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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Atlantic Union Bankshares Corp

AUB|04911A107

60604

Value:

$1.9B

PENSKE AUTOMOTIVE GROUP, INC.

PAG|70959W103

13077

Value:

$1.9B

WILLIAMS COMPANIES, INC.

WMB|969457100

31469(-90.2%)

Value:

$1.9B(-89.1%)

Datadog, Inc.

DDOG|23804L103

18768

Value:

$1.9B

ILLINOIS TOOL WORKS INC

ITW|452308109

7467(+8.0%)

Value:

$1.9B(+5.7%)

Sezzle Inc.

SEZL|78435P105

53055

Value:

$1.9B

BROWN FORMAN CORP

BF-B|115637209

54409(-30.1%)

Value:

$1.8B(-37.5%)

MICROCHIP TECHNOLOGY INC

MCHP|595017104

37665(-86.4%)

Value:

$1.8B(-88.5%)

CATERPILLAR INC

CAT|149123101

5489

Value:

$1.8B

PEGASYSTEMS INC

PEGA|705573103

25833

Value:

$1.8B

Immunovant, Inc.

IMVT|45258J102

102036(+704.1%)

Value:

$1.7B(+454.8%)

PINTEREST, INC.

PINS|72352L106

56170

Value:

$1.7B

NORTHERN OIL & GAS, INC.

NOG|665531307

55619

Value:

$1.7B

TETRA TECH INC

TTEK|88162G103

57234

Value:

$1.7B

AMETEK INC/

AME|031100100

9687(-63.2%)

Value:

$1.7B(-64.9%)

NNN REIT, INC.

NNN|637417106

38748

Value:

$1.7B

TTM TECHNOLOGIES INC

TTMI|87305R109

80090

Value:

$1.6B

TRINITY INDUSTRIES INC

TRN|896522109

58509

Value:

$1.6B

WEYERHAEUSER CO

WY|962166104

55216

Value:

$1.6B

COGNEX CORP

CGNX|192422103

54086(-18.3%)

Value:

$1.6B(-32.1%)

Instrument	Shares		Other Manager	Value
Atlantic Union Bankshares Corp(AUBcusip04911A107)	60.6K	QoQ NEW(+60.6K) YoY NEW(+60.6K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Penske Automotive Group, Inc.(PAGcusip70959W103)	13.1K	QoQ NEW(+13.1K) YoY NEW(+13.1K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Williams Companies, Inc.(WMBcusip969457100)	31.5K	QoQ -90.15% (-288.2K) YoY NEW(+31.5K)	All Managers (Combined)	$1.9M	QoQ -89.12% (-$15.4M) YoY NEW(+$1.9M)
Datadog, Inc.(DDOGcusip23804L103)	18.8K	QoQ NEW(+18.8K) YoY -48.84% (-17.9K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY -58.94% (-$2.7M)
Illinois Tool Works Inc(ITWcusip452308109)	7.5K	QoQ +8.04% (+556) YoY -94.70% (-133.5K)	All Managers (Combined)	$1.9M	QoQ +5.68% (+$99.5K) YoY -95.10% (-$36.0M)
Sezzle Inc.(SEZLcusip78435P105)	53.1K	QoQ NEW(+53.1K) YoY NEW(+53.1K)	All Managers (Combined)	$1.9M	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
Brown Forman Corp(BF-Bcusip115637209)	54.4K	QoQ -30.08% (-23.4K) YoY -69.29% (-122.8K)	All Managers (Combined)	$1.8M	QoQ -37.52% (-$1.1M) YoY -79.81% (-$7.3M)
Microchip Technology Inc(MCHPcusip595017104)	37.7K	QoQ -86.37% (-238.7K) YoY NEW(+37.7K)	All Managers (Combined)	$1.8M	QoQ -88.49% (-$14.0M) YoY NEW(+$1.8M)
Caterpillar Inc(CATcusip149123101)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
Pegasystems Inc(PEGAcusip705573103)	25.8K	QoQ NEW(+25.8K) YoY +65.69% (+10.2K)	All Managers (Combined)	$1.8M	QoQ NEW(+$1.8M) YoY +78.20% (+$788.1K)
Immunovant, Inc.(IMVTcusip45258J102)	102.0K	QoQ +704.12% (+89.3K) YoY +1278.67% (+94.6K)	All Managers (Combined)	$1.7M	QoQ +454.80% (+$1.4M) YoY +629.23% (+$1.5M)
Pinterest, Inc.(PINScusip72352L106)	56.2K	QoQ NEW(+56.2K) YoY -87.73% (-401.9K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY -89.03% (-$14.1M)
Northern Oil & Gas, Inc.(NOGcusip665531307)	55.6K	QoQ NEW(+55.6K) YoY NEW(+55.6K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
Tetra Tech Inc(TTEKcusip88162G103)	57.2K	QoQ NEW(+57.2K) YoY NEW(+57.2K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
Ametek Inc/(AMEcusip031100100)	9.7K	QoQ -63.21% (-16.6K) YoY -89.90% (-86.3K)	All Managers (Combined)	$1.7M	QoQ -64.87% (-$3.1M) YoY -90.49% (-$15.9M)
Nnn Reit, Inc.(NNNcusip637417106)	38.7K	QoQ NEW(+38.7K) YoY NEW(+38.7K)	All Managers (Combined)	$1.7M	QoQ NEW(+$1.7M) YoY NEW(+$1.7M)
Ttm Technologies Inc(TTMIcusip87305R109)	80.1K	QoQ NEW(+80.1K) YoY NEW(+80.1K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Trinity Industries Inc(TRNcusip896522109)	58.5K	QoQ NEW(+58.5K) YoY NEW(+58.5K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
Weyerhaeuser Co(WYcusip962166104)	55.2K	QoQ NEW(+55.2K) YoY +137.74% (+32.0K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY +93.84% (+$782.7K)
Cognex Corp(CGNXcusip192422103)	54.1K	QoQ -18.32% (-12.1K) YoY NEW(+54.1K)	All Managers (Combined)	$1.6M	QoQ -32.06% (-$761.4K) YoY NEW(+$1.6M)