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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852234103

65676(-92.0%)

Value:

$3.6B(-94.9%)

GOLAR LNG LTD

GLNG|G9456A100

92961

Value:

$3.5B

SPX Technologies, Inc.

SPXC|78473E103

27285(+105.6%)

Value:

$3.5B(+82.0%)

BXP, Inc.

BXP|101121101

51715

Value:

$3.5B

GLOBE LIFE INC.

GL|37959E102

26311

Value:

$3.5B

Ultragenyx Pharmaceutical Inc.

RARE|90400D108

95404(+181.8%)

Value:

$3.5B(+142.5%)

Adient plc

ADNT|G0084W101

268264(+1142.1%)

Value:

$3.4B(+827.1%)

Arcosa, Inc.

ACA|039653100

44554

Value:

$3.4B

Remitly Global, Inc.

RELY|75960P104

163876

Value:

$3.4B

BRUKER CORP

BRKR|116794108

80875

Value:

$3.4B

EVEREST GROUP, LTD.

EG|G3223R108

9284

Value:

$3.4B

Southwest Gas Holdings, Inc.

SWX|844895102

46214(+116.9%)

Value:

$3.3B(+120.3%)

LendingClub Corp

LC|52603A208

317164

Value:

$3.3B

InterDigital, Inc.

IDCC|45867G101

15802(-40.5%)

Value:

$3.3B(-36.5%)

Paylocity Holding Corp

PCTY|70438V106

17376

Value:

$3.3B

EPLUS INC

PLUS|294268107

53284

Value:

$3.3B

MSCI Inc.

MSCI|55354G100

5741(-83.3%)

Value:

$3.2B(-84.2%)

00922R105

144255

Value:

$3.2B

Texas Pacific Land Corp

TPL|88262P102

2429

Value:

$3.2B

LINCOLN NATIONAL CORP

LNC|534187109

89417(-76.0%)

Value:

$3.2B(-72.8%)

Instrument	Shares		Other Manager	Value
(cusip852234103)✕	65.7K	QoQ -92.03% (-758.8K) YoY NEW(+65.7K)	All Managers (Combined)	$3.6M	QoQ -94.90% (-$66.5M) YoY NEW(+$3.6M)
Golar Lng Ltd(GLNGcusipG9456A100)	93.0K	QoQ NEW(+93.0K) YoY NEW(+93.0K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Spx Technologies, Inc.(SPXCcusip78473E103)	27.3K	QoQ +105.62% (+14.0K) YoY NEW(+27.3K)	All Managers (Combined)	$3.5M	QoQ +81.97% (+$1.6M) YoY NEW(+$3.5M)
Bxp, Inc.(BXPcusip101121101)	51.7K	QoQ NEW(+51.7K) YoY NEW(+51.7K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Globe Life Inc.(GLcusip37959E102)	26.3K	QoQ NEW(+26.3K) YoY -78.52% (-96.2K)	All Managers (Combined)	$3.5M	QoQ NEW(+$3.5M) YoY -75.68% (-$10.8M)
Ultragenyx Pharmaceutical Inc.(RAREcusip90400D108)	95.4K	QoQ +181.78% (+61.5K) YoY NEW(+95.4K)	All Managers (Combined)	$3.5M	QoQ +142.53% (+$2.0M) YoY NEW(+$3.5M)
Adient Plc(ADNTcusipG0084W101)	268.3K	QoQ +1142.13% (+246.7K) YoY +219.81% (+184.4K)	All Managers (Combined)	$3.4M	QoQ +827.09% (+$3.1M) YoY +24.93% (+$688.5K)
Arcosa, Inc.(ACAcusip039653100)	44.6K	QoQ NEW(+44.6K) YoY NEW(+44.6K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Remitly Global, Inc.(RELYcusip75960P104)	163.9K	QoQ NEW(+163.9K) YoY -30.99% (-73.6K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY -30.79% (-$1.5M)
Bruker Corp(BRKRcusip116794108)	80.9K	QoQ NEW(+80.9K) YoY NEW(+80.9K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Everest Group, Ltd.(EGcusipG3223R108)	9.3K	QoQ NEW(+9.3K) YoY NEW(+9.3K)	All Managers (Combined)	$3.4M	QoQ NEW(+$3.4M) YoY NEW(+$3.4M)
Southwest Gas Holdings, Inc.(SWXcusip844895102)	46.2K	QoQ +116.92% (+24.9K) YoY NEW(+46.2K)	All Managers (Combined)	$3.3M	QoQ +120.27% (+$1.8M) YoY NEW(+$3.3M)
Lendingclub Corp(LCcusip52603A208)	317.2K	QoQ NEW(+317.2K) YoY NEW(+317.2K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Interdigital, Inc.(IDCCcusip45867G101)	15.8K	QoQ -40.52% (-10.8K) YoY -67.29% (-32.5K)	All Managers (Combined)	$3.3M	QoQ -36.52% (-$1.9M) YoY -36.49% (-$1.9M)
Paylocity Holding Corp(PCTYcusip70438V106)	17.4K	QoQ NEW(+17.4K) YoY NEW(+17.4K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Eplus Inc(PLUScusip294268107)	53.3K	QoQ NEW(+53.3K) YoY NEW(+53.3K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Msci Inc.(MSCIcusip55354G100)	5.7K	QoQ -83.26% (-28.6K) YoY -92.78% (-73.8K)	All Managers (Combined)	$3.2M	QoQ -84.22% (-$17.3M) YoY -92.72% (-$41.4M)
(cusip00922R105)✕	144.3K	QoQ NEW(+144.3K) YoY NEW(+144.3K)	All Managers (Combined)	$3.2M	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Texas Pacific Land Corp(TPLcusip88262P102)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$3.2M	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
Lincoln National Corp(LNCcusip534187109)	89.4K	QoQ -76.01% (-283.3K) YoY NEW(+89.4K)	All Managers (Combined)	$3.2M	QoQ -72.83% (-$8.6M) YoY NEW(+$3.2M)