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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Bank OZK

OZK|06417N103

65080(+635.7%)

Value:

$2.8B(+617.9%)

BRUNSWICK CORP

BC|117043109

52430(-13.2%)

Value:

$2.8B(-27.7%)

AMBARELLA INC

AMBA|G037AX101

55296

Value:

$2.8B

PACS Group, Inc.

PACS|69380Q107

246000(+405.2%)

Value:

$2.8B(+333.1%)

GMS Inc.

GMS|36251C103

37142

Value:

$2.7B

AFLAC INC

AFL|001055102

24129

Value:

$2.7B

SIGNET JEWELERS LTD

SIG|G81276100

46205

Value:

$2.7B

Arcutis Biotherapeutics, Inc.

ARQT|03969K108

167764

Value:

$2.6B

ASSURED GUARANTY LTD

AGO|G0585R106

29440

Value:

$2.6B

KORN FERRY

KFY|500643200

38183

Value:

$2.6B

InMode Ltd.

INMD|M5425M103

145986(+641.9%)

Value:

$2.6B(+688.1%)

Hess Midstream LP

HESM|428103105

61146

Value:

$2.6B

CARTERS INC

CRI|146229109

63042

Value:

$2.6B

HANOVER INSURANCE GROUP, INC.

THG|410867105

14695

Value:

$2.6B

LITTELFUSE INC /DE

LFUS|537008104

12705(+543.9%)

Value:

$2.5B(+437.6%)

Tenable Holdings, Inc.

TENB|88025T102

70785(+9.1%)

Value:

$2.5B(-3.0%)

MAXLINEAR, INC

MXL|57776J100

227880

Value:

$2.5B

DORIAN LPG LTD.

LPG|Y2106R110

110256

Value:

$2.5B

Victory Capital Holdings, Inc.

VCTR|92645B103

42376

Value:

$2.5B

GREENBRIER COMPANIES INC

GBX|393657101

47654

Value:

$2.4B

Instrument	Shares		Other Manager	Value
Bank Ozk(OZKcusip06417N103)	65.1K	QoQ +635.69% (+56.2K) YoY NEW(+65.1K)	All Managers (Combined)	$2.8M	QoQ +617.85% (+$2.4M) YoY NEW(+$2.8M)
Brunswick Corp(BCcusip117043109)	52.4K	QoQ -13.20% (-8.0K) YoY NEW(+52.4K)	All Managers (Combined)	$2.8M	QoQ -27.73% (-$1.1M) YoY NEW(+$2.8M)
Ambarella Inc(AMBAcusipG037AX101)	55.3K	QoQ NEW(+55.3K) YoY -13.79% (-8.8K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY -14.54% (-$473.6K)
Pacs Group, Inc.(PACScusip69380Q107)	246.0K	QoQ +405.17% (+197.3K) YoY NEW(+246.0K)	All Managers (Combined)	$2.8M	QoQ +333.11% (+$2.1M) YoY NEW(+$2.8M)
Gms Inc.(GMScusip36251C103)	37.1K	QoQ NEW(+37.1K) YoY -32.25% (-17.7K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY -49.07% (-$2.6M)
Aflac Inc(AFLcusip001055102)	24.1K	QoQ NEW(+24.1K) YoY NEW(+24.1K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
Signet Jewelers Ltd(SIGcusipG81276100)	46.2K	QoQ NEW(+46.2K) YoY NEW(+46.2K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
Arcutis Biotherapeutics, Inc.(ARQTcusip03969K108)	167.8K	QoQ NEW(+167.8K) YoY NEW(+167.8K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Assured Guaranty Ltd(AGOcusipG0585R106)	29.4K	QoQ NEW(+29.4K) YoY +26.32% (+6.1K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY +27.55% (+$560.3K)
Korn Ferry(KFYcusip500643200)	38.2K	QoQ NEW(+38.2K) YoY +152.56% (+23.1K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY +160.51% (+$1.6M)
Inmode Ltd.(INMDcusipM5425M103)	146.0K	QoQ +641.91% (+126.3K) YoY -18.63% (-33.4K)	All Managers (Combined)	$2.6M	QoQ +688.11% (+$2.3M) YoY -33.20% (-$1.3M)
Hess Midstream Lp(HESMcusip428103105)	61.1K	QoQ NEW(+61.1K) YoY NEW(+61.1K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Carters Inc(CRIcusip146229109)	63.0K	QoQ NEW(+63.0K) YoY NEW(+63.0K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Hanover Insurance Group, Inc.(THGcusip410867105)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Littelfuse Inc /De(LFUScusip537008104)	12.7K	QoQ +543.94% (+10.7K) YoY +133.80% (+7.3K)	All Managers (Combined)	$2.5M	QoQ +437.61% (+$2.0M) YoY +89.80% (+$1.2M)
Tenable Holdings, Inc.(TENBcusip88025T102)	70.8K	QoQ +9.14% (-5.9K) YoY NEW(+70.8K)	All Managers (Combined)	$2.5M	QoQ -3.05% (-$78.0K) YoY NEW(+$2.5M)
Maxlinear, Inc(MXLcusip57776J100)	227.9K	QoQ NEW(+227.9K) YoY +508.78% (+190.4K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY +254.11% (+$1.8M)
Dorian Lpg Ltd.(LPGcusipY2106R110)	110.3K	QoQ NEW(+110.3K) YoY +339.33% (+85.2K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY +155.19% (+$1.5M)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	42.4K	QoQ NEW(+42.4K) YoY NEW(+42.4K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
Greenbrier Companies Inc(GBXcusip393657101)	47.7K	QoQ NEW(+47.7K) YoY NEW(+47.7K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)