Twinbeech Capital LP New Holdings in Q4 2024

Twinbeech Capital LP

  • $5.52 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ETSY
Etsy Inc

Consumer Cyclical
158K
New
$47.48 - $61.61 $7.48M - $9.7M
158K $8.33M
ASGN
Asgn Inc

Technology
99.6K
New
$83.2 - $100.79 $8.29M - $10M
99.6K $8.3M
ESTC
Elastic N.V.

Technology
81.8K
New
$75.01 - $116.22 $6.14M - $9.51M
81.8K $8.11M
HUBS
Hubspot Inc

Technology
11.3K
New
$514.07 - $757.4 $5.79M - $8.53M
11.3K $7.85M
KHC
Kraft Heinz CO

Consumer Defensive
253K
New
$30.1 - $36.02 $7.62M - $9.12M
253K $7.77M
PYPL
Pay Pal Holdings, Inc.

Financial Services
88.4K
New
$77.25 - $91.3 $6.83M - $8.07M
88.4K $7.54M
SF
Stifel Financial Corp

Financial Services
70K
New
$93.4 - $117.72 $6.54M - $8.24M
70K $7.43M
CBT
Cabot Corp

Basic Materials
80.5K
New
$90.64 - $117.0 $7.3M - $9.42M
80.5K $7.35M
KO
Coca Cola CO

Consumer Defensive
117K
New
$61.74 - $71.71 $7.25M - $8.42M
117K $7.31M
SG
Sweetgreen, Inc.

Consumer Cyclical
227K
New
$31.7 - $43.97 $7.21M - $9.99M
227K $7.29M
AVNT
Avient Corp

Basic Materials
156K
New
$40.12 - $53.17 $6.27M - $8.31M
156K $6.39M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
115K
New
N/A
115K $6.39M
EXP
Eagle Materials Inc

Basic Materials
25.2K
New
$246.48 - $315.29 $6.22M - $7.96M
25.2K $6.23M
SCI
Service Corp International

Consumer Cyclical
72.4K
New
$73.36 - $88.6 $5.31M - $6.41M
72.4K $5.78M
FL
Foot Locker, Inc.

Consumer Cyclical
263K
New
$21.17 - $25.31 $5.56M - $6.65M
263K $5.72M
CRM
Salesforce, Inc.

Technology
17K
New
$270.87 - $367.87 $4.61M - $6.26M
17K $5.69M
PFG
Principal Financial Group Inc

Financial Services
72.5K
New
$74.91 - $91.26 $5.43M - $6.62M
72.5K $5.61M
AI
C3.Ai, Inc.

Technology
160K
New
$22.6 - $42.94 $3.62M - $6.87M
160K $5.51M
VRNS
Varonis Systems Inc

Technology
123K
New
$43.91 - $60.0 $5.4M - $7.38M
123K $5.46M
M
Macy'S, Inc.

Consumer Cyclical
309K
New
$14.56 - $18.1 $4.5M - $5.59M
309K $5.23M
OKTA
Okta, Inc.

Technology
65.9K
New
$71.81 - $86.11 $4.73M - $5.68M
65.9K $5.19M
DNLI
Denali Therapeutics Inc.

Healthcare
255K
New
$20.24 - $31.58 $5.15M - $8.04M
255K $5.19M
BDC
Belden Inc.

Technology
45.4K
New
$112.15 - $131.43 $5.09M - $5.96M
45.4K $5.11M
LCII
Lci Industries

Consumer Cyclical
49K
New
$101.78 - $126.7 $4.99M - $6.21M
49K $5.06M
FNF
Fidelity National Financial, Inc.

Financial Services
89.4K
New
$55.19 - $63.83 $4.94M - $5.71M
89.4K $5.02M
KIM
Kimco Realty Corp

Real Estate
212K
New
$22.75 - $25.78 $4.83M - $5.48M
212K $4.98M
MLM
Martin Marietta Materials Inc

Basic Materials
9.48K
New
$516.5 - $619.58 $4.9M - $5.87M
9.48K $4.9M
ASTS
Ast Space Mobile, Inc.

Communication Services
222K
New
$21.1 - $28.49 $4.68M - $6.32M
222K $4.68M
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
141K
New
$32.86 - $61.64 $4.64M - $8.7M
141K $4.64M
ROKU
Roku, Inc

Communication Services
62.1K
New
$64.08 - $84.12 $3.98M - $5.22M
62.1K $4.62M
VICI
Vici Properties Inc.

Real Estate
157K
New
$28.27 - $33.19 $4.44M - $5.21M
157K $4.59M
CLX
Clorox CO

Consumer Defensive
28.1K
New
$156.51 - $169.74 $4.4M - $4.77M
28.1K $4.57M
MATX
Matson, Inc.

Industrials
33.7K
New
$131.18 - $167.37 $4.42M - $5.64M
33.7K $4.55M
COP
Conocophillips

Energy
45.3K
New
$95.12 - $114.72 $4.31M - $5.2M
45.3K $4.49M
PTC
Ptc Inc.

Technology
24.4K
New
$175.97 - $201.89 $4.29M - $4.92M
24.4K $4.48M
TT
Trane Technologies PLC

Industrials
12.1K
New
$369.35 - $419.14 $4.46M - $5.06M
12.1K $4.46M
ICFI
Icf International, Inc.

Industrials
36.5K
New
$117.59 - $175.87 $4.3M - $6.43M
36.5K $4.36M
IREN
Iris Energy LTD

Financial Services
440K
New
$7.33 - $15.39 $3.23M - $6.78M
440K $4.32M
FUTU
Futu Holdings LTD

Financial Services
53.8K
New
$79.99 - $128.93 $4.31M - $6.94M
53.8K $4.31M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
259K
New
$13.9 - $21.25 $3.6M - $5.5M
259K $4.04M
TRGP
Targa Resources Corp.

Energy
22.2K
New
$150.58 - $207.69 $3.35M - $4.62M
22.2K $3.97M
ED
Consolidated Edison Inc

Utilities
43.9K
New
$88.87 - $107.38 $3.9M - $4.71M
43.9K $3.92M
BC
Brunswick Corp

Consumer Cyclical
60.4K
New
$64.5 - $85.95 $3.9M - $5.19M
60.4K $3.91M
EHC
Encompass Health Corp

Healthcare
42.2K
New
$92.35 - $103.77 $3.89M - $4.37M
42.2K $3.89M
CNHI
Cnh Industrial N.V.

Industrials
367K
New
N/A
367K $3.82M
UA
Under Armour Inc Cl C

Consumer Cyclical
510K
New
$7.37 - $9.94 $3.76M - $5.07M
510K $3.8M
CBOE
Cboe Global Markets, Inc.

Financial Services
19.2K
New
$191.61 - $217.84 $3.69M - $4.19M
19.2K $3.76M
UAA
Under Armour, Inc.

Consumer Cyclical
450K
New
$8.21 - $11.13 $3.7M - $5.01M
450K $3.73M
CASY
Caseys General Stores Inc

Consumer Cyclical
9.37K
New
$366.65 - $427.88 $3.44M - $4.01M
9.37K $3.71M
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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