TWINBEECH CAPITAL LP
Follow13F filer, CIK 1769646, PURCHASE, NY
TWINBEECH CAPITAL LP reported $965,304,329 across 536 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 10.01% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-006477
- Period
- 2026-03-31
- Reported value
- $965M
- Holdings
- 536
- Top 10 weight
- 10.01%
- New
- 326
- Sold out
- 352
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TSCOnew | +235,532 | $10.7M |
| AMEnew | +47,121 | $10.1M |
| BRnew | +61,683 | $10M |
| SSNCnew | +144,135 | $9.74M |
| CMGnew | +300,015 | $9.6M |
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 |
|---|---|---|
| MPCreduced | -92,390 | -$22.6M |
| LNGreduced | -59,209 | -$16.8M |
| ETNexited | -49,988 | -$15.9M |
| MRVLreduced | -157,152 | -$15.6M |
| EOGexited | -147,652 | -$15.5M |
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, Q1 2026
Share positions as resolved from 13F-HR 0001214659-26-006477, largest first. % of portfolio is the value over $965,304,329, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| EPACENERPAC TOOL GROUP CORP | 6,133 | $224K | 0.02% | new | Timeline | ||
| TDCTERADATA CORP DEL | 8,656 | $222K | 0.02% | new | Timeline | ||
| BABOEING CO | 1,114 | $222K | 0.02% | new | Timeline | ||
| MLIMUELLER INDS INC | 2,000 | $222K | 0.02% | new | Timeline | ||
| FLSFLOWSERVE CORP | 3,000 | $221K | 0.02% | -17,300 | Timeline | ||
| WMTWALMART INC | 1,733 | $215K | 0.02% | -8,415 | Timeline | ||
| PODDINSULET CORP | 1,000 | $210K | 0.02% | new | Timeline | ||
| GSLGLOBAL SHIP LEASE INC | 5,600 | $208K | 0.02% | new | Timeline | ||
| PHRPHREESIA INC | 24,701 | $207K | 0.02% | new | Timeline | ||
| PEPPEPSICO INC | 1,331 | $207K | 0.02% | -4,358 | Timeline | ||
| CURBCURBLINE PPTYS CORP | 8,000 | $206K | 0.02% | new | Timeline | ||
| GGENPACT LIMITED | 5,500 | $205K | 0.02% | new | Timeline | ||
| HAEHAEMONETICS CORP MASS | 3,633 | $205K | 0.02% | new | Timeline | ||
| NEOGNEOGEN CORP | 21,993 | $204K | 0.02% | new | Timeline | ||
| BIIBBIOGEN INC | 1,100 | $202K | 0.02% | -1,734 | Timeline | ||
| OLEDUNIVERSAL DISPLAY CORP | 2,200 | $202K | 0.02% | -46,046 | Timeline | ||
| MPCMARATHON PETE CORP | 825 | $201K | 0.02% | -92,390 | Timeline | ||
| CVEOCIVEO CORP CDA | 7,597 | $201K | 0.02% | new | Timeline | ||
| PGNYPROGYNY INC | 11,600 | $197K | 0.02% | new | Timeline | ||
| TBLATABOOLA.COM LTD | 61,381 | $190K | 0.02% | new | Timeline | ||
| UAAUNDER ARMOUR INC | 30,764 | $182K | 0.02% | -29,036 | Timeline | ||
| RIOTRIOT PLATFORMS INC | 14,625 | $181K | 0.02% | -73,603 | Timeline | ||
| BMBLBUMBLE INC | 54,300 | $177K | 0.02% | +1,515 | Timeline | ||
| NCNONCINO INC | 11,058 | $166K | 0.02% | new | Timeline | ||
| ASANASANA INC | 24,706 | $158K | 0.02% | +4,942 | Timeline | ||
| ODDODDITY TECH LTD | 11,579 | $155K | 0.02% | new | Timeline | ||
| XRAYDENTSPLY SIRONA INC | 12,867 | $149K | 0.02% | -16,258 | Timeline | ||
| PLAYDAVE & BUSTERS ENTMT INC | 12,326 | $133K | 0.01% | new | Timeline | ||
| AGNTAGNT INC | 20,440 | $122K | 0.01% | 0 | Timeline | ||
| PAGSPAGSEGURO DIGITAL LTD | 12,015 | $120K | 0.01% | -169,285 | Timeline | ||
| FLOFLOWERS FOODS INC | 13,356 | $109K | 0.01% | -244 | Timeline | ||
| HLITHARMONIC INC | 10,714 | $96.2K | 0.01% | -100 | Timeline | ||
| UAUNDER ARMOUR INC | 12,100 | $70.1K | 0.01% | -7,900 | Timeline | ||
| GBTGGLOBAL BUSINESS TRAVEL GROUP | 12,500 | $69.8K | 0.01% | new | Timeline | ||
| GTMZOOMINFO TECHNOLOGIES INC | 10,431 | $62.4K | 0.01% | new | Timeline | ||
| CCOCLEAR CHANNEL OUTDOOR HLDGS | 12,719 | $30.1K | <0.01% | -21,281 | Timeline |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 352. All 352
| Security | Shares before | Value before | Type |
|---|---|---|---|
| ETNEATON CORP PLC | 49,988 | $15.9M | shares |
| EOGEOG RES INC | 147,652 | $15.5M | shares |
| PGPROCTER & GAMBLE CO | 99,800 | $14.3M | shares |
| URIUNITED RENTALS INC | 17,538 | $14.2M | shares |
| TTDTHE TRADE DESK INC | 358,773 | $13.6M | shares |
| DTDYNATRACE INC | 311,875 | $13.5M | shares |
| MDBMONGODB INC | 31,865 | $13.4M | shares |
| ORLYOREILLY AUTOMOTIVE INC | 138,397 | $12.6M | shares |
| DTEDTE ENERGY CO | 90,503 | $11.7M | shares |
| CDWCDW CORP | 77,564 | $10.6M | shares |
| VEEVVEEVA SYS INC | 47,232 | $10.5M | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 41,865 | $10.3M | shares |
| NOWSERVICENOW INC | 65,835 | $10.1M | shares |
| ACMAECOM | 104,809 | $9.99M | shares |
| VIKVIKING HOLDINGS LTD | 138,700 | $9.9M | shares |
| BNYBANK OF NY MELLON CORP | 84,122 | $9.77M | shares |
| COHRCOHERENT CORP | 52,878 | $9.76M | shares |
| AVGOBROADCOM INC | 26,539 | $9.19M | shares |
| SNXTD SYNNEX CORPORATION | 59,000 | $8.86M | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 92,397 | $8.06M | shares |
| CPNGCOUPANG INC | 335,182 | $7.91M | shares |
| WATWATERS CORP | 20,800 | $7.9M | shares |
| INSMINSMED INC | 44,009 | $7.66M | shares |
| EHCENCOMPASS HEALTH CORP | 69,650 | $7.39M | shares |
| DPZDOMINOS PIZZA INC | 17,519 | $7.3M | shares |
| TWTRADEWEB MKTS INC | 65,720 | $7.07M | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 4,900 | $6.83M | shares |
| AMKRAMKOR TECHNOLOGY INC | 165,200 | $6.52M | shares |
| GNRCGENERAC HLDGS INC | 47,750 | $6.51M | shares |
| ELANELANCO ANIMAL HEALTH INC | 280,500 | $6.35M | shares |
| FLEXFLEX LTD | 102,738 | $6.21M | shares |
| TMHCTAYLOR MORRISON HOME CORP | 103,418 | $6.09M | shares |
| RBRKRUBRIK INC. | 75,743 | $5.79M | shares |
| ADTADT INC DEL | 709,886 | $5.73M | shares |
| ROKUROKU INC | 52,600 | $5.71M | shares |
| CATCATERPILLAR INC | 9,925 | $5.69M | shares |
| PHMPULTE GROUP INC | 47,530 | $5.57M | shares |
| CNHCNH INDL N V | 571,080 | $5.27M | shares |
| SPXCSPX TECHNOLOGIES INC | 26,213 | $5.24M | shares |
| XPXP INC | 319,928 | $5.24M | shares |
| SCISERVICE CORP INTL | 66,471 | $5.18M | shares |
| COKECOCA COLA CONS INC | 33,800 | $5.18M | shares |
| DOCSDOXIMITY INC | 115,937 | $5.13M | shares |
| NWSANEWS CORP NEW | 196,526 | $5.13M | shares |
| KBRKBR INC | 127,014 | $5.11M | shares |
| AXPAMERICAN EXPRESS CO | 13,682 | $5.06M | shares |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 49,692 | $5.04M | shares |
| DGXQUEST DIAGNOSTICS INC | 28,913 | $5.02M | shares |
| RLRALPH LAUREN CORP | 13,699 | $4.84M | shares |
| BGBUNGE GLOBAL SA | 53,300 | $4.75M | shares |
| DOWDOW HLDGS INC | 198,875 | $4.65M | shares |
| CBSHCOMMERCE BANCSHARES INC | 86,470 | $4.53M | shares |
| MMACYS INC | 204,200 | $4.5M | shares |
| PRIPRIMERICA INC | 17,111 | $4.42M | shares |
| DRSLEONARDO DRS INC | 129,555 | $4.42M | shares |
| IESCIES HOLDINGS INC | 11,300 | $4.4M | shares |
| MELIMERCADOLIBRE INC | 2,121 | $4.27M | shares |
| BRBRBELLRING BRANDS INC | 157,909 | $4.22M | shares |
| GLXYGALAXY DIGITAL INC. | 188,768 | $4.22M | shares |
| UNMUNUM GROUP | 52,160 | $4.04M | shares |
| VICIVICI PPTYS INC | 142,500 | $4.01M | shares |
| AMTAMERICAN TOWER CORP | 22,800 | $4M | shares |
| AMTMAMENTUM HOLDINGS INC | 137,453 | $3.99M | shares |
| CCICROWN CASTLE INC | 44,200 | $3.93M | shares |
| LRNSTRIDE INC | 56,200 | $3.65M | shares |
| AAPLAPPLE INC | 13,306 | $3.62M | shares |
| KTBKONTOOR BRANDS INC | 59,176 | $3.62M | shares |
| PFSIPENNYMAC FINL SVCS INC NEW | 27,325 | $3.6M | shares |
| MGYMAGNOLIA OIL & GAS CORP | 164,266 | $3.6M | shares |
| ECGEVERUS CONSTR GROUP | 41,373 | $3.54M | shares |
| WELLWELLTOWER INC | 19,000 | $3.53M | shares |
| RPRXROYALTY PHARMA PLC | 87,629 | $3.39M | shares |
| VFCV F CORP | 181,653 | $3.28M | shares |
| DOCHEALTHPEAK PROPERTIES INC | 195,200 | $3.14M | shares |
| FFINFIRST FINL BANKSHARES INC | 97,880 | $2.92M | shares |
| SFSTIFEL FINL CORP | 22,500 | $2.82M | shares |
| FMCFMC CORP | 198,949 | $2.76M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 15,524 | $2.76M | shares |
| FLRFLUOR CORP | 68,700 | $2.72M | shares |
| NEENEXTERA ENERGY INC | 33,724 | $2.71M | shares |
| WCCWESCO INTL INC | 11,000 | $2.69M | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 8,591 | $2.69M | shares |
| CVICVR ENERGY INC | 105,128 | $2.67M | shares |
| LITELUMENTUM HLDGS INC | 7,228 | $2.66M | shares |
| JNJJOHNSON & JOHNSON | 12,777 | $2.64M | shares |
| SFMSPROUTS FMRS MKT INC | 32,731 | $2.61M | shares |
| MODMODINE MFG CO | 19,486 | $2.6M | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 9,443 | $2.6M | shares |
| RSGREPUBLIC SVCS INC | 12,185 | $2.58M | shares |
| MYRGMYR GROUP INC | 11,800 | $2.58M | shares |
| NVTNVENT ELEC PLC | 25,224 | $2.57M | shares |
| XELXCEL ENERGY INC | 34,725 | $2.56M | shares |
| BRZEBRAZE INC | 72,841 | $2.5M | shares |
| GLWCORNING INC | 28,318 | $2.48M | shares |
| BF-BBROWN FORMAN CORP | 94,632 | $2.47M | shares |
| CHTRCHARTER COMMUNICATIONS INC | 11,451 | $2.39M | shares |
| FIXCOMFORT SYS USA INC | 2,539 | $2.37M | shares |
| VIRTVIRTU FINL INC | 70,699 | $2.36M | shares |
| BGCBGC GROUP INC | 263,223 | $2.35M | shares |
| GEOGEO GROUP INC | 143,912 | $2.32M | shares |
How Q1 2026 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 0001214659-26-006477 | base | 2026-05-15 | acceptance time not in the bulk data set |