Twinbeech Capital LP Purchases in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTCT
Ptc Therapeutics, Inc.

Healthcare
127K
New
$41.81 - $57.17 $5.32M - $7.27M
127K $6.48M
VKTX
Viking Therapeutics, Inc.

Healthcare
262K
New
$24.15 - $42.89 $6.33M - $11.2M
262K $6.33M
COOP
Mr. Cooper Group Inc.

Financial Services
51.5K
New
$91.4 - $119.6 $4.71M - $6.16M
51.5K $6.16M
AMKR
Amkor Technology, Inc.

Technology
346K
+ 2158.98%
$18.06 - $26.73 $6.25M - $9.25M
362K $6.54M
DDS
Dillard'S, Inc.

Consumer Cyclical
17K
New
$353.25 - $508.77 $6.02M - $8.66M
17K $6.1M
EQIX
Equinix Inc

Real Estate
7.35K
New
$803.0 - $959.97 $5.9M - $7.05M
7.35K $5.99M
AWI
Armstrong World Industries Inc

Industrials
41.8K
New
$136.0 - $154.19 $5.69M - $6.45M
41.8K $5.89M
TRU
Trans Union

Industrials
70.9K
New
$80.45 - $100.25 $5.7M - $7.1M
70.9K $5.88M
SMTC
Semtech Corp

Technology
203K
+ 480.5%
$31.44 - $77.15 $6.39M - $15.7M
245K $8.44M
TEX
Terex Corp

Industrials
154K
New
$37.65 - $48.97 $5.81M - $7.55M
154K $5.83M
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
642K
+ 1541.74%
$8.92 - $11.7 $5.73M - $7.52M
684K $6.18M
DIOD
Diodes Inc

Technology
132K
New
$43.17 - $65.74 $5.69M - $8.66M
132K $5.69M
CRC
California Resources Corp

Energy
128K
New
$39.17 - $54.42 $5.03M - $6.98M
128K $5.64M
FCN
Fti Consulting, Inc

Industrials
33.6K
New
$160.54 - $198.75 $5.39M - $6.68M
33.6K $5.51M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
173K
New
$30.79 - $38.48 $5.31M - $6.64M
173K $5.51M
DD
Du Pont De Nemours, Inc.

Basic Materials
73.2K
+ 1448.41%
$72.7 - $84.32 $5.32M - $6.18M
78.3K $5.85M
CIEN
Ciena Corp

Technology
90.2K
New
$60.43 - $98.18 $5.45M - $8.85M
90.2K $5.45M
SMPL
Simply Good Foods CO

Consumer Defensive
157K
New
$32.98 - $39.5 $5.17M - $6.19M
157K $5.41M
FLO
Flowers Foods Inc

Consumer Defensive
283K
New
$18.05 - $20.78 $5.12M - $5.89M
283K $5.39M
NOVT
Novanta Inc

Technology
34K
+ 215.51%
N/A
49.8K $7.86M
GM
General Motors CO

Consumer Cyclical
112K
New
$45.22 - $54.92 $5.05M - $6.14M
112K $5.25M
EXPO
Exponent Inc

Industrials
64.9K
+ 2565.63%
$78.9 - $93.95 $5.12M - $6.1M
67.5K $5.47M
ALHC
Alignment Healthcare, Inc.

Healthcare
276K
New
$11.32 - $18.62 $3.12M - $5.14M
276K $5.14M
SRRK
Scholar Rock Holding Corp

Healthcare
160K
New
$32.15 - $45.55 $5.13M - $7.27M
160K $5.13M
VMI
Valmont Industries Inc

Industrials
18K
+ 872.42%
$285.37 - $376.98 $5.15M - $6.8M
20.1K $5.74M
RPRX
Royalty Pharma PLC

Healthcare
164K
New
$25.75 - $33.86 $4.22M - $5.55M
164K $5.1M
AEE
Ameren Corp

Utilities
50.2K
New
$86.87 - $103.67 $4.36M - $5.21M
50.2K $5.04M
WHD
Cactus, Inc.

Energy
126K
+ 214.43%
$43.48 - $63.78 $5.46M - $8.01M
184K $8.44M
CWK
Cushman & Wakefield PLC

Real Estate
491K
New
$10.19 - $13.87 $5.01M - $6.81M
491K $5.02M
ERIE
Erie Indemnity CO

Financial Services
11.9K
New
$377.62 - $450.61 $4.51M - $5.38M
11.9K $5.01M
WRBY
Warby Parker Inc.

Healthcare
273K
New
$17.82 - $28.42 $4.87M - $7.76M
273K $4.98M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
31.5K
New
$154.39 - $176.55 $4.87M - $5.57M
31.5K $4.95M
FR
First Industrial Realty Trust Inc

Real Estate
88.5K
New
$48.46 - $57.99 $4.29M - $5.13M
88.5K $4.78M
BALL
Ball Corp

Consumer Cyclical
91.7K
New
$49.04 - $56.53 $4.5M - $5.18M
91.7K $4.77M
PRGS
Progress Software Corp

Technology
92.2K
New
$51.39 - $65.26 $4.74M - $6.02M
92.2K $4.75M
SOFI
So Fi Technologies, Inc.

Financial Services
406K
New
$11.18 - $18.03 $4.54M - $7.32M
406K $4.72M
FLR
Fluor Corp

Industrials
132K
New
$34.29 - $55.28 $4.52M - $7.28M
132K $4.72M
VNT
Vontier Corp

Technology
155K
+ 154.7%
$32.1 - $40.32 $4.96M - $6.23M
254K $8.36M
NSP
Insperity, Inc.

Industrials
52.4K
New
$69.6 - $94.21 $3.65M - $4.94M
52.4K $4.68M
LIVN
Liva Nova PLC

Healthcare
120K
+ 2304.34%
$37.02 - $50.73 $4.44M - $6.08M
125K $4.91M
PINC
Premier, Inc.

Healthcare
236K
New
$17.46 - $23.0 $4.13M - $5.44M
236K $4.56M
REZI
Resideo Technologies, Inc.

Industrials
256K
New
$16.92 - $23.77 $4.33M - $6.09M
256K $4.53M
HSY
Hershey CO

Consumer Defensive
26.5K
New
$144.74 - $186.36 $3.83M - $4.93M
26.5K $4.53M
DOCS
Doximity, Inc.

Healthcare
77.9K
New
$49.71 - $83.14 $3.87M - $6.48M
77.9K $4.52M
FELE
Franklin Electric CO Inc

Industrials
48.2K
+ 1325.59%
$93.38 - $106.03 $4.5M - $5.11M
51.9K $4.87M
DOCN
Digital Ocean Holdings, Inc.

Technology
135K
+ 1158.37%
$33.39 - $46.69 $4.52M - $6.32M
147K $4.91M
HBI
Hanesbrands Inc.

Consumer Cyclical
779K
New
$5.76 - $8.6 $4.49M - $6.7M
779K $4.5M
FORM
Formfactor Inc

Technology
154K
New
$28.29 - $47.24 $4.36M - $7.28M
154K $4.36M
GLOB
Globant S.A.

Technology
36.9K
New
$117.72 - $228.73 $4.35M - $8.45M
36.9K $4.35M
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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