Twinbeech Capital LP New Holdings in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VRT
Vertiv Holdings CO

Industrials
917K
New
N/A
917K $79.5M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.68M
New
$38.18 - $50.93 $64M - $85.4M
1.68M $64.8M
CMI
Cummins Inc

Industrials
194K
New
$312.92 - $386.07 $60.9M - $75.1M
194K $61M
ECL
Ecolab Inc.

Basic Materials
226K
New
$229.72 - $269.82 $51.9M - $61M
226K $57.3M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
217K
New
$221.78 - $273.45 $48.1M - $59.3M
217K $49.4M
ETR
Entergy Corp

Utilities
536K
New
$75.26 - $87.89 $40.4M - $47.2M
536K $45.9M
EOG
Eog Resources Inc

Energy
347K
New
$120.54 - $138.05 $41.8M - $47.9M
347K $44.5M
NET
Cloudflare, Inc.

Technology
328K
New
$110.71 - $176.5 $36.3M - $57.9M
328K $37M
INTC
Intel Corp

Technology
1.62M
New
$19.1 - $27.39 $30.9M - $44.2M
1.62M $36.7M
TER
Teradyne, Inc

Technology
437K
New
$82.6 - $140.0 $36.1M - $61.2M
437K $36.1M
ICLR
Icon PLC

Healthcare
186K
New
$174.99 - $222.58 $32.5M - $41.3M
186K $32.5M
ONON
On Holding Ag

Consumer Cyclical
721K
New
$43.92 - $63.62 $31.7M - $45.9M
721K $31.7M
KMI
Kinder Morgan, Inc.

Energy
1.08M
New
$26.1 - $31.22 $28.2M - $33.8M
1.08M $30.9M
CBRE
Cbre Group, Inc.

Real Estate
223K
New
$121.79 - $147.13 $27.2M - $32.9M
223K $29.2M
XYL
Xylem Inc.

Industrials
241K
New
$114.02 - $132.04 $27.5M - $31.8M
241K $28.8M
GPN
Global Payments Inc

Industrials
292K
New
$92.18 - $113.03 $26.9M - $33M
292K $28.6M
WMT
Walmart Inc.

Consumer Defensive
321K
New
$84.5 - $105.05 $27.1M - $33.7M
321K $28.2M
UPS
United Parcel Service Inc

Industrials
248K
New
$109.66 - $136.26 $27.2M - $33.8M
248K $27.3M
MTD
Mettler Toledo International Inc

Healthcare
22.6K
New
$1177.09 - $1390.0 $26.6M - $31.4M
22.6K $26.7M
USB
Us Bancorp \De\

Financial Services
625K
New
$40.92 - $50.9 $25.6M - $31.8M
625K $26.4M
A
Agilent Technologies, Inc.

Healthcare
224K
New
$116.69 - $152.6 $26.1M - $34.2M
224K $26.2M
ADP
Automatic Data Processing Inc

Industrials
85.2K
New
$286.85 - $318.64 $24.4M - $27.1M
85.2K $26M
WIX
Wix.Com Ltd.

Technology
152K
New
$163.38 - $246.76 $24.9M - $37.6M
152K $24.9M
RGA
Reinsurance Group Of America Inc

Financial Services
112K
New
$186.01 - $231.1 $20.9M - $25.9M
112K $22.1M
MET
Metlife Inc

Financial Services
275K
New
$77.7 - $87.0 $21.4M - $23.9M
275K $22.1M
CTSH
Cognizant Technology Solutions Corp

Technology
284K
New
$75.32 - $90.7 $21.4M - $25.7M
284K $21.7M
HSIC
Henry Schein Inc

Healthcare
297K
New
$68.49 - $81.91 $20.3M - $24.3M
297K $20.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
127K
New
$158.1 - $217.71 $20.1M - $27.7M
127K $20.1M
STT
State Street Corp

Financial Services
223K
New
$84.47 - $102.23 $18.8M - $22.7M
223K $19.9M
WELL
Welltower Inc.

Real Estate
127K
New
$124.05 - $156.86 $15.8M - $20M
127K $19.5M
MOS
Mosaic CO

Basic Materials
667K
New
$23.08 - $28.8 $15.4M - $19.2M
667K $18M
PKG
Packaging Corp Of America

Consumer Cyclical
86.8K
New
$192.03 - $242.13 $16.7M - $21M
86.8K $17.2M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
265K
New
$63.82 - $127.89 $16.9M - $33.9M
265K $16.9M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
77.9K
New
$203.38 - $274.79 $15.8M - $21.4M
77.9K $16M
VST
Vistra Corp.

Utilities
134K
New
$108.49 - $191.89 $14.5M - $25.7M
134K $15.7M
LNTH
Lantheus Holdings, Inc.

Healthcare
159K
New
$78.23 - $110.01 $12.4M - $17.5M
159K $15.5M
MKL
Markel Corp

Financial Services
8.29K
New
$1660.14 - $2059.83 $13.8M - $17.1M
8.29K $15.5M
AZO
Autozone Inc

Consumer Cyclical
3.48K
New
$3193.96 - $3828.11 $11.1M - $13.3M
3.48K $13.3M
PPG
Ppg Industries Inc

Basic Materials
118K
New
$107.44 - $124.29 $12.7M - $14.7M
118K $12.9M
TTWO
Take Two Interactive Software Inc

Communication Services
61.9K
New
$178.61 - $217.95 $11.1M - $13.5M
61.9K $12.8M
ISRG
Intuitive Surgical Inc

Healthcare
25.5K
New
$476.63 - $610.45 $12.2M - $15.6M
25.5K $12.6M
KD
Kyndryl Holdings, Inc.

Technology
393K
New
$31.32 - $43.45 $12.3M - $17.1M
393K $12.4M
SSNC
Ss&C Technologies Holdings Inc

Technology
145K
New
$74.75 - $89.13 $10.8M - $12.9M
145K $12.1M
CNC
Centene Corp

Healthcare
191K
New
$55.93 - $65.89 $10.7M - $12.6M
191K $11.6M
WTW
Willis Towers Watson PLC

Financial Services
34.3K
New
$306.61 - $340.78 $10.5M - $11.7M
34.3K $11.6M
SNX
Td Synnex Corp

Technology
111K
New
$103.96 - $144.69 $11.5M - $16.1M
111K $11.5M
AVB
Avalonbay Communities Inc

Real Estate
53.2K
New
$207.86 - $228.08 $11M - $12.1M
53.2K $11.4M
FLS
Flowserve Corp

Industrials
229K
New
$46.47 - $64.75 $10.7M - $14.8M
229K $11.2M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
322K
New
$28.12 - $37.59 $9.05M - $12.1M
322K $11.1M
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
Track This Portfolio

Track Twinbeech Capital LP Portfolio

Follow Twinbeech Capital LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Twinbeech Capital LP, based on Form 13F filings with the SEC.

News

Stay updated on Twinbeech Capital LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email