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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EPAM Systems, Inc.

EPAM|29414B104

155834(+1006.7%)

Value:

$26.3B(+699.1%)

AGILENT TECHNOLOGIES, INC.

A|00846U101

223932

Value:

$26.2B

AUTOMATIC DATA PROCESSING INC

ADP|053015103

85195

Value:

$26.0B

Wix.com Ltd.

WIX|M98068105

152266

Value:

$24.9B

Aptiv PLC

APTV|G3265R107

417804

Value:

$24.9B

Floor & Decor Holdings, Inc.

FND|339750101

299975(+124.5%)

Value:

$24.1B(+81.2%)

Expedia Group, Inc.

EXPE|30212P303

138088(+107.7%)

Value:

$23.2B(+87.3%)

COOPER COMPANIES, INC.

COO|216648501

263269(+3519.8%)

Value:

$22.2B(+3221.3%)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

112210

Value:

$22.1B

METLIFE INC

MET|59156R108

275067

Value:

$22.1B

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

283816

Value:

$21.7B

Maplebear Inc.

CART|565394103

540251

Value:

$21.6B

Natera, Inc.

NTRA|632307104

152005(-54.4%)

Value:

$21.5B(-59.3%)

NXP Semiconductors N.V.

NXPI|N6596X109

112400(-65.4%)

Value:

$21.4B(-68.4%)

WYNN RESORTS LTD

WYNN|983134107

255474(+5959.6%)

Value:

$21.3B(+5772.5%)

JACOBS SOLUTIONS INC.

J|46982L108

175866

Value:

$21.3B

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

74231(+44.4%)

Value:

$21.0B(+5.6%)

DELTA AIR LINES, INC.

DAL|247361702

478640(+3614.4%)

Value:

$20.9B(+2576.8%)

HENRY SCHEIN INC

HSIC|806407102

297093

Value:

$20.3B

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

261030(+7902.1%)

Value:

$20.3B(+7245.3%)

Instrument	Shares		Other Manager	Value
Epam Systems, Inc.(EPAMcusip29414B104)	155.8K	QoQ +1006.69% (+141.8K) YoY +81.85% (+70.1K)	All Managers (Combined)	$26.3M	QoQ +699.13% (+$23.0M) YoY +11.18% (+$2.6M)
Agilent Technologies, Inc.(Acusip00846U101)	223.9K	QoQ NEW(+223.9K) YoY NEW(+223.9K)	All Managers (Combined)	$26.2M	QoQ NEW(+$26.2M) YoY NEW(+$26.2M)
Automatic Data Processing Inc(ADPcusip053015103)	85.2K	QoQ NEW(+85.2K) YoY -55.22% (-105.1K)	All Managers (Combined)	$26.0M	QoQ NEW(+$26.0M) YoY -45.22% (-$21.5M)
Wix.Com Ltd.(WIXcusipM98068105)	152.3K	QoQ NEW(+152.3K) YoY NEW(+152.3K)	All Managers (Combined)	$24.9M	QoQ NEW(+$24.9M) YoY NEW(+$24.9M)
Aptiv Plc(APTVcusipG3265R107)	417.8K	QoQ NEW(+417.8K) YoY NEW(+417.8K)	All Managers (Combined)	$24.9M	QoQ NEW(+$24.9M) YoY NEW(+$24.9M)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	300.0K	QoQ +124.45% (+166.3K) YoY NEW(+300.0K)	All Managers (Combined)	$24.1M	QoQ +81.16% (+$10.8M) YoY NEW(+$24.1M)
Expedia Group, Inc.(EXPEcusip30212P303)	138.1K	QoQ +107.67% (+71.6K) YoY -51.03% (-143.9K)	All Managers (Combined)	$23.2M	QoQ +87.35% (+$10.8M) YoY -40.24% (-$15.6M)
Cooper Companies, Inc.(COOcusip216648501)	263.3K	QoQ +3519.81% (+256.0K) YoY NEW(+263.3K)	All Managers (Combined)	$22.2M	QoQ +3221.34% (+$21.5M) YoY NEW(+$22.2M)
Reinsurance Group Of America Inc(RGAcusip759351604)	112.2K	QoQ NEW(+112.2K) YoY NEW(+112.2K)	All Managers (Combined)	$22.1M	QoQ NEW(+$22.1M) YoY NEW(+$22.1M)
Metlife Inc(METcusip59156R108)	275.1K	QoQ NEW(+275.1K) YoY NEW(+275.1K)	All Managers (Combined)	$22.1M	QoQ NEW(+$22.1M) YoY NEW(+$22.1M)
Cognizant Technology Solutions Corp(CTSHcusip192446102)	283.8K	QoQ NEW(+283.8K) YoY +56.70% (+102.7K)	All Managers (Combined)	$21.7M	QoQ NEW(+$21.7M) YoY +63.56% (+$8.4M)
Maplebear Inc.(CARTcusip565394103)	540.3K	QoQ NEW(+540.3K) YoY +3.74% (+19.5K)	All Managers (Combined)	$21.6M	QoQ NEW(+$21.6M) YoY +10.97% (+$2.1M)
Natera, Inc.(NTRAcusip632307104)	152.0K	QoQ -54.40% (-181.4K) YoY +36.99% (+41.0K)	All Managers (Combined)	$21.5M	QoQ -59.27% (-$31.3M) YoY +111.81% (+$11.3M)
Nxp Semiconductors N.V.(NXPIcusipN6596X109)	112.4K	QoQ -65.42% (-212.7K) YoY NEW(+112.4K)	All Managers (Combined)	$21.4M	QoQ -68.38% (-$46.2M) YoY NEW(+$21.4M)
Wynn Resorts Ltd(WYNNcusip983134107)	255.5K	QoQ +5959.62% (+251.3K) YoY +1252.71% (+236.6K)	All Managers (Combined)	$21.3M	QoQ +5772.54% (+$21.0M) YoY +1004.87% (+$19.4M)
Jacobs Solutions Inc.(Jcusip46982L108)	175.9K	QoQ NEW(+175.9K) YoY +1831.95% (+166.8K)	All Managers (Combined)	$21.3M	QoQ NEW(+$21.3M) YoY +1419.24% (+$19.9M)
Zebra Technologies Corp(ZBRAcusip989207105)	74.2K	QoQ +44.35% (+22.8K) YoY NEW(+74.2K)	All Managers (Combined)	$21.0M	QoQ +5.60% (+$1.1M) YoY NEW(+$21.0M)
Delta Air Lines, Inc.(DALcusip247361702)	478.6K	QoQ +3614.41% (+465.8K) YoY NEW(+478.6K)	All Managers (Combined)	$20.9M	QoQ +2576.83% (+$20.1M) YoY NEW(+$20.9M)
Henry Schein Inc(HSICcusip806407102)	297.1K	QoQ NEW(+297.1K) YoY NEW(+297.1K)	All Managers (Combined)	$20.3M	QoQ NEW(+$20.3M) YoY NEW(+$20.3M)
International Flavors & Fragrances Inc(IFFcusip459506101)	261.0K	QoQ +7902.14% (+257.8K) YoY NEW(+261.0K)	All Managers (Combined)	$20.3M	QoQ +7245.31% (+$20.0M) YoY NEW(+$20.3M)