Twinbeech Capital LP Portfolio Holdings
Twinbeech Capital LP
- $2.23 Billion
- Q3 2025
Twinbeech Capital LP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.23 Billion distributed in 535 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Roper Technologies Inc with a value of $30M, Boston Scientific Corp with a value of $29.8M, Texas Instruments Inc with a value of $29M, S&P Global Inc. with a value of $28.9M, and Schlumberger Limited with a value of $28.8M.
Examining the 13F form we can see an decrease of $1.79B in the current position value, from $4.02B to 2.23B.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 535
- Current Value $2.23 Billion
- Prior Value $4.02 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 309 stocks
- Additional Purchases 70 stocks
- Sold out of 0 stocks
- Reduced holdings in 153 stocks