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

Search and click to pin securities to the top

Page 33 of 34

Sort by:

EAGLE BANCORP INC

EGBN|268948106

11386

Value:

$239.1M

COHU INC

COHU|192576106

15976

Value:

$235.0M

FISERV INC

FI|337738108

1059

Value:

$233.9M

MERCURY GENERAL CORP

MCY|589400100

4117(-70.4%)

Value:

$230.1M(-75.1%)

DARLING INGREDIENTS INC.

DAR|237266101

7164

Value:

$223.8M

Jamf Holding Corp.

JAMF|47074L105

18268(+42.5%)

Value:

$222.0M(+23.3%)

OPENLANE, Inc.

KAR|48238T109

11464

Value:

$221.0M

Compass, Inc.

COMP|20464U100

25171(-17.7%)

Value:

$219.7M(+22.8%)

Knowles Corp

KN|49926D109

14450

Value:

$219.6M

Osisko Gold Royalties LTD

OR|68827L101

10317

Value:

$217.9M

JFrog Ltd

FROG|M6191J100

6778

Value:

$216.9M

Xenon Pharmaceuticals Inc.

XENE|98420N105

6445

Value:

$216.2M

Innoviva, Inc.

INVA|45781M101

11767

Value:

$213.3M

Bausch & Lomb Corp

BLCO|071705107

14387

Value:

$208.6M

UNITED NATURAL FOODS INC

UNFI|911163103

7596

Value:

$208.1M

Northwest Natural Holding Co

NWN|66765N105

4819

Value:

$205.9M

Leidos Holdings, Inc.

LDOS|525327102

1524(-98.8%)

Value:

$205.6M(-98.8%)

ALAMOS GOLD INC

AGI.TO|011532108

7677

Value:

$205.3M

Freedom Holding Corp.

FRHC|356390104

1547

Value:

$204.5M

HANCOCK WHITNEY CORP

HWC|410120109

3875

Value:

$203.2M

Instrument	Shares		Other Manager	Value
Eagle Bancorp Inc(EGBNcusip268948106)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$239.1K	QoQ NEW(+$239.1K) YoY NEW(+$239.1K)
Cohu Inc(COHUcusip192576106)	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$235.0K	QoQ NEW(+$235.0K) YoY NEW(+$235.0K)
Fiserv Inc(FIcusip337738108)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$233.9K	QoQ NEW(+$233.9K) YoY NEW(+$233.9K)
Mercury General Corp(MCYcusip589400100)	4.1K	QoQ -70.41% (-9.8K) YoY NEW(+4.1K)	All Managers (Combined)	$230.1K	QoQ -75.12% (-$694.9K) YoY NEW(+$230.1K)
Darling Ingredients Inc.(DARcusip237266101)	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$223.8K	QoQ NEW(+$223.8K) YoY NEW(+$223.8K)
Jamf Holding Corp.(JAMFcusip47074L105)	18.3K	QoQ +42.55% (+5.5K) YoY NEW(+18.3K)	All Managers (Combined)	$222.0K	QoQ +23.27% (+$41.9K) YoY NEW(+$222.0K)
Openlane, Inc.(KARcusip48238T109)	11.5K	QoQ NEW(+11.5K) YoY NEW(+11.5K)	All Managers (Combined)	$221.0K	QoQ NEW(+$221.0K) YoY NEW(+$221.0K)
Compass, Inc.(COMPcusip20464U100)	25.2K	QoQ -17.71% (-5.4K) YoY NEW(+25.2K)	All Managers (Combined)	$219.7K	QoQ +22.79% (-$40.8K) YoY NEW(+$219.7K)
Knowles Corp(KNcusip49926D109)	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$219.6K	QoQ NEW(+$219.6K) YoY NEW(+$219.6K)
Osisko Gold Royalties Ltd(ORcusip68827L101)	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$217.9K	QoQ NEW(+$217.9K) YoY NEW(+$217.9K)
Jfrog Ltd(FROGcusipM6191J100)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$216.9K	QoQ NEW(+$216.9K) YoY NEW(+$216.9K)
Xenon Pharmaceuticals Inc.(XENEcusip98420N105)	6.4K	QoQ NEW(+6.4K) YoY -93.42% (-91.6K)	All Managers (Combined)	$216.2K	QoQ NEW(+$216.2K) YoY -94.87% (-$4.0M)
Innoviva, Inc.(INVAcusip45781M101)	11.8K	QoQ NEW(+11.8K) YoY NEW(+11.8K)	All Managers (Combined)	$213.3K	QoQ NEW(+$213.3K) YoY NEW(+$213.3K)
Bausch & Lomb Corp(BLCOcusip071705107)	14.4K	QoQ NEW(+14.4K) YoY NEW(+14.4K)	All Managers (Combined)	$208.6K	QoQ NEW(+$208.6K) YoY NEW(+$208.6K)
United Natural Foods Inc(UNFIcusip911163103)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$208.1K	QoQ NEW(+$208.1K) YoY NEW(+$208.1K)
Northwest Natural Holding Co(NWNcusip66765N105)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$205.9K	QoQ NEW(+$205.9K) YoY NEW(+$205.9K)
Leidos Holdings, Inc.(LDOScusip525327102)	1.5K	QoQ -98.77% (-123.0K) YoY NEW(+1.5K)	All Managers (Combined)	$205.6K	QoQ -98.85% (-$17.7M) YoY NEW(+$205.6K)
Alamos Gold Inc(AGI.TOcusip011532108)	7.7K	QoQ NEW(+7.7K) YoY NEW(+7.7K)	All Managers (Combined)	$205.3K	QoQ NEW(+$205.3K) YoY NEW(+$205.3K)
Freedom Holding Corp.(FRHCcusip356390104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$204.5K	QoQ NEW(+$204.5K) YoY NEW(+$204.5K)
Hancock Whitney Corp(HWCcusip410120109)	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$203.2K	QoQ NEW(+$203.2K) YoY NEW(+$203.2K)