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
HTGC
Hercules Capital, Inc.

Financial Services
151K
+ 135.86%
$16.24 - $19.1 $2.46M - $2.89M
263K $4.8M
ESAB
Esab Corp

Industrials
20.2K
+ 240.11%
$104.48 - $130.25 $2.11M - $2.63M
28.6K $3.44M
PLXS
Plexus Corp

Technology
15.2K
+ 303.9%
$110.95 - $136.15 $1.69M - $2.07M
20.2K $2.74M
RRX
Regal Rexnord Corp

Industrials
12.2K
+ 136.79%
$94.06 - $147.0 $1.15M - $1.79M
21.1K $3.06M
HLI
Houlihan Lokey, Inc.

Financial Services
10.8K
+ 627.94%
$141.59 - $182.75 $1.53M - $1.97M
12.5K $2.25M
DNLI
Denali Therapeutics Inc.

Healthcare
138K
+ 192.09%
$11.47 - $16.65 $1.59M - $2.3M
210K $2.94M
UNFI
United Natural Foods Inc

Consumer Defensive
83.9K
+ 1105.08%
$21.3 - $31.55 $1.79M - $2.65M
91.5K $2.13M
AVNT
Avient Corp

Basic Materials
73.3K
+ 72.37%
$28.93 - $39.01 $2.12M - $2.86M
175K $5.64M
IART
Integra Lifesciences Holdings Corp

Healthcare
167K
+ 864.04%
$11.6 - $21.78 $1.93M - $3.63M
186K $2.28M
NDAQ
Nasdaq, Inc.

Financial Services
17.6K
+ 129.7%
$66.4 - $89.42 $1.17M - $1.57M
31.1K $2.79M
QDEL
Quidel Ortho Corp

Healthcare
62K
+ 650.45%
$24.46 - $37.42 $1.52M - $2.32M
71.5K $2.06M
ENR
Energizer Holdings, Inc.

Industrials
92.6K
+ 553.3%
$19.83 - $29.97 $1.84M - $2.77M
109K $2.2M
CVBF
Cvb Financial Corp

Financial Services
84.6K
+ 787.03%
$16.41 - $20.0 $1.39M - $1.69M
95.4K $1.89M
CNO
Cno Financial Group, Inc.

Financial Services
38.5K
+ 595.64%
$36.12 - $42.37 $1.39M - $1.63M
45K $1.74M
IT
Gartner Inc

Technology
7.82K
+ 7.09%
$377.5 - $449.52 $2.95M - $3.51M
118K $47.7M
BCPC
Balchem Corp

Basic Materials
9.09K
+ 212.58%
$150.5 - $170.45 $1.37M - $1.55M
13.4K $2.13M
BAP
Credicorp LTD

Financial Services
4.75K
+ 59.43%
$169.89 - $223.9 $807K - $1.06M
12.7K $2.85M
UI
Ubiquiti Inc.

Technology
2.18K
+ 55.08%
$273.45 - $456.69 $596K - $995K
6.14K $2.53M
DYN
Dyne Therapeutics, Inc.

Healthcare
139K
+ 236.86%
$6.81 - $14.78 $944K - $2.05M
197K $1.88M
BROS
Dutch Bros Inc.

Consumer Cyclical
16.1K
+ 76.61%
$51.37 - $73.72 $826K - $1.18M
37.1K $2.53M
AIZ
Assurant, Inc.

Financial Services
5.98K
+ 180.04%
$179.73 - $211.56 $1.07M - $1.26M
9.3K $1.84M
PCVX
Vaxcyte, Inc.

Healthcare
98.3K
+ 24.27%
$28.04 - $37.2 $2.76M - $3.66M
503K $16.4M
NOVT
Novanta Inc

Technology
5.34K
+ 10.73%
N/A
55.2K $8.7M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
44.5K
+ 101.27%
$22.96 - $28.29 $1.02M - $1.26M
88.5K $2.03M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
31.8K
+ 104.15%
$21.06 - $24.14 $669K - $767K
62.2K $1.33M
TRN
Trinity Industries Inc

Industrials
21.1K
+ 36.05%
$24.11 - $28.86 $509K - $609K
79.6K $2.15M
ENB
Enbridge Inc

Energy
10.7K
+ 126.43%
$41.09 - $47.16 $440K - $505K
19.2K $869K
APLE
Apple Hospitality Reit, Inc.

Real Estate
48.8K
+ 53.28%
$10.66 - $12.92 $520K - $631K
140K $1.64M
GBX
Greenbrier Companies Inc

Industrials
14.1K
+ 29.61%
$39.63 - $51.99 $559K - $734K
61.8K $2.84M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
22.9K
+ 141.41%
$21.02 - $26.3 $481K - $602K
39.1K $823K
OTTR
Otter Tail Corp

Utilities
5.4K
+ 75.18%
$74.62 - $81.76 $403K - $442K
12.6K $970K
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 41.37%
$167.32 - $223.3 $207K - $276K
4.22K $925K
KO
Coca Cola CO

Consumer Defensive
4.78K
+ 24.16%
$68.37 - $73.9 $327K - $353K
24.6K $1.74M
SMPL
Simply Good Foods CO

Consumer Defensive
23.8K
+ 15.18%
$31.59 - $38.0 $751K - $904K
181K $5.7M
BCC
Boise Cascade CO

Basic Materials
9.87K
+ 19.38%
$83.96 - $102.07 $829K - $1.01M
60.8K $5.28M
WTRG
Essential Utilities, Inc.

Utilities
8.27K
+ 76.89%
$36.92 - $41.39 $305K - $342K
19K $706K
MET
Metlife Inc

Financial Services
2.8K
+ 1.02%
$68.42 - $82.49 $191K - $231K
278K $22.3M
WMB
Williams Companies, Inc.

Energy
2.59K
+ 8.22%
$54.33 - $62.87 $141K - $163K
34.1K $2.14M
TBBK
Bancorp, Inc.

Financial Services
4.05K
+ 88.05%
$40.93 - $57.59 $166K - $233K
8.65K $492K
FULT
Fulton Financial Corp

Financial Services
12.7K
+ 81.45%
$15.13 - $18.4 $192K - $234K
28.3K $510K
AGI
Alamos Gold Inc

Basic Materials
7.94K
+ 103.48%
$23.81 - $30.33 $189K - $241K
15.6K $414K
MEOH
Methanex Corp

Basic Materials
6.04K
+ 48.82%
$25.87 - $37.31 $156K - $225K
18.4K $609K
UTI
Universal Technical Institute Inc

Consumer Defensive
3.14K
+ 39.69%
$25.25 - $35.9 $79.3K - $113K
11.1K $374K
JAMF
Jamf Holding Corp.

Technology
20.1K
+ 109.81%
$9.09 - $12.65 $182K - $254K
38.3K $364K
SFNC
Simmons First National Corp

Financial Services
7.39K
+ 55.09%
$17.39 - $20.55 $128K - $152K
20.8K $394K
NSA
National Storage Affiliates Trust

Real Estate
10.4K
+ 30.42%
$31.82 - $39.04 $330K - $405K
44.4K $1.42M
CMCSA
Comcast Corp

Communication Services
2.4K
+ 17.56%
$32.84 - $36.72 $78.9K - $88.2K
16.1K $574K
VBTX
Veritex Holdings, Inc.

Financial Services
764
+ 5.81%
$20.77 - $26.15 $15.9K - $20K
13.9K $363K
PPBI
Pacific Premier Bancorp Inc

Financial Services
1.87K
+ 5.4%
$18.35 - $22.87 $34.3K - $42.7K
36.5K $769K
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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