Twinbeech Capital LP Incresed Positions in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ROP
Roper Technologies Inc

Industrials
59.6K
+ 10990.04%
$495.03 - $573.0 $29.5M - $34.1M
60.1K $30M
PAYX
Paychex Inc

Industrials
200K
+ 1147.82%
$126.69 - $147.99 $25.3M - $29.5M
217K $27.5M
NDAQ
Nasdaq, Inc.

Financial Services
250K
+ 802.87%
$86.73 - $96.94 $21.7M - $24.2M
281K $24.9M
CDNS
Cadence Design Systems Inc

Technology
57.5K
+ 481.76%
$309.46 - $373.37 $17.8M - $21.5M
69.5K $24.4M
COF
Capital One Financial Corp

Financial Services
95.5K
+ 8718.45%
$207.29 - $229.74 $19.8M - $21.9M
96.6K $20.5M
DPZ
Dominos Pizza Inc

Consumer Cyclical
42.4K
+ 6193.57%
$422.75 - $485.53 $17.9M - $20.6M
43K $18.6M
VST
Vistra Corp.

Utilities
89.6K
+ 217.8%
$182.0 - $217.92 $16.3M - $19.5M
131K $25.6M
NXPI
Nxp Semiconductors N.V.

Technology
55.2K
+ 86.6%
$205.16 - $239.07 $11.3M - $13.2M
119K $27.1M
FISV
Fiserv Inc

Technology
101K
+ 134.9%
N/A
176K $22M
ONON
On Holding Ag

Consumer Cyclical
283K
+ 4663.24%
$42.35 - $54.36 $12M - $15.4M
289K $12.2M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
422K
+ 1080.77%
$19.08 - $23.53 $8.06M - $9.94M
462K $9.03M
CI
Cigna Corp

Healthcare
27.8K
+ 221.91%
$262.23 - $334.39 $7.29M - $9.29M
40.3K $11.6M
GDDY
Go Daddy Inc.

Technology
52.6K
+ 1535.87%
$133.35 - $178.59 $7.01M - $9.39M
56K $7.66M
WBS
Webster Financial Corp

Financial Services
117K
+ 1535.22%
$55.19 - $62.92 $6.48M - $7.39M
125K $7.43M
DOX
Amdocs LTD

Technology
86.5K
+ 513.33%
$81.2 - $92.62 $7.03M - $8.01M
103K $8.48M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
93.1K
+ 161.5%
$108.8 - $169.61 $10.1M - $15.8M
151K $16.4M
TREX
Trex CO Inc

Industrials
132K
+ 2052.13%
$50.48 - $68.49 $6.65M - $9.03M
138K $7.14M
ETR
Entergy Corp

Utilities
38.3K
+ 15.11%
$80.93 - $93.55 $3.1M - $3.58M
292K $27.2M
BMI
Badger Meter Inc

Technology
34.2K
+ 1087.89%
$172.32 - $245.81 $5.9M - $8.41M
37.4K $6.67M
ARES
Ares Management Corp

Financial Services
38.9K
+ 135.94%
$159.89 - $192.76 $6.23M - $7.51M
67.6K $10.8M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
76.4K
+ 342.68%
N/A
98.7K $6.39M
MELI
Mercadolibre Inc

Consumer Cyclical
2.49K
+ 73.65%
$2292.04 - $2514.05 $5.71M - $6.26M
5.87K $13.7M
NU
Nu Holdings Ltd.

Financial Services
254K
+ 79.65%
$11.92 - $16.3 $3.03M - $4.14M
574K $9.18M
SITE
Site One Landscape Supply, Inc.

Industrials
31.7K
+ 314.77%
$121.97 - $152.97 $3.87M - $4.85M
41.8K $5.38M
UI
Ubiquiti Inc.

Technology
3.99K
+ 65.02%
$388.83 - $660.58 $1.55M - $2.64M
10.1K $6.69M
MRNA
Moderna, Inc.

Healthcare
162K
+ 305.82%
$23.51 - $34.67 $3.81M - $5.61M
215K $5.55M
CARR
Carrier Global Corp

Industrials
97.2K
+ 73.03%
$58.75 - $80.73 $5.71M - $7.85M
230K $13.7M
PB
Prosperity Bancshares Inc

Financial Services
59.5K
+ 780.31%
$65.12 - $74.71 $3.88M - $4.45M
67.2K $4.46M
FCNCA
First Citizens Bancshares Inc

Financial Services
2.85K
+ 31.79%
$1789.16 - $2158.23 $5.09M - $6.14M
11.8K $21.1M
NSIT
Insight Enterprises Inc

Technology
31.3K
+ 305.62%
$111.76 - $146.66 $3.49M - $4.58M
41.5K $4.71M
VIRT
Virtu Financial, Inc.

Financial Services
92K
+ 540.36%
$34.87 - $45.12 $3.21M - $4.15M
109K $3.87M
BROS
Dutch Bros Inc.

Consumer Cyclical
68.2K
+ 184.07%
$52.34 - $74.24 $3.57M - $5.06M
105K $5.51M
CHRD
Oasis Petroleum Inc.

Energy
28K
+ 124.15%
$99.37 - $114.13 $2.78M - $3.2M
50.6K $5.03M
AL
Air Lease Corp

Industrials
39.9K
+ 303.37%
$54.35 - $64.28 $2.17M - $2.56M
53K $3.37M
CGNX
Cognex Corp

Technology
53.8K
+ 499.59%
$31.85 - $46.54 $1.71M - $2.51M
64.6K $2.93M
ALK
Alaska Air Group, Inc.

Industrials
50.8K
+ 1216.26%
$49.73 - $63.86 $2.53M - $3.24M
55K $2.74M
SLB
Schlumberger Limited

Energy
55.6K
+ 7.12%
$32.37 - $37.31 $1.8M - $2.07M
837K $28.8M
POWI
Power Integrations Inc

Technology
59.3K
+ 403.47%
$39.37 - $59.54 $2.34M - $3.53M
74.1K $2.98M
PBI
Pitney Bowes Inc

Industrials
172K
+ 1683.78%
$10.92 - $12.79 $1.88M - $2.2M
182K $2.08M
AES
Aes Corp

Utilities
85.2K
+ 28.24%
$10.77 - $13.94 $918K - $1.19M
387K $5.09M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
112K
+ 762.34%
$13.87 - $19.14 $1.56M - $2.15M
127K $2.06M
DV
Double Verify Holdings, Inc.

Technology
145K
+ 237.67%
$11.86 - $16.27 $1.72M - $2.37M
207K $2.48M
ALLY
Ally Financial Inc.

Financial Services
29.7K
+ 496.29%
$36.95 - $44.58 $1.1M - $1.32M
35.6K $1.4M
NOMD
Nomad Foods LTD

Consumer Defensive
82K
+ 348.46%
$12.91 - $18.18 $1.06M - $1.49M
105K $1.39M
SFNC
Simmons First National Corp

Financial Services
44K
+ 211.65%
$18.71 - $21.16 $823K - $931K
64.8K $1.24M
OGN
Organon & Co.

Healthcare
57.3K
+ 26.9%
$8.4 - $10.85 $481K - $621K
270K $2.88M
C
Citigroup Inc

Financial Services
7.21K
+ 134.99%
$85.57 - $103.49 $617K - $747K
12.6K $1.27M
AVPT
Ave Point, Inc.

Technology
61.8K
+ 138.5%
$14.33 - $19.31 $886K - $1.19M
106K $1.6M
SON
Sonoco Products CO

Consumer Cyclical
16.8K
+ 40.77%
$42.77 - $48.68 $721K - $820K
58.2K $2.51M
Activity Summary
Buys All Purchases 379 New Holdings 309 Increased Positions 70 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Twinbeech Capital LP Portfolio

Follow Twinbeech Capital LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twinbeech Capital LP, based on Form 13F filings with the SEC.

News

Stay updated on Twinbeech Capital LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email