Twinbeech Capital LP Sells in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
-126K
- 98.49%
$365.96 - $514.62 $46.2M - $65M
1.93K $712K
GOOGL
Alphabet Inc.

Communication Services
-380K
- 91.75%
$161.86 - $196.66 $61.6M - $74.8M
34.2K $6.47M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-318K
- 98.49%
$178.39 - $215.0 $56.8M - $68.4M
4.89K $942K
RBLX
Roblox Corp

Communication Services
-1.24M
- 92.52%
$39.86 - $61.45 $49.2M - $75.9M
99.8K $5.78M
NDAQ
Nasdaq, Inc.

Financial Services
-709K
- 99.21%
$70.87 - $83.05 $50.3M - $58.9M
5.63K $434K
COST
Costco Wholesale Corp

Consumer Defensive
-56.1K
- 98.8%
$873.59 - $994.69 $49M - $55.8M
679 $622K
AEP
American Electric Power CO Inc

Utilities
-465K
- 98.44%
$90.91 - $102.21 $42.2M - $47.5M
7.38K $680K
MELI
Mercadolibre Inc

Consumer Cyclical
-20.7K
- 96.52%
$1666.0 - $2117.3 $34.5M - $43.9M
747 $1.27M
NSC
Norfolk Southern Corp

Industrials
-168K
- 78.78%
$230.6 - $277.0 $38.8M - $46.6M
45.3K $10.6M
SNOW
Snowflake Inc.

Technology
-367K
- 94.7%
$109.65 - $186.51 $40.3M - $68.5M
20.5K $3.17M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-20.7K
- 45.2%
$701.85 - $1046.91 $14.5M - $21.7M
25.1K $17.9M
GDDY
Go Daddy Inc.

Technology
-181K
- 94.36%
$153.16 - $209.03 $27.7M - $37.8M
10.8K $2.13M
TMUS
T Mobile Us, Inc.

Communication Services
-134K
- 98.18%
$206.1 - $246.94 $27.6M - $33M
2.47K $545K
SPGI
S&P Global Inc.

Financial Services
-50.5K
- 97.79%
$480.36 - $529.17 $24.3M - $26.7M
1.14K $568K
ES
Eversource Energy

Utilities
-362K
- 82.71%
$55.9 - $67.73 $20.2M - $24.5M
75.6K $4.34M
NEM
Newmont Corp

Basic Materials
-434K
- 97.36%
$37.0 - $58.68 $16.1M - $25.5M
11.8K $438K
ENTG
Entegris Inc

Technology
-194K
- 70.61%
$97.67 - $112.92 $18.9M - $21.9M
80.7K $7.99M
SNPS
Synopsys Inc

Technology
-37.8K
- 29.56%
$485.36 - $588.0 $18.3M - $22.2M
90K $43.7M
NEE
Nextera Energy Inc

Utilities
-215K
- 68.5%
$69.77 - $85.43 $15M - $18.3M
98.6K $7.07M
XP
Xp Inc.

Financial Services
-1.02M
- 97.55%
$11.78 - $18.17 $12M - $18.5M
25.6K $303K
EIX
Edison International

Utilities
-190K
- 73.86%
$77.93 - $88.36 $14.8M - $16.8M
67.2K $5.37M
LKQ
Lkq Corp

Consumer Cyclical
-409K
- 85.75%
$36.0 - $39.99 $14.7M - $16.3M
67.9K $2.5M
EPAM
Epam Systems, Inc.

Technology
-80.8K
- 85.16%
N/A
14.1K $2.61M
BLD
Top Build Corp

Industrials
-35.5K
- 90.93%
$308.96 - $414.77 $11M - $14.7M
3.54K $1.1M
SKX
Skechers Usa Inc

Consumer Cyclical
-201K
- 98.19%
$59.24 - $72.0 $11.9M - $14.5M
3.72K $250K
CSX
Csx Corp

Industrials
-380K
- 94.7%
$31.58 - $36.88 $12M - $14M
21.3K $686K
MKSI
Mks Instruments Inc

Technology
-111K
- 67.16%
$98.56 - $117.93 $10.9M - $13.1M
54.2K $5.65M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
-82.7K
- 89.05%
$131.26 - $163.78 $10.9M - $13.5M
10.2K $1.52M
PEG
Public Service Enterprise Group Inc

Utilities
-111K
- 88.1%
$81.87 - $94.51 $9.11M - $10.5M
15K $1.27M
AME
Ametek Inc

Industrials
-59.5K
- 69.3%
$165.89 - $197.38 $9.86M - $11.7M
26.3K $4.75M
CFLT
Confluent, Inc.

Technology
-490K
- 98.46%
$18.9 - $33.66 $9.27M - $16.5M
7.69K $214K
IQV
Iqvia Holdings Inc.

Healthcare
-28K
- 27.4%
$190.97 - $236.63 $5.34M - $6.62M
74.1K $14.6M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-44.5K
- 94.08%
$193.7 - $235.05 $8.62M - $10.5M
2.8K $640K
AIG
American International Group, Inc.

Financial Services
-123K
- 80.04%
$70.0 - $79.22 $8.63M - $9.76M
30.7K $2.24M
ALLY
Ally Financial Inc.

Financial Services
-246K
- 52.52%
$34.12 - $39.98 $8.39M - $9.83M
222K $8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-36.1K
- 87.01%
$209.89 - $233.24 $7.57M - $8.41M
5.38K $1.14M
VEEV
Veeva Systems Inc

Healthcare
-38.6K
- 42.89%
$201.81 - $250.45 $7.78M - $9.66M
51.4K $10.8M
NTES
Net Ease, Inc.

Communication Services
-84K
- 82.47%
$76.28 - $104.26 $6.41M - $8.76M
17.9K $1.59M
FTNT
Fortinet, Inc.

Technology
-101K
- 97.37%
$76.49 - $99.21 $7.74M - $10M
2.73K $257K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-15.9K
- 37.94%
$473.11 - $555.48 $7.54M - $8.85M
26.1K $13.1M
MRK
Merck & Co., Inc.

Healthcare
-58.2K
- 52.69%
$96.31 - $114.76 $5.61M - $6.68M
52.3K $5.2M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-41.7K
- 84.66%
$174.04 - $205.27 $7.26M - $8.56M
7.56K $1.36M
BK
Bank Of New York Mellon Corp

Financial Services
-102K
- 95.01%
$70.82 - $81.87 $7.24M - $8.37M
5.37K $412K
FCNCA
First Citizens Bancshares Inc

Financial Services
-4.26K
- 62.21%
$1818.92 - $2353.08 $7.75M - $10M
2.59K $5.47M
KEX
Kirby Corp

Industrials
-51.1K
- 90.61%
$104.14 - $130.55 $5.32M - $6.67M
5.29K $559K
ST
Sensata Technologies Holding PLC

Technology
-114K
- 37.52%
$27.12 - $36.49 $3.1M - $4.18M
191K $5.22M
CVLT
Commvault Systems Inc

Technology
-35.5K
- 62.72%
$132.26 - $177.6 $4.69M - $6.3M
21.1K $3.18M
FCFS
First Cash Holdings, Inc.

Financial Services
-47.1K
- 95.88%
$100.54 - $114.86 $4.74M - $5.41M
2.03K $209K
ALRM
Alarm.Com Holdings, Inc.

Technology
-99.1K
- 93.82%
$52.26 - $68.81 $5.18M - $6.82M
6.53K $396K
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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