Twinbeech-Capital-Lp

Filing Details

13F-HR2025-03-31
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
Manager Name
Twinbeech-Capital-Lp
Data Enrichment
99% identified
672 identified8 unidentified

Holdings

680 positions • $5.5B total value
Manager:
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Page 15 of 34
Penumbra Inc
Shares:15.2K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$5.5B)
Azenta, Inc.
Shares:117.1K
Value:$4.1M
% of Portfolio:0.1% ($4.1M/$5.5B)
PAPA JOHNS INTERNATIONAL INC
Shares:97.6K
Value:$4.0M
% of Portfolio:0.1% ($4.0M/$5.5B)
VISHAY INTERTECHNOLOGY INC
Shares:246.5K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
ZIFF DAVIS, INC.
Shares:104.1K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
AUTONATION, INC.
Shares:24.1K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
Freshworks Inc.
Shares:275.4K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
Vestis Corp
Shares:390.6K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
Light & Wonder, Inc.
Shares:44.6K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
TreeHouse Foods, Inc.
Shares:142.4K
Value:$3.9M
% of Portfolio:0.1% ($3.9M/$5.5B)
GENTEX CORP
Shares:164.0K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
US Foods Holding Corp.
Shares:58.4K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
HORMEL FOODS CORP /DE/
Shares:123.0K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
DoubleVerify Holdings, Inc.
Shares:283.6K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
AVIENT CORP
Shares:101.3K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
ASHLAND INC.
Shares:63.4K
Value:$3.8M
% of Portfolio:0.1% ($3.8M/$5.5B)
Alphabet Inc.
Shares:23.9K
Value:$3.7M
% of Portfolio:0.1% ($3.7M/$5.5B)
Certara, Inc.
Shares:367.3K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$5.5B)
Victoria's Secret & Co.
Shares:195.6K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$5.5B)
MILLERKNOLL, INC.
Shares:189.4K
Value:$3.6M
% of Portfolio:0.1% ($3.6M/$5.5B)