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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Constellation Energy Corp

CEG|21037T109

174410(+261.9%)

Value:

$35.2B(+226.2%)

TRUIST FINANCIAL CORP

TFC|89832Q109

833103(+13.8%)

Value:

$34.3B(+7.9%)

HOLOGIC INC

HOLX|436440101

545942(+4213.4%)

Value:

$33.7B(+3595.9%)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

53101(+111.2%)

Value:

$33.7B(+88.1%)

TAPESTRY, INC.

TPR|876030107

474904(+287.1%)

Value:

$33.4B(+317.2%)

DOMINION ENERGY, INC

D|25746U109

588096(+125.1%)

Value:

$33.0B(+134.4%)

Palo Alto Networks Inc

PANW|697435105

192638(-33.2%)

Value:

$32.9B(-37.4%)

ICON PLC

ICLR|G4705A100

185707

Value:

$32.5B

On Holding AG

ONON|H5919C104

720844

Value:

$31.7B

KINDER MORGAN, INC.

KMI|49456B101

1081759

Value:

$30.9B

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

124684(+840.3%)

Value:

$29.9B(+807.0%)

CBRE GROUP, INC.

CBRE|12504L109

223448

Value:

$29.2B

Xylem Inc.

XYL|98419M100

241165

Value:

$28.8B

GLOBAL PAYMENTS INC

GPN|37940X102

291645

Value:

$28.6B

Walmart Inc.

WMT|931142103

321057

Value:

$28.2B

Kraft Heinz Co

KHC|500754106

914126(+261.1%)

Value:

$27.8B(+257.8%)

CRH PUBLIC LTD CO

CRH|G25508105

315031(+1467.4%)

Value:

$27.7B(+1390.3%)

UNITED PARCEL SERVICE INC

UPS|911312106

248058

Value:

$27.3B

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

22594

Value:

$26.7B

US BANCORP \DE\

USB|902973304

625237

Value:

$26.4B

Instrument	Shares		Other Manager	Value
Constellation Energy Corp(CEGcusip21037T109)	174.4K	QoQ +261.89% (+126.2K) YoY NEW(+174.4K)	All Managers (Combined)	$35.2M	QoQ +226.17% (+$24.4M) YoY NEW(+$35.2M)
Truist Financial Corp(TFCcusip89832Q109)	833.1K	QoQ +13.76% (+100.8K) YoY +135.63% (+479.5K)	All Managers (Combined)	$34.3M	QoQ +7.92% (+$2.5M) YoY +148.74% (+$20.5M)
Hologic Inc(HOLXcusip436440101)	545.9K	QoQ +4213.36% (+533.3K) YoY +2573.95% (+525.5K)	All Managers (Combined)	$33.7M	QoQ +3595.88% (+$32.8M) YoY +2018.65% (+$32.1M)
Regeneron Pharmaceuticals, Inc.(REGNcusip75886F107)	53.1K	QoQ +111.24% (+28.0K) YoY +152.70% (+32.1K)	All Managers (Combined)	$33.7M	QoQ +88.08% (+$15.8M) YoY +66.51% (+$13.5M)
Tapestry, Inc.(TPRcusip876030107)	474.9K	QoQ +287.12% (+352.2K) YoY NEW(+474.9K)	All Managers (Combined)	$33.4M	QoQ +317.22% (+$25.4M) YoY NEW(+$33.4M)
Dominion Energy, Inc(Dcusip25746U109)	588.1K	QoQ +125.13% (+326.9K) YoY NEW(+588.1K)	All Managers (Combined)	$33.0M	QoQ +134.37% (+$18.9M) YoY NEW(+$33.0M)
Palo Alto Networks Inc(PANWcusip697435105)	192.6K	QoQ -33.24% (-95.9K) YoY NEW(+192.6K)	All Managers (Combined)	$32.9M	QoQ -37.39% (-$19.6M) YoY NEW(+$32.9M)
Icon Plc(ICLRcusipG4705A100)	185.7K	QoQ NEW(+185.7K) YoY NEW(+185.7K)	All Managers (Combined)	$32.5M	QoQ NEW(+$32.5M) YoY NEW(+$32.5M)
On Holding Ag(ONONcusipH5919C104)	720.8K	QoQ NEW(+720.8K) YoY NEW(+720.8K)	All Managers (Combined)	$31.7M	QoQ NEW(+$31.7M) YoY NEW(+$31.7M)
Kinder Morgan, Inc.(KMIcusip49456B101)	1.1M	QoQ NEW(+1.1M) YoY +17.20% (+158.8K)	All Managers (Combined)	$30.9M	QoQ NEW(+$30.9M) YoY +82.32% (+$13.9M)
Renaissancere Holdings Ltd(RNRcusipG7496G103)	124.7K	QoQ +840.30% (+111.4K) YoY NEW(+124.7K)	All Managers (Combined)	$29.9M	QoQ +807.00% (+$26.6M) YoY NEW(+$29.9M)
Cbre Group, Inc.(CBREcusip12504L109)	223.4K	QoQ NEW(+223.4K) YoY NEW(+223.4K)	All Managers (Combined)	$29.2M	QoQ NEW(+$29.2M) YoY NEW(+$29.2M)
Xylem Inc.(XYLcusip98419M100)	241.2K	QoQ NEW(+241.2K) YoY +624.69% (+207.9K)	All Managers (Combined)	$28.8M	QoQ NEW(+$28.8M) YoY +569.85% (+$24.5M)
Global Payments Inc(GPNcusip37940X102)	291.6K	QoQ NEW(+291.6K) YoY -9.71% (-31.4K)	All Managers (Combined)	$28.6M	QoQ NEW(+$28.6M) YoY -33.85% (-$14.6M)
Walmart Inc.(WMTcusip931142103)	321.1K	QoQ NEW(+321.1K) YoY NEW(+321.1K)	All Managers (Combined)	$28.2M	QoQ NEW(+$28.2M) YoY NEW(+$28.2M)
Kraft Heinz Co(KHCcusip500754106)	914.1K	QoQ +261.09% (+661.0K) YoY +198.21% (+607.6K)	All Managers (Combined)	$27.8M	QoQ +257.80% (+$20.0M) YoY +145.92% (+$16.5M)
Crh Public Ltd Co(CRHcusipG25508105)	315.0K	QoQ +1467.39% (+294.9K) YoY +10464.41% (+312.0K)	All Managers (Combined)	$27.7M	QoQ +1390.31% (+$25.9M) YoY +10673.86% (+$27.5M)
United Parcel Service Inc(UPScusip911312106)	248.1K	QoQ NEW(+248.1K) YoY -33.34% (-124.1K)	All Managers (Combined)	$27.3M	QoQ NEW(+$27.3M) YoY -50.67% (-$28.0M)
Mettler Toledo International Inc/(MTDcusip592688105)	22.6K	QoQ NEW(+22.6K) YoY NEW(+22.6K)	All Managers (Combined)	$26.7M	QoQ NEW(+$26.7M) YoY NEW(+$26.7M)
Us Bancorp \De\(USBcusip902973304)	625.2K	QoQ NEW(+625.2K) YoY +209.06% (+422.9K)	All Managers (Combined)	$26.4M	QoQ NEW(+$26.4M) YoY +191.91% (+$17.4M)