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
SYM
Symbotic Inc.

Financial Services
20.3K
New
$22.73 - $38.78 $460K - $786K
20.3K $481K
AIZ
Assurant, Inc.

Financial Services
2.25K
New
$186.6 - $228.68 $420K - $515K
2.25K $479K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
15.8K
New
$29.05 - $41.22 $460K - $652K
15.8K $478K
ORA
Ormat Technologies, Inc.

Utilities
6.69K
New
$67.12 - $83.84 $449K - $561K
6.69K $452K
ZS
Zscaler, Inc.

Technology
2.49K
New
$166.99 - $211.99 $416K - $528K
2.49K $449K
CMC
Commercial Metals CO

Basic Materials
8.85K
New
$49.22 - $63.32 $436K - $561K
8.85K $439K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
8.27K
New
$42.99 - $56.89 $355K - $470K
8.27K $437K
BWA
Borgwarner Inc

Consumer Cyclical
13.7K
New
$31.48 - $35.49 $432K - $487K
13.7K $436K
AMKR
Amkor Technology, Inc.

Technology
16K
New
$25.13 - $31.61 $403K - $507K
16K $411K
KMT
Kennametal Inc

Industrials
17.1K
New
$23.74 - $31.23 $405K - $533K
17.1K $409K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
6.2K
New
$64.91 - $73.47 $403K - $456K
6.2K $404K
DOCN
Digital Ocean Holdings, Inc.

Technology
11.7K
New
$34.07 - $44.0 $398K - $514K
11.7K $398K
JBHT
Hunt J B Transport Services Inc

Industrials
2.31K
New
$164.22 - $197.19 $379K - $455K
2.31K $393K
OZK
Bank Ozk

Financial Services
8.85K
New
$41.39 - $50.55 $366K - $447K
8.85K $393K
CAR
Avis Budget Group, Inc.

Industrials
4.8K
New
$77.44 - $109.07 $371K - $523K
4.8K $386K
DD
Du Pont De Nemours, Inc.

Basic Materials
5.06K
New
$75.95 - $88.05 $384K - $445K
5.06K $385K
PPC
Pilgrims Pride Corp

Consumer Defensive
8.2K
New
$43.57 - $53.82 $357K - $441K
8.2K $372K
ADNT
Adient PLC

Consumer Cyclical
21.6K
New
$16.85 - $22.74 $364K - $491K
21.6K $372K
SBUX
Starbucks Corp

Consumer Cyclical
4.04K
New
$87.44 - $102.5 $353K - $414K
4.04K $367K
GH
Guardant Health, Inc.

Healthcare
12K
New
$20.2 - $38.11 $242K - $457K
12K $366K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4.22K
New
$84.3 - $106.41 $355K - $449K
4.22K $363K
OTEX
Open Text Corp

Technology
12.7K
New
$27.37 - $34.05 $348K - $433K
12.7K $360K
SLB
Schlumberger Limited

Energy
9.32K
New
$36.83 - $45.59 $343K - $425K
9.32K $357K
TAL
Tal Education Group

Consumer Defensive
35.7K
New
$9.45 - $12.13 $338K - $433K
35.7K $357K
FELE
Franklin Electric CO Inc

Industrials
3.64K
New
$95.71 - $110.4 $348K - $402K
3.64K $354K
PNR
Pentair PLC

Industrials
3.51K
New
$95.0 - $109.21 $334K - $384K
3.51K $353K
IMVT
Immunovant, Inc.

Healthcare
12.7K
New
N/A
12.7K $349K
SM
Sm Energy CO

Energy
8.93K
New
$36.59 - $46.03 $327K - $411K
8.93K $346K
COIN
Coinbase Global, Inc.

Technology
1.37K
New
$163.17 - $343.62 $223K - $469K
1.37K $339K
GOLD
Barrick Gold Corp

Basic Materials
21.5K
New
$15.23 - $21.19 $328K - $456K
21.5K $333K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.86K
New
$138.3 - $192.95 $258K - $360K
1.86K $329K
INMD
In Mode Ltd.

Healthcare
19.7K
New
$14.88 - $19.53 $293K - $384K
19.7K $328K
DOV
Dover Corp

Industrials
1.72K
New
$184.72 - $206.51 $318K - $356K
1.72K $323K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
11.3K
New
$24.92 - $32.79 $282K - $371K
11.3K $311K
FTS
Fortis Inc.

Utilities
7.28K
New
$41.04 - $45.81 $299K - $333K
7.28K $302K
WETF
Wisdom Tree Investments, Inc.

Financial Services
54.5K
New
N/A
54.5K $297K
ON
On Semiconductor Corp

Technology
4.62K
New
$63.05 - $74.7 $291K - $345K
4.62K $291K
TECK
Teck Resources LTD

Basic Materials
6.98K
New
$39.99 - $52.38 $279K - $366K
6.98K $282K
SSB
South State Corp

Financial Services
2.82K
New
$94.05 - $111.93 $265K - $315K
2.82K $280K
ACLS
Axcelis Technologies Inc

Technology
3.84K
New
$69.18 - $105.1 $266K - $404K
3.84K $268K
MSM
Msc Industrial Direct CO Inc

Industrials
3.54K
New
$73.09 - $90.18 $259K - $320K
3.54K $264K
INCY
Incyte Corp

Healthcare
3.84K
New
$65.08 - $83.38 $250K - $320K
3.84K $264K
WLK
Westlake Corp

Basic Materials
2.29K
New
$113.23 - $148.98 $260K - $341K
2.29K $262K
CSWI
Csw Industrials, Inc.

Industrials
744
New
$352.8 - $432.01 $262K - $321K
744 $262K
LSPD
Lightspeed Commerce Inc.

Technology
17.1K
New
$14.78 - $18.8 $253K - $322K
17.1K $260K
EQT
Eqt Corp

Energy
5.66K
New
$35.62 - $46.89 $201K - $265K
5.66K $260K
SAIC
Science Applications International Corp

Technology
2.32K
New
$110.11 - $154.1 $255K - $357K
2.32K $258K
MAS
Masco Corp

Industrials
3.55K
New
$72.52 - $85.73 $258K - $305K
3.55K $257K
WLY
John Wiley & Sons, Inc.

Communication Services
5.84K
New
$43.58 - $53.13 $254K - $310K
5.84K $256K
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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