Twinbeech Capital LP Incresed Positions in Q2 2025

Twinbeech Capital LP

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROST
Ross Stores, Inc.

Consumer Cyclical
430K
+ 12537.2%
$126.62 - $154.26 $54.4M - $66.3M
433K $55.3M
HON
Honeywell International Inc

Industrials
197K
+ 3646.62%
$182.86 - $232.88 $36M - $45.8M
202K $47.1M
ISRG
Intuitive Surgical Inc

Healthcare
67.8K
+ 265.66%
$451.58 - $565.94 $30.6M - $38.4M
93.3K $50.7M
MCD
Mcdonalds Corp

Consumer Cyclical
119K
+ 5478.54%
$285.55 - $321.23 $33.9M - $38.1M
121K $35.3M
FTV
Fortive Corp

Technology
575K
+ 10614.44%
$52.13 - $74.29 $30M - $42.7M
580K $30.3M
TPL
Texas Pacific Land Corp

Energy
28.7K
+ 1180.07%
$1036.28 - $1430.55 $29.7M - $41M
31.1K $32.8M
WDAY
Workday, Inc.

Technology
104K
+ 8766.16%
$210.47 - $274.71 $22M - $28.7M
106K $25.3M
GPC
Genuine Parts CO

Consumer Cyclical
199K
+ 4177.06%
$105.54 - $129.09 $21M - $25.7M
204K $24.8M
UPS
United Parcel Service Inc

Industrials
261K
+ 105.38%
$91.92 - $110.2 $24M - $28.8M
509K $51.4M
ACN
Accenture PLC

Technology
73.9K
+ 340.22%
$279.23 - $323.21 $20.6M - $23.9M
95.7K $28.6M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
86.4K
+ 1475.97%
$153.22 - $199.8 $13.2M - $17.3M
92.3K $17.3M
MAS
Masco Corp

Industrials
248K
+ 830.42%
$58.73 - $71.06 $14.6M - $17.6M
278K $17.9M
UNP
Union Pacific Corp

Industrials
66.5K
+ 3374.14%
$208.27 - $238.46 $13.9M - $15.9M
68.5K $15.8M
ESTC
Elastic N.V.

Technology
179K
+ 2632.92%
$73.36 - $94.17 $13.1M - $16.9M
186K $15.7M
STX
Seagate Technology Holdings PLC

Technology
13.3K
+ 6.17%
$66.54 - $144.33 $886K - $1.92M
229K $33.1M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
155K
+ 1164.81%
$84.41 - $106.28 $13.1M - $16.5M
168K $16M
IEX
Idex Corp

Industrials
84.4K
+ 177.44%
$160.66 - $191.29 $13.6M - $16.2M
132K $23.2M
KBR
Kbr, Inc.

Industrials
279K
+ 1186.21%
$46.2 - $56.12 $12.9M - $15.6M
302K $14.5M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
389K
+ 994.81%
$25.21 - $34.03 $9.81M - $13.2M
428K $12.8M
WM
Waste Management Inc

Industrials
45.5K
+ 1636.98%
$216.47 - $242.1 $9.84M - $11M
48.2K $11M
TMUS
T Mobile Us, Inc.

Communication Services
62.3K
+ 39.47%
$220.99 - $268.54 $13.8M - $16.7M
220K $52.5M
TTD
Trade Desk, Inc.

Technology
43.9K
+ 11.92%
$45.27 - $79.4 $1.99M - $3.49M
412K $29.7M
EQIX
Equinix Inc

Real Estate
12.1K
+ 164.54%
$740.07 - $914.43 $8.95M - $11.1M
19.4K $15.5M
FISV
Fiserv Inc

Technology
73.9K
+ 6976.58%
N/A
74.9K $9.38M
EMN
Eastman Chemical CO

Basic Materials
124K
+ 1724.69%
$72.7 - $88.29 $9.01M - $10.9M
131K $9.79M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
284K
+ 1271.43%
$28.49 - $33.82 $8.08M - $9.6M
306K $9.09M
MSCI
Msci Inc.

Financial Services
14K
+ 243.06%
$506.56 - $576.74 $7.07M - $8.05M
19.7K $11.4M
PEN
Penumbra Inc

Healthcare
32.1K
+ 211.23%
$253.22 - $299.78 $8.12M - $9.61M
47.2K $12.1M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
26.2K
+ 49.31%
$483.07 - $625.6 $12.6M - $16.4M
79.3K $41.6M
ZBRA
Zebra Technologies Corp

Technology
19.5K
+ 26.27%
$213.54 - $309.26 $4.16M - $6.03M
93.7K $28.9M
STEP
Step Stone Group Inc.

Financial Services
126K
+ 2184.88%
$42.46 - $60.26 $5.36M - $7.6M
132K $7.32M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
141K
+ 105.38%
$38.16 - $46.72 $5.38M - $6.59M
275K $12.2M
HESM
Hess Midstream LP

Energy
156K
+ 254.46%
$35.23 - $42.89 $5.48M - $6.67M
217K $8.35M
GNTX
Gentex Corp

Consumer Cyclical
257K
+ 156.64%
$20.83 - $23.52 $5.35M - $6.04M
421K $9.26M
WMT
Walmart Inc.

Consumer Defensive
21.8K
+ 6.8%
$81.79 - $99.98 $1.79M - $2.18M
343K $33.5M
SNA
Snap On Inc

Industrials
19K
+ 69.77%
$292.36 - $342.2 $5.55M - $6.5M
46.2K $14.4M
GPN
Global Payments Inc

Industrials
126K
+ 43.37%
$67.47 - $99.6 $8.53M - $12.6M
418K $33.5M
ATI
Allegheny Technologies Inc

Industrials
39.1K
+ 92.07%
$41.97 - $86.8 $1.64M - $3.4M
81.6K $7.05M
POST
Post Holdings, Inc.

Consumer Defensive
44K
+ 495.82%
$107.47 - $118.46 $4.73M - $5.21M
52.9K $5.76M
TMDX
Trans Medics Group, Inc.

Healthcare
27.3K
+ 183.1%
$67.67 - $143.04 $1.85M - $3.91M
42.3K $5.67M
JCI
Johnson Controls International PLC

Industrials
33.2K
+ 332.78%
$71.14 - $105.62 $2.36M - $3.51M
43.2K $4.57M
CAT
Caterpillar Inc

Industrials
8.81K
+ 160.58%
$273.94 - $388.21 $2.41M - $3.42M
14.3K $5.55M
PFGC
Performance Food Group CO

Consumer Defensive
31.6K
+ 32.35%
$71.62 - $89.56 $2.27M - $2.83M
129K $11.3M
SLVM
Sylvamo Corp

Basic Materials
74.7K
+ 820.7%
$50.1 - $68.36 $3.74M - $5.11M
83.8K $4.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
27.5K
+ 109.71%
$109.83 - $131.67 $3.02M - $3.62M
52.6K $6.67M
AME
Ametek Inc

Industrials
18.2K
+ 188.25%
$151.41 - $182.75 $2.76M - $3.33M
27.9K $5.05M
NJR
New Jersey Resources Corp

Utilities
71.4K
+ 246.4%
$44.23 - $49.97 $3.16M - $3.57M
100K $4.5M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
23.4K
+ 371.0%
$105.8 - $131.55 $2.47M - $3.07M
29.7K $3.81M
UNM
Unum Group

Financial Services
33.6K
+ 93.24%
$70.48 - $82.91 $2.37M - $2.78M
69.6K $5.62M
Activity Summary
Buys All Purchases 465 New Holdings 351 Increased Positions 114 Sells All Sells 136 Reductions 136 Sold out 0 Options Calls 0 Puts 0
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