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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Extra Space Storage Inc.

EXR|30225T102

85568(+7.1%)

Value:

$12.7B(+6.3%)

INTUITIVE SURGICAL INC

ISRG|46120E602

25516

Value:

$12.6B

ONTO INNOVATION INC.

ONTO|683344105

104031(+6590.1%)

Value:

$12.6B(+4770.6%)

Kyndryl Holdings, Inc.

KD|50155Q100

393371

Value:

$12.4B

Ferguson Enterprises Inc. /DE/

FERG|31488V107

76706(-26.8%)

Value:

$12.3B(-32.4%)

Fortune Brands Innovations, Inc.

FBIN|34964C106

199137(+8.2%)

Value:

$12.1B(-3.6%)

SS&C Technologies Holdings Inc

SSNC|78467J100

144992

Value:

$12.1B

Bank of New York Mellon Corp

BK|064058100

140423(+2513.0%)

Value:

$11.8B(+2752.4%)

CENTENE CORP

CNC|15135B101

190922

Value:

$11.6B

WILLIS TOWERS WATSON PLC

WTW|G96629103

34262

Value:

$11.6B

TD SYNNEX CORP

SNX|87162W100

110937

Value:

$11.5B

HUMANA INC

HUM|444859102

43560(-76.2%)

Value:

$11.5B(-75.2%)

AVALONBAY COMMUNITIES INC

AVB|053484101

53159

Value:

$11.4B

FLOWSERVE CORP

FLS|34354P105

229259

Value:

$11.2B

BridgeBio Pharma, Inc.

BBIO|10806X102

321811

Value:

$11.1B

Warner Music Group Corp.

WMG|934550203

353969

Value:

$11.1B

Norwegian Cruise Line Holdings Ltd.

NCLH|G66721104

579732

Value:

$11.0B

JANUS HENDERSON GROUP PLC

JHG|G4474Y214

301692(+2300.8%)

Value:

$10.9B(+1940.7%)

Option Care Health, Inc.

OPCH|68404L201

310634

Value:

$10.9B

SEALED AIR CORP/DE

SEE|81211K100

371576

Value:

$10.7B

Instrument	Shares		Other Manager	Value
Extra Space Storage Inc.(EXRcusip30225T102)	85.6K	QoQ +7.06% (+5.6K) YoY NEW(+85.6K)	All Managers (Combined)	$12.7M	QoQ +6.26% (+$749.2K) YoY NEW(+$12.7M)
Intuitive Surgical Inc(ISRGcusip46120E602)	25.5K	QoQ NEW(+25.5K) YoY -62.34% (-42.2K)	All Managers (Combined)	$12.6M	QoQ NEW(+$12.6M) YoY -53.27% (-$14.4M)
Onto Innovation Inc.(ONTOcusip683344105)	104.0K	QoQ +6590.09% (+102.5K) YoY NEW(+104.0K)	All Managers (Combined)	$12.6M	QoQ +4770.55% (+$12.4M) YoY NEW(+$12.6M)
Kyndryl Holdings, Inc.(KDcusip50155Q100)	393.4K	QoQ NEW(+393.4K) YoY NEW(+393.4K)	All Managers (Combined)	$12.4M	QoQ NEW(+$12.4M) YoY NEW(+$12.4M)
Ferguson Enterprises Inc. /De/(FERGcusip31488V107)	76.7K	QoQ -26.75% (-28.0K) YoY NEW(+76.7K)	All Managers (Combined)	$12.3M	QoQ -32.38% (-$5.9M) YoY NEW(+$12.3M)
Fortune Brands Innovations, Inc.(FBINcusip34964C106)	199.1K	QoQ +8.22% (-15.1K) YoY +15.83% (-27.2K)	All Managers (Combined)	$12.1M	QoQ -3.57% (-$449.9K) YoY -16.70% (-$2.4M)
Ss&C Technologies Holdings Inc(SSNCcusip78467J100)	145.0K	QoQ NEW(+145.0K) YoY +49.90% (+48.3K)	All Managers (Combined)	$12.1M	QoQ NEW(+$12.1M) YoY +94.52% (+$5.9M)
Bank Of New York Mellon Corp(BKcusip064058100)	140.4K	QoQ +2513.00% (+135.0K) YoY +44.53% (+43.3K)	All Managers (Combined)	$11.8M	QoQ +2752.44% (+$11.4M) YoY +110.38% (+$6.2M)
Centene Corp(CNCcusip15135B101)	190.9K	QoQ NEW(+190.9K) YoY +62.86% (+73.7K)	All Managers (Combined)	$11.6M	QoQ NEW(+$11.6M) YoY +25.98% (+$2.4M)
Willis Towers Watson Plc(WTWcusipG96629103)	34.3K	QoQ NEW(+34.3K) YoY -68.71% (-75.3K)	All Managers (Combined)	$11.6M	QoQ NEW(+$11.6M) YoY -61.55% (-$18.5M)
Td Synnex Corp(SNXcusip87162W100)	110.9K	QoQ NEW(+110.9K) YoY NEW(+110.9K)	All Managers (Combined)	$11.5M	QoQ NEW(+$11.5M) YoY NEW(+$11.5M)
Humana Inc(HUMcusip444859102)	43.6K	QoQ -76.20% (-139.5K) YoY +124.48% (+24.2K)	All Managers (Combined)	$11.5M	QoQ -75.17% (-$34.9M) YoY +71.31% (+$4.8M)
Avalonbay Communities Inc(AVBcusip053484101)	53.2K	QoQ NEW(+53.2K) YoY NEW(+53.2K)	All Managers (Combined)	$11.4M	QoQ NEW(+$11.4M) YoY NEW(+$11.4M)
Flowserve Corp(FLScusip34354P105)	229.3K	QoQ NEW(+229.3K) YoY +974.71% (+207.9K)	All Managers (Combined)	$11.2M	QoQ NEW(+$11.2M) YoY +1049.06% (+$10.2M)
Bridgebio Pharma, Inc.(BBIOcusip10806X102)	321.8K	QoQ NEW(+321.8K) YoY NEW(+321.8K)	All Managers (Combined)	$11.1M	QoQ NEW(+$11.1M) YoY NEW(+$11.1M)
Warner Music Group Corp.(WMGcusip934550203)	354.0K	QoQ NEW(+354.0K) YoY +140.22% (+206.6K)	All Managers (Combined)	$11.1M	QoQ NEW(+$11.1M) YoY +128.08% (+$6.2M)
Norwegian Cruise Line Holdings Ltd.(NCLHcusipG66721104)	579.7K	QoQ NEW(+579.7K) YoY +0.68% (-4.0K)	All Managers (Combined)	$11.0M	QoQ NEW(+$11.0M) YoY -8.78% (-$1.1M)
Janus Henderson Group Plc(JHGcusipG4474Y214)	301.7K	QoQ +2300.85% (+289.1K) YoY NEW(+301.7K)	All Managers (Combined)	$10.9M	QoQ +1940.70% (+$10.4M) YoY NEW(+$10.9M)
Option Care Health, Inc.(OPCHcusip68404L201)	310.6K	QoQ NEW(+310.6K) YoY +146.88% (+184.8K)	All Managers (Combined)	$10.9M	QoQ NEW(+$10.9M) YoY +157.26% (+$6.6M)
Sealed Air Corp/De(SEEcusip81211K100)	371.6K	QoQ NEW(+371.6K) YoY NEW(+371.6K)	All Managers (Combined)	$10.7M	QoQ NEW(+$10.7M) YoY NEW(+$10.7M)