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13F-HR filed by TWINBEECH CAPITAL LP

TWINBEECH CAPITAL LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 562 holding rows worth $1,407,498,901.

Accession
0001214659-26-001991
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A combination report, 562 entries on the cover page, a total value of $1,407,498,901 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,407,498,901 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
CVS Health Corporation126650100COM3,300$261,888dollars as filed
IPG PHOTONICS CORP44980X109COM3,600$257,760dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock764$257,208dollars as filed
BLOCK H & R INC COM093671105Stock5,895$256,904dollars as filed
TRIMBLE INC COM896239100Stock3,234$253,384dollars as filed
ONESPAWORLD HOLDINGS LIMITEDP73684113COM12,200$253,028dollars as filed
BELDEN INC COM077454106Stock2,150$250,582dollars as filed
INNOVIVA INC45781M101COM12,400$247,876dollars as filed
FB FINL CORP30257X104COM4,400$245,520dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock3,258$242,004dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock1,671$240,440dollars as filed
RAMBUS INC DEL COM750917106Stock2,600$238,914dollars as filed
LAMB WESTON HLDGS INC513272104COM5,700$238,773dollars as filed
ROLLINS INC COM775711104Stock3,900$234,078dollars as filed
FIRST CTZNS BANCSHARES INC DEL CL A31946M103Stock109$233,934dollars as filed
Union Pacific Corporation907818108COM975$225,537dollars as filed
COEUR MNG INC COM NEW192108504Stock12,610$224,836dollars as filed
WYNN RESORTS LTD983134107COM1,859$223,693dollars as filed
DAVITA INC COM23918K108Stock1,967$223,471dollars as filed
SILGAN HLDGS INC827048109COM5,500$222,035dollars as filed
ETORO GROUP LTD AG32089107COMMON STOCK6,300$221,319dollars as filed
SEMPRA COM816851109Stock2,491$219,930dollars as filed
COLUMBIA BKG SYS INC197236102COM7,837$219,044dollars as filed
SEI INVTS CO COM784117103Stock2,667$218,747dollars as filed
FLOOR & DECOR HLDGS INC CL A339750101Stock3,577$217,804dollars as filed
ONE GAS INC COM68235P108Stock2,800$216,300dollars as filed
COPART INC COM217204106Stock5,520$216,108dollars as filed
REVOLUTION MEDICINES INC COM76155X100Stock2,700$215,055dollars as filed
ESTABLISHMENT LABS HOLDINGSG31249108COMMON STOCK2,937$214,049dollars as filed
CRISPR THERAPEUTICS AG NAMEN AKTH17182108Stock4,072$213,536dollars as filed
BANCFIRST CORP05945F103COM1,992$211,192dollars as filed
SPIRE INC84857L101COM2,546$210,554dollars as filed
COCA-COLA EUROPACIFIC PARTNERS SHSG25839104Stock2,300$208,610dollars as filed
GLOBAL-E ONLINE LTD NPVM5216V106SHS5,296$208,186dollars as filed
SOFI TECHNOLOGIES INC COM83406F102Stock7,867$205,958dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock2,382$205,543dollars as filed
FIRST WATCH RESTAURANT GROUP33748L101COM13,589$204,922dollars as filed
BANCORP INC DEL05969A105COM3,034$204,856dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock1,250$202,512dollars as filed
COSTAR GROUP INC COM22160N109Stock3,000$201,720dollars as filed
CRESCENT ENERGY COMPANY CL A COM44952J104Stock23,793$199,623dollars as filed
F N B CORP302520101COM11,275$192,802dollars as filed
BUMBLE INC12047B105COM CL A52,785$188,442dollars as filed
MARTEN TRANSPORT LTD573075108COM16,534$188,157dollars as filed
AGNT INC30212W100COM20,440$184,982dollars as filed
BIOCRYST PHARMACEUTICALS INC COM09058V103Stock23,700$184,860dollars as filed
RECURSION PHARMACEUTICALS IN75629V104CL A38,352$156,860dollars as filed
FLOWERS FOODS INC COM343498101Stock13,600$147,968dollars as filed
NOVOCURE LTDG6674U108ORD SHS11,330$146,497dollars as filed
SNAP INC83304A106CL A17,800$143,646dollars as filed
INTELLIA THERAPEUTICS INC45826J105COM15,289$137,448dollars as filed
BIOHAVEN LTDG1110E107COM11,700$132,093dollars as filed
MARA HOLDINGS INC COM565788106Stock12,000$107,760dollars as filed
HARMONIC INC413160102COM10,814$106,950dollars as filed
SPRINKLR INC85208T107CL A12,670$98,573dollars as filed
ADTRAN HOLDINGS INC00486H105COM11,100$96,459dollars as filed
UNDER ARMOUR INC904311206CL C20,000$96,000dollars as filed
GOPRO INC38268T103CL A53,567$75,529dollars as filed
LIGHTWAVE LOGIC INC532275104COM23,200$75,168dollars as filed
CLEAR CHANNEL OUTDOOR HLDGS18453H106COM34,000$75,140dollars as filed
CYTOMX THERAPEUTICS INC23284F105COMMON STOCK17,600$74,976dollars as filed
ENERGY VAULT HOLDINGS INC29280W109COM14,300$65,923dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001214659-26-001991this filing2026-02-17acceptance time not in the bulk data set