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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Concentra Group Holdings Parent, Inc.

CON|20603L102

215781

Value:

$4.7B

INSPERITY, INC.

NSP|45778Q107

52405

Value:

$4.7B

Beam Therapeutics Inc.

BEAM|07373V105

238913(+87.1%)

Value:

$4.7B(+47.4%)

Premier, Inc.

PINC|74051N102

236322

Value:

$4.6B

RESIDEO TECHNOLOGIES, INC.

REZI|76118Y104

256085

Value:

$4.5B

HERSHEY CO

HSY|427866108

26478

Value:

$4.5B

Doximity, Inc.

DOCS|26622P107

77899

Value:

$4.5B

Hanesbrands Inc.

HBI|410345102

779356

Value:

$4.5B

Keurig Dr Pepper Inc.

KDP|49271V100

129947(-51.6%)

Value:

$4.4B(-48.4%)

STIFEL FINANCIAL CORP

SF|860630102

46587(-33.5%)

Value:

$4.4B(-40.9%)

FORMFACTOR INC

FORM|346375108

154070

Value:

$4.4B

Globant S.A.

GLOB|L44385109

36931

Value:

$4.3B

BrightSpring Health Services, Inc.

BTSG|10950A106

239487

Value:

$4.3B

Archer-Daniels-Midland Co

ADM|039483102

89911

Value:

$4.3B

Vera Therapeutics, Inc.

VERA|92337R101

179550

Value:

$4.3B

Confluent, Inc.

CFLT|20717M103

181375(+2258.9%)

Value:

$4.3B(+1877.5%)

ITT INC.

ITT|45073V108

32334

Value:

$4.2B

KADANT INC

KAI|48282T104

12391

Value:

$4.2B

DigitalBridge Group, Inc.

DBRG|25401T603

470575

Value:

$4.2B

Amentum Holdings, Inc.

AMTM|023939101

225438

Value:

$4.1B

Instrument	Shares		Other Manager	Value
Concentra Group Holdings Parent, Inc.(CONcusip20603L102)	215.8K	QoQ NEW(+215.8K) YoY NEW(+215.8K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Insperity, Inc.(NSPcusip45778Q107)	52.4K	QoQ NEW(+52.4K) YoY NEW(+52.4K)	All Managers (Combined)	$4.7M	QoQ NEW(+$4.7M) YoY NEW(+$4.7M)
Beam Therapeutics Inc.(BEAMcusip07373V105)	238.9K	QoQ +87.14% (+111.2K) YoY +589.68% (+204.3K)	All Managers (Combined)	$4.7M	QoQ +47.37% (+$1.5M) YoY +307.67% (+$3.5M)
Premier, Inc.(PINCcusip74051N102)	236.3K	QoQ NEW(+236.3K) YoY +912.73% (+213.0K)	All Managers (Combined)	$4.6M	QoQ NEW(+$4.6M) YoY +783.50% (+$4.0M)
Resideo Technologies, Inc.(REZIcusip76118Y104)	256.1K	QoQ NEW(+256.1K) YoY NEW(+256.1K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
Hershey Co(HSYcusip427866108)	26.5K	QoQ NEW(+26.5K) YoY NEW(+26.5K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
Doximity, Inc.(DOCScusip26622P107)	77.9K	QoQ NEW(+77.9K) YoY -33.94% (-40.0K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY +42.45% (-$1.3M)
Hanesbrands Inc.(HBIcusip410345102)	779.4K	QoQ NEW(+779.4K) YoY NEW(+779.4K)	All Managers (Combined)	$4.5M	QoQ NEW(+$4.5M) YoY NEW(+$4.5M)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	129.9K	QoQ -51.60% (-138.6K) YoY -63.77% (-228.8K)	All Managers (Combined)	$4.4M	QoQ -48.44% (-$4.2M) YoY -59.58% (-$6.6M)
Stifel Financial Corp(SFcusip860630102)	46.6K	QoQ -33.47% (-23.4K) YoY +105.87% (+24.0K)	All Managers (Combined)	$4.4M	QoQ -40.88% (-$3.0M) YoY +148.24% (+$2.6M)
Formfactor Inc(FORMcusip346375108)	154.1K	QoQ NEW(+154.1K) YoY +591.23% (+131.8K)	All Managers (Combined)	$4.4M	QoQ NEW(+$4.4M) YoY +328.55% (+$3.3M)
Globant S.A.(GLOBcusipL44385109)	36.9K	QoQ NEW(+36.9K) YoY -57.95% (-50.9K)	All Managers (Combined)	$4.3M	QoQ NEW(+$4.3M) YoY -75.48% (-$13.4M)
Brightspring Health Services, Inc.(BTSGcusip10950A106)	239.5K	QoQ NEW(+239.5K) YoY NEW(+239.5K)	All Managers (Combined)	$4.3M	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Archer-Daniels-Midland Co(ADMcusip039483102)	89.9K	QoQ NEW(+89.9K) YoY NEW(+89.9K)	All Managers (Combined)	$4.3M	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Vera Therapeutics, Inc.(VERAcusip92337R101)	179.6K	QoQ NEW(+179.6K) YoY NEW(+179.6K)	All Managers (Combined)	$4.3M	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
Confluent, Inc.(CFLTcusip20717M103)	181.4K	QoQ +2258.88% (+173.7K) YoY NEW(+181.4K)	All Managers (Combined)	$4.3M	QoQ +1877.55% (+$4.0M) YoY NEW(+$4.3M)
Itt Inc.(ITTcusip45073V108)	32.3K	QoQ NEW(+32.3K) YoY NEW(+32.3K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Kadant Inc(KAIcusip48282T104)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY NEW(+$4.2M)
Digitalbridge Group, Inc.(DBRGcusip25401T603)	470.6K	QoQ NEW(+470.6K) YoY +507.18% (+393.1K)	All Managers (Combined)	$4.2M	QoQ NEW(+$4.2M) YoY +177.91% (+$2.7M)
Amentum Holdings, Inc.(AMTMcusip023939101)	225.4K	QoQ NEW(+225.4K) YoY NEW(+225.4K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)