Twinbeech Capital LP Incresed Positions in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
2.21M
+ 10396.09%
$29.11 - $33.67 $64.4M - $74.4M
2.23M $65.7M
GS
Goldman Sachs Group Inc

Financial Services
111K
+ 11047.96%
$524.81 - $672.19 $58.4M - $74.8M
112K $61.3M
DIS
Walt Disney CO

Communication Services
602K
+ 15484.15%
$96.87 - $114.0 $58.3M - $68.6M
606K $59.8M
HUBS
Hubspot Inc

Technology
104K
+ 925.45%
$571.29 - $819.71 $59.6M - $85.5M
116K $66M
PNC
Pnc Financial Services Group, Inc.

Financial Services
322K
+ 6583.99%
$168.84 - $202.89 $54.3M - $65.3M
327K $57.4M
LOW
Lowes Companies Inc

Consumer Cyclical
245K
+ 428.06%
$222.66 - $268.42 $54.6M - $65.8M
302K $70.5M
APP
App Lovin Corp

Technology
205K
+ 474.93%
$238.08 - $510.13 $48.9M - $105M
249K $65.9M
MRK
Merck & Co., Inc.

Healthcare
522K
+ 998.41%
$83.01 - $101.02 $43.3M - $52.7M
574K $51.5M
GLW
Corning Inc

Technology
969K
+ 10078.26%
$44.91 - $54.25 $43.5M - $52.6M
978K $44.8M
ABNB
Airbnb, Inc.

Consumer Cyclical
358K
+ 6438.96%
$119.38 - $161.42 $42.7M - $57.8M
364K $43.4M
TMUS
T Mobile Us, Inc.

Communication Services
155K
+ 6285.64%
$211.3 - $272.83 $32.8M - $42.4M
158K $42.1M
KKR
Kkr & Co. Inc.

Financial Services
351K
+ 13147.66%
$108.17 - $167.07 $37.9M - $58.6M
353K $40.8M
AMAT
Applied Materials Inc

Technology
268K
+ 4570.45%
$145.06 - $195.51 $38.9M - $52.4M
274K $39.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76.3K
+ 174.88%
$497.6 - $606.74 $38M - $46.3M
120K $59.7M
COST
Costco Wholesale Corp

Consumer Defensive
37.7K
+ 5548.16%
$890.62 - $1076.86 $33.6M - $40.6M
38.4K $36.3M
HOLX
Hologic Inc

Healthcare
533K
+ 4213.36%
$60.7 - $73.77 $32.4M - $39.3M
546K $33.7M
CDW
Cdw Corp

Technology
213K
+ 161.53%
$160.26 - $206.13 $34.1M - $43.8M
344K $55.2M
CLX
Clorox CO

Consumer Defensive
218K
+ 775.33%
$141.76 - $162.89 $30.9M - $35.5M
246K $36.2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
471K
+ 533.03%
$65.15 - $91.81 $30.7M - $43.3M
560K $36.5M
RNR
Renaissancere Holdings LTD

Financial Services
111K
+ 840.3%
$226.55 - $263.22 $25.2M - $29.3M
125K $29.9M
EPAM
Epam Systems, Inc.

Technology
142K
+ 1006.7%
N/A
156K $28.9M
TPR
Tapestry, Inc.

Consumer Cyclical
352K
+ 287.13%
$65.63 - $89.21 $23.1M - $31.4M
475K $33.4M
CEG
Constellation Energy Corp

Utilities
126K
+ 261.9%
$201.63 - $347.44 $25.4M - $43.9M
174K $35.2M
DXCM
Dexcom Inc

Healthcare
409K
+ 77.3%
$67.74 - $90.75 $27.7M - $37.1M
938K $64.1M
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
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
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
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
NYT
New York Times CO

Communication Services
347K
+ 1228.0%
$46.9 - $55.89 $16.3M - $19.4M
375K $18.6M
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
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
BK
Bank Of New York Mellon Corp

Financial Services
135K
+ 2513.01%
$75.42 - $88.95 $10.2M - $12M
140K $11.8M
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
JHG
Janus Henderson Group PLC

Financial Services
289K
+ 2300.86%
$35.98 - $45.94 $10.4M - $13.3M
302K $10.9M
MTH
Meritage Homes Corp

Consumer Cyclical
165K
+ 969.99%
$69.41 - $152.01 $11.5M - $25.1M
182K $12.9M
KBH
Kb Home

Consumer Cyclical
172K
+ 1904.06%
$57.73 - $70.05 $9.93M - $12M
181K $10.5M
WCC
Wesco International Inc

Industrials
68.6K
+ 192.56%
$155.3 - $199.95 $10.7M - $13.7M
104K $16.2M
SM
Sm Energy CO

Energy
325K
+ 3635.58%
$27.15 - $44.69 $8.81M - $14.5M
334K $9.99M
ENTG
Entegris Inc

Technology
114K
+ 141.14%
$87.48 - $109.53 $9.96M - $12.5M
195K $17M
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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