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 8 of 34
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Shares:
181027(+1904.1%)
Value:
$10.5B(+1672.3%)
CHART INDUSTRIES INC
Shares:
72841
Value:
$10.5B
Bloom Energy Corp
Shares:
533447(+33.2%)
Value:
$10.5B(+17.9%)
LITHIA MOTORS INC
Shares:
35626
Value:
$10.5B
477839104
Shares:
85238
Value:
$10.4B
Smurfit Westrock plc
Shares:
229257
Value:
$10.3B
GENERAC HOLDINGS INC.
Shares:
79327(-44.2%)
Value:
$10.0B(-54.5%)
SM Energy Co
Shares:
333550(+3635.6%)
Value:
$10.0B(+2786.5%)
IDEXX LABORATORIES INC /DE
Shares:
23712
Value:
$10.0B
SIRIUS XM HOLDINGS INC.
Shares:
439703
Value:
$9.9B
PRINCIPAL FINANCIAL GROUP INC
Shares:
113227(+56.1%)
Value:
$9.6B(+70.2%)
RBC Bearings INC
Shares:
29500
Value:
$9.5B
Toll Brothers, Inc.
Shares:
89757(+1089.8%)
Value:
$9.5B(+897.5%)
SentinelOne, Inc.
Shares:
520886
Value:
$9.5B
LOCKHEED MARTIN CORP
Shares:
20823(-59.7%)
Value:
$9.3B(-62.9%)
Snap-on Inc
Shares:
27232
Value:
$9.2B
Ares Management Corp
Shares:
61935
Value:
$9.1B
Academy Sports & Outdoors, Inc.
Shares:
197294
Value:
$9.0B
Owens Corning
Shares:
62355(-53.2%)
Value:
$8.9B(-60.8%)
CyberArk Software Ltd.
Shares:
26129
Value:
$8.8B