Twinbeech Capital LP New Holdings in Q2 2025

Twinbeech Capital LP

  • $4.02 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
122K
New
$483.48 - $539.8 $59M - $65.9M
122K $59.3M
PLTR
Palantir Technologies Inc.

Technology
388K
New
$74.01 - $144.25 $28.7M - $56M
388K $52.9M
RBLX
Roblox Corp

Communication Services
495K
New
$51.22 - $105.59 $25.4M - $52.3M
495K $52.1M
MSI
Motorola Solutions, Inc.

Technology
124K
New
$394.72 - $440.39 $48.8M - $54.4M
124K $52M
GWW
W.W. Grainger, Inc.

Industrials
49.9K
New
$919.93 - $1101.66 $45.9M - $55M
49.9K $51.9M
CVX
Chevron Corp

Energy
359K
New
$133.73 - $168.51 $48.1M - $60.6M
359K $51.5M
V
Visa Inc.

Financial Services
143K
New
$308.27 - $373.31 $44M - $53.3M
143K $50.7M
LPLA
Lpl Financial Holdings Inc.

Financial Services
133K
New
$283.31 - $388.96 $37.8M - $51.9M
133K $50M
CPRT
Copart Inc

Consumer Cyclical
1.01M
New
$47.72 - $63.84 $48M - $64.2M
1.01M $49.4M
PCG
Pg&E Corp

Utilities
3.51M
New
$13.55 - $17.87 $47.6M - $62.8M
3.51M $49M
NRG
Nrg Energy, Inc.

Utilities
257K
New
$83.61 - $162.67 $21.5M - $41.8M
257K $41.3M
NEM
Newmont Corp

Basic Materials
701K
New
$44.18 - $59.46 $31M - $41.7M
701K $40.8M
INTU
Intuit Inc

Technology
48.9K
New
$544.07 - $787.63 $26.6M - $38.6M
48.9K $38.6M
DHR
Danaher Corp

Healthcare
185K
New
$174.64 - $205.16 $32.3M - $37.9M
185K $36.5M
MPWR
Monolithic Power Systems Inc

Technology
48K
New
$455.19 - $737.73 $21.9M - $35.4M
48K $35.1M
SBUX
Starbucks Corp

Consumer Cyclical
375K
New
$79.69 - $99.41 $29.9M - $37.3M
375K $34.4M
OKE
Oneok Inc

Energy
407K
New
$78.71 - $100.37 $32.1M - $40.9M
407K $33.3M
GWRE
Guidewire Software, Inc.

Technology
140K
New
$172.73 - $257.37 $24.1M - $36M
140K $32.9M
MDB
Mongo Db, Inc.

Technology
147K
New
$145.85 - $225.38 $21.5M - $33.2M
147K $30.9M
FFIV
F5, Inc.

Technology
101K
New
$239.25 - $295.9 $24.2M - $30M
101K $29.8M
DHI
Horton D R Inc

Consumer Cyclical
227K
New
$115.1 - $129.63 $26.1M - $29.4M
227K $29.2M
BURL
Burlington Stores, Inc.

Consumer Cyclical
123K
New
$215.78 - $270.12 $26.5M - $33.2M
123K $28.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
312K
New
$87.84 - $1441.89 $27.4M - $449M
312K $28.1M
STE
Steris PLC

Healthcare
116K
New
$208.55 - $252.55 $24.2M - $29.3M
116K $27.8M
DUOL
Duolingo, Inc.

Technology
67.7K
New
$292.88 - $540.68 $19.8M - $36.6M
67.7K $27.8M
SLB
Schlumberger Limited

Energy
781K
New
$31.95 - $42.2 $25M - $33M
781K $26.4M
WSO
Watsco Inc

Industrials
57.3K
New
$421.84 - $520.66 $24.2M - $29.8M
57.3K $25.3M
PODD
Insulet Corp

Healthcare
79.4K
New
$238.57 - $327.47 $18.9M - $26M
79.4K $24.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
74.3K
New
$310.86 - $348.77 $23.1M - $25.9M
74.3K $23.8M
NTNX
Nutanix, Inc.

Technology
310K
New
$58.17 - $83.07 $18M - $25.7M
310K $23.7M
PAYC
Paycom Software, Inc.

Technology
100K
New
$193.07 - $265.71 $19.3M - $26.6M
100K $23.2M
PFE
Pfizer Inc

Healthcare
885K
New
$21.59 - $24.84 $19.1M - $22M
885K $21.4M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
466K
New
$41.37 - $53.28 $19.3M - $24.8M
466K $20.8M
FCNCA
First Citizens Bancshares Inc

Financial Services
8.95K
New
$1561.69 - $1966.55 $14M - $17.6M
8.95K $17.5M
TDY
Teledyne Technologies Inc

Technology
33.9K
New
$435.54 - $512.31 $14.8M - $17.4M
33.9K $17.4M
FSLR
First Solar, Inc.

Technology
105K
New
$120.38 - $192.98 $12.6M - $20.2M
105K $17.3M
EIX
Edison International

Utilities
333K
New
$48.32 - $59.92 $16.1M - $19.9M
333K $17.2M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
76.5K
New
$212.1 - $244.27 $16.2M - $18.7M
76.5K $16.7M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
299K
New
$54.08 - $68.32 $16.2M - $20.4M
299K $16.4M
WING
Wingstop Inc.

Consumer Cyclical
48.6K
New
$210.24 - $381.46 $10.2M - $18.5M
48.6K $16.3M
OWL
Blue Owl Capital Inc.

Financial Services
820K
New
$15.9 - $21.16 $13M - $17.4M
820K $15.8M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
218K
New
$60.03 - $72.0 $13.1M - $15.7M
218K $14.5M
AOS
Smith A O Corp

Industrials
214K
New
$59.63 - $70.52 $12.7M - $15.1M
214K $14M
DVA
Davita Inc.

Healthcare
94.4K
New
$133.5 - $155.51 $12.6M - $14.7M
94.4K $13.5M
AAON
Aaon, Inc.

Industrials
179K
New
$71.78 - $106.87 $12.8M - $19.1M
179K $13.2M
BRBR
Bellring Brands, Inc.

Consumer Defensive
221K
New
$57.26 - $78.92 $12.7M - $17.4M
221K $12.8M
AMGN
Amgen Inc

Healthcare
43.4K
New
$262.28 - $309.85 $11.4M - $13.4M
43.4K $12.1M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
96.4K
New
$110.23 - $131.5 $10.6M - $12.7M
96.4K $11.9M
RGEN
Repligen Corp

Healthcare
94.4K
New
$108.89 - $145.23 $10.3M - $13.7M
94.4K $11.7M
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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