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
Manager:
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Page 18 of 34
Bank OZK
Shares:
65080(+635.7%)
Value:
$2.8B(+617.9%)
BRUNSWICK CORP
Shares:
52430(-13.2%)
Value:
$2.8B(-27.7%)
AMBARELLA INC
Shares:
55296
Value:
$2.8B
PACS Group, Inc.
Shares:
246000(+405.2%)
Value:
$2.8B(+333.1%)
GMS Inc.
Shares:
37142
Value:
$2.7B
AFLAC INC
Shares:
24129
Value:
$2.7B
SIGNET JEWELERS LTD
Shares:
46205
Value:
$2.7B
Arcutis Biotherapeutics, Inc.
Shares:
167764
Value:
$2.6B
ASSURED GUARANTY LTD
Shares:
29440
Value:
$2.6B
KORN FERRY
Shares:
38183
Value:
$2.6B
InMode Ltd.
Shares:
145986(+641.9%)
Value:
$2.6B(+688.1%)
Hess Midstream LP
Shares:
61146
Value:
$2.6B
CARTERS INC
Shares:
63042
Value:
$2.6B
HANOVER INSURANCE GROUP, INC.
Shares:
14695
Value:
$2.6B
LITTELFUSE INC /DE
Shares:
12705(+543.9%)
Value:
$2.5B(+437.6%)
Tenable Holdings, Inc.
Shares:
70785(+9.1%)
Value:
$2.5B(-3.0%)
MAXLINEAR, INC
Shares:
227880
Value:
$2.5B
DORIAN LPG LTD.
Shares:
110256
Value:
$2.5B
Victory Capital Holdings, Inc.
Shares:
42376
Value:
$2.5B
GREENBRIER COMPANIES INC
Shares:
47654
Value:
$2.4B