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
PRVA
Privia Health Group, Inc.

Healthcare
56.5K
New
$21.48 - $25.07 $1.21M - $1.42M
56.5K $1.3M
NTLA
Intellia Therapeutics, Inc.

Healthcare
138K
New
$6.28 - $9.67 $865K - $1.33M
138K $1.29M
VAL
Valaris LTD

Energy
30.6K
New
$28.94 - $46.88 $886K - $1.43M
30.6K $1.29M
PGNY
Progyny, Inc.

Healthcare
57.7K
New
$20.52 - $23.42 $1.18M - $1.35M
57.7K $1.27M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
24.4K
New
$50.56 - $59.57 $1.23M - $1.45M
24.4K $1.27M
RVMD
Revolution Medicines, Inc.

Healthcare
33.8K
New
$31.13 - $41.98 $1.05M - $1.42M
33.8K $1.24M
RXST
Rx Sight, Inc.

Healthcare
94.6K
New
$13.0 - $26.12 $1.23M - $2.47M
94.6K $1.23M
CHKP
Check Point Software Technologies LTD

Technology
5.53K
New
$204.26 - $233.47 $1.13M - $1.29M
5.53K $1.22M
PK
Park Hotels & Resorts Inc.

Real Estate
118K
New
$8.85 - $11.18 $1.05M - $1.32M
118K $1.21M
AGNC
Agnc Investment Corp.

Real Estate
131K
New
$8.12 - $9.49 $1.06M - $1.24M
131K $1.2M
FOXF
Fox Factory Holding Corp

Consumer Cyclical
45.7K
New
$18.37 - $27.72 $839K - $1.27M
45.7K $1.18M
BKU
Bank United, Inc.

Financial Services
32K
New
$29.48 - $36.33 $945K - $1.16M
32K $1.14M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5.41K
New
$160.22 - $209.35 $867K - $1.13M
5.41K $1.13M
SNDR
Schneider National, Inc.

Industrials
45.9K
New
$21.06 - $24.75 $967K - $1.14M
45.9K $1.11M
LEU
Centrus Energy Corp

Energy
5.96K
New
$54.43 - $208.81 $325K - $1.25M
5.96K $1.09M
ED
Consolidated Edison Inc

Utilities
10.8K
New
$98.05 - $113.3 $1.06M - $1.22M
10.8K $1.08M
MGY
Magnolia Oil & Gas Corp

Energy
48.2K
New
$19.6 - $25.72 $945K - $1.24M
48.2K $1.08M
BWA
Borgwarner Inc

Consumer Cyclical
32.1K
New
$24.84 - $33.92 $797K - $1.09M
32.1K $1.07M
FOX
Fox Corp Cl B (De)

Communication Services
19.4K
New
$43.81 - $53.0 $851K - $1.03M
19.4K $1M
CWT
California Water Service Group

Utilities
20.8K
New
$44.67 - $51.36 $931K - $1.07M
20.8K $947K
SHAK
Shake Shack Inc.

Consumer Cyclical
6.29K
New
$75.85 - $140.6 $477K - $885K
6.29K $884K
GDYN
Grid Dynamics Holdings, Inc.

Technology
76K
New
$11.48 - $15.63 $872K - $1.19M
76K $877K
MTZ
Mastec Inc

Industrials
5.07K
New
$106.07 - $171.99 $538K - $872K
5.07K $863K
ROCK
Gibraltar Industries, Inc.

Industrials
14.6K
New
$50.2 - $63.09 $735K - $924K
14.6K $863K
CHH
Choice Hotels International Inc

Consumer Cyclical
6.81K
New
$117.49 - $134.0 $800K - $912K
6.81K $863K
IR
Ingersoll Rand Inc.

Industrials
10.4K
New
$66.75 - $84.94 $693K - $882K
10.4K $863K
DRI
Darden Restaurants Inc

Consumer Cyclical
3.81K
New
$186.58 - $225.78 $711K - $860K
3.81K $830K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
66.5K
New
$12.42 - $16.79 $826K - $1.12M
66.5K $826K
WSFS
Wsfs Financial Corp

Financial Services
14.9K
New
$45.9 - $55.54 $685K - $829K
14.9K $821K
LNT
Alliant Energy Corp

Utilities
13.6K
New
$58.79 - $64.85 $797K - $879K
13.6K $819K
MAA
Mid America Apartment Communities Inc.

Real Estate
5.42K
New
$145.91 - $168.0 $791K - $911K
5.42K $802K
TALO
Talos Energy Inc.

Energy
92.5K
New
$6.38 - $9.56 $590K - $885K
92.5K $784K
ADBE
Adobe Inc.

Technology
2.01K
New
$340.0 - $420.68 $684K - $846K
2.01K $778K
ORCL
Oracle Corp

Technology
3.54K
New
$122.82 - $218.63 $434K - $773K
3.54K $773K
BMI
Badger Meter Inc

Technology
3.15K
New
$170.72 - $254.17 $537K - $800K
3.15K $770K
AL
Air Lease Corp

Industrials
13.1K
New
$40.46 - $58.71 $532K - $772K
13.1K $768K
VIRT
Virtu Financial, Inc.

Financial Services
17K
New
$32.82 - $44.79 $559K - $763K
17K $762K
BNL
Broadstone Net Lease, Inc.

Real Estate
47.4K
New
$14.72 - $17.13 $698K - $813K
47.4K $761K
SCHW
Schwab Charles Corp

Financial Services
8.27K
New
$69.06 - $91.24 $571K - $755K
8.27K $754K
IDYA
Ideaya Biosciences, Inc.

Healthcare
34.6K
New
$14.5 - $22.63 $501K - $782K
34.6K $726K
CUZ
Cousins Properties Inc

Real Estate
23.9K
New
$25.15 - $30.53 $601K - $730K
23.9K $718K
BKH
Black Hills Corp

Utilities
12.7K
New
$55.66 - $61.75 $707K - $785K
12.7K $712K
LKQ
Lkq Corp

Consumer Cyclical
18.9K
New
$36.86 - $43.38 $698K - $822K
18.9K $700K
SLM
Slm Corp

Financial Services
21K
New
$24.84 - $34.36 $522K - $722K
21K $688K
JBGS
Jbg Smith Properties

Real Estate
39.6K
New
$13.98 - $18.4 $553K - $728K
39.6K $684K
SU
Suncor Energy Inc

Energy
18K
New
$31.54 - $41.04 $569K - $740K
18K $675K
PTLO
Portillo'S Inc.

Consumer Cyclical
57.6K
New
$10.34 - $13.35 $596K - $769K
57.6K $672K
CMC
Commercial Metals CO

Basic Materials
13.6K
New
$39.2 - $50.67 $534K - $690K
13.6K $665K
WD
Walker & Dunlop, Inc.

Financial Services
9.42K
New
$66.0 - $85.06 $622K - $801K
9.42K $663K
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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