TWINBEECH CAPITAL LP
Follow13F filer, CIK 1769646, PURCHASE, NY
TWINBEECH CAPITAL LP reported $2,528,447,673 across 535 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 11.36% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016644
- Period
- 2025-09-30
- Reported value
- $2.53B
- Holdings
- 535
- Top 10 weight
- 11.36%
- New
- 309
- Sold out
- 375
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BSXnew | +305,158 | $29.8M |
| ROPadded | +59,566 | $29.7M |
| SPGInew | +59,422 | $28.9M |
| ANETnew | +187,832 | $27.4M |
| TXNnew | +148,958 | $27.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CRHreduced | -509,224 | -$61.1M |
| BRK-Bexited | -122,131 | -$59.3M |
| NEMreduced | -697,172 | -$58.8M |
| ROSTexited | -433,077 | -$55.3M |
| MSIreduced | -119,774 | -$54.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001214659-25-016644, largest first. % of portfolio is the value over $2,528,447,673, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SLABSILICON LABORATORIES INC | 1,863 | $244K | 0.01% | new | Timeline | ||
| XRAYDENTSPLY SIRONA INC | 19,020 | $241K | 0.01% | new | Timeline | ||
| GGGGRACO INC | 2,781 | $236K | 0.01% | new | Timeline | ||
| RSIRUSH STREET INTERACTIVE INC | 11,460 | $235K | 0.01% | new | Timeline | ||
| SAROSTANDARDAERO INC | 8,553 | $233K | 0.01% | new | Timeline | ||
| AVXLANAVEX LIFE SCIENCES CORP | 25,944 | $231K | 0.01% | new | Timeline | ||
| NBHCNATIONAL BK HLDGS CORP | 5,967 | $231K | 0.01% | -1,384 | Timeline | ||
| PHPARKER-HANNIFIN CORP | 304 | $230K | 0.01% | new | Timeline | ||
| CAGCONAGRA BRANDS INC | 12,585 | $230K | 0.01% | -12,421 | Timeline | ||
| SBUXSTARBUCKS CORP | 2,701 | $229K | 0.01% | -372,335 | Timeline | ||
| AMANTERO MIDSTREAM CORP | 11,672 | $227K | 0.01% | -366,284 | Timeline | ||
| VITLVITAL FARMS INC | 5,447 | $224K | 0.01% | new | Timeline | ||
| SMGSCOTTS MIRACLE-GRO CO | 3,930 | $224K | 0.01% | new | Timeline | ||
| TSNTYSON FOODS INC | 4,095 | $222K | 0.01% | new | Timeline | ||
| CBRECBRE GROUP INC | 1,406 | $222K | 0.01% | new | Timeline | ||
| MGRCMCGRATH RENTCORP | 1,884 | $221K | 0.01% | new | Timeline | ||
| CUBECUBESMART | 5,414 | $220K | 0.01% | new | Timeline | ||
| LKQLKQ CORP | 7,171 | $219K | 0.01% | -11,768 | Timeline | ||
| MKLMARKEL GROUP INC | 112 | $214K | 0.01% | new | Timeline | ||
| CPNGCOUPANG INC | 6,576 | $212K | 0.01% | new | Timeline | ||
| WSCWILLSCOT HLDGS CORP | 9,937 | $210K | 0.01% | -5,812 | Timeline | ||
| CVNACARVANA CO | 550 | $207K | 0.01% | new | Timeline | ||
| BAPCREDICORP LTD | 773 | $206K | 0.01% | -11,969 | Timeline | ||
| MPCMARATHON PETE CORP | 1,066 | $205K | 0.01% | new | Timeline | ||
| PPGPPG INDS INC | 1,933 | $203K | 0.01% | new | Timeline | ||
| APLSAPELLIS PHARMACEUTICALS INC | 8,927 | $202K | 0.01% | new | Timeline | ||
| NXQUANEX BLDG PRODS CORP | 13,007 | $185K | 0.01% | new | Timeline | ||
| SHOSUNSTONE HOTEL INVS INC NEW | 19,498 | $183K | 0.01% | -28,378 | Timeline | ||
| HOPEHOPE BANCORP INC | 15,327 | $165K | 0.01% | new | Timeline | ||
| MRTNMARTEN TRANS LTD | 13,328 | $142K | 0.01% | 0 | Timeline | ||
| NRIXNURIX THERAPEUTICS INC | 14,272 | $132K | 0.01% | new | Timeline | ||
| WEAVWEAVE COMMUNICATIONS INC | 15,029 | $100K | <0.01% | -5,500 | Timeline | ||
| AMCOR PLCAMCOR PLC | 11,390 | $93.2K | <0.01% | -636,815 | |||
| CRGYCRESCENT ENERGY COMPANY | 10,437 | $93.1K | <0.01% | new | Timeline | ||
| UAUNDER ARMOUR INC | 16,535 | $79.9K | <0.01% | 0 | Timeline |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 375. All 375
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BRK-BBERKSHIRE HATHAWAY INC DEL | 122,131 | $59.3M | shares |
| ROSTROSS STORES INC | 433,077 | $55.3M | shares |
| PYPLPAYPAL HLDGS INC | 713,321 | $53M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 388,052 | $52.9M | shares |
| RBLXROBLOX CORP | 495,256 | $52.1M | shares |
| GWWWW GRAINGER INC | 49,913 | $51.9M | shares |
| CVXCHEVRON CORPORATION | 359,327 | $51.5M | shares |
| VVISA INC | 142,762 | $50.7M | shares |
| LPLALPL FINL HLDGS INC | 133,319 | $50M | shares |
| ITGARTNER INC | 118,055 | $47.7M | shares |
| HONHONEYWELL INTL INC | 202,130 | $47.1M | shares |
| APPAPPLOVIN CORP | 131,761 | $46.1M | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 564,498 | $41.8M | shares |
| REGNREGENERON PHARMACEUTICALS | 79,286 | $41.6M | shares |
| MCDMCDONALDS CORP | 120,887 | $35.3M | shares |
| MPWRMONOLITHIC PWR SYS INC | 48,016 | $35.1M | shares |
| GPNGLOBAL PMTS INC | 418,131 | $33.5M | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 229,137 | $33.1M | shares |
| TPLTEXAS PACIFIC LAND CORPORATI | 31,093 | $32.8M | shares |
| FTVFORTIVE CORP | 580,294 | $30.3M | shares |
| TTDTHE TRADE DESK INC | 412,170 | $29.7M | shares |
| DHID R HORTON INC | 226,757 | $29.2M | shares |
| BURLBURLINGTON STORES INC | 122,967 | $28.6M | shares |
| ACNACCENTURE PLC IRELAND | 95,652 | $28.6M | shares |
| CEGCONSTELLATION ENERGY CORP | 86,353 | $27.9M | shares |
| STESTERIS PLC | 115,915 | $27.8M | shares |
| DUOLDUOLINGO INC | 67,729 | $27.8M | shares |
| TERTERADYNE INC | 307,796 | $27.7M | shares |
| WDAYWORKDAY INC | 105,596 | $25.3M | shares |
| WSOWATSCO INC | 57,321 | $25.3M | shares |
| SMCISUPER MICRO COMPUTER INC | 514,661 | $25.2M | shares |
| GPCGENUINE PARTS CO | 204,187 | $24.8M | shares |
| AJGGALLAGHER ARTHUR J & CO | 74,271 | $23.8M | shares |
| NTNXNUTANIX INC | 309,685 | $23.7M | shares |
| PAYCPAYCOM SOFTWARE INC | 100,188 | $23.2M | shares |
| IEXIDEX CORP | 132,025 | $23.2M | shares |
| METMETLIFE INC | 277,864 | $22.3M | shares |
| YUMCYUM CHINA HLDGS INC | 465,543 | $20.8M | shares |
| MASMASCO CORP | 277,740 | $17.9M | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 33,945 | $17.4M | shares |
| FSLRFIRST SOLAR INC | 104,610 | $17.3M | shares |
| TXRHTEXAS ROADHOUSE INC | 92,273 | $17.3M | shares |
| BMRNBIOMARIN PHARMACEUTICAL INC | 299,229 | $16.4M | shares |
| WINGWINGSTOP INC | 48,551 | $16.3M | shares |
| UNPUNION PAC CORP | 68,510 | $15.8M | shares |
| OWLBLUE OWL CAPITAL INC | 820,272 | $15.8M | shares |
| ESTCELASTIC N V | 185,811 | $15.7M | shares |
| EQIXEQUINIX INC | 19,433 | $15.5M | shares |
| QSRRESTAURANT BRANDS INTL INC | 218,225 | $14.5M | shares |
| SNASNAP ON INC | 46,231 | $14.4M | shares |
| AOSSMITH A O CORP | 213,627 | $14M | shares |
| DVADAVITA INC | 94,427 | $13.5M | shares |
| AAONAAON INC | 178,788 | $13.2M | shares |
| NXTNEXTPOWER INC | 238,802 | $13M | shares |
| BBWIBATH & BODY WORKS INC | 428,323 | $12.8M | shares |
| BRBRBELLRING BRANDS INC | 221,085 | $12.8M | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 184,758 | $12.6M | shares |
| AMGNAMGEN INC | 43,403 | $12.1M | shares |
| RGENREPLIGEN CORP | 94,388 | $11.7M | shares |
| FDXFEDEX CORP | 51,516 | $11.7M | shares |
| MSCIMSCI INC | 19,695 | $11.4M | shares |
| PFGCPERFORMANCE FOOD GROUP CO | 129,385 | $11.3M | shares |
| RSGREPUBLIC SVCS INC | 44,598 | $11M | shares |
| ABBVABBVIE INC | 57,870 | $10.7M | shares |
| TFXTELEFLEX INCORPORATED | 90,332 | $10.7M | shares |
| ELFE L F BEAUTY INC | 83,817 | $10.4M | shares |
| TSCOTRACTOR SUPPLY CO | 193,810 | $10.2M | shares |
| PNFPPINNACLE FINANCIAL PARTNERS | 89,294 | $9.86M | shares |
| ETSYETSY INC | 195,821 | $9.82M | shares |
| EXLSEXLSERVICE HLDGS INC | 220,273 | $9.65M | shares |
| ENTGENTEGRIS INC | 119,393 | $9.63M | shares |
| MHKMOHAWK INDS INC | 89,432 | $9.38M | shares |
| FMCFMC CORP | 224,247 | $9.36M | shares |
| RALRALLIANT CORP | 192,015 | $9.31M | shares |
| GNTXGENTEX CORP | 420,888 | $9.26M | shares |
| RHIROBERT HALF INC. | 223,981 | $9.19M | shares |
| SWSMURFIT WESTROCK PLC | 212,905 | $9.19M | shares |
| DYDYCOM INDS INC | 37,355 | $9.13M | shares |
| MOALTRIA GROUP INC | 144,886 | $8.49M | shares |
| MCKMCKESSON CORP | 11,563 | $8.47M | shares |
| AROCARCHROCK INC | 329,112 | $8.17M | shares |
| XPXP INC | 399,512 | $8.07M | shares |
| BOOTBOOT BARN HLDGS INC | 52,872 | $8.04M | shares |
| EEFTEURONET WORLDWIDE INC | 77,951 | $7.9M | shares |
| FIXCOMFORT SYS USA INC | 14,535 | $7.79M | shares |
| WIXWIX COM LTD | 49,161 | $7.79M | shares |
| MAMASTERCARD INCORPORATED | 13,753 | $7.73M | shares |
| MKTXMARKETAXESS HLDGS INC | 34,216 | $7.64M | shares |
| CBSHCOMMERCE BANCSHARES INC | 121,976 | $7.58M | shares |
| CVSACOVISTA INC | 58,967 | $7.5M | shares |
| MWAMUELLER WTR PRODS INC | 309,069 | $7.43M | shares |
| STEPSTEPSTONE GROUP INC | 131,906 | $7.32M | shares |
| GMEDGLOBUS MED INC | 122,154 | $7.21M | shares |
| BXBLACKSTONE INC | 48,052 | $7.19M | shares |
| ATIATI INC | 81,624 | $7.05M | shares |
| BHFBRIGHTHOUSE FINL INC | 129,483 | $6.96M | shares |
| LOARLOAR HOLDINGS INC | 77,099 | $6.64M | shares |
| TTCTORO CO | 92,002 | $6.5M | shares |
| IOTSAMSARA INC | 159,766 | $6.36M | shares |
| MOG-AMOOG INC | 34,474 | $6.24M | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001214659-25-016644 | base | 2025-11-14 | acceptance time not in the bulk data set |