Twinbeech Capital LP New Holdings in Q1 2025

Twinbeech Capital LP

  • $4.95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CERT
Certara, Inc.

Healthcare
367K
New
$9.9 - $14.25 $3.64M - $5.23M
367K $3.64M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
196K
New
$16.25 - $41.86 $3.18M - $8.19M
196K $3.63M
MLKN
Millerknoll, Inc.

Consumer Cyclical
189K
New
$18.34 - $23.29 $3.47M - $4.41M
189K $3.63M
GLNG
Golar Lng LTD

Energy
93K
New
$31.34 - $43.84 $2.91M - $4.08M
93K $3.53M
BXP
Boston Properties Inc

Real Estate
51.7K
New
$63.97 - $74.91 $3.31M - $3.87M
51.7K $3.47M
GL
Globe Life Inc.

Financial Services
26.3K
New
$111.2 - $131.72 $2.93M - $3.47M
26.3K $3.47M
RE
Everest Re Group LTD

Financial Services
9.28K
New
N/A
9.28K $3.44M
ACA
Arcosa, Inc.

Industrials
44.6K
New
$77.12 - $103.53 $3.44M - $4.61M
44.6K $3.44M
RELY
Remitly Global, Inc.

Technology
164K
New
$19.49 - $27.14 $3.19M - $4.45M
164K $3.41M
BRKR
Bruker Corp

Healthcare
80.9K
New
$41.74 - $62.95 $3.38M - $5.09M
80.9K $3.38M
PCTY
Paylocity Holding Corp

Technology
17.4K
New
$183.21 - $217.86 $3.18M - $3.79M
17.4K $3.26M
PLUS
Eplus Inc

Technology
53.3K
New
$61.03 - $82.23 $3.25M - $4.38M
53.3K $3.25M
ATSG
Air Transport Services Group, Inc.

Industrials
144K
New
$21.97 - $22.44 $3.17M - $3.24M
144K $3.24M
TPL
Texas Pacific Land Corp

Energy
2.43K
New
$1180.08 - $1431.01 $2.87M - $3.48M
2.43K $3.22M
WVE
Wave Life Sciences Ltd.

Healthcare
396K
New
$8.08 - $13.51 $3.2M - $5.35M
396K $3.2M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
51.8K
New
$61.31 - $83.44 $3.18M - $4.33M
51.8K $3.18M
BPOP
Popular, Inc.

Financial Services
33.9K
New
$87.14 - $106.33 $2.95M - $3.6M
33.9K $3.13M
PSTG
Pure Storage, Inc.

Technology
69.8K
New
$44.27 - $72.37 $3.09M - $5.05M
69.8K $3.09M
SLGN
Silgan Holdings Inc

Consumer Cyclical
59K
New
$48.82 - $56.15 $2.88M - $3.31M
59K $3.02M
ROK
Rockwell Automation, Inc

Industrials
11.7K
New
$255.29 - $303.75 $2.98M - $3.54M
11.7K $3.01M
IPAR
Inter Parfums Inc

Consumer Defensive
26K
New
$113.87 - $144.54 $2.96M - $3.76M
26K $2.96M
ESI
Element Solutions Inc

Basic Materials
131K
New
$22.61 - $27.55 $2.96M - $3.6M
131K $2.96M
VNO
Vornado Realty Trust

Real Estate
79.8K
New
$35.4 - $43.26 $2.82M - $3.45M
79.8K $2.95M
GNW
Genworth Financial Inc

Financial Services
416K
New
$6.44 - $7.42 $2.68M - $3.09M
416K $2.95M
ENS
Ener Sys

Industrials
32.1K
New
$89.62 - $103.2 $2.88M - $3.32M
32.1K $2.94M
UNM
Unum Group

Financial Services
36K
New
$71.8 - $83.34 $2.59M - $3M
36K $2.93M
SATS
Echo Star Corp

Technology
112K
New
$22.73 - $31.23 $2.54M - $3.5M
112K $2.86M
HCI
Hci Group, Inc.

Financial Services
19.1K
New
$110.25 - $150.47 $2.11M - $2.88M
19.1K $2.86M
ACMR
Acm Research, Inc.

Technology
121K
New
$15.41 - $29.98 $1.87M - $3.64M
121K $2.84M
AMBA
Ambarella Inc

Technology
55.3K
New
$48.94 - $82.94 $2.71M - $4.59M
55.3K $2.78M
SEAS
Sea World Entertainment, Inc.

Consumer Cyclical
52.4K
New
N/A
52.4K $2.75M
GMS
Gms Inc.

Industrials
37.1K
New
$70.36 - $86.13 $2.61M - $3.2M
37.1K $2.72M
AFL
Aflac Inc

Financial Services
24.1K
New
$100.99 - $111.19 $2.44M - $2.68M
24.1K $2.68M
SIG
Signet Jewelers LTD

Consumer Cyclical
46.2K
New
$46.42 - $78.03 $2.14M - $3.61M
46.2K $2.68M
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
168K
New
$11.4 - $17.29 $1.91M - $2.9M
168K $2.62M
AGO
Assured Guaranty LTD

Financial Services
29.4K
New
$82.9 - $95.47 $2.44M - $2.81M
29.4K $2.59M
KFY
Korn Ferry

Industrials
38.2K
New
$62.52 - $71.6 $2.39M - $2.73M
38.2K $2.59M
HESM
Hess Midstream LP

Energy
61.1K
New
$37.59 - $43.88 $2.3M - $2.68M
61.1K $2.59M
CRI
Carters Inc

Consumer Cyclical
63K
New
$39.79 - $55.09 $2.51M - $3.47M
63K $2.58M
THG
Hanover Insurance Group, Inc.

Financial Services
14.7K
New
$147.13 - $174.61 $2.16M - $2.57M
14.7K $2.56M
MXL
Maxlinear Inc

Technology
228K
New
$10.86 - $24.92 $2.47M - $5.68M
228K $2.47M
LPG
Dorian Lpg Ltd.

Energy
110K
New
$19.88 - $27.03 $2.19M - $2.98M
110K $2.46M
VCTR
Victory Capital Holdings, Inc.

Financial Services
42.4K
New
$55.84 - $70.58 $2.37M - $2.99M
42.4K $2.45M
GBX
Greenbrier Companies Inc

Industrials
47.7K
New
$51.22 - $70.7 $2.44M - $3.37M
47.7K $2.44M
NSIT
Insight Enterprises Inc

Technology
16K
New
$149.36 - $174.13 $2.39M - $2.78M
16K $2.4M
MGRC
Mcgrath Rentcorp

Industrials
21K
New
$109.58 - $128.96 $2.3M - $2.71M
21K $2.34M
PB
Prosperity Bancshares Inc

Financial Services
32.8K
New
$69.3 - $80.69 $2.27M - $2.64M
32.8K $2.34M
AAOI
Applied Optoelectronics, Inc.

Technology
151K
New
$14.15 - $37.9 $2.14M - $5.74M
151K $2.32M
NWS
News Corp New Cl B Com Stk (De

Communication Services
76.5K
New
$29.66 - $35.0 $2.27M - $2.68M
76.5K $2.32M
Activity Summary
Buys All Purchases 589 New Holdings 444 Increased Positions 145 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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