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
FDX
Fedex Corp

Industrials
51.5K
New
$198.07 - $245.17 $10.2M - $12.6M
51.5K $11.7M
HLNE
Hamilton Lane Inc

Financial Services
81.8K
New
$126.65 - $175.49 $10.4M - $14.4M
81.8K $11.6M
AIT
Applied Industrial Technologies Inc

Industrials
48.5K
New
$206.03 - $243.28 $10M - $11.8M
48.5K $11.3M
RSG
Republic Services, Inc.

Industrials
44.6K
New
$227.2 - $258.07 $10.1M - $11.5M
44.6K $11M
ABBV
Abb Vie Inc.

Healthcare
57.9K
New
$170.16 - $206.27 $9.85M - $11.9M
57.9K $10.7M
TFX
Teleflex Inc

Healthcare
90.3K
New
$117.53 - $141.38 $10.6M - $12.8M
90.3K $10.7M
AUR
Aurora Innovation, Inc.

Technology
2.04M
New
$5.17 - $8.14 $10.5M - $16.6M
2.04M $10.7M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
185K
New
N/A
185K $10.6M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
83.8K
New
$49.95 - $128.54 $4.19M - $10.8M
83.8K $10.4M
HALO
Halozyme Therapeutics, Inc.

Healthcare
198K
New
$47.91 - $70.14 $9.49M - $13.9M
198K $10.3M
OTIS
Otis Worldwide Corp

Industrials
103K
New
$90.88 - $104.3 $9.33M - $10.7M
103K $10.2M
PNFP
Pinnacle Financial Partners Inc

Financial Services
89.3K
New
$87.19 - $111.51 $7.79M - $9.96M
89.3K $9.86M
ETSY
Etsy Inc

Consumer Cyclical
196K
New
$40.8 - $63.88 $7.99M - $12.5M
196K $9.82M
CARR
Carrier Global Corp

Industrials
133K
New
$55.55 - $75.83 $7.39M - $10.1M
133K $9.74M
EXLS
Exl Service Holdings, Inc.

Technology
220K
New
$41.85 - $48.48 $9.22M - $10.7M
220K $9.65M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
57.7K
New
$144.63 - $179.53 $8.34M - $10.4M
57.7K $9.5M
MHK
Mohawk Industries Inc

Consumer Cyclical
89.4K
New
$97.99 - $117.15 $8.76M - $10.5M
89.4K $9.38M
FMC
Fmc Corp

Basic Materials
224K
New
$33.98 - $44.06 $7.62M - $9.88M
224K $9.36M
RHI
Robert Half International Inc.

Industrials
224K
New
$40.31 - $54.71 $9.03M - $12.3M
224K $9.19M
DY
Dycom Industries Inc

Industrials
37.4K
New
$138.96 - $245.71 $5.19M - $9.18M
37.4K $9.13M
LRN
Stride, Inc.

Consumer Defensive
62.2K
New
$124.45 - $160.72 $7.74M - $9.99M
62.2K $9.03M
MELI
Mercadolibre Inc

Consumer Cyclical
3.38K
New
$1794.73 - $2613.63 $6.07M - $8.84M
3.38K $8.84M
MO
Altria Group, Inc.

Consumer Defensive
145K
New
$55.56 - $60.91 $8.05M - $8.83M
145K $8.49M
MCK
Mckesson Corp

Healthcare
11.6K
New
$652.83 - $732.78 $7.55M - $8.47M
11.6K $8.47M
AROC
Archrock, Inc.

Energy
329K
New
$21.0 - $27.11 $6.91M - $8.92M
329K $8.17M
XP
Xp Inc.

Financial Services
400K
New
$12.69 - $20.62 $5.07M - $8.24M
400K $8.07M
EEFT
Euronet Worldwide, Inc.

Technology
78K
New
$87.44 - $112.74 $6.82M - $8.79M
78K $7.9M
INTA
Intapp, Inc.

Technology
152K
New
$48.49 - $59.55 $7.38M - $9.06M
152K $7.85M
FIX
Comfort Systems Usa Inc

Industrials
14.5K
New
$296.51 - $536.21 $4.31M - $7.79M
14.5K $7.79M
MA
Mastercard Inc

Financial Services
13.8K
New
$479.92 - $590.74 $6.6M - $8.12M
13.8K $7.73M
MKTX
Marketaxess Holdings Inc

Financial Services
34.2K
New
$203.19 - $231.09 $6.95M - $7.91M
34.2K $7.64M
CBSH
Commerce Bancshares Inc

Financial Services
122K
New
$55.42 - $65.63 $6.76M - $8.01M
122K $7.58M
UFPI
Ufp Industries Inc

Basic Materials
75.7K
New
$94.93 - $109.1 $7.19M - $8.26M
75.7K $7.52M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
59K
New
$97.32 - $136.25 $5.74M - $8.03M
59K $7.5M
MWA
Mueller Water Products, Inc.

Industrials
309K
New
$22.82 - $27.21 $7.05M - $8.41M
309K $7.43M
GMED
Globus Medical Inc

Healthcare
122K
New
$55.82 - $75.5 $6.82M - $9.22M
122K $7.21M
BX
Blackstone Inc.

Financial Services
48.1K
New
$120.07 - $151.11 $5.77M - $7.26M
48.1K $7.19M
AM
Antero Midstream Corp

Energy
378K
New
$15.88 - $18.99 $6M - $7.18M
378K $7.16M
CSWI
Csw Industrials, Inc.

Industrials
24.8K
New
$254.34 - $336.43 $6.3M - $8.34M
24.8K $7.11M
CSL
Carlisle Companies Inc

Industrials
18.8K
New
$317.1 - $408.5 $5.96M - $7.68M
18.8K $7.02M
BHF
Brighthouse Financial, Inc.

Financial Services
129K
New
$47.29 - $61.15 $6.12M - $7.92M
129K $6.96M
UTHR
United Therapeutics Corp

Healthcare
23.3K
New
$276.47 - $328.4 $6.44M - $7.65M
23.3K $6.69M
TTC
Toro CO

Industrials
92K
New
$63.51 - $77.8 $5.84M - $7.16M
92K $6.5M
WFC
Wells Fargo & Company

Financial Services
80.3K
New
$60.98 - $80.12 $4.9M - $6.44M
80.3K $6.44M
IOT
Samsara Inc.

Technology
160K
New
$33.46 - $47.74 $5.35M - $7.63M
160K $6.36M
OSIS
Osi Systems Inc

Technology
27.8K
New
$174.22 - $239.05 $4.84M - $6.64M
27.8K $6.24M
CRS
Carpenter Technology Corp

Industrials
22.4K
New
$151.3 - $276.38 $3.4M - $6.2M
22.4K $6.2M
HRB
H&R Block Inc

Consumer Cyclical
109K
New
$54.32 - $63.04 $5.9M - $6.85M
109K $5.96M
AMCR
Amcor PLC

Consumer Cyclical
648K
New
$8.57 - $9.81 $5.56M - $6.36M
648K $5.96M
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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