Twinbeech Capital LP Purchases in Q3 2025

Twinbeech Capital LP

  • $2.23 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LAD
Lithia Motors Inc

Consumer Cyclical
29.9K
New
$284.47 - $356.6 $8.5M - $10.7M
29.9K $9.44M
DOCU
Docusign, Inc.

Technology
131K
New
$67.14 - $85.01 $8.77M - $11.1M
131K $9.41M
BLDR
Builders First Source, Inc.

Industrials
75.8K
New
$116.91 - $149.21 $8.86M - $11.3M
75.8K $9.19M
SOFI
So Fi Technologies, Inc.

Financial Services
338K
New
$17.64 - $29.81 $5.96M - $10.1M
338K $8.93M
CTVA
Corteva, Inc.

Basic Materials
131K
New
$67.08 - $77.12 $8.79M - $10.1M
131K $8.87M
LVS
Las Vegas Sands Corp

Consumer Cyclical
164K
New
$47.38 - $57.71 $7.78M - $9.48M
164K $8.83M
MTD
Mettler Toledo International Inc

Healthcare
7.17K
New
$1166.48 - $1324.06 $8.36M - $9.49M
7.17K $8.8M
ZM
Zoom Video Communications, Inc.

Technology
105K
+ 2840.11%
$69.77 - $86.83 $7.33M - $9.12M
109K $8.97M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
422K
+ 1080.77%
$19.08 - $23.53 $8.06M - $9.94M
462K $9.03M
FLS
Flowserve Corp

Industrials
154K
New
$51.98 - $57.7 $8M - $8.88M
154K $8.17M
FN
Fabrinet

Technology
22.1K
New
$277.04 - $389.47 $6.14M - $8.63M
22.1K $8.08M
PG
Procter & Gamble CO

Consumer Defensive
50.7K
New
$150.47 - $161.22 $7.63M - $8.17M
50.7K $7.79M
CI
Cigna Corp

Healthcare
27.8K
+ 221.91%
$262.23 - $334.39 $7.29M - $9.29M
40.3K $11.6M
BE
Bloom Energy Corp

Industrials
88K
New
$22.13 - $86.27 $1.95M - $7.59M
88K $7.44M
OSK
Oshkosh Corp

Industrials
56.4K
New
$118.16 - $143.44 $6.67M - $8.09M
56.4K $7.32M
APG
A Pi Group Corp

Industrials
206K
New
$33.09 - $36.34 $6.81M - $7.48M
206K $7.08M
GDDY
Go Daddy Inc.

Technology
52.6K
+ 1535.87%
$133.35 - $178.59 $7.01M - $9.39M
56K $7.66M
HD
Home Depot, Inc.

Consumer Cyclical
17.4K
New
$357.4 - $423.42 $6.2M - $7.35M
17.4K $7.03M
WBS
Webster Financial Corp

Financial Services
117K
+ 1535.22%
$55.19 - $62.92 $6.48M - $7.39M
125K $7.43M
SYK
Stryker Corp

Healthcare
18.8K
New
$368.57 - $403.53 $6.94M - $7.6M
18.8K $6.96M
ROK
Rockwell Automation, Inc

Industrials
19.9K
New
$328.67 - $358.52 $6.53M - $7.13M
19.9K $6.95M
DOX
Amdocs LTD

Technology
86.5K
+ 513.33%
$81.2 - $92.62 $7.03M - $8.01M
103K $8.48M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
93.1K
+ 161.5%
$108.8 - $169.61 $10.1M - $15.8M
151K $16.4M
IBP
Installed Building Products, Inc.

Consumer Cyclical
27.6K
New
$184.09 - $279.47 $5.09M - $7.72M
27.6K $6.82M
TREX
Trex CO Inc

Industrials
132K
+ 2052.13%
$50.48 - $68.49 $6.65M - $9.03M
138K $7.14M
SBAC
Sba Communications Corp

Real Estate
33.7K
New
$191.35 - $239.35 $6.46M - $8.08M
33.7K $6.53M
ETR
Entergy Corp

Utilities
38.3K
+ 15.11%
$80.93 - $93.55 $3.1M - $3.58M
292K $27.2M
VTRS
Viatris Inc

Healthcare
612K
New
$8.74 - $10.69 $5.35M - $6.54M
612K $6.06M
AKAM
Akamai Technologies Inc

Technology
66.4K
New
N/A
66.4K $6.03M
BMI
Badger Meter Inc

Technology
34.2K
+ 1087.89%
$172.32 - $245.81 $5.9M - $8.41M
37.4K $6.67M
NLOK
Norton Life Lock Inc.

Technology
273K
New
N/A
273K $5.88M
ARES
Ares Management Corp

Financial Services
38.9K
+ 135.94%
$159.89 - $192.76 $6.23M - $7.51M
67.6K $10.8M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
43.4K
New
$118.35 - $142.11 $5.14M - $6.17M
43.4K $5.4M
PCTY
Paylocity Holding Corp

Technology
33.1K
New
$159.27 - $190.36 $5.28M - $6.31M
33.1K $5.28M
SXT
Sensient Technologies Corp

Basic Materials
54.9K
New
$93.0 - $120.77 $5.1M - $6.63M
54.9K $5.15M
MTCH
Match Group, Inc.

Communication Services
141K
New
$31.83 - $38.77 $4.49M - $5.47M
141K $4.98M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
76.4K
+ 342.68%
N/A
98.7K $6.39M
SANM
Sanmina Corp

Technology
42.7K
New
$95.79 - $123.84 $4.09M - $5.29M
42.7K $4.92M
MELI
Mercadolibre Inc

Consumer Cyclical
2.49K
+ 73.65%
$2292.04 - $2514.05 $5.71M - $6.26M
5.87K $13.7M
CTSH
Cognizant Technology Solutions Corp

Technology
72.3K
New
$66.67 - $80.98 $4.82M - $5.86M
72.3K $4.85M
ST
Sensata Technologies Holding PLC

Technology
157K
New
$29.37 - $33.52 $4.62M - $5.28M
157K $4.81M
NU
Nu Holdings Ltd.

Financial Services
254K
+ 79.65%
$11.92 - $16.3 $3.03M - $4.14M
574K $9.18M
CL
Colgate Palmolive CO

Consumer Defensive
59.2K
New
$79.36 - $93.33 $4.69M - $5.52M
59.2K $4.73M
HUBB
Hubbell Inc

Industrials
10.9K
New
$410.51 - $450.93 $4.49M - $4.93M
10.9K $4.71M
ZETA
Zeta Global Holdings Corp.

Technology
224K
New
$14.0 - $22.08 $3.13M - $4.94M
224K $4.45M
EW
Edwards Lifesciences Corp

Healthcare
56.9K
New
$73.75 - $81.83 $4.2M - $4.66M
56.9K $4.43M
GLNG
Golar Lng LTD

Energy
107K
New
$39.16 - $45.56 $4.2M - $4.88M
107K $4.33M
LEA
Lear Corp

Consumer Cyclical
42.9K
New
$92.93 - $112.75 $3.99M - $4.84M
42.9K $4.32M
SOUN
Soundhound Ai, Inc.

Technology
267K
New
$10.11 - $18.05 $2.7M - $4.83M
267K $4.3M
Activity Summary
Buys All Purchases 379 New Holdings 309 Increased Positions 70 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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