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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INSIGHT ENTERPRISES INC

NSIT|45765U103

15984

Value:

$2.4B

United Parks & Resorts Inc.

PRKS|81282V100

52350

Value:

$2.4B

Sprout Social, Inc.

SPT|85209W109

108180(+403.1%)

Value:

$2.4B(+260.2%)

MCGRATH RENTCORP

MGRC|580589109

21028

Value:

$2.3B

PROSPERITY BANCSHARES INC

PB|743606105

32756

Value:

$2.3B

APPLIED OPTOELECTRONICS, INC.

AAOI|03823U102

151380

Value:

$2.3B

NEWS CORP

NWS|65249B208

76492

Value:

$2.3B

Medtronic plc

MDT|G5960L103

25611(-95.4%)

Value:

$2.3B(-94.9%)

NIKE, Inc.

NKE|654106103

36016(-94.1%)

Value:

$2.3B(-95.1%)

Intercontinental Exchange, Inc.

ICE|45866F104

13231(-92.7%)

Value:

$2.3B(-91.5%)

AECOM

ACM|00766T100

24540

Value:

$2.3B

Disc Medicine, Inc.

IRON|254604101

45448

Value:

$2.3B

LEVI STRAUSS & CO

LEVI|52736R102

144659

Value:

$2.3B

HOME BANCSHARES INC

HOMB|436893200

78517(+87.6%)

Value:

$2.2B(+87.4%)

Edgewise Therapeutics, Inc.

EWTX|28036F105

100826

Value:

$2.2B

ATI INC

ATI|01741R102

42498

Value:

$2.2B

Aon plc

AON|G0403H108

5527

Value:

$2.2B

Salesforce, Inc.

CRM|79466L302

8190(-51.9%)

Value:

$2.2B(-61.4%)

Prestige Consumer Healthcare Inc.

PBH|74112D101

25381

Value:

$2.2B

CONAGRA BRANDS INC.

CAG|205887102

81605(-83.0%)

Value:

$2.2B(-83.7%)

Instrument	Shares		Other Manager	Value
Insight Enterprises Inc(NSITcusip45765U103)	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
United Parks & Resorts Inc.(PRKScusip81282V100)	52.4K	QoQ NEW(+52.4K) YoY NEW(+52.4K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Sprout Social, Inc.(SPTcusip85209W109)	108.2K	QoQ +403.06% (+86.7K) YoY NEW(+108.2K)	All Managers (Combined)	$2.4M	QoQ +260.22% (+$1.7M) YoY NEW(+$2.4M)
Mcgrath Rentcorp(MGRCcusip580589109)	21.0K	QoQ NEW(+21.0K) YoY NEW(+21.0K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Prosperity Bancshares Inc(PBcusip743606105)	32.8K	QoQ NEW(+32.8K) YoY NEW(+32.8K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Applied Optoelectronics, Inc.(AAOIcusip03823U102)	151.4K	QoQ NEW(+151.4K) YoY NEW(+151.4K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
News Corp(NWScusip65249B208)	76.5K	QoQ NEW(+76.5K) YoY NEW(+76.5K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Medtronic Plc(MDTcusipG5960L103)	25.6K	QoQ -95.43% (-535.8K) YoY NEW(+25.6K)	All Managers (Combined)	$2.3M	QoQ -94.86% (-$42.5M) YoY NEW(+$2.3M)
Nike, Inc.(NKEcusip654106103)	36.0K	QoQ -94.12% (-577.3K) YoY -94.68% (-641.2K)	All Managers (Combined)	$2.3M	QoQ -95.07% (-$44.1M) YoY -96.40% (-$61.4M)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	13.2K	QoQ -92.69% (-167.9K) YoY -96.51% (-366.6K)	All Managers (Combined)	$2.3M	QoQ -91.54% (-$24.7M) YoY -95.62% (-$49.9M)
Aecom(ACMcusip00766T100)	24.5K	QoQ NEW(+24.5K) YoY NEW(+24.5K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Disc Medicine, Inc.(IRONcusip254604101)	45.4K	QoQ NEW(+45.4K) YoY NEW(+45.4K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Levi Strauss & Co(LEVIcusip52736R102)	144.7K	QoQ NEW(+144.7K) YoY NEW(+144.7K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Home Bancshares Inc(HOMBcusip436893200)	78.5K	QoQ +87.62% (+36.7K) YoY NEW(+78.5K)	All Managers (Combined)	$2.2M	QoQ +87.42% (+$1.0M) YoY NEW(+$2.2M)
Edgewise Therapeutics, Inc.(EWTXcusip28036F105)	100.8K	QoQ NEW(+100.8K) YoY NEW(+100.8K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Ati Inc(ATIcusip01741R102)	42.5K	QoQ NEW(+42.5K) YoY NEW(+42.5K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Aon Plc(AONcusipG0403H108)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Salesforce, Inc.(CRMcusip79466L302)	8.2K	QoQ -51.88% (-8.8K) YoY -92.13% (-96.0K)	All Managers (Combined)	$2.2M	QoQ -61.37% (-$3.5M) YoY -92.99% (-$29.2M)
Prestige Consumer Healthcare Inc.(PBHcusip74112D101)	25.4K	QoQ NEW(+25.4K) YoY NEW(+25.4K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Conagra Brands Inc.(CAGcusip205887102)	81.6K	QoQ -83.00% (-398.5K) YoY NEW(+81.6K)	All Managers (Combined)	$2.2M	QoQ -83.66% (-$11.1M) YoY NEW(+$2.2M)