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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
55.2K
New
$396.64 - $516.74 $21.9M - $28.5M
55.2K $22.2M
TTD
Trade Desk, Inc.

Technology
188K
New
$108.7 - $139.51 $20.5M - $26.3M
188K $22.1M
GNRC
Generac Holdings Inc.

Industrials
142K
New
$154.28 - $195.11 $21.9M - $27.8M
142K $22.1M
NFLX
Netflix Inc

Communication Services
24.2K
New
$687.65 - $936.56 $16.6M - $22.7M
24.2K $21.6M
IR
Ingersoll Rand Inc.

Industrials
229K
New
$90.46 - $105.35 $20.8M - $24.2M
229K $20.8M
MSCI
Msci Inc.

Financial Services
34.3K
New
$569.09 - $635.99 $19.5M - $21.8M
34.3K $20.6M
ZTS
Zoetis Inc.

Healthcare
126K
New
$162.24 - $194.42 $20.5M - $24.6M
126K $20.6M
ZBRA
Zebra Technologies Corp

Technology
51.4K
New
$360.09 - $411.94 $18.5M - $21.2M
51.4K $19.9M
OMC
Omnicom Group Inc.

Communication Services
230K
New
$85.82 - $105.47 $19.7M - $24.2M
230K $19.8M
OWL
Blue Owl Capital Inc.

Financial Services
840K
New
$19.51 - $24.81 $16.4M - $20.8M
840K $19.5M
LYV
Live Nation Entertainment, Inc.

Communication Services
144K
New
$109.06 - $140.54 $15.8M - $20.3M
144K $18.7M
MNST
Monster Beverage Corp

Consumer Defensive
354K
New
$49.24 - $56.38 $17.4M - $19.9M
354K $18.6M
CCI
Crown Castle International Corp

Real Estate
203K
New
$89.78 - $119.11 $18.2M - $24.2M
203K $18.4M
LDOS
Leidos Holdings, Inc.

Technology
125K
New
$143.17 - $201.39 $17.8M - $25.1M
125K $17.9M
META
Meta Platforms, Inc.

Communication Services
29.3K
New
$554.08 - $632.68 $16.2M - $18.5M
29.3K $17.3M
PSA
Public Storage

Real Estate
57.5K
New
$289.33 - $360.21 $16.6M - $20.7M
57.5K $17.2M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
134K
New
$110.69 - $154.48 $14.9M - $20.8M
134K $17.1M
ALGN
Align Technology Inc

Healthcare
80.3K
New
$205.03 - $245.32 $16.5M - $19.7M
80.3K $16.8M
OLED
Universal Display Corp Pa

Technology
112K
New
$146.2 - $213.81 $16.4M - $24M
112K $16.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
92.6K
New
$176.4 - $231.84 $16.3M - $21.5M
92.6K $16.3M
MCHP
Microchip Technology Inc

Technology
276K
New
$55.51 - $79.05 $15.3M - $21.8M
276K $15.9M
XOM
Exxon Mobil Corp

Energy
144K
New
$105.51 - $125.37 $15.2M - $18.1M
144K $15.5M
VOYA
Voya Financial, Inc.

Financial Services
215K
New
$65.93 - $83.9 $14.2M - $18M
215K $14.8M
LOW
Lowes Companies Inc

Consumer Cyclical
57.3K
New
$244.52 - $284.07 $14M - $16.3M
57.3K $14.1M
APP
App Lovin Corp

Technology
43.2K
New
$130.67 - $401.5 $5.65M - $17.4M
43.2K $14M
NVR
Nvr Inc

Consumer Cyclical
1.63K
New
$8101.21 - $9940.51 $13.2M - $16.2M
1.63K $13.3M
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
134K
New
$97.45 - $121.28 $13M - $16.2M
134K $13.3M
CAG
Conagra Brands Inc.

Consumer Defensive
480K
New
$26.48 - $32.72 $12.7M - $15.7M
480K $13.3M
TSLA
Tesla, Inc.

Consumer Cyclical
32.3K
New
$213.65 - $479.86 $6.9M - $15.5M
32.3K $13.1M
MANH
Manhattan Associates Inc

Technology
47.9K
New
$263.36 - $309.78 $12.6M - $14.8M
47.9K $12.9M
BAH
Booz Allen Hamilton Holding Corp

Industrials
97K
New
$128.36 - $186.0 $12.5M - $18M
97K $12.5M
EXPE
Expedia Group, Inc.

Consumer Cyclical
66.5K
New
$146.47 - $191.01 $9.74M - $12.7M
66.5K $12.4M
MNDY
Monday.Com Ltd.

Technology
51.6K
New
$224.69 - $324.31 $11.6M - $16.7M
51.6K $12.1M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
184K
New
N/A
184K $11.9M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
307K
New
$28.38 - $39.27 $8.72M - $12.1M
307K $11.9M
CDAY
Ceridian Hcm Holding Inc.

Technology
183K
New
N/A
183K $11.8M
NDSN
Nordson Corp

Industrials
54.8K
New
$208.83 - $264.36 $11.4M - $14.5M
54.8K $11.5M
AOS
Smith A O Corp

Industrials
168K
New
$68.02 - $88.94 $11.4M - $14.9M
168K $11.4M
CEG
Constellation Energy Corp

Utilities
48.2K
New
$224.28 - $285.52 $10.8M - $13.8M
48.2K $10.8M
HLNE
Hamilton Lane Inc

Financial Services
72.7K
New
$147.78 - $201.62 $10.7M - $14.7M
72.7K $10.8M
ABC
Amerisourcebergen Corp

Healthcare
57.5K
New
N/A
57.5K $10.7M
CACI
Caci International Inc

Technology
24.3K
New
N/A
24.3K $10.4M
CAH
Cardinal Health Inc

Healthcare
81.5K
New
$107.89 - $125.33 $8.79M - $10.2M
81.5K $9.64M
NLOK
Norton Life Lock Inc.

Technology
447K
New
N/A
447K $9.61M
H
Hyatt Hotels Corp

Consumer Cyclical
59.5K
New
$143.07 - $164.62 $8.51M - $9.8M
59.5K $9.34M
AMP
Ameriprise Financial Inc

Financial Services
17.2K
New
$473.15 - $574.01 $8.12M - $9.85M
17.2K $9.13M
BE
Bloom Energy Corp

Industrials
400K
New
$9.04 - $27.45 $3.62M - $11M
400K $8.89M
PR
Permian Resources Corporation

Energy
602K
New
$13.41 - $16.21 $8.07M - $9.76M
602K $8.66M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
269K
New
$31.24 - $37.15 $8.39M - $9.98M
269K $8.63M
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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