Filed: 5/15/2025ACC: 0001214659-25-007843
📋 What this filing means
TWINBEECH CAPITAL LP filed this quarterly 13F‑HR report disclosing 680 equity positions with a total reported market value of $5.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
680
Positions
$5.51B
Total AUM (reported)
82.68M
Total Shares
Allocation by class
COM$3.79B68.9%
CL A$365.89M6.6%
COM CL A$253.16M4.6%
COM NEW$231.49M4.2%
SHS$216.23M3.9%
COM SHS$188.92M3.4%
COMMON STOCK$121.75M2.2%
Portfolio Concentration
Top 3$206.70M3.8%
4–10$459.21M8.3%
11–25$820.77M14.9%
Rest$4.02B73.0%
Top 3 weight
3.8%
Top 10 weight
12.1%
Voting Authority Distribution
Total shares with voting rights: 82.68M
Sole
Full voting authority
82.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole680
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings680
Rows:
LOWES COS INC
SOLEShares302.33K
TypeSH
Market value$70.51M
1.28%
Sole
302.33K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares189.69K
TypeSH
Market value$69.52M
1.26%
Sole
189.69K
Shared
0.00
None
0.00
FLUTTER ENTMT PLC
SOLEShares300.92K
TypeSH
Market value$66.67M
1.21%
Sole
300.92K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares823.11K
TypeSH
Market value$66.43M
1.21%
Sole
823.11K
Shared
0.00
None
0.00
VERTIV HOLDINGS CO
SOLEShares916.90K
TypeSH
Market value$66.20M
1.20%
Sole
916.90K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares115.53K
TypeSH
Market value$66.00M
1.20%
Sole
115.53K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares248.58K
TypeSH
Market value$65.87M
1.20%
Sole
248.58K
Shared
0.00
None
0.00
CSX CORP
SOLEShares2.23M
TypeSH
Market value$65.70M
1.19%
Sole
2.23M
Shared
0.00
None
0.00
LAS VEGAS SANDS CORP
SOLEShares1.68M
TypeSH
Market value$64.80M
1.18%
Sole
1.68M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares302.61K
TypeSH
Market value$64.22M
1.17%
Sole
302.61K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares938.19K
TypeSH
Market value$64.07M
1.16%
Sole
938.19K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares112.26K
TypeSH
Market value$61.33M
1.11%
Sole
112.26K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares194.49K
TypeSH
Market value$60.96M
1.11%
Sole
194.49K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares605.60K
TypeSH
Market value$59.77M
1.08%
Sole
605.60K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares119.90K
TypeSH
Market value$59.66M
1.08%
Sole
119.90K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares759.52K
TypeSH
Market value$58.85M
1.07%
Sole
759.52K
Shared
0.00
None
0.00
PNC FINL SVCS GROUP INC
SOLEShares326.51K
TypeSH
Market value$57.39M
1.04%
Sole
326.51K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares225.93K
TypeSH
Market value$57.28M
1.04%
Sole
225.93K
Shared
0.00
None
0.00
CDW CORP
SOLEShares344.36K
TypeSH
Market value$55.19M
1.00%
Sole
344.36K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares574.13K
TypeSH
Market value$51.53M
0.94%
Sole
574.13K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares217.01K
TypeSH
Market value$49.38M
0.90%
Sole
217.01K
Shared
0.00
None
0.00
CHENIERE ENERGY INC
SOLEShares209.33K
TypeSH
Market value$48.44M
0.88%
Sole
209.33K
Shared
0.00
None
0.00
GARTNER INC
SOLEShares110.24K
TypeSH
Market value$46.27M
0.84%
Sole
110.24K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares536.47K
TypeSH
Market value$45.86M
0.83%
Sole
536.47K
Shared
0.00
None
0.00
CORNING INC
SOLEShares978.33K
TypeSH
Market value$44.79M
0.81%
Sole
978.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LOWES COS INCSOLE | COM | 302.33K | SH | $70.51M 1.28% | 302.33K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 189.69K | SH | $69.52M 1.26% | 189.69K | 0.00 | 0.00 |
FLUTTER ENTMT PLCSOLE | SHS | 300.92K | SH | $66.67M 1.21% | 300.92K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 823.11K | SH | $66.43M 1.21% | 823.11K | 0.00 | 0.00 |
VERTIV HOLDINGS COSOLE | COM CL A | 916.90K | SH | $66.20M 1.20% | 916.90K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 115.53K | SH | $66.00M 1.20% | 115.53K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 248.58K | SH | $65.87M 1.20% | 248.58K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 2.23M | SH | $65.70M 1.19% | 2.23M | 0.00 | 0.00 |
LAS VEGAS SANDS CORPSOLE | COM | 1.68M | SH | $64.80M 1.18% | 1.68M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 302.61K | SH | $64.22M 1.17% | 302.61K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 938.19K | SH | $64.07M 1.16% | 938.19K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 112.26K | SH | $61.33M 1.11% | 112.26K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 194.49K | SH | $60.96M 1.11% | 194.49K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 605.60K | SH | $59.77M 1.08% | 605.60K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 119.90K | SH | $59.66M 1.08% | 119.90K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 759.52K | SH | $58.85M 1.07% | 759.52K | 0.00 | 0.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 326.51K | SH | $57.39M 1.04% | 326.51K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 225.93K | SH | $57.28M 1.04% | 225.93K | 0.00 | 0.00 |
CDW CORPSOLE | COM | 344.36K | SH | $55.19M 1.00% | 344.36K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 574.13K | SH | $51.53M 0.94% | 574.13K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 217.01K | SH | $49.38M 0.90% | 217.01K | 0.00 | 0.00 |
CHENIERE ENERGY INCSOLE | COM NEW | 209.33K | SH | $48.44M 0.88% | 209.33K | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 110.24K | SH | $46.27M 0.84% | 110.24K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 536.47K | SH | $45.86M 0.83% | 536.47K | 0.00 | 0.00 |
CORNING INCSOLE | COM | 978.33K | SH | $44.79M 0.81% | 978.33K | 0.00 | 0.00 |
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