Twinbeech Capital LP Portfolio Holdings
Twinbeech Capital LP
- $4.99 Billion
- Q3 2024
Twinbeech Capital LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.99 Billion distributed in 646 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $68.8M, Elevance Health, Inc. with a value of $66.7M, Cadence Design Systems Inc with a value of $66.6M, Micron Technology Inc with a value of $66.4M, and Monolithic Power Systems Inc with a value of $66.2M.
Examining the 13F form we can see an increase of $76.3M in the current position value, from $4.91B to 4.99B.
Twinbeech Capital LP is based out at Purchase, NY
Below you can find more details about Twinbeech Capital LP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 646
- Current Value $4.99 Billion
- Prior Value $4.91 Billion
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 452 stocks
- Additional Purchases 99 stocks
- Sold out of 0 stocks
- Reduced holdings in 94 stocks