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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Penumbra Inc

PEN|70975L107

15176

Value:

$4.1B

Azenta, Inc.

AZTA|114340102

117085

Value:

$4.1B

PAPA JOHNS INTERNATIONAL INC

PZZA|698813102

97589(+34.1%)

Value:

$4.0B(+34.1%)

VISHAY INTERTECHNOLOGY INC

VSH|928298108

246462(+10.1%)

Value:

$3.9B(+3.4%)

ZIFF DAVIS, INC.

ZD|48123V102

104083

Value:

$3.9B

AUTONATION, INC.

AN|05329W102

24147

Value:

$3.9B

Freshworks Inc.

FRSH|358054104

275383

Value:

$3.9B

Vestis Corp

VSTS|29430C102

390571

Value:

$3.9B

Light & Wonder, Inc.

LNW|80874P109

44616

Value:

$3.9B

TreeHouse Foods, Inc.

THS|89469A104

142399

Value:

$3.9B

GENTEX CORP

GNTX|371901109

164000

Value:

$3.8B

US Foods Holding Corp.

USFD|912008109

58357

Value:

$3.8B

HORMEL FOODS CORP /DE/

HRL|440452100

122996

Value:

$3.8B

DoubleVerify Holdings, Inc.

DV|25862V105

283644

Value:

$3.8B

AVIENT CORP

AVNT|05368V106

101291(-35.2%)

Value:

$3.8B(-41.1%)

ASHLAND INC.

ASH|044186104

63423

Value:

$3.8B

Alphabet Inc.

GOOGL|02079K305

23899(-30.1%)

Value:

$3.7B(-42.9%)

Certara, Inc.

CERT|15687V109

367322

Value:

$3.6B

Victoria's Secret & Co.

VSCO|926400102

195610

Value:

$3.6B

MILLERKNOLL, INC.

MLKN|600544100

189447

Value:

$3.6B

Instrument	Shares		Other Manager	Value
Penumbra Inc(PENcusip70975L107)	15.2K	QoQ NEW(+15.2K) YoY -77.60% (-52.6K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY -73.16% (-$11.1M)
Azenta, Inc.(AZTAcusip114340102)	117.1K	QoQ NEW(+117.1K) YoY +609.43% (+100.6K)	All Managers (Combined)	$4.1M	QoQ NEW(+$4.1M) YoY +307.67% (+$3.1M)
Papa Johns International Inc(PZZAcusip698813102)	97.6K	QoQ +34.12% (+24.8K) YoY +569.47% (+83.0K)	All Managers (Combined)	$4.0M	QoQ +34.15% (+$1.0M) YoY +312.94% (+$3.0M)
Vishay Intertechnology Inc(VSHcusip928298108)	246.5K	QoQ +10.14% (+22.7K) YoY NEW(+246.5K)	All Managers (Combined)	$3.9M	QoQ +3.37% (+$128.1K) YoY NEW(+$3.9M)
Ziff Davis, Inc.(ZDcusip48123V102)	104.1K	QoQ NEW(+104.1K) YoY +1161.30% (+95.8K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY +651.90% (+$3.4M)
Autonation, Inc.(ANcusip05329W102)	24.1K	QoQ NEW(+24.1K) YoY NEW(+24.1K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Freshworks Inc.(FRSHcusip358054104)	275.4K	QoQ NEW(+275.4K) YoY -21.09% (-73.6K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY -38.86% (-$2.5M)
Vestis Corp(VSTScusip29430C102)	390.6K	QoQ NEW(+390.6K) YoY +129.47% (+220.4K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY +17.89% (+$586.9K)
Light & Wonder, Inc.(LNWcusip80874P109)	44.6K	QoQ NEW(+44.6K) YoY NEW(+44.6K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Treehouse Foods, Inc.(THScusip89469A104)	142.4K	QoQ NEW(+142.4K) YoY NEW(+142.4K)	All Managers (Combined)	$3.9M	QoQ NEW(+$3.9M) YoY NEW(+$3.9M)
Gentex Corp(GNTXcusip371901109)	164.0K	QoQ NEW(+164.0K) YoY NEW(+164.0K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Us Foods Holding Corp.(USFDcusip912008109)	58.4K	QoQ NEW(+58.4K) YoY NEW(+58.4K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Hormel Foods Corp /De/(HRLcusip440452100)	123.0K	QoQ NEW(+123.0K) YoY NEW(+123.0K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Doubleverify Holdings, Inc.(DVcusip25862V105)	283.6K	QoQ NEW(+283.6K) YoY NEW(+283.6K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Avient Corp(AVNTcusip05368V106)	101.3K	QoQ -35.21% (-55.1K) YoY NEW(+101.3K)	All Managers (Combined)	$3.8M	QoQ -41.07% (-$2.6M) YoY NEW(+$3.8M)
Ashland Inc.(ASHcusip044186104)	63.4K	QoQ NEW(+63.4K) YoY NEW(+63.4K)	All Managers (Combined)	$3.8M	QoQ NEW(+$3.8M) YoY NEW(+$3.8M)
Alphabet Inc.(GOOGLcusip02079K305)	23.9K	QoQ -30.08% (-10.3K) YoY NEW(+23.9K)	All Managers (Combined)	$3.7M	QoQ -42.88% (-$2.8M) YoY NEW(+$3.7M)
Certara, Inc.(CERTcusip15687V109)	367.3K	QoQ NEW(+367.3K) YoY NEW(+367.3K)	All Managers (Combined)	$3.6M	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
Victoria'S Secret & Co.(VSCOcusip926400102)	195.6K	QoQ NEW(+195.6K) YoY -11.69% (-25.9K)	All Managers (Combined)	$3.6M	QoQ NEW(+$3.6M) YoY -15.33% (-$658.4K)
Millerknoll, Inc.(MLKNcusip600544100)	189.4K	QoQ NEW(+189.4K) YoY NEW(+189.4K)	All Managers (Combined)	$3.6M	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)