Institutions / Twinbeech Capital LP
Twinbeech Capital LP
CIK 1769646 · Institution · as of Dec 31, 2025
Portfolio value
$1.41B
Positions
562
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 562 →
| Company | Value | % of portfolio |
|---|---|---|
| Eaton Corp plc | $15.92M | 1.1% |
| Eog Resources Inc | $15.50M | 1.1% |
| Marathon Petroleum Corp | $15.16M | 1.1% |
| Boston Scientific Corp | $15.05M | 1.1% |
| Morgan Stanley | $14.96M | 1.1% |
| Ross Stores, Inc. | $14.80M | 1.1% |
| Johnson Controls International plc | $14.36M | 1.0% |
| PROCTER & GAMBLE Co | $14.30M | 1.0% |
| United Rentals Inc | $14.19M | 1.0% |
| CARRIER GLOBAL Corp | $13.97M | 1.0% |
| Somnigroup International Inc | $13.81M | 1.0% |
| Otis Worldwide Corp | $13.79M | 1.0% |
| Trade Desk, Inc. | $13.62M | 1.0% |
| Marvell Technology, Inc. | $13.57M | 1.0% |
| Las Vegas Sands Corp | $13.55M | 1.0% |
| Dynatrace, Inc. | $13.52M | 1.0% |
| MongoDB, Inc. | $13.37M | 1.0% |
| Cloudflare, Inc. | $13.37M | 1.0% |
| Agilent Technologies Inc | $13.36M | 0.9% |
| Tenet Healthcare Corp | $13.29M | 0.9% |
| O Reilly Automotive Inc | $12.62M | 0.9% |
| Centene Corp | $12.50M | 0.9% |
| BlackRock, Inc. | $12.07M | 0.9% |
| Cheniere Energy, Inc. | $11.77M | 0.8% |
| Dte Energy Co | $11.67M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.