21.4M - $25.7M
284K $21.7M
WYNN
Wynn Resorts LTD

Consumer Cyclical
251K
+ 5959.63%
$77.0 - $93.47 $19.3M - $23.5M
255K $21.3M
TWLO
Twilio Inc

Communication Services
224K
+ 153.92%
$94.9 - $148.35 $21.2M - $33.2M
369K $36.1M
HSIC
Henry Schein Inc

Healthcare
297K
New
$68.49 - $81.91 $20.3M - $24.3M
297K $20.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
127K
New
$158.1 - $217.71 $20.1M - $27.7M
127K $20.1M
DAL
Delta Air Lines, Inc.

Industrials
466K
+ 3614.42%
$43.6 - $69.06 $20.3M - $32.2M
479K $20.9M
KHC
Kraft Heinz CO

Consumer Defensive
661K
+ 261.09%
$28.51 - $32.22 $18.8M - $21.3M
914K $27.8M
IFF
International Flavors & Fragrances Inc

Basic Materials
258K
+ 7902.15%
$76.48 - $87.72 $19.7M - $22.6M
261K $20.3M
STT
State Street Corp

Financial Services
223K
New
$84.47 - $102.23 $18.8M - $22.7M
223K $19.9M
MAR
Marriott International Inc

Consumer Cyclical
80.2K
+ 9241.82%
$237.01 - $304.45 $19M - $24.4M
81.1K $19.3M
D
Dominion Energy, Inc

Utilities
327K
+ 125.13%
$52.85 - $57.43 $17.3M - $18.8M
588K $33M
EVR
Evercore Inc.

Financial Services
91.4K
+ 4511.6%
$190.28 - $291.27 $17.4M - $26.6M
93.4K $18.7M
MOS
Mosaic CO

Basic Materials
667K
New
$23.08 - $28.8 $15.4M - $19.2M
667K $18M
INCY
Incyte Corp

Healthcare
289K
+ 7527.79%
$60.0 - $75.26 $17.3M - $21.7M
293K $17.7M
CLH
Clean Harbors Inc

Industrials
88.6K
+ 2011.63%
$188.14 - $246.1 $16.7M - $21.8M
93K $18.3M
PRU
Prudential Financial Inc

Financial Services
154K
+ 3205.19%
$105.04 - $122.33 $16.2M - $18.9M
159K $17.8M
PKG
Packaging Corp Of America

Consumer Cyclical
86.8K
New
$192.03 - $242.13 $16.7M - $21M
86.8K $17.2M
NYT
New York Times CO

Communication Services
347K
+ 1228.0%
$46.9 - $55.89 $16.3M - $19.4M
375K $18.6M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
265K
New
$63.82 - $127.89 $16.9M - $33.9M
265K $16.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
77.9K
New
$203.38 - $274.79 $15.8M - $21.4M
77.9K $16M
LNG
Cheniere Energy, Inc.

Energy
58.3K
+ 38.58%
$209.32 - $253.66 $12.2M - $14.8M
209K $48.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
28K
+ 111.25%
$634.14 - $744.83 $17.7M - $20.8M
53.1K $33.7M
VST
Vistra Corp.

Utilities
134K
New
$108.49 - $191.89 $14.5M - $25.7M
134K $15.7M
LNTH
Lantheus Holdings, Inc.

Healthcare
159K
New
$78.23 - $110.01 $12.4M - $17.5M
159K $15.5M
MKL
Markel Corp

Financial Services
8.29K
New
$1660.14 - $2059.83 $13.8M - $17.1M
8.29K $15.5M
AZO
Autozone Inc

Consumer Cyclical
3.48K
New
$3193.96 - $3828.11 $11.1M - $13.3M
3.48K $13.3M
PPG
Ppg Industries Inc

Basic Materials
118K
New
$107.44 - $124.29 $12.7M - $14.7M
118K $12.9M
TTWO
Take Two Interactive Software Inc

Communication Services
61.9K
New
$178.61 - $217.95 $11.1M - $13.5M
61.9K $12.8M
ISRG
Intuitive Surgical Inc

Healthcare
25.5K
New
$476.63 - $610.45 $12.2M - $15.6M
25.5K $12.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
42.1K
+ 1008.67%
$283.24 - $338.07 $11.9M - $14.2M
46.3K $13.7M
ONTO
Onto Innovation Inc.

Technology
102K
+ 6590.1%
$121.34 - $224.5 $12.4M - $23M
104K $12.6M
KD
Kyndryl Holdings, Inc.

Technology
393K
New
$31.32 - $43.45 $12.3M - $17.1M
393K $12.4M
SSNC
Ss&C Technologies Holdings Inc

Technology
145K
New
$74.75 - $89.13 $10.8M - $12.9M
145K $12.1M
CNC
Centene Corp

Healthcare
191K
New
$55.93 - $65.89 $10.7M - $12.6M
191K $11.6M
WTW
Willis Towers Watson PLC

Financial Services
34.3K
New
$306.61 - $340.78 $10.5M - $11.7M
34.3K $11.6M
SNX
Td Synnex Corp

Technology
111K
New
$103.96 - $144.69 $11.5M - $16.1M
111K $11.5M
AVB
Avalonbay Communities Inc

Real Estate
53.2K
New
$207.86 - $228.08 $11M - $12.1M
53.2K $11.4M
BK
Bank Of New York Mellon Corp

Financial Services
135K
+ 2513.01%
$75.42 - $88.95 $10.2M - $12M
140K $11.8M
FLS
Flowserve Corp

Industrials
229K
New
$46.47 - $64.75 $10.7M - $14.8M
229K $11.2M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
322K
New
$28.12 - $37.59 $9.05M - $12.1M
322K $11.1M
WMG
Warner Music Group Corp.

Communication Services
354K
New
$29.3 - $36.3 $10.4M - $12.8M
354K $11.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
580K
New
$18.53 - $29.07 $10.7M - $16.9M
580K $11M
OPCH
Option Care Health, Inc.

Healthcare
311K
New
$22.7 - $35.2 $7.05M - $10.9M
311K $10.9M
EXPE
Expedia Group, Inc.

Consumer Cyclical
71.6K
+ 107.67%
$157.11 - $206.52 $11.2M - $14.8M
138K $23.2M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
166K
+ 124.46%
$80.4 - $106.5 $13.4M - $17.7M
300K $24.1M
SEE
Sealed Air Corp

Consumer Cyclical
372K
New
$28.9 - $35.65 $10.7M - $13.2M
372K $10.7M
JBT
John Bean Technologies Corp

Industrials
85.2K
New
$121.81 - $131.22 $10.4M - $11.2M
85.2K $10.7M
GTLS
Chart Industries Inc

Industrials
72.8K
New
$141.99 - $218.35 $10.3M - $15.9M
72.8K $10.5M
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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