Twinbeech Capital LP
353 holdingsFiling period: 2026-06-30Current AUM: $551.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | 32.2K | $7.1M | $9.9M | 1.80% | +13.6K | 2026-06-30 |
| 2 | HLT | Hilton Worldwide Hldgs Inc | 21.2K | $7.0M | $7.5M | 1.35% | -- | 2026-06-30 |
| 3 | BSX | Boston Scientific Corp | 149.6K | $6.4M | $6.8M | 1.24% | +25.0K | 2026-06-30 |
| 4 | ICE | Intercontinental Exchange in | 51.8K | $6.4M | $8.3M | 1.50% | +49.6K | 2026-06-30 |
| 5 | ROL | Rollins Inc | 152.1K | $6.3M | $5.3M | 0.95% | -- | 2026-06-30 |
| 6 | BLK | BlackRock Inc | 6.3K | $6.1M | $7.1M | 1.29% | +5.5K | 2026-06-30 |
| 7 | HWM | Howmet Aerospace Inc | 22.2K | $6.0M | $4.3M | 0.78% | +20.9K | 2026-06-30 |
| 8 | SSNC | SS&C Tech Hldgs | 95.9K | $6.0M | $7.9M | 1.43% | -48,203 | 2026-06-30 |
| 9 | ON | ON Semiconductor Corp | 62.8K | $5.9M | $4.6M | 0.84% | -- | 2026-06-30 |
| 10 | WCC | Wesco Intl Inc | 16.9K | $5.8M | $5.6M | 1.01% | -- | 2026-06-30 |
| 11 | FIVE | Five Below Inc | 32.5K | $5.8M | $7.5M | 1.35% | -- | 2026-06-30 |
| 12 | HPE | Hewlett Packard Enterprise C | 128.3K | $5.8M | $7.5M | 1.36% | -- | 2026-06-30 |
| 13 | BURL | Burlington Stores Inc | 18.1K | $5.7M | $4.4M | 0.79% | -- | 2026-06-30 |
| 14 | MCK | McKesson Corp | 7.5K | $5.7M | $7.5M | 1.35% | +6.9K | 2026-06-30 |
| 15 | EL | Lauder Estee Cos Inc | 71.5K | $5.6M | $7.8M | 1.41% | -11,373 | 2026-06-30 |
| 16 | DECK | Deckers Outdoor Corp | 56.6K | $5.6M | $4.5M | 0.82% | +15.9K | 2026-06-30 |
| 17 | — | Bunge Global SA | 51.9K | $5.5M | $5.5M | 1.00% | -- | 2026-06-30 |
| 18 | ZTS | Zoetis Inc | 77.0K | $5.5M | $6.2M | 1.13% | -- | 2026-06-30 |
| 19 | APG | Api Group Corp | 130.3K | $5.5M | $5.2M | 0.95% | +86.9K | 2026-06-30 |
| 20 | MOD | Modine Mfg Co | 20.6K | $5.5M | $2.7M | 0.49% | -- | 2026-06-30 |
| 21 | NDAQ | NASDAQ Inc | 69.9K | $5.5M | $7.3M | 1.33% | +61.6K | 2026-06-30 |
| 22 | LFUS | Littelfuse Inc | 12.1K | $5.5M | $4.4M | 0.80% | -- | 2026-06-30 |
| 23 | MLI | Mueller Inds Inc | 44.7K | $5.5M | $4.9M | 0.88% | +42.7K | 2026-06-30 |
| 24 | ATO | Atmos Energy Corp | 31.9K | $5.5M | $5.5M | 0.99% | -- | 2026-06-30 |
| 25 | LVS | Las Vegas Sands Corp | 118.6K | $5.5M | $4.3M | 0.79% | +111.7K | 2026-06-30 |
← Scroll →
Page 1 of 15