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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BIOGEN INC.

BIIB|09062X103

64253

Value:

$8.8B

Primoris Services Corp

PRIM|74164F103

153056

Value:

$8.8B

GEO GROUP INC

GEO|36162J106

295842(+23.4%)

Value:

$8.6B(+28.9%)

EQUITY RESIDENTIAL

EQR|29476L107

120328

Value:

$8.6B

IDEX CORP /DE/

IEX|45167R104

47587

Value:

$8.6B

SEMTECH CORP

SMTC|816850101

245370(+480.5%)

Value:

$8.4B(+222.9%)

Cactus, Inc.

WHD|127203107

184133(+214.4%)

Value:

$8.4B(+146.9%)

Matson, Inc.

MATX|57686G105

65771(+95.1%)

Value:

$8.4B(+85.4%)

JONES LANG LASALLE INC

JLL|48020Q107

33833(+3991.1%)

Value:

$8.4B(+3906.5%)

ZoomInfo Technologies Inc.

GTM|98980F104

837328

Value:

$8.4B

Vontier Corp

VNT|928881101

254422(+154.7%)

Value:

$8.4B(+129.4%)

EMCOR Group, Inc.

EME|29084Q100

22598(+4677.6%)

Value:

$8.4B(+3790.6%)

IQVIA HOLDINGS INC.

IQV|46266C105

46982(-36.6%)

Value:

$8.3B(-43.1%)

VERIZON COMMUNICATIONS INC

VZ|92343V104

179589(-87.7%)

Value:

$8.1B(-86.0%)

HUBBELL INC

HUBB|443510607

24548

Value:

$8.1B

ESTEE LAUDER COMPANIES INC

EL|518439104

122680

Value:

$8.1B

GRANITE CONSTRUCTION INC

GVA|387328107

106860

Value:

$8.1B

nVent Electric plc

NVT|G6700G107

152779

Value:

$8.0B

Gates Industrial Corp plc

GTES|G39108108

434056

Value:

$8.0B

WORKIVA INC

WK|98139A105

104824

Value:

$8.0B

Instrument	Shares		Other Manager	Value
Biogen Inc.(BIIBcusip09062X103)	64.3K	QoQ NEW(+64.3K) YoY -37.16% (-38.0K)	All Managers (Combined)	$8.8M	QoQ NEW(+$8.8M) YoY -60.12% (-$13.3M)
Primoris Services Corp(PRIMcusip74164F103)	153.1K	QoQ NEW(+153.1K) YoY NEW(+153.1K)	All Managers (Combined)	$8.8M	QoQ NEW(+$8.8M) YoY NEW(+$8.8M)
Geo Group Inc(GEOcusip36162J106)	295.8K	QoQ +23.45% (+56.2K) YoY NEW(+295.8K)	All Managers (Combined)	$8.6M	QoQ +28.88% (+$1.9M) YoY NEW(+$8.6M)
Equity Residential(EQRcusip29476L107)	120.3K	QoQ NEW(+120.3K) YoY NEW(+120.3K)	All Managers (Combined)	$8.6M	QoQ NEW(+$8.6M) YoY NEW(+$8.6M)
Idex Corp /De/(IEXcusip45167R104)	47.6K	QoQ NEW(+47.6K) YoY NEW(+47.6K)	All Managers (Combined)	$8.6M	QoQ NEW(+$8.6M) YoY NEW(+$8.6M)
Semtech Corp(SMTCcusip816850101)	245.4K	QoQ +480.49% (+203.1K) YoY NEW(+245.4K)	All Managers (Combined)	$8.4M	QoQ +222.86% (+$5.8M) YoY NEW(+$8.4M)
Cactus, Inc.(WHDcusip127203107)	184.1K	QoQ +214.42% (+125.6K) YoY NEW(+184.1K)	All Managers (Combined)	$8.4M	QoQ +146.92% (+$5.0M) YoY NEW(+$8.4M)
Matson, Inc.(MATXcusip57686G105)	65.8K	QoQ +95.06% (+32.1K) YoY +72.24% (+27.6K)	All Managers (Combined)	$8.4M	QoQ +85.41% (+$3.9M) YoY +96.41% (+$4.1M)
Jones Lang Lasalle Inc(JLLcusip48020Q107)	33.8K	QoQ +3991.05% (+33.0K) YoY NEW(+33.8K)	All Managers (Combined)	$8.4M	QoQ +3906.52% (+$8.2M) YoY NEW(+$8.4M)
Zoominfo Technologies Inc.(GTMcusip98980F104)	837.3K	QoQ NEW(+837.3K) YoY +70.69% (+346.8K)	All Managers (Combined)	$8.4M	QoQ NEW(+$8.4M) YoY +6.48% (+$510.0K)
Vontier Corp(VNTcusip928881101)	254.4K	QoQ +154.69% (+154.5K) YoY NEW(+254.4K)	All Managers (Combined)	$8.4M	QoQ +129.41% (+$4.7M) YoY NEW(+$8.4M)
Emcor Group, Inc.(EMEcusip29084Q100)	22.6K	QoQ +4677.58% (+22.1K) YoY NEW(+22.6K)	All Managers (Combined)	$8.4M	QoQ +3790.58% (+$8.1M) YoY NEW(+$8.4M)
Iqvia Holdings Inc.(IQVcusip46266C105)	47.0K	QoQ -36.59% (-27.1K) YoY -50.51% (-48.0K)	All Managers (Combined)	$8.3M	QoQ -43.11% (-$6.3M) YoY -65.50% (-$15.7M)
Verizon Communications Inc(VZcusip92343V104)	179.6K	QoQ -87.66% (-1.3M) YoY NEW(+179.6K)	All Managers (Combined)	$8.1M	QoQ -86.00% (-$50.1M) YoY NEW(+$8.1M)
Hubbell Inc(HUBBcusip443510607)	24.5K	QoQ NEW(+24.5K) YoY NEW(+24.5K)	All Managers (Combined)	$8.1M	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
Estee Lauder Companies Inc(ELcusip518439104)	122.7K	QoQ NEW(+122.7K) YoY -68.86% (-271.3K)	All Managers (Combined)	$8.1M	QoQ NEW(+$8.1M) YoY -86.66% (-$52.6M)
Granite Construction Inc(GVAcusip387328107)	106.9K	QoQ NEW(+106.9K) YoY NEW(+106.9K)	All Managers (Combined)	$8.1M	QoQ NEW(+$8.1M) YoY NEW(+$8.1M)
Nvent Electric Plc(NVTcusipG6700G107)	152.8K	QoQ NEW(+152.8K) YoY NEW(+152.8K)	All Managers (Combined)	$8.0M	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
Gates Industrial Corp Plc(GTEScusipG39108108)	434.1K	QoQ NEW(+434.1K) YoY NEW(+434.1K)	All Managers (Combined)	$8.0M	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)
Workiva Inc(WKcusip98139A105)	104.8K	QoQ NEW(+104.8K) YoY NEW(+104.8K)	All Managers (Combined)	$8.0M	QoQ NEW(+$8.0M) YoY NEW(+$8.0M)