Filed: 8/14/2025ACC: 0001214659-25-012237
📋 What this filing means
TWINBEECH CAPITAL LP filed this quarterly 13F‑HR report disclosing 601 equity positions with a total reported market value of $4.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
601
Positions
$4.41B
Total AUM (reported)
61.61M
Total Shares
Allocation by class
COM$2.91B66.0%
CL A$403.87M9.1%
COM NEW$246.58M5.6%
COM CL A$174.62M4.0%
COMMON STOCK$75.85M1.7%
ORD SHS$59.95M1.4%
ORD$59.73M1.4%
Portfolio Concentration
Top 3$167.59M3.8%
4–10$365.25M8.3%
11–25$709.82M16.1%
Rest$3.17B71.8%
Top 3 weight
3.8%
Top 10 weight
12.1%
Voting Authority Distribution
Total shares with voting rights: 61.61M
Sole
Full voting authority
61.61M
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)
Sole601
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings601
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares122.13K
TypeSH
Market value$59.33M
1.34%
Sole
122.13K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares433.08K
TypeSH
Market value$55.25M
1.25%
Sole
433.08K
Shared
0.00
None
0.00
PAYPAL HLDGS INC
SOLEShares713.32K
TypeSH
Market value$53.01M
1.20%
Sole
713.32K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares388.05K
TypeSH
Market value$52.90M
1.20%
Sole
388.05K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares220.25K
TypeSH
Market value$52.48M
1.19%
Sole
220.25K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares495.26K
TypeSH
Market value$52.10M
1.18%
Sole
495.26K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares93.55K
TypeSH
Market value$52.07M
1.18%
Sole
93.55K
Shared
0.00
None
0.00
MOTOROLA SOLUTIONS INC
SOLEShares123.62K
TypeSH
Market value$51.98M
1.18%
Sole
123.62K
Shared
0.00
None
0.00
GRAINGER W W INC
SOLEShares49.91K
TypeSH
Market value$51.92M
1.18%
Sole
49.91K
Shared
0.00
None
0.00
KENVUE INC
SOLEShares2.47M
TypeSH
Market value$51.80M
1.17%
Sole
2.47M
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares359.33K
TypeSH
Market value$51.45M
1.17%
Sole
359.33K
Shared
0.00
None
0.00
UNITED PARCEL SERVICE INC
SOLEShares509.46K
TypeSH
Market value$51.43M
1.17%
Sole
509.46K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares93.30K
TypeSH
Market value$50.70M
1.15%
Sole
93.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares142.76K
TypeSH
Market value$50.69M
1.15%
Sole
142.76K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares133.32K
TypeSH
Market value$49.99M
1.13%
Sole
133.32K
Shared
0.00
None
0.00
COPART INC
SOLEShares1.01M
TypeSH
Market value$49.37M
1.12%
Sole
1.01M
Shared
0.00
None
0.00
PG&E CORP
SOLEShares3.51M
TypeSH
Market value$48.98M
1.11%
Sole
3.51M
Shared
0.00
None
0.00
GARTNER INC
SOLEShares118.06K
TypeSH
Market value$47.72M
1.08%
Sole
118.06K
Shared
0.00
None
0.00
CRH PLC
SOLEShares513.62K
TypeSH
Market value$47.15M
1.07%
Sole
513.62K
Shared
0.00
None
0.00
HONEYWELL INTL INC
SOLEShares202.13K
TypeSH
Market value$47.07M
1.07%
Sole
202.13K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares131.76K
TypeSH
Market value$46.13M
1.04%
Sole
131.76K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares284.89K
TypeSH
Market value$44.43M
1.01%
Sole
284.89K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares564.50K
TypeSH
Market value$41.81M
0.95%
Sole
564.50K
Shared
0.00
None
0.00
REGENERON PHARMACEUTICALS
SOLEShares79.29K
TypeSH
Market value$41.63M
0.94%
Sole
79.29K
Shared
0.00
None
0.00
NRG ENERGY INC
SOLEShares257.10K
TypeSH
Market value$41.29M
0.94%
Sole
257.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 122.13K | SH | $59.33M 1.34% | 122.13K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 433.08K | SH | $55.25M 1.25% | 433.08K | 0.00 | 0.00 |
PAYPAL HLDGS INCSOLE | COM | 713.32K | SH | $53.01M 1.20% | 713.32K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 388.05K | SH | $52.90M 1.20% | 388.05K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 220.25K | SH | $52.48M 1.19% | 220.25K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 495.26K | SH | $52.10M 1.18% | 495.26K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 93.55K | SH | $52.07M 1.18% | 93.55K | 0.00 | 0.00 |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 123.62K | SH | $51.98M 1.18% | 123.62K | 0.00 | 0.00 |
GRAINGER W W INCSOLE | COM | 49.91K | SH | $51.92M 1.18% | 49.91K | 0.00 | 0.00 |
KENVUE INCSOLE | COM | 2.47M | SH | $51.80M 1.17% | 2.47M | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 359.33K | SH | $51.45M 1.17% | 359.33K | 0.00 | 0.00 |
UNITED PARCEL SERVICE INCSOLE | CL B | 509.46K | SH | $51.43M 1.17% | 509.46K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 93.30K | SH | $50.70M 1.15% | 93.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 142.76K | SH | $50.69M 1.15% | 142.76K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 133.32K | SH | $49.99M 1.13% | 133.32K | 0.00 | 0.00 |
COPART INCSOLE | COM | 1.01M | SH | $49.37M 1.12% | 1.01M | 0.00 | 0.00 |
PG&E CORPSOLE | COM | 3.51M | SH | $48.98M 1.11% | 3.51M | 0.00 | 0.00 |
GARTNER INCSOLE | COM | 118.06K | SH | $47.72M 1.08% | 118.06K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 513.62K | SH | $47.15M 1.07% | 513.62K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 202.13K | SH | $47.07M 1.07% | 202.13K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 131.76K | SH | $46.13M 1.04% | 131.76K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 284.89K | SH | $44.43M 1.01% | 284.89K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 564.50K | SH | $41.81M 0.95% | 564.50K | 0.00 | 0.00 |
REGENERON PHARMACEUTICALSSOLE | COM | 79.29K | SH | $41.63M 0.94% | 79.29K | 0.00 | 0.00 |
NRG ENERGY INCSOLE | COM NEW | 257.10K | SH | $41.29M 0.94% | 257.10K | 0.00 | 0.00 |
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