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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Elastic N.V.

ESTC|N14506104

6799(-91.7%)

Value:

$605.8M(-92.5%)

BLACKSTONE MORTGAGE TRUST, INC.

BXMT|09257W100

28945

Value:

$578.9M

Otter Tail Corp

OTTR|689648103

7184

Value:

$577.4M

U-Haul Holding Co /NV/

UHAL|023586100

8820

Value:

$576.5M

878742204

15728(+125.4%)

Value:

$573.0M(+102.6%)

GENUINE PARTS CO

GPC|372460105

4774

Value:

$568.8M

AMAZON COM INC

AMZN|023135106

2985(-98.4%)

Value:

$567.9M(-98.6%)

Artisan Partners Asset Management Inc.

APAM|04316A108

14388

Value:

$562.6M

NMI Holdings, Inc.

NMIH|629209305

14672(+109.1%)

Value:

$528.9M(+105.1%)

BOX INC

BOX|10316T104

17093

Value:

$527.5M

Fastly, Inc.

FSLY|31188V100

83324

Value:

$527.4M

RENASANT CORP

RNST|75970E107

15409

Value:

$522.8M

FIFTH THIRD BANCORP

FITB|316773100

13311(-8.1%)

Value:

$521.8M(-14.8%)

Atmus Filtration Technologies Inc.

ATMU|04956D107

14021

Value:

$515.0M

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

2732(-98.2%)

Value:

$513.3M(-98.1%)

COMCAST CORP

CMCSA|20030N101

13681(-97.6%)

Value:

$504.8M(-97.7%)

DECKERS OUTDOOR CORP

DECK|243537107

4479(-98.0%)

Value:

$500.8M(-98.9%)

ENERGIZER HOLDINGS, INC.

ENR|29272W109

16733

Value:

$500.7M

Noble Corp plc

NE|G65431127

20387

Value:

$483.2M

IONIS PHARMACEUTICALS INC

IONS|462222100

15938

Value:

$480.8M

Instrument	Shares		Other Manager	Value
Elastic N.V.(ESTCcusipN14506104)	6.8K	QoQ -91.68% (-75.0K) YoY NEW(+6.8K)	All Managers (Combined)	$605.8K	QoQ -92.52% (-$7.5M) YoY NEW(+$605.8K)
Blackstone Mortgage Trust, Inc.(BXMTcusip09257W100)	28.9K	QoQ NEW(+28.9K) YoY NEW(+28.9K)	All Managers (Combined)	$578.9K	QoQ NEW(+$578.9K) YoY NEW(+$578.9K)
Otter Tail Corp(OTTRcusip689648103)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$577.4K	QoQ NEW(+$577.4K) YoY NEW(+$577.4K)
U-Haul Holding Co /Nv/(UHALcusip023586100)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$576.5K	QoQ NEW(+$576.5K) YoY NEW(+$576.5K)
(cusip878742204)✕	15.7K	QoQ +125.36% (+8.7K) YoY NEW(+15.7K)	All Managers (Combined)	$573.0K	QoQ +102.56% (+$290.1K) YoY NEW(+$573.0K)
Genuine Parts Co(GPCcusip372460105)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$568.8K	QoQ NEW(+$568.8K) YoY NEW(+$568.8K)
Amazon Com Inc(AMZNcusip023135106)	3.0K	QoQ -98.36% (-180.0K) YoY -96.28% (-77.4K)	All Managers (Combined)	$567.9K	QoQ -98.58% (-$39.6M) YoY -96.08% (-$13.9M)
Artisan Partners Asset Management Inc.(APAMcusip04316A108)	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$562.6K	QoQ NEW(+$562.6K) YoY NEW(+$562.6K)
Nmi Holdings, Inc.(NMIHcusip629209305)	14.7K	QoQ +109.12% (+7.7K) YoY NEW(+14.7K)	All Managers (Combined)	$528.9K	QoQ +105.08% (+$271.0K) YoY NEW(+$528.9K)
Box Inc(BOXcusip10316T104)	17.1K	QoQ NEW(+17.1K) YoY NEW(+17.1K)	All Managers (Combined)	$527.5K	QoQ NEW(+$527.5K) YoY NEW(+$527.5K)
Fastly, Inc.(FSLYcusip31188V100)	83.3K	QoQ NEW(+83.3K) YoY -50.26% (-84.2K)	All Managers (Combined)	$527.4K	QoQ NEW(+$527.4K) YoY -75.72% (-$1.6M)
Renasant Corp(RNSTcusip75970E107)	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$522.8K	QoQ NEW(+$522.8K) YoY NEW(+$522.8K)
Fifth Third Bancorp(FITBcusip316773100)	13.3K	QoQ -8.08% (-1.2K) YoY NEW(+13.3K)	All Managers (Combined)	$521.8K	QoQ -14.78% (-$90.5K) YoY NEW(+$521.8K)
Atmus Filtration Technologies Inc.(ATMUcusip04956D107)	14.0K	QoQ NEW(+14.0K) YoY NEW(+14.0K)	All Managers (Combined)	$515.0K	QoQ NEW(+$515.0K) YoY NEW(+$515.0K)
Universal Health Services Inc(UHScusip913903100)	2.7K	QoQ -98.20% (-149.7K) YoY NEW(+2.7K)	All Managers (Combined)	$513.3K	QoQ -98.12% (-$26.8M) YoY NEW(+$513.3K)
Comcast Corp(CMCSAcusip20030N101)	13.7K	QoQ -97.63% (-565.8K) YoY NEW(+13.7K)	All Managers (Combined)	$504.8K	QoQ -97.67% (-$21.2M) YoY NEW(+$504.8K)
Deckers Outdoor Corp(DECKcusip243537107)	4.5K	QoQ -97.95% (-214.9K) YoY NEW(+4.5K)	All Managers (Combined)	$500.8K	QoQ -98.87% (-$44.0M) YoY NEW(+$500.8K)
Energizer Holdings, Inc.(ENRcusip29272W109)	16.7K	QoQ NEW(+16.7K) YoY -85.44% (-98.2K)	All Managers (Combined)	$500.7K	QoQ NEW(+$500.7K) YoY -85.20% (-$2.9M)
Noble Corp Plc(NEcusipG65431127)	20.4K	QoQ NEW(+20.4K) YoY NEW(+20.4K)	All Managers (Combined)	$483.2K	QoQ NEW(+$483.2K) YoY NEW(+$483.2K)
Ionis Pharmaceuticals Inc(IONScusip462222100)	15.9K	QoQ NEW(+15.9K) YoY -65.62% (-30.4K)	All Managers (Combined)	$480.8K	QoQ NEW(+$480.8K) YoY -76.07% (-$1.5M)