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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Royalty Pharma plc

RPRX|G7709Q104

163798

Value:

$5.1B

Alpha Metallurgical Resources, Inc.

AMR|020764106

40362(+161.6%)

Value:

$5.1B(+63.7%)

Rubrik, Inc.

RBRK|781154109

82824

Value:

$5.1B

AMEREN CORP

AEE|023608102

50231

Value:

$5.0B

Cushman & Wakefield plc

CWK|G2717B108

491290

Value:

$5.0B

ERIE INDEMNITY CO

ERIE|29530P102

11947

Value:

$5.0B

BOISE CASCADE Co

BCC|09739D100

50944(-24.4%)

Value:

$5.0B(-37.6%)

Warby Parker Inc.

WRBY|93403J106

273159

Value:

$5.0B

Simpson Manufacturing Co., Inc.

SSD|829073105

31541

Value:

$5.0B

LCI INDUSTRIES

LCII|50189K103

56600(+15.5%)

Value:

$4.9B(-2.3%)

PHINIA INC.

PHIN|71880K101

116106(+26.7%)

Value:

$4.9B(+11.6%)

LivaNova PLC

LIVN|G5509L101

125122(+2304.3%)

Value:

$4.9B(+1939.3%)

DigitalOcean Holdings, Inc.

DOCN|25402D102

147091(+1158.4%)

Value:

$4.9B(+1133.3%)

FRANKLIN ELECTRIC CO INC

FELE|353514102

51863(+1325.6%)

Value:

$4.9B(+1273.4%)

FIRST INDUSTRIAL REALTY TRUST INC

FR|32054K103

88544

Value:

$4.8B

BALL Corp

BALL|058498106

91660

Value:

$4.8B

PROGRESS SOFTWARE CORP /MA

PRGS|743312100

92187

Value:

$4.7B

165167735

42607

Value:

$4.7B

SoFi Technologies, Inc.

SOFI|83406F102

405905

Value:

$4.7B

FLUOR CORP

FLR|343412102

131732

Value:

$4.7B

Instrument	Shares		Other Manager	Value
Royalty Pharma Plc(RPRXcusipG7709Q104)	163.8K	QoQ NEW(+163.8K) YoY NEW(+163.8K)	All Managers (Combined)	$5.1M	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)
Alpha Metallurgical Resources, Inc.(AMRcusip020764106)	40.4K	QoQ +161.59% (+24.9K) YoY NEW(+40.4K)	All Managers (Combined)	$5.1M	QoQ +63.72% (+$2.0M) YoY NEW(+$5.1M)
Rubrik, Inc.(RBRKcusip781154109)	82.8K	QoQ NEW(+82.8K) YoY NEW(+82.8K)	All Managers (Combined)	$5.1M	QoQ NEW(+$5.1M) YoY NEW(+$5.1M)
Ameren Corp(AEEcusip023608102)	50.2K	QoQ NEW(+50.2K) YoY NEW(+50.2K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
Cushman & Wakefield Plc(CWKcusipG2717B108)	491.3K	QoQ NEW(+491.3K) YoY +585.43% (+419.6K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY +569.70% (+$4.3M)
Erie Indemnity Co(ERIEcusip29530P102)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
Boise Cascade Co(BCCcusip09739D100)	50.9K	QoQ -24.37% (-16.4K) YoY NEW(+50.9K)	All Managers (Combined)	$5.0M	QoQ -37.58% (-$3.0M) YoY NEW(+$5.0M)
Warby Parker Inc.(WRBYcusip93403J106)	273.2K	QoQ NEW(+273.2K) YoY NEW(+273.2K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY NEW(+$5.0M)
Simpson Manufacturing Co., Inc.(SSDcusip829073105)	31.5K	QoQ NEW(+31.5K) YoY +170.62% (+19.9K)	All Managers (Combined)	$5.0M	QoQ NEW(+$5.0M) YoY +107.18% (+$2.6M)
Lci Industries(LCIIcusip50189K103)	56.6K	QoQ +15.54% (-7.6K) YoY +59.93% (+21.2K)	All Managers (Combined)	$4.9M	QoQ -2.29% (-$116.1K) YoY +13.62% (+$593.4K)
Phinia Inc.(PHINcusip71880K101)	116.1K	QoQ +26.69% (+24.5K) YoY NEW(+116.1K)	All Managers (Combined)	$4.9M	QoQ +11.60% (+$512.1K) YoY NEW(+$4.9M)
Livanova Plc(LIVNcusipG5509L101)	125.1K	QoQ +2304.34% (+119.9K) YoY +122.84% (+69.0K)	All Managers (Combined)	$4.9M	QoQ +1939.35% (+$4.7M) YoY +56.47% (+$1.8M)
Digitalocean Holdings, Inc.(DOCNcusip25402D102)	147.1K	QoQ +1158.37% (+135.4K) YoY +79.17% (+65.0K)	All Managers (Combined)	$4.9M	QoQ +1133.25% (+$4.5M) YoY +56.69% (+$1.8M)
Franklin Electric Co Inc(FELEcusip353514102)	51.9K	QoQ +1325.59% (+48.2K) YoY NEW(+51.9K)	All Managers (Combined)	$4.9M	QoQ +1273.36% (+$4.5M) YoY NEW(+$4.9M)
First Industrial Realty Trust Inc(FRcusip32054K103)	88.5K	QoQ NEW(+88.5K) YoY +56.04% (+31.8K)	All Managers (Combined)	$4.8M	QoQ NEW(+$4.8M) YoY +60.26% (+$1.8M)
Ball Corp(BALLcusip058498106)	91.7K	QoQ NEW(+91.7K) YoY NEW(+91.7K)	All Managers (Combined)	$4.8M	QoQ NEW(+$4.8M) YoY NEW(+$4.8M)
Progress Software Corp /Ma(PRGScusip743312100)	92.2K	QoQ NEW(+92.2K) YoY NEW(+92.2K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
(cusip165167735)✕	42.6K	QoQ NEW(+42.6K) YoY NEW(+42.6K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Sofi Technologies, Inc.(SOFIcusip83406F102)	405.9K	QoQ NEW(+405.9K) YoY +74.84% (+173.7K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY +178.54% (+$3.0M)
Fluor Corp(FLRcusip343412102)	131.7K	QoQ NEW(+131.7K) YoY NEW(+131.7K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)