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13F-HR filed by TWINBEECH CAPITAL LP

TWINBEECH CAPITAL LP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 601 holding rows worth $4,414,093,891.

Accession
0001214659-25-012237
Filed
2025-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A combination report, 601 entries on the cover page, a total value of $4,414,093,891 stated on the cover page (in dollars after the unit check, H1), rows summing to $4,414,093,891 with VALUE read as dollars as filed, 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
BEACON FINANCIAL CORP.084680107COM18,248$456,930dollars as filed
Citigroup Inc.172967424COM5,344$454,881dollars as filed
U HAUL HOLDING COMPANY023586100COM7,472$452,504dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock2,768$449,246dollars as filed
ServiceNow,Inc.81762P102COM434$446,187dollars as filed
NUTRIEN LTD COM67077M108Stock7,653$445,711dollars as filed
ENERPAC TOOL GROUP CORP CL A COM292765104Stock10,903$442,226dollars as filed
CF INDUSTRIES HOLD COM125269100Stock4,798$441,416dollars as filed
ZIONS BANCORPORATION989701107COM8,416$437,127dollars as filed
TJX Companies Inc872540109COM3,521$434,808dollars as filed
WILLSCOT HLDGS CORP971378104COM CL A15,749$431,523dollars as filed
BOK FINL CORP COM NEW05561Q201Stock4,416$431,134dollars as filed
KONTOOR BRANDS INC50050N103COM6,486$427,881dollars as filed
BANK OZK LITTLE ROCK ARK COM06417N103Stock8,967$421,987dollars as filed
WEBSTER FINL CORP947890109COM7,649$417,635dollars as filed
SUNSTONE HOTEL INVS INC NEW867892101COM47,876$415,564dollars as filed
ALAMOS GOLD INC COM CL A011532108Stock15,621$414,894dollars as filed
PORTLAND GEN ELEC CO736508847COM NEW10,199$414,385dollars as filed
NOMAD FOODS LTD USD ORD SHSG6564A105Stock23,518$399,571dollars as filed
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A11276H106Stock9,596$399,194dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,546$395,730dollars as filed
SIMMONS 1ST NATL CORP828730200CL A $1 PAR20,791$394,197dollars as filed
ULTRAGENYX PHARMACEUTICAL IN90400D108COM10,789$392,288dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT2,438$391,933dollars as filed
EASTERLY GOVT PPTYS INC27616P301COM SHS17,619$391,142dollars as filed
UNDER ARMOUR INC904311107CL A55,228$377,207dollars as filed
UNIVERSAL TECHNICAL INST INC913915104COM11,051$374,518dollars as filed
DINE BRANDS GLOBAL INC254423106COM15,259$371,251dollars as filed
GE Vernova Inc.36828A101COM699$369,876dollars as filed
SITIME CORP COM82982T106Stock1,730$368,628dollars as filed
KBHOME48666K109COM6,922$366,658dollars as filed
JAMF HLDG CORP COM47074L105Stock38,328$364,499dollars as filed
VERITEX HLDGS INC923451108COM13,922$363,364dollars as filed
PACCAR INC COM693718108Stock3,762$357,616dollars as filed
RUSH ENTERPRISES INC CL A781846209Stock6,907$355,780dollars as filed
TREX CO INC89531P105COM6,424$349,337dollars as filed
AMERIPRISE FINL INC COM03076C106Stock654$349,059dollars as filed
REVOLVE GROUP INC CL A76156B107Stock17,147$343,797dollars as filed
COGNEX CORP192422103COM10,776$341,815dollars as filed
1ST FINL BANCORP320209109COM13,844$335,855dollars as filed
DRAFTKINGS INC NEW26142V105COM CL A7,714$330,853dollars as filed
TOWER SEMICONDUCTOR LTD SHS NEWM87915274Stock7,551$327,336dollars as filed
RB GLOBAL INC COM74935Q107Stock3,028$321,543dollars as filed
GILDAN ACTIVEWEAR INC COM375916103Stock6,461$318,140dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock6,069$315,891dollars as filed
VIRIDIAN THERAPEUTICS INC92790C104COM22,417$313,390dollars as filed
Lockheed Martin Corporation539830109COM675$312,620dollars as filed
ASSOCIATED BANC-CORP045487105COM12,743$310,802dollars as filed
NETGEAR INC64111Q104COM10,635$309,159dollars as filed
ALLSTATE CORP COM020002101Stock1,534$308,810dollars as filed
DOMINOS PIZZA INC COM25754A201Stock684$308,210dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock542$307,227dollars as filed
ACI WORLDWIDE INC COM004498101Stock6,601$303,052dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,613$300,695dollars as filed
AT&T Inc00206R102COM10,304$298,198dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock5,335$295,612dollars as filed
CINTAS CORP COM172908105Stock1,317$293,520dollars as filed
SEMPRA COM816851109Stock3,824$289,744dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock2,254$289,436dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock3,697$288,292dollars as filed
LATTICE SEMICONDUCTOR CORP COM518415104Stock5,742$281,301dollars as filed
Lowes Companies,Inc.548661107COM1,261$279,778dollars as filed
NATIONAL BK HLDGS CORP633707104CL A7,351$276,471dollars as filed
UnitedHealth Group Inc91324P102COM874$272,662dollars as filed
COLUMBIA BKG SYS INC197236102COM11,582$270,787dollars as filed
ETHAN ALLEN INTERIORS INC297602104COM9,667$269,226dollars as filed
OVINTIV INC69047Q102COM6,974$265,361dollars as filed
BLOCK INC CL A852234103Stock3,894$264,519dollars as filed
AVISTA CORP COM05379B107Stock6,922$262,690dollars as filed
CINEMARK HLDGS INC COM17243V102Stock8,698$262,506dollars as filed
AMICUS THERAPEUTICS INC03152W109COM43,306$248,143dollars as filed
SIX FLAGS ENTERTAINMENT CORP COM83001C108Stock8,039$244,627dollars as filed
GATX CORP COM361448103Stock1,574$241,703dollars as filed
RLI CORP COM749607107Stock3,304$238,615dollars as filed
CONSTRUCTION PARTNERS INC21044C107COM CL A2,242$238,280dollars as filed
NEOGENOMICS INC64049M209COM NEW32,354$236,508dollars as filed
XCELENERGY INC98389B100COM3,436$233,992dollars as filed
CAPITAL ONE FINL CORP14040H105COM1,095$232,972dollars as filed
ALLY FINL INC COM02005N100Stock5,978$232,843dollars as filed
SITIO ROYALTIES CORP82983N108CLASS A COM12,428$228,427dollars as filed
LEVI STRAUSS & CO NEW CL A COM STK52736R102Stock12,322$227,834dollars as filed
POPULAR INC733174700COM NEW2,045$225,379dollars as filed
ABERCROMBIE & FITCH CO CL A002896207Stock2,671$221,292dollars as filed
ZOOMINFO TECHNOLOGIES INC COMMON STOCK98980F104Stock21,788$220,495dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock14,245$217,521dollars as filed
PENNYMAC FINL SVCS INC NEW70932M107COM2,164$215,621dollars as filed
ANGLOGOLD ASHANTI PLCG0378L100COM SHS4,731$215,592dollars as filed
ALASKA AIR GROUP INC COM011659109Stock4,175$206,579dollars as filed
FRANCO NEV CORP COM351858105Stock1,242$203,589dollars as filed
TRIPADVISOR INC896945201COM14,709$191,952dollars as filed
QUINSTREET INC74874Q100COM10,775$173,478dollars as filed
MARTEN TRANSPORT LTD573075108COM13,328$173,131dollars as filed
INVESCO LTD SHSG491BT108Stock10,868$171,388dollars as filed
WEAVE COMMUNICATIONS INC94724R108COM20,529$170,801dollars as filed
AMERICAN EAGLE OUTFITTERS INC COM02553E106Stock13,765$132,419dollars as filed
MASTERBRAND INC57638P104COMMON STOCK11,170$122,088dollars as filed
FLAGSTAR FINANCIAL INC649445400COM NEW10,855$115,063dollars as filed
PITNEY BOWES INC COM724479100Stock10,225$111,555dollars as filed
SALLY BEAUTY HLDGS INC79546E104COM11,853$109,759dollars as filed
UNDER ARMOUR INC904311206CL C16,535$107,312dollars as filed
MYRIAD GENETICS INC62855J104COM13,136$69,752dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-25-012237this filing2025-08-14acceptance time not in the bulk data set