Twinbeech-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EWTX",
  "PINS",
  "ALKS",
  "ARES",
  "ARQT",
  "GTES",
  "INVA",
  "GTX",
  "FN",
  "GLOB",
  "INMD",
  "STEP",
  "SMTC",
  "ASB",
  "TRU",
  "JAZZ",
  "NOVT",
  "AIR",
  "QRVO",
  "FLYW",
  "SPT",
  "RRX",
  "KAI",
  "CCCS",
  "PLXS",
  "MORN",
  "AGI.TO",
  "ALHC",
  "GLBE",
  null,
  "MOS",
  "BROS",
  "ENTG",
  "FROG",
  "FLO",
  "GIL",
  "RBC",
  "HUM",
  "PRGS",
  "CVBF",
  "MP",
  "MSGS",
  "ALSN",
  "AMR",
  "ONON",
  "HUBG",
  "NSIT",
  "MCY",
  "BKE",
  "ACN",
  "LEVI",
  "ARCB",
  "ITT",
  "KBR",
  "PBH",
  "KBH",
  "OTTR",
  "ABNB",
  "PPBI",
  "A",
  "APD",
  "MATX",
  "TGTX",
  "SFNC",
  "JEF",
  "NMIH",
  "MTSI",
  "JLL",
  "ATI",
  "KTB",
  "GOOGL",
  "BOOT",
  "PTCT",
  "PRKS",
  "ASO",
  "PEB",
  "ATMU",
  "ALIT",
  "ABG",
  "FOLD",
  "APAM",
  "AMWD",
  "ACA",
  "TEAM",
  "BLK",
  "ESAB",
  "ENR",
  "AYI",
  "PLUS",
  "QDEL",
  "CAT",
  "AMSC",
  "APP",
  "LOW",
  "CLS",
  "ABR",
  "CP.TO",
  "ACLS",
  "AUB",
  "FELE",
  "FORM",
  "GME",
  "BSX",
  "IART",
  "BLBD",
  "KAR",
  "LXP",
  "LCII",
  "KMT",
  "CMI",
  "DVAX",
  "KFY",
  "LNC",
  "ZD",
  "LC",
  "NSSC",
  "MGPI",
  "COOP",
  "EGBN",
  "MGRC",
  "MLKN",
  "D",
  "DT",
  "PRIM",
  "REZI",
  "RKT",
  "KWR",
  "PINC",
  "REYN",
  "FSLY",
  "WTRG",
  "FUN",
  "SMPL",
  "SKYW",
  "EOG",
  "UE",
  "AMBA",
  "EXPE",
  "U",
  "LIVN",
  "NE",
  "SN",
  "LPG",
  "FFBC",
  "FERG",
  "ADNT",
  "BIRK",
  "RCKT",
  "IPAR",
  "ATEN",
  "BGC",
  "FITB",
  "IBKR",
  "TVTX",
  "NRIX",
  "SNDX",
  "KROS",
  null,
  "IRDM",
  "GIS",
  "JANX",
  "HLT",
  "AMPL",
  "HON",
  "HD",
  "BTSG",
  "MCD",
  "ZGN",
  "FBIN",
  "FE",
  "UNP",
  "FULT",
  "XPRO",
  "GNW",
  "SRRK",
  "GEO",
  "APGE",
  "ISRG",
  "TARS",
  "GIII",
  "FRSH",
  "HUBB",
  "HUBS",
  "HLI",
  "LEN",
  "ITW",
  "AMAT",
  "IIPR",
  "ICE",
  "JBI",
  "META",
  "MAG",
  "MXL",
  "MEOH",
  "TRN",
  "UHAL",
  "UNFI",
  "IQV",
  "IONS",
  "KMI",
  "LRCX",
  "BLCO",
  "ATYR",
  "RAMP",
  "UI",
  "TXG",
  "MDT",
  "ABCB",
  "AMN",
  "AMKR",
  "MS",
  "DXPE",
  "TMUS",
  "DOCS",
  "NDAQ",
  "SATS",
  "EQIX",
  "ERIE",
  "EQT",
  "EXC",
  "EVR",
  "FSS",
  "EXPO",
  "FND",
  "FLS",
  "FTV",
  "THG",
  "GPC",
  "HLX",
  "GMS",
  "GLNG",
  "NTRS",
  "NI",
  "INCY",
  "HIG",
  "HOLX",
  "HRL",
  "ICLR",
  "EMN",
  "ADM",
  "ALK",
  "HSY",
  "AMP",
  "DG",
  "ANET",
  "KKR",
  "KHC",
  "NNN",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  "ECL",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PRU",
  "LMT",
  "SPRY",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "MAS",
  "PKG",
  "NYT",
  "PPG",
  "REGN",
  "RELY",
  "ROK",
  "SLVM",
  "TMDX",
  "SRE",
  "ROST",
  "SNA",
  "RTX",
  "STX",
  "RITM",
  "SSNC",
  "SYK",
  "TEL",
  "TPR",
  "TXRH",
  "TMO",
  "TFC",
  "TWLO",
  "TRV",
  "UNM",
  "UPS",
  "ADUS",
  "MET",
  "SM",
  "LILAK",
  "DTM",
  "LZB",
  "ASH",
  "SDGR",
  "RCL",
  "PCTY",
  "HOMB",
  "SITE",
  "MNRO",
  "AMPH",
  "EBC",
  "AAOI",
  "PHIN",
  "UTI",
  "AEIS",
  "PAG",
  null,
  "SEM",
  "AS",
  "AWI",
  "NSA",
  "NJR",
  "LOB",
  "PACS",
  "TRIP",
  "FRHC",
  "DYN",
  "EME",
  "APLE",
  "RNST",
  "LAD",
  "MRTN",
  "AGO",
  "TENB",
  "MOD",
  "ACMR",
  "WY",
  "MTD",
  "GSHD",
  "GL",
  "GGG",
  "IT",
  "SMG",
  "GPN",
  "THS",
  "ETR",
  "GPI",
  "DD",
  "GVA",
  "AGCO",
  "GPK",
  "VRT",
  "GBX",
  "HWC",
  "R",
  "RRC",
  "SRPT",
  "MTG",
  "SLGN",
  "LFUS",
  "LECO",
  "ST",
  "LNW",
  "PRI",
  "PEN",
  "MSA",
  "VOYA",
  "ALGN",
  "AON",
  "SWX",
  "VNT",
  "WMG",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "APTV",
  "TEX",
  "TOL",
  "AVY",
  "USFD",
  "SNX",
  "AFL",
  "AXON",
  "AVB",
  "EL",
  "FI",
  "EPAM",
  "NTRA",
  "DOV",
  "VVV",
  "GNRC",
  "WVE",
  "DECK",
  "EQR",
  "WM",
  "FTNT",
  "HSIC",
  "AIZ",
  "NCLH",
  "OPCH",
  "CXM",
  "CUBI",
  "FCF",
  "FTRE",
  "EXTR",
  "GPOR",
  "IDCC",
  "IFF",
  "IBOC",
  "JAMF",
  "NSP",
  "KN",
  "KNTK",
  "IDXX",
  "KMPR",
  "PJT",
  "BIPC",
  "IEX",
  "UA",
  "AMZN",
  "TTWO",
  "NWS",
  "PFG",
  "SIRI",
  "ABM",
  "KD",
  "FNB",
  "TPL",
  "AMTM",
  "UCB",
  "FAF",
  "ELS",
  "NWSA",
  "TPH",
  "RGA",
  "HNI",
  "ACM",
  null,
  "USB",
  "VMI",
  "VCEL",
  "VLTO",
  "VBTX",
  "VECO",
  "VRNT",
  "VRRM",
  "VSTS",
  "VCTR",
  "VKTX",
  "VIR",
  "VSH",
  "VSCO",
  "VST",
  "WFRD",
  "WRBY",
  "WMT",
  "WCC",
  "WLK",
  "WELL",
  "WLY",
  "WSM",
  "WTFC",
  "WPM",
  "WTW",
  "WMB",
  "WIX",
  "KLG",
  "WYNN",
  "XRX",
  "XEL",
  "WK",
  "WDAY",
  "XENE",
  "XYL",
  "ZBRA",
  "FHB",
  "GTM",
  "ENS",
  "SOLV",
  "ESTC",
  "ESI",
  "OC",
  "POWI",
  "ONTO",
  "PTC",
  "CART",
  "GNTX",
  null,
  "FNF",
  "HAYW",
  "POST",
  "NOG",
  "FR",
  "FCN",
  "MTB",
  "JHG",
  "FLR",
  "VERA",
  "SOFI",
  "BIIB",
  "OR",
  "ALRM",
  "JBHT",
  "KNX",
  "MSCI",
  "KVYO",
  "LVS",
  "LSPD",
  "JCI",
  "NXPI",
  null,
  "LH",
  "KDP",
  "MKL",
  "MGM",
  "NOV",
  "NWN",
  "TRUP",
  "TER",
  "TFII",
  "TTD",
  "TTMI",
  "SPXC",
  "TRP",
  "PFGC",
  "BPOP",
  "PB",
  "SLG",
  "SW",
  "RARE",
  "SSD",
  "CRM",
  "RNR",
  "RPRX",
  "SIG",
  "S",
  "SLAB",
  "RBRK",
  "SYY",
  "PTEN",
  "IMVT",
  "SEZL",
  "SEE",
  "SKWD",
  "DINO",
  "LII",
  "HCI",
  "HBI",
  "LNTH",
  "PBI",
  "UHS",
  "TRI.TO",
  "PEGA",
  "HESM",
  "MTH",
  "NVT",
  "PAAS",
  "PCVX",
  "EXR",
  "NTAP",
  "PSA",
  "PZZA",
  "SYF",
  "NUE",
  "EG",
  "AME",
  "KMB",
  "AVNT",
  "AN",
  "ADP",
  "AZO",
  "BCPC",
  "AZTA",
  "AXTA",
  "AVA",
  "AVPT",
  "BALL",
  null,
  "OZK",
  "TBBK",
  "BBWI",
  "BK",
  "BEAM",
  "BCRX",
  "BXMT",
  "BCC",
  "BE",
  "BAH",
  null,
  "BLMN",
  "BBIO",
  "BRC",
  "BOX",
  "BC",
  "BF-B",
  "BRX",
  "BAM.TO",
  "BRKR",
  "BR",
  "WHD",
  "BFLY",
  "BWXT",
  "BXP",
  "CAL",
  "CRC",
  "CTRE",
  "CRI",
  "CBRE",
  "CDW",
  "CBZ",
  "CLDX",
  "CCS",
  "CENX",
  "CNC",
  "CERT",
  "CRL",
  "GTLS",
  "LNG",
  "CIEN",
  "CMG",
  "CFG",
  "CLOV",
  "CLH",
  "NET",
  "CLX",
  "CME",
  "KO",
  "CGNX",
  "CNO",
  "CDE",
  "CCOI",
  "CMCSA",
  "CTSH",
  "CL",
  "COHU",
  "CAG",
  "CON",
  "CFLT",
  "COMP",
  "COO",
  "CEG",
  "CXW",
  "COST",
  "GLW",
  "CRGY",
  "CRDO",
  "BAP",
  "CRH",
  "CRSP",
  "CSX",
  "CFR",
  "CWK",
  "CW",
  "CYBR",
  "DDOG",
  "DAWN",
  "DAR",
  "DNLI",
  "DVN",
  "XRAY",
  "DAL",
  "DXCM",
  "IRON",
  "DDS",
  "DIOD",
  "DOCN",
  "DBRG",
  "DPZ",
  "DV",
  "J",
  "TTEK",
  "NEE",
  "NKE",
  "MAR",
  "STT",
  "DIS",
  "GOOG",
  "NFLX",
  "PH",
  "MCHP",
  "JPM"
]

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: twinbeech-capital-lp
Manager Name: Twinbeech-Capital-Lp

Data Enrichment

99% identified

672 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

680 positions • $5.5B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 8 of 34

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KB HOME

KBH|48666K109

Shares:181.0K

Value:$10.5M

% of Portfolio:0.2% ($10.5M/$5.5B)

CHART INDUSTRIES INC

GTLS|16115Q308

Shares:72.8K

Value:$10.5M

% of Portfolio:0.2% ($10.5M/$5.5B)

Bloom Energy Corp

BE|093712107

Shares:533.4K

Value:$10.5M

% of Portfolio:0.2% ($10.5M/$5.5B)

LITHIA MOTORS INC

LAD|536797103

Shares:35.6K

Value:$10.5M

% of Portfolio:0.2% ($10.5M/$5.5B)

477839104

Shares:85.2K

Value:$10.4M

% of Portfolio:0.2% ($10.4M/$5.5B)

Smurfit Westrock plc

SW|G8267P108

Shares:229.3K

Value:$10.3M

% of Portfolio:0.2% ($10.3M/$5.5B)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:79.3K

Value:$10.0M

% of Portfolio:0.2% ($10.0M/$5.5B)

SM Energy Co

SM|78454L100

Shares:333.6K

Value:$10.0M

% of Portfolio:0.2% ($10.0M/$5.5B)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:23.7K

Value:$10.0M

% of Portfolio:0.2% ($10.0M/$5.5B)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:439.7K

Value:$9.9M

% of Portfolio:0.2% ($9.9M/$5.5B)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:113.2K

Value:$9.6M

% of Portfolio:0.2% ($9.6M/$5.5B)

RBC Bearings INC

RBC|75524B104

Shares:29.5K

Value:$9.5M

% of Portfolio:0.2% ($9.5M/$5.5B)

Toll Brothers, Inc.

TOL|889478103

Shares:89.8K

Value:$9.5M

% of Portfolio:0.2% ($9.5M/$5.5B)

SentinelOne, Inc.

S|81730H109

Shares:520.9K

Value:$9.5M

% of Portfolio:0.2% ($9.5M/$5.5B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:20.8K

Value:$9.3M

% of Portfolio:0.2% ($9.3M/$5.5B)

Snap-on Inc

SNA|833034101

Shares:27.2K

Value:$9.2M

% of Portfolio:0.2% ($9.2M/$5.5B)

Ares Management Corp

ARES|03990B101

Shares:61.9K

Value:$9.1M

% of Portfolio:0.2% ($9.1M/$5.5B)

Academy Sports & Outdoors, Inc.

ASO|00402L107

Shares:197.3K

Value:$9.0M

% of Portfolio:0.2% ($9.0M/$5.5B)

Owens Corning

OC|690742101

Shares:62.4K

Value:$8.9M

% of Portfolio:0.2% ($8.9M/$5.5B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:26.1K

Value:$8.8M

% of Portfolio:0.2% ($8.8M/$5.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KB HOME(KBHcusip48666K109)	181.0K	QoQ +1904.06% (+172.0K) YoY +285.49% (+134.1K)	All Managers (Combined)	$10.5M	0.2% ($10.5M/$5.5B)	QoQ +1672.30% (+$9.9M) YoY +216.09% (+$7.2M)
CHART INDUSTRIES INC(GTLScusip16115Q308)	72.8K	QoQ NEW(+72.8K) YoY NEW(+72.8K)	All Managers (Combined)	$10.5M	0.2% ($10.5M/$5.5B)	QoQ NEW(+$10.5M) YoY NEW(+$10.5M)
Bloom Energy Corp(BEcusip093712107)	533.4K	QoQ +33.20% (+133.0K) YoY NEW(+533.4K)	All Managers (Combined)	$10.5M	0.2% ($10.5M/$5.5B)	QoQ +17.90% (+$1.6M) YoY NEW(+$10.5M)
LITHIA MOTORS INC(LADcusip536797103)	35.6K	QoQ NEW(+35.6K) YoY +848.00% (+31.9K)	All Managers (Combined)	$10.5M	0.2% ($10.5M/$5.5B)	QoQ NEW(+$10.5M) YoY +824.93% (+$9.3M)
(cusip477839104)✕	85.2K	QoQ NEW(+85.2K) YoY NEW(+85.2K)	All Managers (Combined)	$10.4M	0.2% ($10.4M/$5.5B)	QoQ NEW(+$10.4M) YoY NEW(+$10.4M)
Smurfit Westrock plc(SWcusipG8267P108)	229.3K	QoQ NEW(+229.3K) YoY NEW(+229.3K)	All Managers (Combined)	$10.3M	0.2% ($10.3M/$5.5B)	QoQ NEW(+$10.3M) YoY NEW(+$10.3M)
GENERAC HOLDINGS INC.(GNRCcusip368736104)	79.3K	QoQ -44.23% (-62.9K) YoY NEW(+79.3K)	All Managers (Combined)	$10.0M	0.2% ($10.0M/$5.5B)	QoQ -54.45% (-$12.0M) YoY NEW(+$10.0M)
SM Energy Co(SMcusip78454L100)	333.6K	QoQ +3635.58% (+324.6K) YoY NEW(+333.6K)	All Managers (Combined)	$10.0M	0.2% ($10.0M/$5.5B)	QoQ +2786.49% (+$9.6M) YoY NEW(+$10.0M)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	23.7K	QoQ NEW(+23.7K) YoY -77.09% (-79.8K)	All Managers (Combined)	$10.0M	0.2% ($10.0M/$5.5B)	QoQ NEW(+$10.0M) YoY -82.18% (-$45.9M)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	439.7K	QoQ NEW(+439.7K) YoY NEW(+439.7K)	All Managers (Combined)	$9.9M	0.2% ($9.9M/$5.5B)	QoQ NEW(+$9.9M) YoY NEW(+$9.9M)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	113.2K	QoQ +56.15% (+40.7K) YoY NEW(+113.2K)	All Managers (Combined)	$9.6M	0.2% ($9.6M/$5.5B)	QoQ +70.19% (+$3.9M) YoY NEW(+$9.6M)
RBC Bearings INC(RBCcusip75524B104)	29.5K	QoQ NEW(+29.5K) YoY +77.80% (+12.9K)	All Managers (Combined)	$9.5M	0.2% ($9.5M/$5.5B)	QoQ NEW(+$9.5M) YoY +111.62% (+$5.0M)
Toll Brothers, Inc.(TOLcusip889478103)	89.8K	QoQ +1089.77% (+82.2K) YoY NEW(+89.8K)	All Managers (Combined)	$9.5M	0.2% ($9.5M/$5.5B)	QoQ +897.45% (+$8.5M) YoY NEW(+$9.5M)
SentinelOne, Inc.(Scusip81730H109)	520.9K	QoQ NEW(+520.9K) YoY NEW(+520.9K)	All Managers (Combined)	$9.5M	0.2% ($9.5M/$5.5B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	20.8K	QoQ -59.68% (-30.8K) YoY NEW(+20.8K)	All Managers (Combined)	$9.3M	0.2% ($9.3M/$5.5B)	QoQ -62.93% (-$15.8M) YoY NEW(+$9.3M)
Snap-on Inc(SNAcusip833034101)	27.2K	QoQ NEW(+27.2K) YoY NEW(+27.2K)	All Managers (Combined)	$9.2M	0.2% ($9.2M/$5.5B)	QoQ NEW(+$9.2M) YoY NEW(+$9.2M)
Ares Management Corp(AREScusip03990B101)	61.9K	QoQ NEW(+61.9K) YoY -69.74% (-142.8K)	All Managers (Combined)	$9.1M	0.2% ($9.1M/$5.5B)	QoQ NEW(+$9.1M) YoY -66.64% (-$18.1M)
Academy Sports & Outdoors, Inc.(ASOcusip00402L107)	197.3K	QoQ NEW(+197.3K) YoY NEW(+197.3K)	All Managers (Combined)	$9.0M	0.2% ($9.0M/$5.5B)	QoQ NEW(+$9.0M) YoY NEW(+$9.0M)
Owens Corning(OCcusip690742101)	62.4K	QoQ -53.21% (-70.9K) YoY NEW(+62.4K)	All Managers (Combined)	$8.9M	0.2% ($8.9M/$5.5B)	QoQ -60.76% (-$13.8M) YoY NEW(+$8.9M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	26.1K	QoQ NEW(+26.1K) YoY NEW(+26.1K)	All Managers (Combined)	$8.8M	0.2% ($8.8M/$5.5B)	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)