Twinbeech Capital LP New Holdings in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
308K
New
$159.67 - $250.0 $49.3M - $77.1M
308K $71.5M
URI
United Rentals, Inc.

Industrials
98.8K
New
$704.44 - $880.32 $69.6M - $87M
98.8K $69.6M
UNH
Unitedhealth Group Inc

Healthcare
136K
New
$485.52 - $625.25 $66M - $85M
136K $68.7M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13.8K
New
$4100.99 - $5300.34 $56.7M - $73.3M
13.8K $68.7M
MRVL
Marvell Technology, Inc.

Technology
620K
New
$70.31 - $124.78 $43.6M - $77.4M
620K $68.5M
BX
Blackstone Inc.

Financial Services
397K
New
$148.45 - $199.05 $58.9M - $79M
397K $68.4M
MSI
Motorola Solutions, Inc.

Technology
147K
New
$449.08 - $504.6 $65.8M - $73.9M
147K $67.7M
NXPI
Nxp Semiconductors N.V.

Technology
325K
New
$207.27 - $255.58 $67.4M - $83.1M
325K $67.6M
FICO
Fair Isaac Corp

Technology
33.5K
New
$1911.01 - $2382.4 $64M - $79.8M
33.5K $66.7M
UBER
Uber Technologies, Inc

Technology
1.05M
New
$59.93 - $86.34 $63.1M - $90.9M
1.05M $63.5M
CVS
Cvs Health Corp

Healthcare
1.38M
New
$43.78 - $67.46 $60.5M - $93.3M
1.38M $62.1M
UAL
United Airlines Holdings, Inc.

Industrials
600K
New
$55.62 - $102.44 $33.4M - $61.4M
600K $58.2M
VZ
Verizon Communications Inc

Communication Services
1.46M
New
$39.6 - $45.21 $57.6M - $65.8M
1.46M $58.2M
GWW
W.W. Grainger, Inc.

Industrials
51.3K
New
$1023.06 - $1220.93 $52.4M - $62.6M
51.3K $54M
NOW
Service Now, Inc.

Technology
46.2K
New
$867.18 - $1148.42 $40M - $53M
46.2K $48.9M
NKE
Nike, Inc.

Consumer Cyclical
613K
New
$73.36 - $89.13 $45M - $54.7M
613K $46.4M
CTAS
Cintas Corp

Industrials
246K
New
$182.7 - $226.47 $45M - $55.8M
246K $45M
MDT
Medtronic PLC

Healthcare
561K
New
$79.61 - $92.24 $44.7M - $51.8M
561K $44.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
219K
New
$152.04 - $211.12 $33.4M - $46.3M
219K $44.6M
LHX
L3 Harris Technologies, Inc.

Industrials
207K
New
$208.94 - $264.22 $43.2M - $54.6M
207K $43.4M
IT
Gartner Inc

Technology
89.3K
New
$481.22 - $551.8 $43M - $49.3M
89.3K $43.3M
CVNA
Carvana Co.

Consumer Cyclical
205K
New
$175.8 - $260.8 $36.1M - $53.5M
205K $41.7M
AMZN
Amazon Com Inc

Consumer Cyclical
183K
New
$180.88 - $232.93 $33.1M - $42.6M
183K $40.1M
OTIS
Otis Worldwide Corp

Industrials
424K
New
$92.57 - $106.01 $39.3M - $45M
424K $39.3M
DHR
Danaher Corp

Healthcare
156K
New
$226.16 - $274.52 $35.2M - $42.7M
156K $35.7M
TYL
Tyler Technologies Inc

Technology
58.8K
New
$576.64 - $635.69 $33.9M - $37.4M
58.8K $33.9M
LNG
Cheniere Energy, Inc.

Energy
151K
New
$181.07 - $225.92 $27.4M - $34.1M
151K $32.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
540K
New
$59.25 - $72.99 $32M - $39.4M
540K $32.2M
FCX
Freeport Mcmoran Inc

Basic Materials
809K
New
$38.08 - $50.82 $30.8M - $41.1M
809K $30.8M
DPZ
Dominos Pizza Inc

Consumer Cyclical
72.7K
New
$408.59 - $476.19 $29.7M - $34.6M
72.7K $30.5M
NUE
Nucor Corp

Basic Materials
261K
New
$115.78 - $167.74 $30.3M - $43.9M
261K $30.5M
PHM
Pultegroup Inc

Consumer Cyclical
278K
New
$108.86 - $149.04 $30.2M - $41.4M
278K $30.2M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
2.25M
New
$9.71 - $15.34 $21.9M - $34.5M
2.25M $29.9M
SYK
Stryker Corp

Healthcare
77.9K
New
$345.14 - $392.15 $26.9M - $30.6M
77.9K $28.1M
CB
Chubb LTD

Financial Services
98.2K
New
$271.57 - $301.89 $26.7M - $29.6M
98.2K $27.1M
STX
Seagate Technology Holdings PLC

Technology
314K
New
$86.31 - $112.64 $27.1M - $35.4M
314K $27.1M
AXON
Axon Enterprise, Inc.

Industrials
45.2K
New
$399.22 - $689.78 $18.1M - $31.2M
45.2K $26.9M
DOCU
Docusign, Inc.

Technology
296K
New
$61.42 - $106.99 $18.2M - $31.7M
296K $26.7M
BLDR
Builders First Source, Inc.

Industrials
183K
New
$142.93 - $198.25 $26.1M - $36.3M
183K $26.1M
MTB
M&T Bank Corp

Financial Services
138K
New
$172.48 - $221.95 $23.8M - $30.6M
138K $25.9M
HOOD
Robinhood Markets, Inc.

Technology
679K
New
$22.33 - $43.2 $15.2M - $29.3M
679K $25.3M
LMT
Lockheed Martin Corp

Industrials
51.6K
New
$479.66 - $614.62 $24.8M - $31.7M
51.6K $25.1M
LEN
Lennar Corp

Consumer Cyclical
179K
New
$136.2 - $188.96 $24.4M - $33.9M
179K $24.5M
DUOL
Duolingo, Inc.

Technology
74.5K
New
$278.75 - $373.03 $20.8M - $27.8M
74.5K $24.2M
ETN
Eaton Corp PLC

Industrials
72.6K
New
$326.96 - $377.52 $23.7M - $27.4M
72.6K $24.1M
PCVX
Vaxcyte, Inc.

Healthcare
280K
New
$80.97 - $117.93 $22.7M - $33M
280K $22.9M
OC
Owens Corning

Industrials
133K
New
$169.41 - $210.81 $22.6M - $28.1M
133K $22.7M
TMO
Thermo Fisher Scientific Inc.

Healthcare
43.6K
New
$501.29 - $612.85 $21.9M - $26.7M
43.6K $22.7M
WDC
Western Digital Corp

Technology
380K
New
$59.62 - $73.43 $22.7M - $27.9M
380K $22.7M
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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