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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Interactive Brokers Group, Inc.

IBKR|45841N107

13050(+600.1%)

Value:

$2.2B(+556.2%)

Hercules Capital, Inc.

HTGC|427096508

111431

Value:

$2.1B

VERINT SYSTEMS INC

VRNT|92343X100

119514(+147.1%)

Value:

$2.1B(+60.7%)

COLGATE PALMOLIVE CO

CL|194162103

22487

Value:

$2.1B

AMERICAN SUPERCONDUCTOR CORP /DE/

AMSC|030111207

115458

Value:

$2.1B

Janux Therapeutics, Inc.

JANX|47103J105

77437

Value:

$2.1B

ABM INDUSTRIES INC /DE/

ABM|000957100

44075

Value:

$2.1B

MASCO CORP /DE/

MAS|574599106

29851(+740.2%)

Value:

$2.1B(+705.1%)

Flywire Corp

FLYW|302492103

217782

Value:

$2.1B

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

40809(-95.3%)

Value:

$2.0B(-96.1%)

ALASKA AIR GROUP, INC.

ALK|011659109

41584

Value:

$2.0B

HNI CORP

HNI|404251100

45768

Value:

$2.0B

Nurix Therapeutics, Inc.

NRIX|67080M103

169280(+468.5%)

Value:

$2.0B(+258.5%)

DT Midstream, Inc.

DTM|23345M107

20759

Value:

$2.0B

AMN HEALTHCARE SERVICES INC

AMN|001744101

81371

Value:

$2.0B

WINTRUST FINANCIAL CORP

WTFC|97650W108

17437

Value:

$2.0B

GULFPORT ENERGY CORP

GPOR|402635502

10575

Value:

$1.9B

HELIX ENERGY SOLUTIONS GROUP INC

HLX|42330P107

233875

Value:

$1.9B

CENTURY ALUMINUM CO

CENX|156431108

103129

Value:

$1.9B

Vir Biotechnology, Inc.

VIR|92764N102

291416

Value:

$1.9B

Instrument	Shares		Other Manager	Value
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	13.1K	QoQ +600.10% (+11.2K) YoY NEW(+13.1K)	All Managers (Combined)	$2.2M	QoQ +556.19% (+$1.8M) YoY NEW(+$2.2M)
Hercules Capital, Inc.(HTGCcusip427096508)	111.4K	QoQ NEW(+111.4K) YoY +193.56% (+73.5K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY +205.65% (+$1.4M)
Verint Systems Inc(VRNTcusip92343X100)	119.5K	QoQ +147.10% (+71.1K) YoY NEW(+119.5K)	All Managers (Combined)	$2.1M	QoQ +60.68% (+$805.7K) YoY NEW(+$2.1M)
Colgate Palmolive Co(CLcusip194162103)	22.5K	QoQ NEW(+22.5K) YoY NEW(+22.5K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
American Superconductor Corp /De/(AMSCcusip030111207)	115.5K	QoQ NEW(+115.5K) YoY NEW(+115.5K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Janux Therapeutics, Inc.(JANXcusip47103J105)	77.4K	QoQ NEW(+77.4K) YoY NEW(+77.4K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Abm Industries Inc /De/(ABMcusip000957100)	44.1K	QoQ NEW(+44.1K) YoY NEW(+44.1K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
Masco Corp /De/(MAScusip574599106)	29.9K	QoQ +740.16% (+26.3K) YoY NEW(+29.9K)	All Managers (Combined)	$2.1M	QoQ +705.08% (+$1.8M) YoY NEW(+$2.1M)
Flywire Corp(FLYWcusip302492103)	217.8K	QoQ NEW(+217.8K) YoY -9.31% (-22.4K)	All Managers (Combined)	$2.1M	QoQ NEW(+$2.1M) YoY -65.27% (-$3.9M)
Chipotle Mexican Grill Inc(CMGcusip169656105)	40.8K	QoQ -95.32% (-831.9K) YoY NEW(+40.8K)	All Managers (Combined)	$2.0M	QoQ -96.10% (-$50.6M) YoY NEW(+$2.0M)
Alaska Air Group, Inc.(ALKcusip011659109)	41.6K	QoQ NEW(+41.6K) YoY NEW(+41.6K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Hni Corp(HNIcusip404251100)	45.8K	QoQ NEW(+45.8K) YoY NEW(+45.8K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Nurix Therapeutics, Inc.(NRIXcusip67080M103)	169.3K	QoQ +468.51% (+139.5K) YoY NEW(+169.3K)	All Managers (Combined)	$2.0M	QoQ +258.48% (+$1.5M) YoY NEW(+$2.0M)
Dt Midstream, Inc.(DTMcusip23345M107)	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Amn Healthcare Services Inc(AMNcusip001744101)	81.4K	QoQ NEW(+81.4K) YoY NEW(+81.4K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Wintrust Financial Corp(WTFCcusip97650W108)	17.4K	QoQ NEW(+17.4K) YoY NEW(+17.4K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Gulfport Energy Corp(GPORcusip402635502)	10.6K	QoQ NEW(+10.6K) YoY +121.97% (+5.8K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY +155.27% (+$1.2M)
Helix Energy Solutions Group Inc(HLXcusip42330P107)	233.9K	QoQ NEW(+233.9K) YoY NEW(+233.9K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Century Aluminum Co(CENXcusip156431108)	103.1K	QoQ NEW(+103.1K) YoY NEW(+103.1K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Vir Biotechnology, Inc.(VIRcusip92764N102)	291.4K	QoQ NEW(+291.4K) YoY NEW(+291.4K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)