Twinbeech Capital LP

13F filer · CIK 0001769646

Reported Aug 14, 2026

13F portfolio value$553MU.S. long equity reported on 13F

Positions352Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight11.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026352 positions
CMECme Group Inc.	$7.1M	1.29%	0.01%	+72.9%	Q2 2020
HLTHilton Worldwide Holdings Inc.	$7.01M	1.27%	0.01%	Not reported	Q2 2020
BSXBoston Scientific Corp	$6.39M	1.16%	0.01%	+20.1%	Q1 2020
ICEIntercontinental Exchange, Inc.	$6.37M	1.15%	0.01%	+2253.1%	Q2 2020
ROLRollins Inc	$6.35M	1.15%	0.03%	Not reported	Q4 2019
BLKBlackRock, Inc.	$6.07M	1.10%	0.00%	+639.0%	Q4 2019
HWMHowmet Aerospace Inc.	$5.98M	1.08%	0.01%	+1551.3%	Q2 2021
SSNCSS&C Technologies Holdings Inc	$5.95M	1.08%	0.04%	-33.4%	Q2 2020
ONOn Semiconductor Corp	$5.94M	1.07%	0.02%	Not reported	Q1 2020
WCCWesco International Inc	$5.84M	1.06%	0.03%	Not reported	Q3 2021
FIVEFive Below, Inc	$5.84M	1.06%	0.06%	Not reported	Q4 2019
HPEHewlett Packard Enterprise Co	$5.79M	1.05%	0.01%	Not reported	Q4 2023
BURLBurlington Stores, Inc.	$5.75M	1.04%	0.03%	Not reported	Q4 2019
MCKMckesson Corp	$5.68M	1.03%	0.01%	+1127.5%	Q4 2019
ELEstee Lauder Companies Inc	$5.65M	1.02%	Not reported	-13.7%	Q1 2021
DECKDeckers Outdoor Corp	$5.62M	1.02%	0.04%	+39.0%	Q1 2020
BGBunge Global SA	$5.54M	1.00%	0.03%	Not reported	Q2 2022
ZTSZoetis Inc.	$5.54M	1.00%	0.02%	Not reported	Q3 2021
APGAPi Group Corp	$5.52M	1.00%	0.03%	+200.0%	Q4 2020
MODModine Manufacturing Co	$5.51M	1.00%	0.04%	Not reported	Q1 2025
NDAQNasdaq, Inc.	$5.51M	1.00%	0.01%	+741.7%	Q3 2020
LFUSLittelfuse Inc	$5.51M	1.00%	0.05%	Not reported	Q1 2024
MLIMueller Industries Inc	$5.5M	1.00%	0.02%	+2137.3%	Q4 2022
ATOAtmos Energy Corp	$5.49M	0.99%	0.02%	Not reported	Q4 2019
LVSLas Vegas Sands Corp	$5.48M	0.99%	0.02%	+1618.8%	Q1 2020
MARMarriott International Inc	$5.46M	0.99%	0.01%	+1238.7%	Q2 2020
ADIAnalog Devices Inc	$5.44M	0.98%	0.00%	+993.1%	Q4 2019
MPWRMonolithic Power Systems, Inc.	$5.44M	0.98%	0.01%	Not reported	Q1 2021
CPAYCorpay, Inc.	$5.43M	0.98%	0.02%	+262.2%	Q4 2024
TJXTJX Companies Inc	$5.39M	0.98%	0.00%	Not reported	Q4 2019
KKRKKR & Co. Inc.	$5.23M	0.95%	0.01%	Not reported	Q3 2021
LDOSLeidos Holdings, Inc.	$5.07M	0.92%	0.04%	+564.9%	Q2 2020
FNFFidelity National Financial, Inc.	$5.04M	0.91%	0.04%	+1620.0%	Q2 2020
EMNEastman Chemical Co	$5M	0.91%	0.07%	Not reported	Q1 2020
WATWaters Corp	$4.91M	0.89%	0.01%	Not reported	Q2 2020
APOApollo Global Management, Inc.	$4.91M	0.89%	0.01%	Not reported	Q4 2021
WULFTerawulf Inc.	$4.87M	0.88%	0.04%	+137.5%	Q1 2026
ACMAecom	$4.71M	0.85%	0.05%	Not reported	Q4 2019
IDXXIdexx Laboratories Inc	$4.62M	0.84%	0.01%	+1629.8%	Q4 2020
DDDuPont de Nemours, Inc.	$4.58M	0.83%	0.02%	+340.2%	Q4 2019
ORCLOracle Corp	$4.48M	0.81%	0.00%	Not reported	Q4 2020
AXSMAxsome Therapeutics, Inc.	$4.44M	0.80%	0.03%	Not reported	Q4 2020
BAHBooz Allen Hamilton Holding Corp	$4.35M	0.79%	0.06%	Not reported	Q4 2019
ALNYAlnylam Pharmaceuticals, Inc.	$4.31M	0.78%	0.01%	Not reported	Q2 2021
LYBLyondellBasell Industries N.V.	$4.31M	0.78%	0.03%	Not reported	Q3 2020
CASYCaseys General Stores Inc	$4.28M	0.77%	0.01%	Not reported	Q1 2020
TTMITTM Technologies Inc	$4.23M	0.77%	0.02%	Not reported	Q1 2025
STESTERIS plc	$4.07M	0.74%	0.02%	Not reported	Q4 2020
KEXKirby Corp	$4.05M	0.73%	0.06%	Not reported	Q1 2020
MTSIMACOM Technology Solutions Holdings, Inc.	$3.97M	0.72%	0.01%	Not reported	Q1 2021

Q1 2026Reported May 15, 2026536 positions
TSCOTractor Supply Co	$10.7M	1.11%	0.04%	Not reported	Q4 2019
AMEAmetek Inc/	$10.1M	1.05%	0.02%	Not reported	Q3 2021
BRBroadridge Financial Solutions, Inc.	$10M	1.04%	0.05%	Not reported	Q1 2020
SSNCSS&C Technologies Holdings Inc	$9.74M	1.01%	0.06%	Not reported	Q2 2020
CMGChipotle Mexican Grill Inc	$9.6M	0.99%	0.02%	Not reported	Q4 2019
AXONAxon Enterprise, Inc.	$9.5M	0.98%	0.03%	Not reported	Q1 2020
FWONKLiberty Media Corp	$9.35M	0.97%	Not reported	+5.3%	Q2 2020
TDYTeledyne Technologies Inc	$9.25M	0.96%	0.03%	Not reported	Q2 2020
AMGNAmgen Inc	$9.21M	0.95%	0.00%	Not reported	Q2 2021
FISFidelity National Information Services, Inc.	$9.21M	0.95%	0.04%	+105.3%	Q2 2020
SGISomnigroup International Inc.	$8.99M	0.93%	0.06%	-21.4%	Q1 2020
CMCSAComcast Corp	$8.89M	0.92%	0.01%	Not reported	Q4 2019
CNCCentene Corp	$8.82M	0.91%	0.05%	-11.3%	Q2 2020
ONONOn Holding AG	$8.81M	0.91%	0.09%	Not reported	Q1 2022
SYYSysco Corp	$8.78M	0.91%	0.03%	+555.6%	Q2 2020
AMRZAmrize Ltd	$8.76M	0.91%	0.03%	New	Q1 2026
UPSUnited Parcel Service Inc	$8.71M	0.90%	0.01%	+1958.1%	Q4 2019
JHXJames Hardie Industries plc	$8.5M	0.88%	0.08%	New	Q1 2026
ESEversource Energy	$8.35M	0.87%	0.03%	Not reported	Q4 2019
PCGPG&E Corp	$8.21M	0.85%	0.02%	+187.8%	Q3 2020
GENGen Digital Inc.	$7.95M	0.82%	0.07%	Not reported	Q2 2020
AAgilent Technologies, Inc.	$7.84M	0.81%	0.02%	-29.9%	Q4 2019
VTRSViatris Inc	$7.82M	0.81%	0.05%	Not reported	Q4 2020
BSXBoston Scientific Corp	$7.82M	0.81%	0.01%	-21.1%	Q1 2020
FDXFedex Corp	$7.79M	0.81%	0.01%	Not reported	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$7.73M	0.80%	0.01%	Not reported	Q1 2020
DTMDT Midstream, Inc.	$7.62M	0.79%	0.06%	Not reported	Q1 2022
LOWLowes Companies Inc	$7.55M	0.78%	0.01%	Not reported	Q1 2020
KEYSKeysight Technologies, Inc.	$7.36M	0.76%	0.02%	Not reported	Q4 2019
CRCLCircle Internet Group, Inc.	$7.35M	0.76%	Not reported	New	Q1 2026
VSTVistra Corp.	$7.15M	0.74%	0.01%	+34.1%	Q4 2019
SJMJ M SMUCKER Co	$7.11M	0.74%	0.07%	Not reported	Q4 2019
CEGConstellation Energy Corp	$7.11M	0.74%	0.01%	Not reported	Q4 2022
HDHome Depot, Inc.	$7.08M	0.73%	0.00%	-11.4%	Q1 2020
CMICummins Inc	$7.05M	0.73%	0.01%	+278.4%	Q4 2020
CNMCore & Main, Inc.	$6.9M	0.71%	Not reported	New	Q1 2026
ROSTRoss Stores, Inc.	$6.49M	0.67%	0.01%	-63.5%	Q4 2019
WMSAdvanced Drainage Systems, Inc.	$6.13M	0.63%	0.06%	Not reported	Q4 2020
IDCCInterDigital, Inc.	$6.12M	0.63%	0.08%	Not reported	Q3 2023
OTISOtis Worldwide Corp	$5.97M	0.62%	0.02%	-51.0%	Q3 2020
ELEstee Lauder Companies Inc	$5.95M	0.62%	Not reported	Not reported	Q1 2021
GAPGap Inc	$5.91M	0.61%	0.07%	+406.1%	Q4 2019
CAVACava Group, Inc.	$5.9M	0.61%	0.06%	Not reported	Q3 2023
CTASCintas Corp	$5.84M	0.61%	0.01%	Not reported	Q1 2020
THCTenet Healthcare Corp	$5.58M	0.58%	0.03%	-55.8%	Q4 2019
VLTOVeralto Corp	$5.51M	0.57%	0.03%	+822.7%	Q1 2024
CMECme Group Inc.	$5.49M	0.57%	0.01%	Not reported	Q2 2020
PRMBPrimo Brands Corp	$5.26M	0.55%	0.08%	+123.3%	Q2 2025
PNRPENTAIR plc	$5.22M	0.54%	0.04%	+1716.4%	Q2 2020
FBINFortune Brands Innovations, Inc.	$5.18M	0.54%	0.11%	Not reported	Q4 2019

Q4 2025Reported Feb 17, 2026561 positions
ETNEaton Corp plc	$15.9M	1.13%	0.01%	Not reported	Q1 2021
EOGEog Resources Inc	$15.5M	1.10%	0.03%	+8.7%	Q1 2020
MPCMarathon Petroleum Corp	$15.2M	1.08%	0.03%	+8644.4%	Q4 2019
BSXBoston Scientific Corp	$15.1M	1.07%	0.01%	-48.3%	Q1 2020
MSMorgan Stanley	$15M	1.06%	0.01%	Not reported	Q1 2020
ROSTRoss Stores, Inc.	$14.8M	1.05%	0.03%	Not reported	Q4 2019
JCIJohnson Controls International plc	$14.4M	1.02%	0.02%	+1472.4%	Q4 2019
PGPROCTER & GAMBLE Co	$14.3M	1.02%	0.00%	+96.9%	Q1 2020
URIUnited Rentals, Inc.	$14.2M	1.01%	0.03%	Not reported	Q4 2019
CARRCARRIER GLOBAL Corp	$14M	0.99%	0.03%	+14.8%	Q3 2020
SGISomnigroup International Inc.	$13.8M	0.98%	0.07%	Not reported	Q1 2020
OTISOtis Worldwide Corp	$13.8M	0.98%	0.04%	+5376.1%	Q3 2020
TTDTrade Desk, Inc.	$13.6M	0.97%	Not reported	Not reported	Q4 2019
MRVLMarvell Technology, Inc.	$13.6M	0.96%	0.02%	Not reported	Q3 2020
LVSLas Vegas Sands Corp	$13.6M	0.96%	0.03%	+26.8%	Q1 2020
DTDynatrace, Inc.	$13.5M	0.96%	0.10%	+311.7%	Q3 2020
MDBMongoDB, Inc.	$13.4M	0.95%	0.04%	-57.9%	Q2 2021
NETCloudflare, Inc.	$13.4M	0.95%	Not reported	Not reported	Q4 2020
AAgilent Technologies, Inc.	$13.4M	0.95%	0.03%	Not reported	Q4 2019
THCTenet Healthcare Corp	$13.3M	0.94%	0.08%	Not reported	Q4 2019
ORLYO Reilly Automotive Inc	$12.6M	0.90%	0.02%	+790.0%	Q4 2019
CNCCentene Corp	$12.5M	0.89%	0.06%	Not reported	Q2 2020
BLKBlackRock, Inc.	$12.1M	0.86%	0.01%	Not reported	Q4 2019
LNGCheniere Energy, Inc.	$11.8M	0.84%	0.03%	+45.0%	Q4 2019
DTEDte Energy Co	$11.7M	0.83%	0.04%	Not reported	Q4 2020
IOTSamsara Inc.	$11.3M	0.80%	Not reported	Not reported	Q4 2022
GPNGlobal Payments Inc	$11.2M	0.79%	0.06%	Not reported	Q1 2020
JJacobs Solutions Inc.	$11.1M	0.79%	0.07%	Not reported	Q4 2022
CDWCDW Corp	$10.6M	0.75%	0.06%	-46.6%	Q4 2020
VEEVVeeva Systems Inc	$10.5M	0.75%	0.03%	Not reported	Q4 2019
APDAir Products & Chemicals, Inc.	$10.3M	0.73%	0.02%	-40.1%	Q4 2019
FWONKLiberty Media Corp	$10.3M	0.73%	Not reported	+2776.2%	Q2 2020
NOWServiceNow, Inc.	$10.1M	0.72%	0.01%	Not reported	Q4 2020
ACMAecom	$9.99M	0.71%	0.08%	Not reported	Q4 2019
NFLXNetflix Inc	$9.94M	0.71%	0.00%	+2893.7%	Q4 2019
VIKViking Holdings Ltd	$9.9M	0.70%	Not reported	+57.7%	Q4 2024
BNYBank of New York Mellon Corp	$9.77M	0.69%	0.01%	+1301.8%	Q4 2019
COHRCoherent Corp.	$9.76M	0.69%	0.03%	Not reported	Q2 2020
AVGOBroadcom Inc.	$9.19M	0.65%	0.00%	+1445.7%	Q1 2023
MSFTMicrosoft Corp	$8.98M	0.64%	0.00%	Not reported	Q4 2020
DDOGDatadog, Inc.	$8.93M	0.63%	0.08%	Not reported	Q2 2020
RPMRPM International Inc	$8.9M	0.63%	0.07%	+244.2%	Q3 2021
SNXTD Synnex Corp	$8.86M	0.63%	0.07%	Not reported	Q3 2021
TDGTransDigm Group INC	$8.69M	0.62%	0.01%	Not reported	Q1 2021
HDHome Depot, Inc.	$8.35M	0.59%	0.00%	+39.8%	Q1 2020
MRNAModerna, Inc.	$8.29M	0.59%	0.07%	+30.9%	Q4 2020
FNFFidelity National Financial, Inc.	$8.15M	0.58%	0.06%	Not reported	Q2 2020
AKAMAkamai Technologies Inc	$8.06M	0.57%	0.06%	+39.3%	Q2 2020
CPNGCoupang, Inc.	$7.91M	0.56%	Not reported	+4997.1%	Q3 2021
WATWaters Corp	$7.9M	0.56%	0.03%	+118.7%	Q2 2020

Q3 2025Reported Nov 14, 2025534 positions
KVUEKenvue Inc.	$31.9M	1.26%	0.10%	-20.5%	Q3 2023
ROPRoper Technologies Inc	$30M	1.19%	0.06%	+10990.0%	Q4 2019
BSXBoston Scientific Corp	$29.8M	1.18%	0.02%	Not reported	Q1 2020
SPGIS&P Global Inc.	$28.9M	1.14%	0.02%	Not reported	Q4 2020
SLBSLB Limited	$28.8M	1.14%	0.06%	+7.1%	Q1 2020
WMTWalmart Inc.	$27.8M	1.10%	0.00%	-21.3%	Q4 2019
CPRTCopart Inc	$27.6M	1.09%	0.06%	-39.0%	Q2 2020
GEVGE Vernova Inc.	$27.5M	1.09%	0.02%	+6303.0%	Q3 2024
PAYXPaychex Inc	$27.5M	1.09%	0.06%	+1147.8%	Q4 2020
ISRGIntuitive Surgical Inc	$27.5M	1.09%	0.02%	-34.1%	Q1 2020
TEAMAtlassian Corp	$27.4M	1.09%	Not reported	+79.3%	Q4 2019
ANETArista Networks, Inc.	$27.4M	1.08%	0.01%	Not reported	Q2 2020
TXNTexas Instruments Inc	$27.4M	1.08%	0.02%	Not reported	Q4 2021
ETREntergy Corp	$27.2M	1.08%	0.07%	+15.1%	Q4 2019
NXPINXP Semiconductors N.V.	$27.1M	1.07%	0.05%	+86.6%	Q4 2019
ALABAstera Labs, Inc.	$26.9M	1.06%	0.08%	New	Q3 2025
GOOGLAlphabet Inc.	$26.3M	1.04%	0.00%	Not reported	Q3 2020
ZTSZoetis Inc.	$25.7M	1.02%	0.04%	-38.3%	Q3 2021
VSTVistra Corp.	$25.6M	1.01%	0.04%	+217.8%	Q4 2019
NOCNorthrop Grumman Corp	$25.3M	1.00%	0.03%	Not reported	Q4 2019
AONAon plc	$25.3M	1.00%	0.03%	Not reported	Q1 2020
TMOThermo Fisher Scientific Inc.	$25.1M	0.99%	0.01%	-5.7%	Q1 2020
DOVDOVER Corp	$25.1M	0.99%	0.11%	Not reported	Q2 2020
DXCMDexcom Inc	$25M	0.99%	0.10%	Not reported	Q4 2019
NDAQNasdaq, Inc.	$24.9M	0.98%	0.05%	+802.9%	Q3 2020
CDNSCadence Design Systems Inc	$24.4M	0.97%	0.03%	+481.8%	Q4 2019
FLUTFlutter Entertainment plc	$24.3M	0.96%	0.05%	Not reported	Q4 2024
MDBMongoDB, Inc.	$23.5M	0.93%	0.09%	-48.6%	Q2 2021
CDWCDW Corp	$23.1M	0.91%	0.11%	-8.4%	Q4 2020
BDXBecton Dickinson & Co	$22.8M	0.90%	0.04%	Not reported	Q3 2020
FISVFiserv Inc	$22.7M	0.90%	0.03%	+134.9%	Q2 2020
BMYBristol Myers Squibb Co	$21.9M	0.86%	0.02%	Not reported	Q4 2019
GWREGuidewire Software, Inc.	$21.8M	0.86%	0.11%	-32.2%	Q3 2020
FCXFreeport-Mcmoran Inc	$21.8M	0.86%	0.04%	Not reported	Q2 2020
PRUPrudential Financial Inc	$21.4M	0.85%	0.06%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$21.2M	0.84%	Not reported	Not reported	Q4 2019
FLEXFlex Ltd.	$21.1M	0.84%	0.10%	Not reported	Q1 2021
FCNCAFirst Citizens Bancshares Inc	$21.1M	0.83%	Not reported	+31.8%	Q3 2020
COFCapital One Financial Corp	$20.5M	0.81%	0.02%	+8718.5%	Q1 2020
CRDOCredo Technology Group Holding Ltd	$20M	0.79%	0.08%	-43.4%	Q1 2023
PEGPublic Service Enterprise Group Inc	$19.8M	0.78%	0.05%	Not reported	Q1 2020
ONOn Semiconductor Corp	$19.2M	0.76%	0.10%	Not reported	Q1 2020
APDAir Products & Chemicals, Inc.	$19.1M	0.75%	0.03%	Not reported	Q4 2019
TOSTToast, Inc.	$18.9M	0.75%	0.24%	Not reported	Q1 2022
CPAYCorpay, Inc.	$18.7M	0.74%	0.09%	-25.1%	Q4 2024
KKRKKR & Co. Inc.	$18.7M	0.74%	0.02%	Not reported	Q3 2021
DPZDominos Pizza Inc	$18.6M	0.74%	0.13%	+6193.6%	Q1 2020
ZBRAZebra Technologies Corp	$17.9M	0.71%	0.12%	-35.7%	Q4 2019
EIXEdison International	$17.8M	0.71%	0.08%	-3.0%	Q2 2020
GISGeneral Mills Inc	$17.7M	0.70%	0.07%	Not reported	Q4 2019

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