Twinbeech Capital LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 680
Total Value: 5509278124
Accession Number: 0001214659-25-007843
Form Type: 13F-HR
CIK: 0001769646
Manager Name: Twinbeech Capital LP

Data Enrichment

99% identified

672 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

680 positions • $5,509,278.124K total value

680 positions

Manager:

SEC FilingSEC DataHachi Filing

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LOWES COMPANIES INC

LOW|548661107

302330(+428.1%)

Value:

$70.5B(+399.0%)

HOME DEPOT, INC.

HD|437076102

189688(-1.5%)

Value:

$69.5B(-7.2%)

G3643J108

300921(+1008.9%)

Value:

$66.7B(+850.6%)

GE HealthCare Technologies Inc.

GEHC|36266G107

823112

Value:

$66.4B

Vertiv Holdings Co

VRT|92537N108

916899

Value:

$66.2B

HUBSPOT INC

HUBS|443573100

115527(+925.4%)

Value:

$66.0B(+740.8%)

AppLovin Corp

APP|03831W108

248576(+474.9%)

Value:

$65.9B(+370.4%)

CSX CORP

CSX|126408103

2232414(+10396.1%)

Value:

$65.7B(+9472.4%)

LAS VEGAS SANDS CORP

LVS|517834107

1677385

Value:

$64.8B

Atlassian Corp

TEAM|049468101

302612(+172.9%)

Value:

$64.2B(+137.9%)

DEXCOM INC

DXCM|252131107

938186(+77.3%)

Value:

$64.1B(+55.7%)

GOLDMAN SACHS GROUP INC

GS|38141G104

112260(+11048.0%)

Value:

$61.3B(+10535.4%)

CUMMINS INC

CMI|231021106

194491

Value:

$61.0B

Walt Disney Co

DIS|254687106

605600(+15484.1%)

Value:

$59.8B(+13713.7%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

119904(+174.9%)

Value:

$59.7B(+162.9%)

Arista Networks, Inc.

ANET|040413205

759521

Value:

$58.8B

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

326513(+6584.0%)

Value:

$57.4B(+5992.0%)

ECOLAB INC.

ECL|278865100

225928

Value:

$57.3B

CDW Corp

CDW|12514G108

344357(+161.5%)

Value:

$55.2B(+140.8%)

Merck & Co., Inc.

MRK|58933Y105

574130(+998.4%)

Value:

$51.5B(+891.1%)

Instrument	Shares		Other Manager	Value
Lowes Companies Inc(LOWcusip548661107)	302.3K	QoQ +428.05% (+245.1K) YoY -0.15% (-463)	All Managers (Combined)	$70.5M	QoQ +399.02% (+$56.4M) YoY -8.58% (-$6.6M)
Home Depot, Inc.(HDcusip437076102)	189.7K	QoQ -1.50% (-2.9K) YoY -5.17% (-10.3K)	All Managers (Combined)	$69.5M	QoQ -7.20% (-$5.4M) YoY -9.40% (-$7.2M)
(cusipG3643J108)✕	300.9K	QoQ +1008.93% (+273.8K) YoY NEW(+300.9K)	All Managers (Combined)	$66.7M	QoQ +850.60% (+$59.7M) YoY NEW(+$66.7M)
Ge Healthcare Technologies Inc.(GEHCcusip36266G107)	823.1K	QoQ NEW(+823.1K) YoY +299.15% (+616.9K)	All Managers (Combined)	$66.4M	QoQ NEW(+$66.4M) YoY +254.36% (+$47.7M)
Vertiv Holdings Co(VRTcusip92537N108)	916.9K	QoQ NEW(+916.9K) YoY NEW(+916.9K)	All Managers (Combined)	$66.2M	QoQ NEW(+$66.2M) YoY NEW(+$66.2M)
Hubspot Inc(HUBScusip443573100)	115.5K	QoQ +925.44% (+104.3K) YoY NEW(+115.5K)	All Managers (Combined)	$66.0M	QoQ +740.77% (+$58.1M) YoY NEW(+$66.0M)
Applovin Corp(APPcusip03831W108)	248.6K	QoQ +474.92% (+205.3K) YoY +1381.82% (+231.8K)	All Managers (Combined)	$65.9M	QoQ +370.42% (+$51.9M) YoY +5572.33% (+$64.7M)
Csx Corp(CSXcusip126408103)	2.2M	QoQ +10396.09% (+2.2M) YoY +36.41% (+595.9K)	All Managers (Combined)	$65.7M	QoQ +9472.35% (+$65.0M) YoY +8.29% (+$5.0M)
Las Vegas Sands Corp(LVScusip517834107)	1.7M	QoQ NEW(+1.7M) YoY +49.30% (+553.9K)	All Managers (Combined)	$64.8M	QoQ NEW(+$64.8M) YoY +11.56% (+$6.7M)
Atlassian Corp(TEAMcusip049468101)	302.6K	QoQ +172.88% (+191.7K) YoY +0.50% (+1.5K)	All Managers (Combined)	$64.2M	QoQ +137.93% (+$37.2M) YoY +9.31% (+$5.5M)
Dexcom Inc(DXCMcusip252131107)	938.2K	QoQ +77.30% (+409.0K) YoY NEW(+938.2K)	All Managers (Combined)	$64.1M	QoQ +55.68% (+$22.9M) YoY NEW(+$64.1M)
Goldman Sachs Group Inc(GScusip38141G104)	112.3K	QoQ +11047.96% (+111.3K) YoY NEW(+112.3K)	All Managers (Combined)	$61.3M	QoQ +10535.36% (+$60.7M) YoY NEW(+$61.3M)
Cummins Inc(CMIcusip231021106)	194.5K	QoQ NEW(+194.5K) YoY NEW(+194.5K)	All Managers (Combined)	$61.0M	QoQ NEW(+$61.0M) YoY NEW(+$61.0M)
Walt Disney Co(DIScusip254687106)	605.6K	QoQ +15484.14% (+601.7K) YoY NEW(+605.6K)	All Managers (Combined)	$59.8M	QoQ +13713.70% (+$59.3M) YoY NEW(+$59.8M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	119.9K	QoQ +174.87% (+76.3K) YoY NEW(+119.9K)	All Managers (Combined)	$59.7M	QoQ +162.91% (+$37.0M) YoY NEW(+$59.7M)
Arista Networks, Inc.(ANETcusip040413205)	759.5K	QoQ NEW(+759.5K) YoY NEW(+759.5K)	All Managers (Combined)	$58.8M	QoQ NEW(+$58.8M) YoY NEW(+$58.8M)
Pnc Financial Services Group, Inc.(PNCcusip693475105)	326.5K	QoQ +6583.99% (+321.6K) YoY NEW(+326.5K)	All Managers (Combined)	$57.4M	QoQ +5992.01% (+$56.4M) YoY NEW(+$57.4M)
Ecolab Inc.(ECLcusip278865100)	225.9K	QoQ NEW(+225.9K) YoY NEW(+225.9K)	All Managers (Combined)	$57.3M	QoQ NEW(+$57.3M) YoY NEW(+$57.3M)
Cdw Corp(CDWcusip12514G108)	344.4K	QoQ +161.52% (+212.7K) YoY NEW(+344.4K)	All Managers (Combined)	$55.2M	QoQ +140.81% (+$32.3M) YoY NEW(+$55.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	574.1K	QoQ +998.41% (+521.9K) YoY NEW(+574.1K)	All Managers (Combined)	$51.5M	QoQ +891.09% (+$46.3M) YoY NEW(+$51.5M)