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
RXST
Rx Sight, Inc.

Healthcare
65.9K
+ 246.73%
$40.78 - $57.04 $2.69M - $3.76M
92.6K $4.58M
NEP
Nextera Energy Partners, LP

Utilities
105K
+ 500.47%
$23.83 - $28.64 $2.5M - $3.01M
126K $3.48M
EAT
Brinker International, Inc

Consumer Cyclical
34.4K
+ 144.08%
$59.09 - $77.85 $2.04M - $2.68M
58.4K $4.47M
ALRM
Alarm.Com Holdings, Inc.

Technology
57.7K
+ 120.34%
$53.5 - $71.19 $3.09M - $4.11M
106K $5.77M
REZI
Resideo Technologies, Inc.

Industrials
132K
+ 294.58%
$17.98 - $22.72 $2.38M - $3M
177K $3.56M
CBZ
Cbiz, Inc.

Industrials
39.4K
+ 290.65%
$64.51 - $86.02 $2.54M - $3.39M
53K $3.57M
GTES
Gates Industrial Corp PLC

Industrials
144K
+ 1398.07%
$15.22 - $18.59 $2.19M - $2.67M
154K $2.7M
ESNT
Essent Group Ltd.

Financial Services
35.1K
+ 350.4%
$54.95 - $64.53 $1.93M - $2.26M
45.1K $2.89M
AMBA
Ambarella Inc

Technology
38K
+ 78.48%
$39.79 - $65.3 $1.51M - $2.48M
86.4K $4.87M
RPRX
Royalty Pharma PLC

Healthcare
71.9K
+ 64.96%
$25.63 - $29.27 $1.84M - $2.11M
183K $5.17M
TREX
Trex CO Inc

Industrials
35.1K
+ 109.84%
$59.17 - $85.82 $2.07M - $3.01M
67K $4.46M
YUM
Yum Brands Inc

Consumer Cyclical
10.3K
+ 11.62%
$125.95 - $139.96 $1.3M - $1.44M
98.9K $13.8M
GMS
Gms Inc.

Industrials
20.2K
+ 84.07%
$78.17 - $96.23 $1.58M - $1.94M
44.2K $4.01M
VCTR
Victory Capital Holdings, Inc.

Financial Services
34.7K
+ 384.23%
$45.29 - $55.5 $1.57M - $1.93M
43.8K $2.42M
SUM
Summit Materials, Inc.

Basic Materials
43.9K
+ 44.71%
$35.61 - $41.78 $1.56M - $1.83M
142K $5.54M
LMND
Lemonade, Inc.

Financial Services
116K
+ 266.54%
$15.02 - $23.42 $1.74M - $2.71M
159K $2.63M
BCC
Boise Cascade CO

Basic Materials
8.13K
+ 28.1%
$114.59 - $144.69 $932K - $1.18M
37.1K $5.23M
TNET
Trinet Group, Inc.

Industrials
17.9K
+ 570.97%
$92.56 - $110.99 $1.66M - $1.99M
21.1K $2.04M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
112K
+ 56.83%
$13.65 - $23.25 $1.53M - $2.6M
309K $5.69M
MMSI
Merit Medical Systems Inc

Healthcare
14.8K
+ 143.4%
$84.12 - $100.23 $1.24M - $1.48M
25K $2.47M
NTLA
Intellia Therapeutics, Inc.

Healthcare
75.1K
+ 75.11%
$19.72 - $27.36 $1.48M - $2.05M
175K $3.6M
CNMD
Conmed Corp

Healthcare
16.4K
+ 116.87%
$64.09 - $76.92 $1.05M - $1.26M
30.5K $2.19M
PSTG
Pure Storage, Inc.

Technology
98.2K
+ 36.47%
$45.73 - $67.71 $4.49M - $6.65M
368K $18.5M
ENOV
Enovis Corp

Industrials
29.5K
+ 62.4%
$40.57 - $48.1 $1.2M - $1.42M
76.7K $3.3M
YELP
Yelp Inc

Communication Services
33.7K
+ 392.34%
$33.02 - $37.77 $1.11M - $1.27M
42.3K $1.48M
SWTX
Spring Works Therapeutics, Inc.

Healthcare
51.2K
+ 58.78%
$32.04 - $42.76 $1.64M - $2.19M
138K $4.43M
BURL
Burlington Stores, Inc.

Consumer Cyclical
3.31K
+ 30.01%
$233.02 - $278.99 $771K - $923K
14.3K $3.78M
SDGR
Schrodinger, Inc.

Healthcare
60.3K
+ 199.67%
$18.05 - $24.02 $1.09M - $1.45M
90.4K $1.68M
HUBG
Hub Group, Inc.

Industrials
21.9K
+ 358.11%
$41.27 - $47.13 $904K - $1.03M
28K $1.27M
NVCR
Novo Cure LTD

Healthcare
73.3K
+ 58.55%
$15.61 - $23.34 $1.14M - $1.71M
198K $3.1M
SPSC
Sps Commerce Inc

Technology
3.42K
+ 9.38%
$185.76 - $215.42 $635K - $737K
39.9K $7.73M
PRIM
Primoris Services Corp

Industrials
3.18K
+ 4.15%
$47.41 - $59.36 $151K - $189K
79.8K $4.63M
YMM
Full Truck Alliance Co. Ltd.

Technology
68.4K
+ 48.65%
$6.91 - $9.21 $472K - $630K
209K $1.88M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
164K
+ 44.13%
$5.92 - $8.6 $970K - $1.41M
535K $3.53M
WOR
Worthington Industries Inc

Industrials
16.4K
+ 202.01%
$40.07 - $50.8 $656K - $832K
24.5K $1.01M
ONTO
Onto Innovation Inc.

Technology
2.75K
+ 87.9%
$158.45 - $238.04 $435K - $654K
5.87K $1.22M
WRBY
Warby Parker Inc.

Healthcare
23.5K
+ 30.35%
$12.79 - $17.23 $301K - $405K
101K $1.65M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
30.9K
+ 18.4%
$17.93 - $24.81 $553K - $766K
199K $3.82M
AGO
Assured Guaranty LTD

Financial Services
3.6K
+ 98.31%
$74.0 - $82.52 $266K - $297K
7.26K $577K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
41.9K
+ 49.47%
$5.99 - $7.68 $251K - $322K
127K $825K
AORT
Artivion, Inc.

Healthcare
5.57K
+ 42.63%
$24.33 - $28.46 $135K - $158K
18.6K $495K
BECN
Beacon Roofing Supply Inc

Industrials
3.61K
+ 5.8%
$80.05 - $102.8 $289K - $371K
65.8K $5.69M
Liberty Global LTD
148K
+ 494.22%
N/A
178K $0
Cava Group Inc
34.1K
+ 25.49%
N/A
168K $0
Vestis Corporation
80.1K
+ 52.6%
N/A
232K $0
UDMY
Udemy, Inc.

Consumer Defensive
19.8K
+ 14.77%
$6.99 - $9.24 $139K - $183K
154K $1.15M
FDMT
4 D Molecular Therapeutics, Inc.

Healthcare
17.7K
+ 30.18%
$10.81 - $27.22 $191K - $482K
76.3K $824K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.66K
+ 45.69%
$109.03 - $210.9 $508K - $983K
14.9K $1.62M
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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