Twinbeech Capital LP Incresed Positions in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDCC
Inter Digital, Inc.

Communication Services
18.8K
+ 243.74%
$142.61 - $200.59 $2.69M - $3.78M
26.6K $5.15M
NWSA
News Corp

Communication Services
142K
+ 1748.02%
$25.68 - $29.86 $3.64M - $4.23M
150K $4.12M
WING
Wingstop Inc.

Consumer Cyclical
20.5K
+ 130.45%
$281.09 - $422.95 $5.76M - $8.67M
36.2K $10.3M
RIOT
Riot Blockchain, Inc.

Technology
338K
+ 405.67%
$7.08 - $14.97 $2.39M - $5.06M
421K $4.3M
WD
Walker & Dunlop, Inc.

Financial Services
36.8K
+ 1648.34%
$95.69 - $116.27 $3.52M - $4.28M
39K $3.79M
EXR
Extra Space Storage Inc.

Real Estate
33.1K
+ 70.8%
$142.35 - $178.32 $4.72M - $5.91M
79.9K $12M
VSH
Vishay Intertechnology Inc

Technology
208K
+ 1289.45%
$15.17 - $19.41 $3.15M - $4.03M
224K $3.79M
ZG
Zillow Group, Inc.

Communication Services
38.2K
+ 56.41%
$56.08 - $82.33 $2.14M - $3.14M
106K $7.5M
BANC
Banc Of California, Inc.

Financial Services
201K
+ 494.7%
$13.66 - $17.77 $2.74M - $3.57M
241K $3.73M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
48K
+ 154.01%
$47.66 - $57.86 $2.29M - $2.78M
79.2K $4.49M
AX
Axos Financial, Inc.

Financial Services
36.6K
+ 1107.5%
$59.93 - $86.6 $2.19M - $3.17M
39.9K $2.79M
QLYS
Qualys, Inc.

Technology
18K
+ 907.86%
$119.24 - $159.23 $2.15M - $2.87M
20K $2.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3.37K
+ 26.18%
$229.85 - $335.91 $773K - $1.13M
16.2K $5.3M
CUBE
Cube Smart

Real Estate
57.9K
+ 232.0%
$41.74 - $53.03 $2.42M - $3.07M
82.9K $3.55M
SYNA
Synaptics Inc

Technology
26.4K
+ 183.32%
$68.67 - $82.79 $1.81M - $2.18M
40.8K $3.11M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
60K
+ 91.41%
$34.01 - $41.29 $2.04M - $2.48M
126K $4.3M
BEAM
Beam Therapeutics Inc.

Healthcare
69.5K
+ 119.32%
$21.55 - $30.35 $1.5M - $2.11M
128K $3.17M
IPGP
Ipg Photonics Corp

Technology
22.4K
+ 177.12%
$71.88 - $85.75 $1.61M - $1.92M
35.1K $2.55M
VNT
Vontier Corp

Technology
39.5K
+ 65.28%
$33.03 - $40.45 $1.3M - $1.6M
99.9K $3.64M
ROL
Rollins Inc

Consumer Cyclical
42.6K
+ 43.85%
$46.35 - $51.59 $1.97M - $2.2M
140K $6.47M
TDOC
Teladoc Health, Inc.

Healthcare
149K
+ 63.83%
$8.57 - $12.02 $1.28M - $1.79M
383K $3.48M
LYB
Lyondell Basell Industries N.V.

Basic Materials
49.9K
+ 43.03%
$72.97 - $96.75 $3.64M - $4.82M
166K $12.3M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
209K
+ 2039.45%
$5.6 - $8.48 $1.17M - $1.77M
219K $1.27M
KROS
Keros Therapeutics, Inc.

Healthcare
114K
+ 742.46%
$15.64 - $70.0 $1.79M - $7.99M
130K $2.05M
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
28.5K
+ 531.66%
$42.07 - $57.72 $1.2M - $1.64M
33.9K $1.42M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
38.3K
+ 25.49%
$35.21 - $44.8 $1.35M - $1.72M
189K $7.27M
NYT
New York Times CO

Communication Services
21.3K
+ 306.93%
$52.01 - $56.83 $1.11M - $1.21M
28.3K $1.47M
PLD
Prologis, Inc.

Real Estate
40K
+ 26.08%
$101.4 - $126.96 $4.06M - $5.08M
193K $20.4M
POR
Portland General Electric CO

Utilities
23.4K
+ 423.09%
$43.52 - $48.99 $1.02M - $1.15M
29K $1.26M
TSCO
Tractor Supply CO

Consumer Cyclical
27.5K
+ 1335.29%
$52.59 - $303.74 $1.45M - $8.37M
29.6K $1.57M
PK
Park Hotels & Resorts Inc.

Real Estate
69K
+ 396.65%
$13.68 - $15.82 $943K - $1.09M
86.3K $1.21M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
157K
+ 79.22%
$12.52 - $21.81 $1.97M - $3.43M
356K $4.7M
LEGN
Legend Biotech Corp

Healthcare
41.7K
+ 132.59%
$32.49 - $50.28 $1.36M - $2.1M
73.2K $2.38M
STE
Steris PLC

Healthcare
5.94K
+ 56.9%
$204.34 - $235.7 $1.21M - $1.4M
16.4K $3.37M
XPEV
Xpeng Inc.

Consumer Cyclical
74.6K
+ 22.43%
$10.22 - $15.3 $762K - $1.14M
407K $4.81M
AMGN
Amgen Inc

Healthcare
3.34K
+ 178.44%
$258.78 - $328.31 $863K - $1.09M
5.2K $1.36M
RH
Rh

Consumer Cyclical
1.02K
+ 21.0%
$311.9 - $446.04 $317K - $453K
5.85K $2.3M
TXT
Textron Inc

Industrials
8.03K
+ 161.84%
$75.82 - $90.32 $609K - $725K
13K $993K
RCI
Rogers Communications Inc

Communication Services
20.2K
+ 235.47%
$30.36 - $39.38 $615K - $797K
28.8K $886K
FFIN
First Financial Bankshares Inc

Financial Services
13.8K
+ 94.4%
$35.49 - $43.05 $490K - $595K
28.4K $1.03M
JKS
Jinko Solar Holding Co., Ltd.

Technology
17.8K
+ 219.94%
$19.87 - $32.77 $355K - $585K
26K $646K
KBH
Kb Home

Consumer Cyclical
5.89K
+ 187.49%
$65.58 - $85.3 $386K - $503K
9.03K $593K
ENSG
Ensign Group, Inc

Healthcare
5.74K
+ 14.33%
$132.78 - $156.91 $762K - $901K
45.8K $6.09M
CUBI
Customers Bancorp, Inc.

Financial Services
1.05K
+ 1.42%
$44.23 - $57.66 $46.5K - $60.7K
75.4K $3.67M
Reddit Inc
52.3K
+ 49.74%
N/A
158K $0
Canadian Pacific Kansas City
1.68K
+ 67.46%
N/A
4.16K $0
Structure Therapeutics Inc
7.22K
+ 34.3%
N/A
28.3K $0
Bunge Global Sa
225K
+ 196.88%
N/A
340K $0
Crane Company
18.4K
+ 65.63%
N/A
46.4K $0
Activity Summary
Buys All Purchases 447 New Holdings 343 Increased Positions 104 Sells All Sells 130 Reductions 130 Sold out 0 Options Calls 0 Puts 0
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