Institutions / TWINBEECH CAPITAL LP / Holdings
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Twinbeech Capital LP

All holdings · as of Dec 31, 2025

562 positions

CompanyClassValueShares% of portfolio
Energy Vault Holdings, Inc.NRGVCommon Stock$65.9K14,3000.0%
CytomX Therapeutics, Inc.—$75.0K17,6000.0%
Clear Channel Outdoor Holdings, Inc.CCOCommon Stock$75.1K34,0000.0%
Lightwave Logic, Inc.—$75.2K23,2000.0%
GoPro, Inc.GPROCommon Stock$75.5K53,5670.0%
Under Armour Inc—$96.0K20,0000.0%
ADTRAN Holdings, Inc.—$96.5K11,1000.0%
Sprinklr, Inc.—$98.6K12,6700.0%
HARMONIC INC.—$107.0K10,8140.0%
MARA Holdings, Inc.—$107.8K12,0000.0%
Biohaven Ltd.—$132.1K11,7000.0%
Intellia Therapeutics, Inc.—$137.4K15,2890.0%
Snap Inc—$143.6K17,8000.0%
NovoCure Ltd—$146.5K11,3300.0%
FLOWERS FOODS INC—$148.0K13,6000.0%
RECURSION PHARMACEUTICALS, INC.—$156.9K38,3520.0%
BIOCRYST PHARMACEUTICALS INC—$184.9K23,7000.0%
eXp World Holdings, Inc.—$185.0K20,4400.0%
MARTEN TRANSPORT LTDMRTNCommon Stock$188.2K16,5340.0%
Bumble Inc.—$188.4K52,7850.0%
FNB CORP/PA—$192.8K11,2750.0%
Crescent Energy Co—$199.6K23,7930.0%
CoStar Group Inc—$201.7K3,0000.0%
Vertiv Holdings Co—$202.5K1,2500.0%
Bancorp Inc/The—$204.9K3,0340.0%
Citizens Community Bancorp Inc/WI—$204.9K13,5890.0%
Zoom Communications, Inc.—$205.5K2,3820.0%
SoFi Technologies, Inc.—$206.0K7,8670.0%
GLOBAL E ONLINE LTD—$208.2K5,2960.0%
COCA-COLA EUROPACIFIC PARTNE—$208.6K2,3000.0%
Spire Inc—$210.6K2,5460.0%
BANCFIRST CORP /OK—$211.2K1,9920.0%
CRISPR THERAPEUTICS AG—$213.5K4,0720.0%
ESTABLISHMENT LABS HOLDINGS INC.—$214.0K2,9370.0%
Revolution Medicines, Inc.—$215.1K2,7000.0%
Copart Inc—$216.1K5,5200.0%
ONE Gas, Inc.—$216.3K2,8000.0%
FLOOR & DECOR HOLDINGS INC—$217.8K3,5770.0%
SEI INVESTMENTS CO—$218.7K2,6670.0%
COLUMBIA BANKING SYSTEM, INC.—$219.0K7,8370.0%
Sempra—$219.9K2,4910.0%
eToro Group Ltd.—$221.3K6,3000.0%
SILGAN HOLDINGS INC—$222.0K5,5000.0%
DAVITA INC.—$223.5K1,9670.0%
Wynn Resorts, Limited—$223.7K1,8590.0%
Coeur Mining, Inc.—$224.8K12,6100.0%
Union Pacific Corp—$225.5K9750.0%
FIRST CITIZENS BANCSHARES INC /DE—$233.9K1090.0%
ROLLINS INC—$234.1K3,9000.0%
Lamb Weston Holdings, Inc.—$238.8K5,7000.0%
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