Twinbeech Capital LP New Holdings in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
305K
New
$97.03 - $108.14 $29.6M - $33M
305K $29.8M
TXN
Texas Instruments Inc

Technology
149K
New
N/A
149K $29M
SPGI
S&P Global Inc.

Financial Services
59.4K
New
$484.94 - $564.15 $28.8M - $33.5M
59.4K $28.9M
GOOGL
Alphabet Inc.

Communication Services
108K
New
$174.36 - $254.72 $18.9M - $27.5M
108K $26.3M
NOC
Northrop Grumman Corp

Industrials
41.6K
New
$498.9 - $609.32 $20.7M - $25.3M
41.6K $25.3M
AON
Aon PLC

Financial Services
71K
New
$350.91 - $375.27 $24.9M - $26.6M
71K $25.3M
DOV
Dover Corp

Industrials
150K
New
$165.59 - $190.9 $24.9M - $28.7M
150K $25.1M
DXCM
Dexcom Inc

Healthcare
371K
New
$66.46 - $89.53 $24.6M - $33.2M
371K $25M
BDX
Becton Dickinson & CO

Healthcare
122K
New
$172.41 - $199.66 $21M - $24.3M
122K $22.8M
BMY
Bristol Myers Squibb CO

Healthcare
485K
New
$43.31 - $48.98 $21M - $23.7M
485K $21.9M
PRU
Prudential Financial Inc

Financial Services
207K
New
$100.68 - $109.89 $20.8M - $22.7M
207K $21.4M
META
Meta Platforms, Inc.

Communication Services
28.9K
New
$695.21 - $791.73 $20.1M - $22.9M
28.9K $21.2M
FLEX
Flex Ltd.

Technology
365K
New
$48.49 - $59.33 $17.7M - $21.6M
365K $21.1M
PEG
Public Service Enterprise Group Inc

Utilities
237K
New
$79.99 - $90.14 $19M - $21.4M
237K $19.8M
ON
On Semiconductor Corp

Technology
390K
New
$46.98 - $62.45 $18.3M - $24.4M
390K $19.2M
APD
Air Products & Chemicals, Inc.

Basic Materials
69.9K
New
$265.78 - $299.3 $18.6M - $20.9M
69.9K $19.1M
TOST
Toast, Inc.

Technology
518K
New
$36.51 - $49.3 $18.9M - $25.6M
518K $18.9M
KKR
Kkr & Co. Inc.

Financial Services
144K
New
$129.95 - $152.16 $18.7M - $21.9M
144K $18.7M
GIS
General Mills Inc

Consumer Defensive
352K
New
$48.44 - $53.83 $17M - $18.9M
352K $17.7M
TW
Tradeweb Markets Inc.

Financial Services
156K
New
$110.5 - $146.12 $17.2M - $22.8M
156K $17.3M
VRSK
Verisk Analytics, Inc.

Industrials
64.3K
New
$242.3 - $312.95 $15.6M - $20.1M
64.3K $16.2M
PM
Philip Morris International Inc.

Consumer Defensive
98.4K
New
$157.77 - $183.27 $15.5M - $18M
98.4K $16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2.95K
New
$5364.25 - $5815.92 $15.8M - $17.2M
2.95K $15.9M
EOG
Eog Resources Inc

Energy
136K
New
$112.12 - $126.1 $15.2M - $17.1M
136K $15.2M
BAX
Baxter International Inc

Healthcare
652K
New
$21.71 - $31.23 $14.2M - $20.4M
652K $14.9M
UBER
Uber Technologies, Inc

Technology
147K
New
$86.91 - $99.57 $12.8M - $14.7M
147K $14.4M
BAH
Booz Allen Hamilton Holding Corp

Industrials
130K
New
$97.53 - $115.95 $12.7M - $15.1M
130K $13M
TYL
Tyler Technologies Inc

Technology
24.4K
New
$522.22 - $611.76 $12.8M - $14.9M
24.4K $12.8M
BR
Broadridge Financial Solutions, Inc.

Technology
53.3K
New
$233.75 - $266.89 $12.5M - $14.2M
53.3K $12.7M
SYF
Synchrony Financial

Financial Services
175K
New
$67.53 - $76.86 $11.8M - $13.5M
175K $12.4M
WCN
Waste Connections, Inc.

Industrials
68.2K
New
$171.32 - $191.84 $11.7M - $13.1M
68.2K $12M
BLD
Top Build Corp

Industrials
30K
New
$343.19 - $443.31 $10.3M - $13.3M
30K $11.7M
MCO
Moodys Corp

Financial Services
23.8K
New
$472.69 - $521.32 $11.3M - $12.4M
23.8K $11.4M
DECK
Deckers Outdoor Corp

Consumer Cyclical
107K
New
$95.32 - $123.91 $10.2M - $13.2M
107K $10.8M
LII
Lennox International Inc

Industrials
19.9K
New
$516.18 - $664.54 $10.3M - $13.2M
19.9K $10.5M
HUM
Humana Inc

Healthcare
40.5K
New
$220.41 - $312.0 $8.92M - $12.6M
40.5K $10.5M
GNRC
Generac Holdings Inc.

Industrials
60.4K
New
$146.61 - $202.85 $8.85M - $12.2M
60.4K $10.1M
LNG
Cheniere Energy, Inc.

Energy
41.8K
New
$222.68 - $244.28 $9.3M - $10.2M
41.8K $9.82M
ICLR
Icon PLC

Healthcare
54K
New
$139.63 - $195.01 $7.54M - $10.5M
54K $9.45M
LAD
Lithia Motors Inc

Consumer Cyclical
29.9K
New
$284.47 - $356.6 $8.5M - $10.7M
29.9K $9.44M
DOCU
Docusign, Inc.

Technology
131K
New
$67.14 - $85.01 $8.77M - $11.1M
131K $9.41M
BLDR
Builders First Source, Inc.

Industrials
75.8K
New
$116.91 - $149.21 $8.86M - $11.3M
75.8K $9.19M
SOFI
So Fi Technologies, Inc.

Financial Services
338K
New
$17.64 - $29.81 $5.96M - $10.1M
338K $8.93M
CTVA
Corteva, Inc.

Basic Materials
131K
New
$67.08 - $77.12 $8.79M - $10.1M
131K $8.87M
LVS
Las Vegas Sands Corp

Consumer Cyclical
164K
New
$47.38 - $57.71 $7.78M - $9.48M
164K $8.83M
MTD
Mettler Toledo International Inc

Healthcare
7.17K
New
$1166.48 - $1324.06 $8.36M - $9.49M
7.17K $8.8M
FLS
Flowserve Corp

Industrials
154K
New
$51.98 - $57.7 $8M - $8.88M
154K $8.17M
EAT
Brinker International, Inc

Consumer Cyclical
64.1K
New
$126.68 - $184.02 $8.12M - $11.8M
64.1K $8.12M
FN
Fabrinet

Technology
22.1K
New
$277.04 - $389.47 $6.14M - $8.63M
22.1K $8.08M
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
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