Twinbeech Capital LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Twinbeech Capital LP
Data Enrichment
99% identified
672 identified8 unidentified

Holdings

680 positions
Manager:
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Page 7 of 34
Extra Space Storage Inc.
Shares:
85568(+7.1%)
Value:
$12.7B(+6.3%)
INTUITIVE SURGICAL INC
Shares:
25516
Value:
$12.6B
ONTO INNOVATION INC.
Shares:
104031(+6590.1%)
Value:
$12.6B(+4770.6%)
Kyndryl Holdings, Inc.
Shares:
393371
Value:
$12.4B
Ferguson Enterprises Inc. /DE/
Shares:
76706(-26.8%)
Value:
$12.3B(-32.4%)
Fortune Brands Innovations, Inc.
Shares:
199137(+8.2%)
Value:
$12.1B(-3.6%)
SS&C Technologies Holdings Inc
Shares:
144992
Value:
$12.1B
Bank of New York Mellon Corp
Shares:
140423(+2513.0%)
Value:
$11.8B(+2752.4%)
CENTENE CORP
Shares:
190922
Value:
$11.6B
WILLIS TOWERS WATSON PLC
Shares:
34262
Value:
$11.6B
TD SYNNEX CORP
Shares:
110937
Value:
$11.5B
HUMANA INC
Shares:
43560(-76.2%)
Value:
$11.5B(-75.2%)
AVALONBAY COMMUNITIES INC
Shares:
53159
Value:
$11.4B
FLOWSERVE CORP
Shares:
229259
Value:
$11.2B
BridgeBio Pharma, Inc.
Shares:
321811
Value:
$11.1B
Warner Music Group Corp.
Shares:
353969
Value:
$11.1B
Norwegian Cruise Line Holdings Ltd.
Shares:
579732
Value:
$11.0B
JANUS HENDERSON GROUP PLC
Shares:
301692(+2300.8%)
Value:
$10.9B(+1940.7%)
Option Care Health, Inc.
Shares:
310634
Value:
$10.9B
SEALED AIR CORP/DE
Shares:
371576
Value:
$10.7B