Twinbeech Capital LP Incresed Positions in Q3 2024

Twinbeech Capital LP

  • $4.99 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
355K
+ 597.17%
$148.65 - $191.18 $52.8M - $67.9M
415K $68.8M
MMM
3 M CO

Industrials
314K
+ 2661.89%
$99.69 - $139.42 $31.3M - $43.8M
326K $44.5M
NSC
Norfolk Southern Corp

Industrials
157K
+ 275.73%
$213.75 - $259.69 $33.5M - $40.7M
214K $53.1M
PCAR
Paccar Inc

Industrials
411K
+ 9265.2%
$91.64 - $109.98 $37.7M - $45.2M
416K $41M
NDAQ
Nasdaq, Inc.

Financial Services
500K
+ 232.61%
$59.48 - $74.31 $29.7M - $37.2M
715K $52.2M
HUM
Humana Inc

Healthcare
124K
+ 2430.78%
$310.25 - $404.52 $38.5M - $50.2M
129K $40.9M
DIS
Walt Disney CO

Communication Services
379K
+ 14115.33%
$85.6 - $98.61 $32.5M - $37.4M
382K $36.7M
EFX
Equifax Inc

Industrials
111K
+ 983.23%
$236.42 - $307.13 $26.1M - $34M
122K $35.8M
WDAY
Workday, Inc.

Technology
100K
+ 154.99%
$207.75 - $264.68 $20.9M - $26.6M
165K $40.4M
RBLX
Roblox Corp

Communication Services
385K
+ 40.58%
$36.18 - $47.64 $13.9M - $18.4M
1.34M $59.1M
CHRD
Oasis Petroleum Inc.

Energy
136K
+ 2550.95%
$128.01 - $176.98 $17.4M - $24M
141K $18.4M
VEEV
Veeva Systems Inc

Healthcare
75.8K
+ 534.88%
$180.43 - $223.9 $13.7M - $17M
89.9K $18.9M
GDDY
Go Daddy Inc.

Technology
91.7K
+ 91.72%
$141.41 - $167.41 $13M - $15.3M
192K $30M
NVT
N Vent Electric PLC

Industrials
235K
+ 156.44%
$60.72 - $81.19 $14.3M - $19.1M
386K $27.1M
ROST
Ross Stores, Inc.

Consumer Cyclical
102K
+ 212.48%
$136.06 - $155.24 $13.8M - $15.8M
150K $22.5M
MELI
Mercadolibre Inc

Consumer Cyclical
3.99K
+ 22.85%
$1591.44 - $2140.1 $6.35M - $8.54M
21.5K $44M
NBIX
Neurocrine Biosciences Inc

Healthcare
131K
+ 255.76%
$114.58 - $153.15 $15M - $20.1M
182K $21M
HD
Home Depot, Inc.

Consumer Cyclical
33.2K
+ 447.29%
$333.64 - $405.2 $11.1M - $13.5M
40.7K $16.5M
WFRD
Weatherford International PLC

Energy
170K
+ 742.15%
$84.06 - $134.26 $14.3M - $22.8M
192K $16.3M
CTRA
Coterra Energy Inc.

Energy
581K
+ 269.96%
$22.62 - $27.37 $13.2M - $15.9M
797K $19.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26K
+ 156.29%
$405.19 - $478.57 $10.5M - $12.4M
42.7K $19.6M
MSFT
Microsoft Corp

Technology
28.3K
+ 220.63%
$395.15 - $467.56 $11.2M - $13.2M
41.1K $17.7M
CSGP
Costar Group, Inc.

Real Estate
135K
+ 28.67%
$71.59 - $79.61 $9.66M - $10.7M
606K $45.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
108K
+ 1414.62%
$92.56 - $99.46 $10M - $10.8M
116K $11.1M
NXST
Nexstar Media Group, Inc.

Communication Services
55K
+ 332.75%
$154.25 - $184.79 $8.49M - $10.2M
71.6K $11.8M
EA
Electronic Arts Inc.

Communication Services
59.8K
+ 1768.35%
$137.32 - $151.82 $8.21M - $9.08M
63.2K $9.06M
ST
Sensata Technologies Holding PLC

Technology
232K
+ 315.44%
$34.15 - $42.3 $7.91M - $9.8M
305K $10.9M
UPS
United Parcel Service Inc

Industrials
56.5K
+ 17.35%
$123.32 - $147.38 $6.97M - $8.33M
383K $52.1M
LNC
Lincoln National Corp

Financial Services
220K
+ 844.15%
$28.71 - $34.05 $6.32M - $7.49M
246K $7.76M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
58.5K
+ 169.97%
$129.86 - $184.59 $7.59M - $10.8M
92.9K $13M
ALK
Alaska Air Group, Inc.

Industrials
146K
+ 510.99%
$32.92 - $45.21 $4.81M - $6.61M
175K $7.9M
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
267K
+ 658.22%
$18.46 - $25.37 $4.93M - $6.77M
307K $7.51M
EEFT
Euronet Worldwide, Inc.

Technology
66.6K
+ 497.2%
$92.68 - $108.63 $6.17M - $7.24M
80K $7.93M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
36.6K
+ 94.2%
$107.74 - $140.72 $3.95M - $5.16M
75.5K $10.6M
LKQ
Lkq Corp

Consumer Cyclical
168K
+ 54.61%
$38.47 - $46.03 $6.48M - $7.75M
477K $19M
SKY
Skyline Champion Corp

Consumer Cyclical
60.9K
+ 609.0%
$65.6 - $95.65 $4M - $5.83M
70.9K $6.73M
FSS
Federal Signal Corp

Industrials
62.4K
+ 1034.52%
$82.35 - $99.97 $5.14M - $6.24M
68.5K $6.4M
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
214K
+ 368.82%
$28.84 - $41.15 $6.18M - $8.81M
272K $7.85M
IQV
Iqvia Holdings Inc.

Healthcare
10.9K
+ 11.91%
$206.81 - $251.55 $2.25M - $2.73M
102K $24.2M
JNJ
Johnson & Johnson

Healthcare
29.4K
+ 986.76%
$145.48 - $167.38 $4.28M - $4.93M
32.4K $5.26M
MU
Micron Technology Inc

Technology
172K
+ 36.59%
$86.27 - $136.82 $14.8M - $23.5M
640K $66.4M
CSL
Carlisle Companies Inc

Industrials
8.51K
+ 86.91%
$376.5 - $449.34 $3.2M - $3.82M
18.3K $8.23M
FRT
Federal Realty Investment Trust

Real Estate
34.5K
+ 926.77%
$100.42 - $117.38 $3.46M - $4.05M
38.2K $4.39M
BSX
Boston Scientific Corp

Healthcare
35.5K
+ 31.16%
$72.96 - $84.0 $2.59M - $2.98M
149K $12.5M
RKT
Rocket Companies, Inc.

Financial Services
156K
+ 146.23%
$13.16 - $20.81 $2.06M - $3.26M
263K $5.06M
CLDX
Celldex Therapeutics, Inc.

Healthcare
103K
+ 279.68%
$32.06 - $44.56 $3.32M - $4.61M
141K $4.77M
IDYA
Ideaya Biosciences, Inc.

Healthcare
107K
+ 206.39%
$30.37 - $43.05 $3.26M - $4.62M
159K $5.05M
HI
Hillenbrand, Inc.

Industrials
114K
+ 1866.21%
$26.35 - $45.14 $3.01M - $5.15M
120K $3.34M
CWT
California Water Service Group

Utilities
55K
+ 320.17%
$47.83 - $55.5 $2.63M - $3.05M
72.2K $3.91M
Activity Summary
Buys All Purchases 551 New Holdings 452 Increased Positions 99 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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