Twinbeech Capital LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Twinbeech Capital LP
Data Enrichment
99% identified
672 identified8 unidentified

Holdings

680 positions
Manager:
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Page 29 of 34
Elastic N.V.
Shares:
6799(-91.7%)
Value:
$605.8M(-92.5%)
BLACKSTONE MORTGAGE TRUST, INC.
Shares:
28945
Value:
$578.9M
Otter Tail Corp
Shares:
7184
Value:
$577.4M
U-Haul Holding Co /NV/
Shares:
8820
Value:
$576.5M
878742204
Shares:
15728(+125.4%)
Value:
$573.0M(+102.6%)
GENUINE PARTS CO
Shares:
4774
Value:
$568.8M
AMAZON COM INC
Shares:
2985(-98.4%)
Value:
$567.9M(-98.6%)
Artisan Partners Asset Management Inc.
Shares:
14388
Value:
$562.6M
NMI Holdings, Inc.
Shares:
14672(+109.1%)
Value:
$528.9M(+105.1%)
BOX INC
Shares:
17093
Value:
$527.5M
Fastly, Inc.
Shares:
83324
Value:
$527.4M
RENASANT CORP
Shares:
15409
Value:
$522.8M
FIFTH THIRD BANCORP
Shares:
13311(-8.1%)
Value:
$521.8M(-14.8%)
Atmus Filtration Technologies Inc.
Shares:
14021
Value:
$515.0M
UNIVERSAL HEALTH SERVICES INC
Shares:
2732(-98.2%)
Value:
$513.3M(-98.1%)
COMCAST CORP
Shares:
13681(-97.6%)
Value:
$504.8M(-97.7%)
DECKERS OUTDOOR CORP
Shares:
4479(-98.0%)
Value:
$500.8M(-98.9%)
ENERGIZER HOLDINGS, INC.
Shares:
16733
Value:
$500.7M
Noble Corp plc
Shares:
20387
Value:
$483.2M
IONIS PHARMACEUTICALS INC
Shares:
15938
Value:
$480.8M