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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Trade Desk, Inc.

TTD|88339J105

368264(+95.7%)

Value:

$20.2B(-8.9%)

WILLIAMS SONOMA INC

WSM|969904101

127383

Value:

$20.1B

STATE STREET CORP

STT|857477103

222527

Value:

$19.9B

WELLTOWER INC.

WELL|95040Q104

127303

Value:

$19.5B

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

81087(+9241.8%)

Value:

$19.3B(+7877.4%)

DOMINOS PIZZA INC

DPZ|25754A201

41622(-42.8%)

Value:

$19.1B(-37.4%)

STRYKER CORP

SYK|863667101

51026(-34.5%)

Value:

$19.0B(-32.3%)

Evercore Inc.

EVR|29977A105

93431(+4511.6%)

Value:

$18.7B(+3222.7%)

NEW YORK TIMES CO

NYT|650111107

375306(+1228.0%)

Value:

$18.6B(+1165.5%)

Seagate Technology Holdings plc

STX|G7997R103

215823(-31.3%)

Value:

$18.3B(-32.3%)

CLEAN HARBORS INC

CLH|184496107

92954(+2011.6%)

Value:

$18.3B(+1708.5%)

SharkNinja, Inc.

SN|G8068L108

219218

Value:

$18.3B

MOSAIC CO

MOS|61945C103

667002

Value:

$18.0B

PRUDENTIAL FINANCIAL INC

PRU|744320102

159310(+3205.2%)

Value:

$17.8B(+3014.2%)

INCYTE CORP

INCY|45337C102

292602(+7527.8%)

Value:

$17.7B(+6586.9%)

Public Storage

PSA|74460D109

57557(+0.0%)

Value:

$17.2B(-0.0%)

PACKAGING CORP OF AMERICA

PKG|695156109

86830

Value:

$17.2B

ENTEGRIS INC

ENTG|29362U104

194582(+141.1%)

Value:

$17.0B(+112.9%)

Meta Platforms, Inc.

META|30303M102

29379(+0.3%)

Value:

$16.9B(-1.3%)

Sarepta Therapeutics, Inc.

SRPT|803607100

264996

Value:

$16.9B

Instrument	Shares		Other Manager	Value
Trade Desk, Inc.(TTDcusip88339J105)	368.3K	QoQ +95.67% (-180.1K) YoY NEW(+368.3K)	All Managers (Combined)	$20.2M	QoQ -8.89% (-$2.0M) YoY NEW(+$20.2M)
Williams Sonoma Inc(WSMcusip969904101)	127.4K	QoQ NEW(+127.4K) YoY NEW(+127.4K)	All Managers (Combined)	$20.1M	QoQ NEW(+$20.1M) YoY NEW(+$20.1M)
State Street Corp(STTcusip857477103)	222.5K	QoQ NEW(+222.5K) YoY +465.96% (+183.2K)	All Managers (Combined)	$19.9M	QoQ NEW(+$19.9M) YoY +555.34% (+$16.9M)
Welltower Inc.(WELLcusip95040Q104)	127.3K	QoQ NEW(+127.3K) YoY +32.16% (+31.0K)	All Managers (Combined)	$19.5M	QoQ NEW(+$19.5M) YoY +116.70% (+$10.5M)
Marriott International Inc /Md/(MARcusip571903202)	81.1K	QoQ +9241.82% (+80.2K) YoY -58.23% (-113.0K)	All Managers (Combined)	$19.3M	QoQ +7877.41% (+$19.1M) YoY -60.56% (-$29.7M)
Dominos Pizza Inc(DPZcusip25754A201)	41.6K	QoQ -42.78% (-31.1K) YoY NEW(+41.6K)	All Managers (Combined)	$19.1M	QoQ -37.37% (-$11.4M) YoY NEW(+$19.1M)
Stryker Corp(SYKcusip863667101)	51.0K	QoQ -34.51% (-26.9K) YoY +254.61% (+36.6K)	All Managers (Combined)	$19.0M	QoQ -32.29% (-$9.1M) YoY +268.86% (+$13.8M)
Evercore Inc.(EVRcusip29977A105)	93.4K	QoQ +4511.59% (+91.4K) YoY NEW(+93.4K)	All Managers (Combined)	$18.7M	QoQ +3222.73% (+$18.1M) YoY NEW(+$18.7M)
New York Times Co(NYTcusip650111107)	375.3K	QoQ +1227.99% (+347.0K) YoY NEW(+375.3K)	All Managers (Combined)	$18.6M	QoQ +1165.49% (+$17.1M) YoY NEW(+$18.6M)
Seagate Technology Holdings Plc(STXcusipG7997R103)	215.8K	QoQ -31.25% (-98.1K) YoY NEW(+215.8K)	All Managers (Combined)	$18.3M	QoQ -32.33% (-$8.8M) YoY NEW(+$18.3M)
Clean Harbors Inc(CLHcusip184496107)	93.0K	QoQ +2011.63% (+88.6K) YoY NEW(+93.0K)	All Managers (Combined)	$18.3M	QoQ +1708.47% (+$17.3M) YoY NEW(+$18.3M)
Sharkninja, Inc.(SNcusipG8068L108)	219.2K	QoQ NEW(+219.2K) YoY NEW(+219.2K)	All Managers (Combined)	$18.3M	QoQ NEW(+$18.3M) YoY NEW(+$18.3M)
Mosaic Co(MOScusip61945C103)	667.0K	QoQ NEW(+667.0K) YoY NEW(+667.0K)	All Managers (Combined)	$18.0M	QoQ NEW(+$18.0M) YoY NEW(+$18.0M)
Prudential Financial Inc(PRUcusip744320102)	159.3K	QoQ +3205.18% (+154.5K) YoY NEW(+159.3K)	All Managers (Combined)	$17.8M	QoQ +3014.17% (+$17.2M) YoY NEW(+$17.8M)
Incyte Corp(INCYcusip45337C102)	292.6K	QoQ +7527.78% (+288.8K) YoY NEW(+292.6K)	All Managers (Combined)	$17.7M	QoQ +6586.86% (+$17.5M) YoY NEW(+$17.7M)
Public Storage(PSAcusip74460D109)	57.6K	QoQ +0.02% (-14) YoY +2.50% (+1.4K)	All Managers (Combined)	$17.2M	QoQ -0.02% (-$4.4K) YoY +5.77% (+$939.9K)
Packaging Corp Of America(PKGcusip695156109)	86.8K	QoQ NEW(+86.8K) YoY +157.25% (+53.1K)	All Managers (Combined)	$17.2M	QoQ NEW(+$17.2M) YoY +168.42% (+$10.8M)
Entegris Inc(ENTGcusip29362U104)	194.6K	QoQ +141.13% (+113.9K) YoY NEW(+194.6K)	All Managers (Combined)	$17.0M	QoQ +112.94% (+$9.0M) YoY NEW(+$17.0M)
Meta Platforms, Inc.(METAcusip30303M102)	29.4K	QoQ +0.31% (-92) YoY -79.55% (-114.3K)	All Managers (Combined)	$16.9M	QoQ -1.25% (-$215.0K) YoY -75.72% (-$52.8M)
Sarepta Therapeutics, Inc.(SRPTcusip803607100)	265.0K	QoQ NEW(+265.0K) YoY NEW(+265.0K)	All Managers (Combined)	$16.9M	QoQ NEW(+$16.9M) YoY NEW(+$16.9M)