Filed: 11/14/2025ACC: 0001214659-25-016644
📋 What this filing means
TWINBEECH CAPITAL LP filed this quarterly 13F‑HR report disclosing 535 equity positions with a total reported market value of $2.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
535
Positions
$2.53B
Total AUM (reported)
39.26M
Total Shares
Allocation by class
COM$1.74B68.8%
CL A$276.72M10.9%
COM NEW$86.57M3.4%
SHS$72.01M2.8%
COM SHS$70.22M2.8%
COM STK$35.84M1.4%
SHS CL A$27.54M1.1%
Portfolio Concentration
Top 3$91.69M3.6%
4–10$195.61M7.7%
11–25$391.58M15.5%
Rest$1.85B73.2%
Top 3 weight
3.6%
Top 10 weight
11.4%
Voting Authority Distribution
Total shares with voting rights: 39.26M
Sole
Full voting authority
39.26M
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)
Sole535
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings535
Rows:
KENVUE INC
SOLEShares1.97M
TypeSH
Market value$31.92M
1.26%
Sole
1.97M
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC
SOLEShares60.11K
TypeSH
Market value$29.98M
1.19%
Sole
60.11K
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP
SOLEShares305.16K
TypeSH
Market value$29.79M
1.18%
Sole
305.16K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares59.42K
TypeSH
Market value$28.92M
1.14%
Sole
59.42K
Shared
0.00
None
0.00
SCHLUMBERGER LTD
SOLEShares836.87K
TypeSH
Market value$28.76M
1.14%
Sole
836.87K
Shared
0.00
None
0.00
WALMART INC
SOLEShares269.80K
TypeSH
Market value$27.81M
1.10%
Sole
269.80K
Shared
0.00
None
0.00
COPART INC
SOLEShares614.12K
TypeSH
Market value$27.62M
1.09%
Sole
614.12K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares44.76K
TypeSH
Market value$27.52M
1.09%
Sole
44.76K
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares216.91K
TypeSH
Market value$27.50M
1.09%
Sole
216.91K
Shared
0.00
None
0.00
INTUITIVE SURGICAL INC
SOLEShares61.45K
TypeSH
Market value$27.48M
1.09%
Sole
61.45K
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares171.80K
TypeSH
Market value$27.44M
1.09%
Sole
171.80K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares187.83K
TypeSH
Market value$27.37M
1.08%
Sole
187.83K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares148.96K
TypeSH
Market value$27.37M
1.08%
Sole
148.96K
Shared
0.00
None
0.00
ENTERGY CORP NEW
SOLEShares291.76K
TypeSH
Market value$27.19M
1.08%
Sole
291.76K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares119.03K
TypeSH
Market value$27.11M
1.07%
Sole
119.03K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares137.34K
TypeSH
Market value$26.89M
1.06%
Sole
137.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares108.14K
TypeSH
Market value$26.29M
1.04%
Sole
108.14K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares175.71K
TypeSH
Market value$25.71M
1.02%
Sole
175.71K
Shared
0.00
None
0.00
VISTRA CORP
SOLEShares130.79K
TypeSH
Market value$25.62M
1.01%
Sole
130.79K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares41.56K
TypeSH
Market value$25.32M
1.00%
Sole
41.56K
Shared
0.00
None
0.00
AON PLC
SOLEShares70.96K
TypeSH
Market value$25.30M
1.00%
Sole
70.96K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares51.73K
TypeSH
Market value$25.09M
0.99%
Sole
51.73K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares150.19K
TypeSH
Market value$25.06M
0.99%
Sole
150.19K
Shared
0.00
None
0.00
DEXCOM INC
SOLEShares370.80K
TypeSH
Market value$24.95M
0.99%
Sole
370.80K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares281.24K
TypeSH
Market value$24.88M
0.98%
Sole
281.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
KENVUE INCSOLE | COM | 1.97M | SH | $31.92M 1.26% | 1.97M | 0.00 | 0.00 |
ROPER TECHNOLOGIES INCSOLE | COM | 60.11K | SH | $29.98M 1.19% | 60.11K | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORPSOLE | COM | 305.16K | SH | $29.79M 1.18% | 305.16K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 59.42K | SH | $28.92M 1.14% | 59.42K | 0.00 | 0.00 |
SCHLUMBERGER LTDSOLE | COM STK | 836.87K | SH | $28.76M 1.14% | 836.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 269.80K | SH | $27.81M 1.10% | 269.80K | 0.00 | 0.00 |
COPART INCSOLE | COM | 614.12K | SH | $27.62M 1.09% | 614.12K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 44.76K | SH | $27.52M 1.09% | 44.76K | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 216.91K | SH | $27.50M 1.09% | 216.91K | 0.00 | 0.00 |
INTUITIVE SURGICAL INCSOLE | COM NEW | 61.45K | SH | $27.48M 1.09% | 61.45K | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 171.80K | SH | $27.44M 1.09% | 171.80K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 187.83K | SH | $27.37M 1.08% | 187.83K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 148.96K | SH | $27.37M 1.08% | 148.96K | 0.00 | 0.00 |
ENTERGY CORP NEWSOLE | COM | 291.76K | SH | $27.19M 1.08% | 291.76K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 119.03K | SH | $27.11M 1.07% | 119.03K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 137.34K | SH | $26.89M 1.06% | 137.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 108.14K | SH | $26.29M 1.04% | 108.14K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 175.71K | SH | $25.71M 1.02% | 175.71K | 0.00 | 0.00 |
VISTRA CORPSOLE | COM | 130.79K | SH | $25.62M 1.01% | 130.79K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 41.56K | SH | $25.32M 1.00% | 41.56K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 70.96K | SH | $25.30M 1.00% | 70.96K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 51.73K | SH | $25.09M 0.99% | 51.73K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 150.19K | SH | $25.06M 0.99% | 150.19K | 0.00 | 0.00 |
DEXCOM INCSOLE | COM | 370.80K | SH | $24.95M 0.99% | 370.80K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 281.24K | SH | $24.88M 0.98% | 281.24K | 0.00 | 0.00 |
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