Twinbeech Capital LP Purchases in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYK
Stryker Corp

Healthcare
77.9K
New
$345.14 - $392.15 $26.9M - $30.6M
77.9K $28.1M
CB
Chubb LTD

Financial Services
98.2K
New
$271.57 - $301.89 $26.7M - $29.6M
98.2K $27.1M
STX
Seagate Technology Holdings PLC

Technology
314K
New
$86.31 - $112.64 $27.1M - $35.4M
314K $27.1M
AXON
Axon Enterprise, Inc.

Industrials
45.2K
New
$399.22 - $689.78 $18.1M - $31.2M
45.2K $26.9M
DOCU
Docusign, Inc.

Technology
296K
New
$61.42 - $106.99 $18.2M - $31.7M
296K $26.7M
BLDR
Builders First Source, Inc.

Industrials
183K
New
$142.93 - $198.25 $26.1M - $36.3M
183K $26.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
176K
+ 3304.12%
$148.29 - $166.93 $26.1M - $29.3M
181K $27M
TRV
Travelers Companies, Inc.

Financial Services
107K
+ 2485.62%
$225.97 - $266.66 $24.3M - $28.7M
112K $26.9M
MTB
M&T Bank Corp

Financial Services
138K
New
$172.48 - $221.95 $23.8M - $30.6M
138K $25.9M
HOOD
Robinhood Markets, Inc.

Technology
679K
New
$22.33 - $43.2 $15.2M - $29.3M
679K $25.3M
UHS
Universal Health Services Inc

Healthcare
140K
+ 1151.06%
$175.8 - $236.9 $24.7M - $33.2M
152K $27.4M
LEN
Lennar Corp

Consumer Cyclical
179K
New
$136.2 - $188.96 $24.4M - $33.9M
179K $24.5M
DUOL
Duolingo, Inc.

Technology
74.5K
New
$278.75 - $373.03 $20.8M - $27.8M
74.5K $24.2M
ETN
Eaton Corp PLC

Industrials
72.6K
New
$326.96 - $377.52 $23.7M - $27.4M
72.6K $24.1M
KLAC
Kla Corp

Technology
49.1K
+ 98.09%
$614.46 - $829.55 $30.1M - $40.7M
99.1K $62.4M
PCVX
Vaxcyte, Inc.

Healthcare
280K
New
$80.97 - $117.93 $22.7M - $33M
280K $22.9M
OC
Owens Corning

Industrials
133K
New
$169.41 - $210.81 $22.6M - $28.1M
133K $22.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
43.6K
New
$501.29 - $612.85 $21.9M - $26.7M
43.6K $22.7M
WDC
Western Digital Corp

Technology
380K
New
$59.62 - $73.43 $22.7M - $27.9M
380K $22.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
55.2K
New
$396.64 - $516.74 $21.9M - $28.5M
55.2K $22.2M
TTD
Trade Desk, Inc.

Technology
188K
New
$108.7 - $139.51 $20.5M - $26.3M
188K $22.1M
GNRC
Generac Holdings Inc.

Industrials
142K
New
$154.28 - $195.11 $21.9M - $27.8M
142K $22.1M
NFLX
Netflix Inc

Communication Services
24.2K
New
$687.65 - $936.56 $16.6M - $22.7M
24.2K $21.6M
CMCSA
Comcast Corp

Communication Services
566K
+ 4045.74%
$37.39 - $45.14 $21.1M - $25.5M
579K $21.7M
CDW
Cdw Corp

Technology
122K
+ 1303.9%
$171.49 - $225.64 $21M - $27.6M
132K $22.9M
IR
Ingersoll Rand Inc.

Industrials
229K
New
$90.46 - $105.35 $20.8M - $24.2M
229K $20.8M
MSCI
Msci Inc.

Financial Services
34.3K
New
$569.09 - $635.99 $19.5M - $21.8M
34.3K $20.6M
ZTS
Zoetis Inc.

Healthcare
126K
New
$162.24 - $194.42 $20.5M - $24.6M
126K $20.6M
ZBRA
Zebra Technologies Corp

Technology
51.4K
New
$360.09 - $411.94 $18.5M - $21.2M
51.4K $19.9M
OMC
Omnicom Group Inc.

Communication Services
230K
New
$85.82 - $105.47 $19.7M - $24.2M
230K $19.8M
CSL
Carlisle Companies Inc

Industrials
57K
+ 311.61%
$368.67 - $480.91 $21M - $27.4M
75.3K $27.8M
OWL
Blue Owl Capital Inc.

Financial Services
840K
New
$19.51 - $24.81 $16.4M - $20.8M
840K $19.5M
CRDO
Credo Technology Group Holding LTD

Technology
278K
New
$30.16 - $77.25 $8.4M - $21.5M
278K $18.8M
LYV
Live Nation Entertainment, Inc.

Communication Services
144K
New
$109.06 - $140.54 $15.8M - $20.3M
144K $18.7M
MNST
Monster Beverage Corp

Consumer Defensive
354K
New
$49.24 - $56.38 $17.4M - $19.9M
354K $18.6M
CCI
Crown Castle International Corp

Real Estate
203K
New
$89.78 - $119.11 $18.2M - $24.2M
203K $18.4M
LDOS
Leidos Holdings, Inc.

Technology
125K
New
$143.17 - $201.39 $17.8M - $25.1M
125K $17.9M
META
Meta Platforms, Inc.

Communication Services
29.3K
New
$554.08 - $632.68 $16.2M - $18.5M
29.3K $17.3M
PSA
Public Storage

Real Estate
57.5K
New
$289.33 - $360.21 $16.6M - $20.7M
57.5K $17.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
134K
New
$110.69 - $154.48 $14.9M - $20.8M
134K $17.1M
ALGN
Align Technology Inc

Healthcare
80.3K
New
$205.03 - $245.32 $16.5M - $19.7M
80.3K $16.8M
WMB
Williams Companies, Inc.

Energy
307K
+ 2432.35%
$46.37 - $59.74 $14.2M - $18.3M
320K $17.3M
OLED
Universal Display Corp Pa

Technology
112K
New
$146.2 - $213.81 $16.4M - $24M
112K $16.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
92.6K
New
$176.4 - $231.84 $16.3M - $21.5M
92.6K $16.3M
MCHP
Microchip Technology Inc

Technology
276K
New
$55.51 - $79.05 $15.3M - $21.8M
276K $15.9M
XOM
Exxon Mobil Corp

Energy
144K
New
$105.51 - $125.37 $15.2M - $18.1M
144K $15.5M
CI
Cigna Corp

Healthcare
55.3K
+ 5316.43%
$265.59 - $358.58 $14.7M - $19.8M
56.4K $15.6M
EA
Electronic Arts Inc.

Communication Services
102K
+ 161.22%
$140.69 - $167.97 $14.3M - $17.1M
165K $24.1M
VOYA
Voya Financial, Inc.

Financial Services
215K
New
$65.93 - $83.9 $14.2M - $18M
215K $14.8M
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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