Twinbeech Capital LP
- SEC CIK
- 0001769646
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 429
- No 13F data for Q4 2020
- Portfolio value
- $684.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 36,264 | $8.82M | 1.3% | – | – | History |
| WMTWalmart Inc. | Stock | 61,238 | $8.32M | 1.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 119,232 | $7.89M | 1.2% | – | – | History |
| ALGNAlign Technology Inc | COM | 14,300 | $7.74M | 1.1% | – | – | History |
| CBChubb Ltd | Stock | 46,529 | $7.35M | 1.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 55,343 | $7.34M | 1.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 112,450 | $7.33M | 1.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 19,071 | $7.32M | 1.1% | – | – | History |
| MSMorgan Stanley | Stock | 94,143 | $7.31M | 1.1% | – | – | History |
| Paramount Global92556H206 | CL B | 161,716 | $7.29M | 1.1% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 118,906 | $7.22M | 1.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 28,150 | $7.19M | 1.1% | – | – | History |
| TEAMAtlassian Corp | CL A | 33,625 | $7.09M | 1.0% | – | – | History |
| VZVerizon Communications Inc | Stock | 121,200 | $7.05M | 1.0% | – | – | History |
| MAMastercard Inc | Stock | 19,700 | $7.01M | 1.0% | – | – | History |
| TWTRTwitter, Inc. | COM | 106,250 | $6.76M | 1.0% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 10,300 | $6.71M | 1.0% | – | – | History |
| DHRDanaher Corp | Stock | 29,050 | $6.54M | 1.0% | – | – | History |
| ETNEaton Corp plc | Stock | 47,164 | $6.52M | 1.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 2,028 | $6.28M | 0.9% | – | – | History |
| SNAPSnap Inc | Stock | 114,700 | $6.00M | 0.9% | – | – | History |
| CLColgate Palmolive Co | Stock | 75,607 | $5.96M | 0.9% | – | – | History |
| HPQHP Inc | Stock | 186,450 | $5.92M | 0.9% | – | – | History |
| SYYSysco Corp | Stock | 74,300 | $5.85M | 0.9% | – | – | History |
| TELTE Connectivity plc | REG SHS | 44,950 | $5.80M | 0.8% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 47,589 | $5.71M | 0.8% | – | – | History |
| ULTAUlta Beauty, Inc. | Stock | 18,072 | $5.59M | 0.8% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 11,150 | $5.46M | 0.8% | – | – | History |
| SHOPShopify Inc. | Stock | 4,705 | $5.21M | 0.8% | – | – | History |
| CMICummins Inc | Stock | 19,880 | $5.15M | 0.8% | – | – | History |
| VFCV F Corp | Stock | 63,465 | $5.07M | 0.7% | – | – | History |
| APTVAptiv PLC | SHS | 36,634 | $5.05M | 0.7% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 9,670 | $4.91M | 0.7% | – | – | History |
| RTXRTX Corp | Stock | 62,150 | $4.80M | 0.7% | – | – | History |
| BALLBALL Corp | COM | 55,603 | $4.71M | 0.7% | – | – | History |
| SIVBSVB Financial Group | COM | 9,473 | $4.68M | 0.7% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 53,152 | $4.43M | 0.6% | – | – | History |
| COUPCoupa Software Inc | COM | 17,350 | $4.42M | 0.6% | – | – | History |
| DFSDiscover Financial Services | COM | 45,363 | $4.31M | 0.6% | – | – | History |
| TERTeradyne, Inc | Stock | 35,000 | $4.26M | 0.6% | – | – | History |
| TFCTruist Financial Corp | COM | 72,450 | $4.22M | 0.6% | – | – | History |
| PCARPaccar Inc | COM | 44,671 | $4.15M | 0.6% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 13,595 | $4.06M | 0.6% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 12,550 | $4.04M | 0.6% | – | – | History |
| FEFirstenergy Corp | COM | 115,500 | $4.01M | 0.6% | – | – | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 24,519 | $3.92M | 0.6% | – | – | History |
| KEYKeycorp | COM | 194,500 | $3.89M | 0.6% | – | – | History |
| EBAYeBay Inc | COM | 62,513 | $3.83M | 0.6% | – | – | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 128,040 | $3.82M | 0.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,853 | $3.82M | 0.6% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 44,100 | $3.73M | 0.5% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 61,353 | $3.63M | 0.5% | – | – | History |
| CZRCaesars Entertainment, Inc. | COM | 40,949 | $3.58M | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 32,515 | $3.55M | 0.5% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 13,200 | $3.54M | 0.5% | – | – | History |
| STNEStoneCo Ltd. | COM | 55,550 | $3.40M | 0.5% | – | – | History |
| FTVFortive Corp | Stock | 47,534 | $3.36M | 0.5% | – | – | History |
| VTRSViatris Inc | Stock | 239,850 | $3.35M | 0.5% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 29,576 | $3.33M | 0.5% | – | – | History |
| KSSKOHLS Corp | Stock | 54,587 | $3.25M | 0.5% | – | – | History |
| CPRICapri Holdings Ltd | SHS | 63,074 | $3.22M | 0.5% | – | – | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 37,400 | $3.20M | 0.5% | – | – | History |
| CSXCSX Corp | Stock | 32,285 | $3.11M | 0.5% | – | – | History |
| BF.BBrown Forman Corp | Stock | 43,947 | $3.03M | 0.4% | – | – | History |
| CNCCentene Corp | Stock | 46,900 | $3.00M | 0.4% | – | – | History |
| TTTrane Technologies plc | SHS | 17,700 | $2.93M | 0.4% | – | – | History |
| DTDynatrace, Inc. | Stock | 60,713 | $2.93M | 0.4% | – | – | History |
| TMETencent Music Entertainment Group | SPON ADS | 141,422 | $2.90M | 0.4% | – | – | History |
| LULUlululemon athletica inc. | Stock | 9,340 | $2.87M | 0.4% | – | – | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 4,967 | $2.84M | 0.4% | – | – | History |
| NFLXNetflix Inc | Stock | 5,417 | $2.83M | 0.4% | – | – | History |
| CRICarters Inc | COM | 30,977 | $2.75M | 0.4% | – | – | History |
| IQVIQVIA Holdings Inc. | Stock | 14,050 | $2.71M | 0.4% | – | – | History |
| BKRBaker Hughes Co | CL A | 125,500 | $2.71M | 0.4% | – | – | History |
| Discovery Inc25470F302 | COM SER C | 73,042 | $2.69M | 0.4% | – | – | – |
| TWLOTwilio Inc | CL A | 7,900 | $2.69M | 0.4% | – | – | History |
| NUANNuance Communications, Inc. | COM | 61,650 | $2.69M | 0.4% | – | – | History |
| EMNEastman Chemical Co | Stock | 24,050 | $2.65M | 0.4% | – | – | History |
| TALTAL Education Group | SPONSORED ADS | 48,700 | $2.62M | 0.4% | – | – | History |
| ONOn Semiconductor Corp | Stock | 61,566 | $2.56M | 0.4% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 106,150 | $2.54M | 0.4% | – | – | History |
| UPWKUpwork, Inc | COM | 54,709 | $2.45M | 0.4% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 8,354 | $2.43M | 0.4% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 45,646 | $2.42M | 0.4% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 25,217 | $2.41M | 0.4% | – | – | History |
| HOLXHologic Inc | COM | 32,362 | $2.41M | 0.4% | – | – | History |
| SKXSkechers USA Inc | CL A | 57,697 | $2.41M | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 78,548 | $2.38M | 0.3% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 37,400 | $2.36M | 0.3% | – | – | History |
| BWABorgwarner Inc | COM | 50,800 | $2.35M | 0.3% | – | – | History |
| UNPUnion Pacific Corp | Stock | 10,600 | $2.34M | 0.3% | – | – | History |
| GPNGlobal Payments Inc | Stock | 11,500 | $2.32M | 0.3% | – | – | History |
| WIXWix.com Ltd. | SHS | 8,104 | $2.26M | 0.3% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 9,860 | $2.25M | 0.3% | – | – | History |
| SLBSLB Limited | Stock | 82,393 | $2.24M | 0.3% | – | – | History |
| LKQLKQ Corp | COM | 52,800 | $2.23M | 0.3% | – | – | History |
| CIENCiena Corp | COM NEW | 40,700 | $2.23M | 0.3% | – | – | History |
| TFXTeleflex Inc | COM | 5,356 | $2.23M | 0.3% | – | – | History |
| AESAES Corp | Stock | 82,700 | $2.22M | 0.3% | – | – | History |
| MNSTMonster Beverage Corp | COM | 23,991 | $2.19M | 0.3% | – | – | History |