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
TGLS
Tecnoglass Inc.

Basic Materials
74.2K
New
$62.7 - $88.42 $4.65M - $6.56M
74.2K $5.74M
RL
Ralph Lauren Corp

Consumer Cyclical
20.8K
New
$182.34 - $286.22 $3.8M - $5.97M
20.8K $5.72M
PLMR
Palomar Holdings, Inc.

Financial Services
36.5K
New
$129.99 - $175.67 $4.75M - $6.42M
36.5K $5.64M
WMS
Advanced Drainage Systems, Inc.

Industrials
49K
New
$96.79 - $123.55 $4.75M - $6.06M
49K $5.63M
ALB
Albemarle Corp

Basic Materials
89.4K
New
$50.76 - $72.25 $4.54M - $6.46M
89.4K $5.6M
CIVI
Civitas Resources, Inc.

Energy
198K
New
$24.28 - $35.09 $4.8M - $6.94M
198K $5.44M
SRAD
Sportradar Group Ag

Technology
193K
New
$20.32 - $28.08 $3.91M - $5.41M
193K $5.41M
ADMA
Adma Biologics, Inc.

Healthcare
283K
New
$17.6 - $24.51 $4.99M - $6.94M
283K $5.16M
BOH
Bank Of Hawaii Corp

Financial Services
76.2K
New
$60.02 - $70.83 $4.57M - $5.4M
76.2K $5.15M
TT
Trane Technologies PLC

Industrials
11.3K
New
$315.21 - $437.41 $3.55M - $4.92M
11.3K $4.92M
HST
Host Hotels & Resorts, Inc.

Real Estate
315K
New
$12.7 - $16.07 $3.99M - $5.05M
315K $4.83M
MUSA
Murphy Usa Inc.

Consumer Cyclical
11.8K
New
$388.56 - $520.27 $4.57M - $6.11M
11.8K $4.78M
CPT
Camden Property Trust

Real Estate
40.2K
New
$106.53 - $122.8 $4.28M - $4.94M
40.2K $4.53M
COLM
Columbia Sportswear CO

Consumer Cyclical
74.1K
New
$59.62 - $77.36 $4.42M - $5.73M
74.1K $4.53M
RH
Rh

Consumer Cyclical
23.8K
New
$145.66 - $249.35 $3.46M - $5.93M
23.8K $4.49M
ASTS
Ast Space Mobile, Inc.

Communication Services
94.8K
New
$20.07 - $51.83 $1.9M - $4.91M
94.8K $4.43M
IAC
Iac/Inter Active Corp

Communication Services
119K
New
$32.68 - $40.02 $3.87M - $4.75M
119K $4.43M
STZ
Constellation Brands, Inc.

Consumer Defensive
26.9K
New
$160.0 - $195.62 $4.31M - $5.27M
26.9K $4.38M
NU
Nu Holdings Ltd.

Financial Services
319K
New
$9.6 - $13.72 $3.06M - $4.38M
319K $4.38M
BANC
Banc Of California, Inc.

Financial Services
299K
New
$12.06 - $14.62 $3.6M - $4.36M
299K $4.19M
ELV
Elevance Health, Inc.

Healthcare
10.8K
New
$372.27 - $452.69 $4.01M - $4.87M
10.8K $4.19M
CI
Cigna Corp

Healthcare
12.5K
New
$301.89 - $340.04 $3.78M - $4.26M
12.5K $4.14M
CLBT
Cellebrite Di Ltd.

Technology
256K
New
$15.47 - $20.14 $3.96M - $5.16M
256K $4.1M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
21.6K
New
$162.37 - $200.76 $3.5M - $4.33M
21.6K $4.08M
SMMT
Summit Therapeutics Inc.

Healthcare
191K
New
$16.64 - $36.7 $3.18M - $7.01M
191K $4.07M
HUN
Huntsman Corp

Basic Materials
387K
New
$10.28 - $15.52 $3.98M - $6.01M
387K $4.03M
AIG
American International Group, Inc.

Financial Services
47K
New
$77.56 - $87.72 $3.65M - $4.12M
47K $4.02M
FIVN
Five9, Inc.

Technology
149K
New
$21.54 - $29.56 $3.22M - $4.41M
149K $3.95M
EBAY
Ebay Inc

Consumer Cyclical
53.1K
New
$59.52 - $79.36 $3.16M - $4.21M
53.1K $3.95M
INVH
Invitation Homes Inc.

Real Estate
120K
New
$30.53 - $35.47 $3.68M - $4.27M
120K $3.95M
OGE
Oge Energy Corp.

Utilities
83.1K
New
$42.23 - $46.38 $3.51M - $3.85M
83.1K $3.69M
CDNS
Cadence Design Systems Inc

Technology
11.9K
New
$231.64 - $323.08 $2.77M - $3.86M
11.9K $3.68M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
152K
New
$19.54 - $28.28 $2.96M - $4.29M
152K $3.64M
SCCO
Southern Copper Corp

Basic Materials
35.8K
New
$75.63 - $104.64 $2.71M - $3.74M
35.8K $3.62M
TIGO
Millicom International Cellular Sa

Communication Services
94K
New
$26.95 - $38.28 $2.53M - $3.6M
94K $3.52M
FA
First Advantage Corp

Industrials
211K
New
$12.99 - $18.59 $2.74M - $3.92M
211K $3.51M
AVDX
Avid Xchange Holdings, Inc.

Technology
357K
New
$7.21 - $9.8 $2.57M - $3.5M
357K $3.5M
FTDR
Frontdoor, Inc.

Consumer Cyclical
59.2K
New
$37.35 - $59.68 $2.21M - $3.53M
59.2K $3.49M
CHE
Chemed Corp

Healthcare
7.14K
New
$486.93 - $619.21 $3.48M - $4.42M
7.14K $3.48M
ENOV
Enovis Corp

Industrials
109K
New
$29.65 - $37.35 $3.22M - $4.05M
109K $3.4M
RXO
Rxo, Inc.
214K
New
$12.58 - $19.55 $2.69M - $4.18M
214K $3.36M
CAH
Cardinal Health Inc

Healthcare
19.5K
New
$125.0 - $168.0 $2.44M - $3.28M
19.5K $3.28M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
103K
New
$26.94 - $34.72 $2.79M - $3.59M
103K $3.26M
VERX
Vertex, Inc.

Technology
90.1K
New
$33.45 - $41.87 $3.01M - $3.77M
90.1K $3.18M
AES
Aes Corp

Utilities
302K
New
$9.63 - $12.55 $2.91M - $3.79M
302K $3.17M
JXN
Jackson Financial Inc.

Financial Services
35.6K
New
$70.35 - $89.5 $2.5M - $3.19M
35.6K $3.16M
RPM
Rpm International Inc

Basic Materials
28.8K
New
$96.97 - $117.58 $2.79M - $3.38M
28.8K $3.16M
CNMD
Conmed Corp

Healthcare
60.5K
New
$47.66 - $60.73 $2.89M - $3.68M
60.5K $3.15M
REVG
Rev Group, Inc.

Industrials
65.4K
New
$28.82 - $47.59 $1.88M - $3.11M
65.4K $3.11M
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
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