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13F-HR filed by TWINBEECH CAPITAL LP

TWINBEECH CAPITAL LP filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-15, with 267 holding rows worth $250,642,000.

Accession
0001214659-20-004709
Filed
2020-05-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2020

A combination report, 267 entries on the cover page, a total value of $250,642,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $250,642,000 with VALUE read as thousands by filing date, 13F file number 028-20121. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
HCA Healthcare Inc40412C101COM37,589$3,377,000thousands by filing date
BEST BUY INC COM086516101Stock57,777$3,293,000thousands by filing date
Thermo Fisher Scientific Inc.883556102COM11,099$3,148,000thousands by filing date
PAYPALHLDGSINC70450Y103STOK32,295$3,092,000thousands by filing date
Lowes Companies,Inc.548661107COM34,728$2,988,000thousands by filing date
SHERWIN WILLIAMS CO824348106COM6,193$2,846,000thousands by filing date
AUTOZONE INC COM053332102Stock3,363$2,845,000thousands by filing date
Home Depot, Inc437076102COM14,491$2,706,000thousands by filing date
SLACK TECHNOLOGIES INC83088V102COM CL A100,175$2,689,000thousands by filing date
WYNN RESORTS LTD983134107COM44,635$2,687,000thousands by filing date
ACTVISION BLIZZARD INC00507V109COM45,164$2,686,000thousands by filing date
NXP SEMICONDUCTORS N V COMN6596X109Stock32,350$2,683,000thousands by filing date
Marsh & McLennan Companies,Inc.571748102COM30,935$2,675,000thousands by filing date
DOMINOS PIZZA INC COM25754A201Stock8,253$2,675,000thousands by filing date
Morgan Stanley617446448COM78,606$2,673,000thousands by filing date
UNITED TECHNOLOGIES CORP913017109COM28,272$2,667,000thousands by filing date
ZOOM COMMUNICATIONS INC CL A98980L101Stock18,247$2,666,000thousands by filing date
EBAY INC. COM278642103Stock88,673$2,666,000thousands by filing date
GLOBAL PMTS INC37940X102COM18,436$2,659,000thousands by filing date
WILLIAMS COS INC COM969457100Stock187,692$2,656,000thousands by filing date
AON PLCG0408V102SHS CL A16,079$2,654,000thousands by filing date
MCKESSON CORP COM58155Q103Stock19,559$2,646,000thousands by filing date
JOHNSON CTLS INTL PLC SHSG51502105Stock94,335$2,543,000thousands by filing date
MOTOROLA SOLUTIONS INC COM NEW620076307Stock18,977$2,522,000thousands by filing date
CVS Health Corporation126650100COM42,124$2,499,000thousands by filing date
AUTODESK INC COM052769106Stock15,949$2,490,000thousands by filing date
FLEETCOR TECHNOLOGIES INC339041105COM13,309$2,483,000thousands by filing date
Adobe Inc00724F101COM7,728$2,459,000thousands by filing date
DOLLAR GEN CORP COM256677105Stock16,224$2,450,000thousands by filing date
LUMENTUM HLDGS INC COM55024U109Stock31,572$2,327,000thousands by filing date
LAS VEGAS SANDS CORP COM517834107Stock54,518$2,315,000thousands by filing date
TRACTOR SUPPLY CO COM892356106Stock26,271$2,221,000thousands by filing date
ALLY FINL INC COM02005N100Stock152,142$2,195,000thousands by filing date
FEDEX CORP COM31428X106Stock17,512$2,124,000thousands by filing date
MARATHON PETE CORP COM56585A102Stock88,776$2,097,000thousands by filing date
iShares Russell 2000 ETF464287655SHS18,118$2,074,000thousands by filing date
COGNIZANT TECHNOLOGY SOLUTIONS CL A192446102Stock44,437$2,065,000thousands by filing date
HARTFORD INSURANCE GROUP INC COM416515104Stock56,947$2,007,000thousands by filing date
RAYTHEON CO755111507COM NEW15,029$1,971,000thousands by filing date
CROWDSTRIKE HLDGS INC22788C105COM34,301$1,910,000thousands by filing date
EVERSOURCE ENERGY COM30040W108Stock23,554$1,842,000thousands by filing date
CINTAS CORP COM172908105Stock10,248$1,775,000thousands by filing date
ALLEGION PLCG0176J109ORD SHS19,188$1,766,000thousands by filing date
MONSTER BEVERAGE CORP NEW COM61174X109Stock29,235$1,645,000thousands by filing date
SVB FINANCIAL GROUP78486Q101COM10,785$1,629,000thousands by filing date
DISCOVERY INC25470F302COM SER C91,535$1,606,000thousands by filing date
XYLEM INC COM98419M100Stock24,294$1,582,000thousands by filing date
NOVOCURE LTDG6674U108ORD SHS23,266$1,567,000thousands by filing date
Costco Wholesale Corporation22160K105COM5,341$1,523,000thousands by filing date
CORTEVA INC COM22052L104Stock64,194$1,509,000thousands by filing date
GARMIN LTD SHSH2906T109Stock19,887$1,491,000thousands by filing date
AIR PRODS & CHEMS INC009158106COM7,405$1,478,000thousands by filing date
XPO INC COM983793100Stock30,150$1,470,000thousands by filing date
Qualcomm Incorporated747525103COM21,700$1,468,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock117,682$1,464,000thousands by filing date
PAGSEGURO DIGITAL LTDG68707101COM CL A74,440$1,439,000thousands by filing date
AMPHENOL CORP NEW032095101COM19,583$1,427,000thousands by filing date
PLANET FITNESS MASTER ISSUER L CL A72703H101Stock28,912$1,408,000thousands by filing date
LKQ CORP COM501889208Stock68,476$1,404,000thousands by filing date
INGERSOLL RAND INC COM45687V106Stock56,511$1,401,000thousands by filing date
PTC INC COM69370C100Stock22,894$1,401,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock9,573$1,398,000thousands by filing date
ZSCALERINC98980G102STOK22,771$1,386,000thousands by filing date
F5 INC COM315616102Stock12,971$1,383,000thousands by filing date
ENTERGY CORP NEW COM29364G103Stock14,358$1,349,000thousands by filing date
JD.COM INC SPON ADS CL A47215P106ADR33,188$1,344,000thousands by filing date
IHS MARKIT LTDG47567105SHS22,359$1,342,000thousands by filing date
TRIP COM GROUP LTD ADS89677Q107ADR57,153$1,340,000thousands by filing date
NEW ORIENTAL EDUCATION & TECHN647581107SPON ADR12,352$1,337,000thousands by filing date
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock13,753$1,304,000thousands by filing date
ARCH CAP GROUP LTD ORDG0450A105Stock43,935$1,250,000thousands by filing date
D R HORTON INC COM23331A109Stock35,041$1,191,000thousands by filing date
BJS WHSL CLUB HLDGS INC COM05550J101Stock46,529$1,185,000thousands by filing date
HOLOGIC INC436440101COM33,249$1,167,000thousands by filing date
CHEGG INC163092109COM32,162$1,151,000thousands by filing date
MYLAN NVN59465109SHS EURO76,959$1,147,000thousands by filing date
PEOPLE'S UNITED FINANCIAL INC712704105COM102,406$1,132,000thousands by filing date
Amazon.com, Inc023135106COM567$1,105,000thousands by filing date
DOW HLDGS INC COM260557103Stock36,400$1,064,000thousands by filing date
LIBERTY GLOBAL PLCG5480U104SHS CL A63,824$1,054,000thousands by filing date
L3HARRIS TECHNOLOGIES INC COM502431109Stock5,834$1,051,000thousands by filing date
AARONS INC002535300COM PAR $0.5045,665$1,040,000thousands by filing date
EOG RES INC COM26875P101Stock28,865$1,037,000thousands by filing date
Boston Scientific Corporation101137107COM30,477$994,000thousands by filing date
UGI CORP NEW COM902681105Stock36,921$985,000thousands by filing date
PELOTON INTERACTIVE INC70614W100CL A COM36,895$980,000thousands by filing date
MOMO INC60879B107ADR45,047$977,000thousands by filing date
AXONENTERPRISEINC05464C101STOK13,753$973,000thousands by filing date
BLACK KNIGHT INC COM09215C105Stock16,713$970,000thousands by filing date
ETSY INC29786A106COM24,582$945,000thousands by filing date
IQIYI INC SPONSORED ADS46267X108ADR52,953$943,000thousands by filing date
INTERCEPT PHARMACEUTICALS IN45845P108COM14,741$928,000thousands by filing date
ALCON AG ORD SHSH01301128Stock18,244$927,000thousands by filing date
EAST WEST BANCORP INC COM27579R104Stock35,247$907,000thousands by filing date
HERBALIFE LTDG4412G101COM SHS31,018$904,000thousands by filing date
DUPONT DE NEMOURS INC COM26614N102Stock26,106$890,000thousands by filing date
MasterCard, Inc57636Q104COM3,680$889,000thousands by filing date
BRUNSWICK CORP117043109COM25,083$887,000thousands by filing date
WINGSTOP INC COM974155103Stock11,118$886,000thousands by filing date
WOODWARD INC COM980745103Stock14,741$876,000thousands by filing date
REATA PHARMACEUTICALS INC75615P103CL A6,053$874,000thousands by filing date
STAMPS COM INC852857200COM NEW6,522$848,000thousands by filing date
DOCUSIGN INC COM256163106Stock9,036$835,000thousands by filing date
KRAFT HEINZ CO COM500754106Stock33,559$830,000thousands by filing date
SERVICEMASTER GLOBAL HOLDING81761R109COMMON STOCK30,726$830,000thousands by filing date
CINCINNATI FINL CORP COM172062101Stock10,994$829,000thousands by filing date
HORMEL FOODS CORP COM440452100Stock17,782$829,000thousands by filing date
Procter & Gamble Co742718109COM7,482$823,000thousands by filing date
STONECO LTDG85158106COM CL A37,798$823,000thousands by filing date
CHEWYINCCLASSCLASSA16679L109STOK21,890$821,000thousands by filing date
THE CAMPBELLS COMPANY COM134429109Stock17,774$820,000thousands by filing date
BAXTER INTL INC071813109COM10,053$816,000thousands by filing date
JEFFERIES FINANCIAL GROUP IN47233W109COM59,500$813,000thousands by filing date
FARFETCH LTD30744W107ORD SH CL A102,071$806,000thousands by filing date
EASTMAN CHEM CO COM277432100Stock17,281$805,000thousands by filing date
SONOS INC83570H108COM94,880$805,000thousands by filing date
INSPERITY INC45778Q107COM20,833$777,000thousands by filing date
WYNDHAM HOTELS & RESORTS INC98311A105COM24,298$766,000thousands by filing date
CDK GLOBAL INC12508E101COM23,018$756,000thousands by filing date
HORIZON THERAPEUTICS PLCG46188101SHS25,488$755,000thousands by filing date
GENTEX CORP COM371901109Stock34,012$754,000thousands by filing date
WEIBO CORP SPONSORED ADR948596101ADR22,235$736,000thousands by filing date
PINTEREST INC CL A72352L106Stock46,803$723,000thousands by filing date
L BRANDS INC501797104COM58,841$680,000thousands by filing date
MKS INC. COM55306N104Stock8,318$678,000thousands by filing date
OPTIMUM COMMUNICATIONS INC02156K103CL A30,265$675,000thousands by filing date
CONMED CORP COM207410101Stock11,652$667,000thousands by filing date
MERITAGE HOMES CORP COM59001A102Stock18,038$659,000thousands by filing date
MOLINA HEALTHCARE INC60855R100COM4,710$658,000thousands by filing date
AXIS CAP HLDGS LTD SHSG0692U109Stock16,841$651,000thousands by filing date
CONAGRA FOODS INC205887102COM21,250$623,000thousands by filing date
Analog Devices,Inc.032654105COM6,794$609,000thousands by filing date
PAYLOCITY HLDG CORP COM70438V106Stock6,876$607,000thousands by filing date
KIRBY CORP497266106COM13,918$605,000thousands by filing date
UNIQURE NVN90064101SHS12,435$590,000thousands by filing date
Comcast Corp20030N101COM17,006$585,000thousands by filing date
APPIAN CORP03782L101CL A14,504$583,000thousands by filing date
II VI INC902104108COM20,176$575,000thousands by filing date
TENET HEALTHCARE CORP COM NEW88033G407Stock39,816$573,000thousands by filing date
BROWN FORMAN CORP CL B115637209Stock10,106$561,000thousands by filing date
CARGURUS INC COM CL A141788109Stock29,235$554,000thousands by filing date
ZEBRA TECHNOLOGIES CORPORATION CL A989207105Stock3,006$552,000thousands by filing date
INTEGRA LIFESCIENCES HLDGS C457985208COM NEW12,229$546,000thousands by filing date
MGIC INVT CORP WIS COM552848103Stock85,595$544,000thousands by filing date
TELEFLEX INCORPORATED879369106COM1,839$539,000thousands by filing date
SCHEIN HENRY INC806407102COM10,527$532,000thousands by filing date
KENNAMETAL INC489170100COM28,494$531,000thousands by filing date
PTC THERAPEUTICS INC69366J200COM11,776$525,000thousands by filing date
ESSEX PPTY TR INC COM297178105REIT2,338$515,000thousands by filing date
CHURCHILL DOWNS INC171484108COM4,982$513,000thousands by filing date
EQT CORP COM26884L109Stock71,729$507,000thousands by filing date
AVALARA INC05338G106COM6,755$504,000thousands by filing date
BLUEPRINT MEDICINES CORP09627Y109COM8,524$498,000thousands by filing date
EDWARDS LIFESCIENCES CORP COM28176E108Stock2,627$496,000thousands by filing date
YUM BRANDS INC COM988498101Stock7,206$494,000thousands by filing date
GRAND CANYON ED INC COM38526M106Stock6,398$488,000thousands by filing date
FRONTDOOR INC COM35905A109Stock13,981$486,000thousands by filing date
EDGEWELL PERSONAL CARE CO28035Q102COM19,728$475,000thousands by filing date
FLOWSERVE CORP34354P105COM19,817$473,000thousands by filing date
VALVOLINE INC COM92047W101Stock34,926$457,000thousands by filing date
PDD HOLDINGS INC SPONSORED ADS722304102ADR12,641$455,000thousands by filing date
ACI WORLDWIDE INC COM004498101Stock18,816$454,000thousands by filing date
BAOZUN INC ADR06684L103SPONSORED ADR16,018$448,000thousands by filing date
CHEMOCENTRYX INC16383L106COM11,118$447,000thousands by filing date
SIGNATURE BANK82669G104COM5,476$440,000thousands by filing date
REINSURANCE GROUP AMER INC COM NEW759351604Stock5,202$438,000thousands by filing date
KONTOOR BRANDS INC50050N103COM22,646$434,000thousands by filing date
LEAR CORP COM NEW521865204Stock5,285$429,000thousands by filing date
GARTNERINC366651107STOK4,241$422,000thousands by filing date
BUILDERS FIRSTSOURCE INC COM12008R107Stock34,465$422,000thousands by filing date
AMERICAN INTL GROUP INC COM NEW026874784Stock17,376$421,000thousands by filing date
ANNALY CAPITAL MANAGEMENT035710409COM82,929$420,000thousands by filing date
META PLATFORMS INC CL A30303M102COM2,510$419,000thousands by filing date
CAL MAINE FOODS INC COM NEW128030202Stock9,538$419,000thousands by filing date
BAUSCH HEALTH COS INC COM071734107Stock26,717$414,000thousands by filing date
PROOFPOINT INC743424103COM4,021$413,000thousands by filing date
Schlumberger Limited806857108COM30,388$410,000thousands by filing date
ITT INC COM45073V108Stock9,018$409,000thousands by filing date
Honeywell Technologies438516106COM3,047$408,000thousands by filing date
INTERNATIONAL GAME TECHNOLOGG4863A108SHS USD68,239$406,000thousands by filing date
ROGERS CORP COM775133101Stock4,268$403,000thousands by filing date
PARSLEY ENERGY INC701877102CL A70,388$403,000thousands by filing date
CASEYS GEN STORES INC147528103COM3,006$398,000thousands by filing date
CREDICORP LTDG2519Y108COM2,784$398,000thousands by filing date
AMERICAN ELEC PWR CO INC COM025537101Stock4,941$395,000thousands by filing date
AMC NETWORKS INC00164V103CL A16,265$395,000thousands by filing date
IAA INC449253103COM12,971$389,000thousands by filing date
VIAVI SOLUTIONS INC925550105COM34,341$385,000thousands by filing date
GRAPHIC PACKAGING HLDG CO COM388689101Stock31,459$384,000thousands by filing date
SPROUTS FMRS MKT INC COM85208M102Stock20,465$380,000thousands by filing date
CLOROX CO DEL189054109COM2,182$378,000thousands by filing date
SMUCKER J M CO832696405COM NEW3,376$375,000thousands by filing date
COLGATE PALMOLIVE CO COM194162103Stock5,636$374,000thousands by filing date
TYSON FOODS INC CL A902494103Stock6,469$374,000thousands by filing date
IROBOT CORP462726100COM9,141$374,000thousands by filing date
GENERAL MILLS INC COM370334104Stock7,041$372,000thousands by filing date
BXP INC COM101121101REIT4,035$372,000thousands by filing date
BOSTON BEER INC CL A100557107Stock1,010$371,000thousands by filing date
DECKERS OUTDOOR CORP243537107COM2,759$370,000thousands by filing date
PAGERDUTY INC COM69553P100Stock21,432$370,000thousands by filing date
SUN CMNTYS INC COM866674104REIT2,965$370,000thousands by filing date
KIMBERLY-CLARK CORP COM494368103Stock2,862$366,000thousands by filing date
EXELIXIS INC COM30161Q104Stock21,247$366,000thousands by filing date
HANCOCK WHITNEY CORPORATION410120109COM17,871$349,000thousands by filing date
NEW YORK COMMUNITY BANCORP649445103COM36,812$346,000thousands by filing date
OMNICELL COM COM68213N109Stock5,229$343,000thousands by filing date
UDR INC COM902653104REIT9,388$343,000thousands by filing date
10X GENOMICS INC CL A COM88025U109Stock5,435$339,000thousands by filing date
SNAP ON INC COM833034101Stock3,102$338,000thousands by filing date
Advanced Micro Devices,Inc.007903107COM7,371$335,000thousands by filing date
FIRST HAWAIIAN INC32051X108COM20,259$335,000thousands by filing date
ELECTRONIC ARTS INC COM285512109Stock3,334$334,000thousands by filing date
CERIDIAN HCM HLDG INC15677J108COM6,675$334,000thousands by filing date
HANOVER INS GROUP INC COM410867105Stock3,665$332,000thousands by filing date
WOLVERINE WORLD WIDE INC978097103COM21,870$332,000thousands by filing date
SLEEP NUMBER CORP83125X103COM D17,174$329,000thousands by filing date
COHERUS ONCOLOGY INC19249H103COM20,053$325,000thousands by filing date
KORN FERRY COM NEW500643200Stock13,102$319,000thousands by filing date
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock7,041$316,000thousands by filing date
CRISPR THERAPEUTICS AG NAMEN AKTH17182108Stock7,412$314,000thousands by filing date
INDEPENDENT BANK GROUP INC45384B106COM13,008$308,000thousands by filing date
CALLAWAY GOLF CO131193104COM29,918$306,000thousands by filing date
SOMNIGROUP INTERNATIONAL INC COM88023U101Stock6,918$302,000thousands by filing date
TEXTRON INC COM883203101Stock11,118$297,000thousands by filing date
SIRIUS XM HOLDINGS INC82968B103COM59,500$294,000thousands by filing date
TE CONNECTIVITY LTDH84989104SHS4,612$290,000thousands by filing date
3D SYSTEMS CORP88554D205COMMON STOCK36,708$283,000thousands by filing date
NAVIENT CORPORATION COM63938C108Stock37,028$281,000thousands by filing date
DONALDSON INC COM257651109Stock7,247$280,000thousands by filing date
VIRTU FINL INC928254101CL A13,341$278,000thousands by filing date
TIMKEN CO887389104COM8,561$277,000thousands by filing date
TOPBUILD COR COM89055F103Stock3,822$274,000thousands by filing date
EQUITY LIFESTYLE PROPERTIES COM29472R108REIT4,677$269,000thousands by filing date
MILLERKNOLL INC600544100COM11,982$266,000thousands by filing date
CAPITAL ONE FINL CORP14040H105COM5,188$262,000thousands by filing date
XPLR INFRASTRUCTURE LP65341B106COM UNIT PART IN6,015$259,000thousands by filing date
Intuitive Surgical,Inc.46120E602COM515$255,000thousands by filing date
AVALONBAY CMNTYS INC COM053484101REIT1,729$254,000thousands by filing date
ZENDESK INC98936J101COM3,967$254,000thousands by filing date
GRUBHUB INC400110102COM6,244$254,000thousands by filing date
VONAGE HLDGS CORP92886T201COM35,080$254,000thousands by filing date
VERADIGM INC01988P108COMMON STOCK35,971$253,000thousands by filing date
CAMDEN PPTY TR SH BEN INT133131102REIT3,136$248,000thousands by filing date
NOBLE ENERGY INC655044105COM39,735$240,000thousands by filing date
BRINKS CO109696104COM4,571$238,000thousands by filing date
PILGRIMS PRIDE CORP COM72147K108Stock12,932$234,000thousands by filing date
G III APPAREL GROUP LTD36237H101COM30,403$234,000thousands by filing date
SPIRIT AIRLS INC848577102COM18,021$232,000thousands by filing date
LIGAND PHARMACEUTICALS INC53220K504COM NEW3,171$231,000thousands by filing date
IRIDIUM COMMUNICATIONS INC46269C102COM10,294$230,000thousands by filing date
ADIENT PLCG0084W101ORD SHS24,335$221,000thousands by filing date
ABIOMED INC003654100COM1,489$216,000thousands by filing date
FIRST SOLAR INC COM336433107Stock5,929$214,000thousands by filing date
B & G FOODS INC05508R106COM11,609$210,000thousands by filing date
OKTAINCCLASSA679295105STOK1,703$208,000thousands by filing date
NNN REIT INC COM637417106REIT6,424$207,000thousands by filing date
OREILLY AUTOMOTIVE INC COM67103H107Stock681$205,000thousands by filing date
TRINET GROUP INC COM896288107Stock5,394$203,000thousands by filing date
FIRSTCASH HOLDINGS INC.33767D105Common Stock2,800$201,000thousands by filing date
YETI HLDGS INC COM98585X104Stock10,267$200,000thousands by filing date
KRATOS DEFENSE & SEC SOLUTIO50077B207COM NEW14,206$197,000thousands by filing date
LEXINFINTECH HLDGS LTD ADR528877103ADR21,576$191,000thousands by filing date
BRINKER INTL INC COM109641100Stock15,038$181,000thousands by filing date
WENDYS CO COM95058W100Stock10,342$154,000thousands by filing date
LAUREATE ED INC COMMON STOCK518613203Stock14,082$148,000thousands by filing date
F N B CORP302520101COM12,135$89,000thousands by filing date
EXTENDED STAY AMER INC30224P200UNIT 99/99/9999B11,293$83,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-20-004709this filing2020-05-15acceptance time not in the bulk data set