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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Hilton Worldwide Holdings Inc.

HLT|43300A203

217008

Value:

$49.4B

Cheniere Energy, Inc.

LNG|16411R208

209326(+38.6%)

Value:

$48.4B(+49.2%)

GARTNER INC

IT|366651107

110240(+23.4%)

Value:

$46.3B(+6.9%)

ENTERGY CORP /DE/

ETR|29364G103

536470

Value:

$45.9B

CORNING INC /NY

GLW|219350105

978334(+10078.3%)

Value:

$44.8B(+9705.6%)

EOG RESOURCES INC

EOG|26875P101

346651

Value:

$44.5B

Airbnb, Inc.

ABNB|009066101

363566(+6438.9%)

Value:

$43.4B(+5844.3%)

DOVER Corp

DOV|260003108

240191(+13848.4%)

Value:

$42.2B(+12962.1%)

T-Mobile US, Inc.

TMUS|872590104

157917(+6285.6%)

Value:

$42.1B(+7615.8%)

KKR & Co. Inc.

KKR|48251W104

353315(+13147.6%)

Value:

$40.8B(+10254.7%)

APPLIED MATERIALS INC /DE

AMAT|038222105

274062(+4570.4%)

Value:

$39.8B(+4067.6%)

Cloudflare, Inc.

NET|18915M107

328156

Value:

$37.0B

INTEL CORP

INTC|458140100

1615389

Value:

$36.7B

PayPal Holdings, Inc.

PYPL|70450Y103

559542(+533.0%)

Value:

$36.5B(+383.9%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

38351(+5548.1%)

Value:

$36.3B(+5730.1%)

CLOROX CO /DE/

CLX|189054109

246170(+775.3%)

Value:

$36.2B(+693.6%)

TERADYNE, INC

TER|880770102

437274

Value:

$36.1B

TWILIO INC

TWLO|90138F102

368873(+153.9%)

Value:

$36.1B(+130.0%)

Dynatrace, Inc.

DT|268150109

755098

Value:

$35.6B

LABCORP HOLDINGS INC.

LH|504922105

152851

Value:

$35.6B

Instrument	Shares		Other Manager	Value
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	217.0K	QoQ NEW(+217.0K) YoY NEW(+217.0K)	All Managers (Combined)	$49.4M	QoQ NEW(+$49.4M) YoY NEW(+$49.4M)
Cheniere Energy, Inc.(LNGcusip16411R208)	209.3K	QoQ +38.57% (+58.3K) YoY NEW(+209.3K)	All Managers (Combined)	$48.4M	QoQ +49.23% (+$16.0M) YoY NEW(+$48.4M)
Gartner Inc(ITcusip366651107)	110.2K	QoQ +23.43% (+20.9K) YoY NEW(+110.2K)	All Managers (Combined)	$46.3M	QoQ +6.94% (+$3.0M) YoY NEW(+$46.3M)
Entergy Corp /De/(ETRcusip29364G103)	536.5K	QoQ NEW(+536.5K) YoY NEW(+536.5K)	All Managers (Combined)	$45.9M	QoQ NEW(+$45.9M) YoY NEW(+$45.9M)
Corning Inc /Ny(GLWcusip219350105)	978.3K	QoQ +10078.25% (+968.7K) YoY NEW(+978.3K)	All Managers (Combined)	$44.8M	QoQ +9705.57% (+$44.3M) YoY NEW(+$44.8M)
Eog Resources Inc(EOGcusip26875P101)	346.7K	QoQ NEW(+346.7K) YoY NEW(+346.7K)	All Managers (Combined)	$44.5M	QoQ NEW(+$44.5M) YoY NEW(+$44.5M)
Airbnb, Inc.(ABNBcusip009066101)	363.6K	QoQ +6438.95% (+358.0K) YoY +1308.84% (+337.8K)	All Managers (Combined)	$43.4M	QoQ +5844.32% (+$42.7M) YoY +920.24% (+$39.2M)
Dover Corp(DOVcusip260003108)	240.2K	QoQ +13848.37% (+238.5K) YoY +690.98% (+209.8K)	All Managers (Combined)	$42.2M	QoQ +12962.11% (+$41.9M) YoY +684.24% (+$36.8M)
T-Mobile Us, Inc.(TMUScusip872590104)	157.9K	QoQ +6285.64% (+155.4K) YoY NEW(+157.9K)	All Managers (Combined)	$42.1M	QoQ +7615.83% (+$41.6M) YoY NEW(+$42.1M)
Kkr & Co. Inc.(KKRcusip48251W104)	353.3K	QoQ +13147.65% (+350.6K) YoY NEW(+353.3K)	All Managers (Combined)	$40.8M	QoQ +10254.68% (+$40.5M) YoY NEW(+$40.8M)
Applied Materials Inc /De(AMATcusip038222105)	274.1K	QoQ +4570.44% (+268.2K) YoY +7953.54% (+270.7K)	All Managers (Combined)	$39.8M	QoQ +4067.59% (+$38.8M) YoY +5567.11% (+$39.1M)
Cloudflare, Inc.(NETcusip18915M107)	328.2K	QoQ NEW(+328.2K) YoY NEW(+328.2K)	All Managers (Combined)	$37.0M	QoQ NEW(+$37.0M) YoY NEW(+$37.0M)
Intel Corp(INTCcusip458140100)	1.6M	QoQ NEW(+1.6M) YoY NEW(+1.6M)	All Managers (Combined)	$36.7M	QoQ NEW(+$36.7M) YoY NEW(+$36.7M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	559.5K	QoQ +533.03% (+471.2K) YoY +999.40% (+508.6K)	All Managers (Combined)	$36.5M	QoQ +383.95% (+$29.0M) YoY +970.84% (+$33.1M)
Costco Wholesale Corp /New(COSTcusip22160K105)	38.4K	QoQ +5548.15% (+37.7K) YoY NEW(+38.4K)	All Managers (Combined)	$36.3M	QoQ +5730.07% (+$35.6M) YoY NEW(+$36.3M)
Clorox Co /De/(CLXcusip189054109)	246.2K	QoQ +775.33% (+218.0K) YoY NEW(+246.2K)	All Managers (Combined)	$36.2M	QoQ +693.62% (+$31.7M) YoY NEW(+$36.2M)
Teradyne, Inc(TERcusip880770102)	437.3K	QoQ NEW(+437.3K) YoY NEW(+437.3K)	All Managers (Combined)	$36.1M	QoQ NEW(+$36.1M) YoY NEW(+$36.1M)
Twilio Inc(TWLOcusip90138F102)	368.9K	QoQ +153.91% (+223.6K) YoY NEW(+368.9K)	All Managers (Combined)	$36.1M	QoQ +130.02% (+$20.4M) YoY NEW(+$36.1M)
Dynatrace, Inc.(DTcusip268150109)	755.1K	QoQ NEW(+755.1K) YoY +72.03% (+316.2K)	All Managers (Combined)	$35.6M	QoQ NEW(+$35.6M) YoY +74.66% (+$15.2M)
Labcorp Holdings Inc.(LHcusip504922105)	152.9K	QoQ NEW(+152.9K) YoY NEW(+152.9K)	All Managers (Combined)	$35.6M	QoQ NEW(+$35.6M) YoY NEW(+$35.6M)