Twinbeech Capital LP
- SEC CIK
- 0001769646
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 429
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.84 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BDXBecton Dickinson & Co | Stock | 36,264 | $881.8 萬 | 1.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 61,238 | $831.8 萬 | 1.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 119,232 | $788.7 萬 | 1.2% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 14,300 | $774.4 萬 | 1.1% | – | – | 歷史 |
| CBChubb Ltd | Stock | 46,529 | $735.0 萬 | 1.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 55,343 | $733.8 萬 | 1.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 112,450 | $732.9 萬 | 1.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 19,071 | $732.4 萬 | 1.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 94,143 | $731.1 萬 | 1.1% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 161,716 | $729.3 萬 | 1.1% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 118,906 | $722.5 萬 | 1.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 28,150 | $719.1 萬 | 1.1% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 33,625 | $708.7 萬 | 1.0% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 121,200 | $704.8 萬 | 1.0% | – | – | 歷史 |
| MAMastercard Inc | Stock | 19,700 | $701.4 萬 | 1.0% | – | – | 歷史 |
| TWTRTwitter, Inc. | COM | 106,250 | $676.1 萬 | 1.0% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 10,300 | $671.2 萬 | 1.0% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 29,050 | $653.9 萬 | 1.0% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 47,164 | $652.2 萬 | 1.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,028 | $627.5 萬 | 0.9% | – | – | 歷史 |
| SNAPSnap Inc | Stock | 114,700 | $599.8 萬 | 0.9% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 75,607 | $596.0 萬 | 0.9% | – | – | 歷史 |
| HPQHP Inc | Stock | 186,450 | $592.0 萬 | 0.9% | – | – | 歷史 |
| SYYSysco Corp | Stock | 74,300 | $585.0 萬 | 0.9% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 44,950 | $580.3 萬 | 0.8% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 47,589 | $570.6 萬 | 0.8% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 18,072 | $558.7 萬 | 0.8% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 11,150 | $545.6 萬 | 0.8% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 4,705 | $520.6 萬 | 0.8% | – | – | 歷史 |
| CMICummins Inc | Stock | 19,880 | $515.1 萬 | 0.8% | – | – | 歷史 |
| VFCV F Corp | Stock | 63,465 | $507.2 萬 | 0.7% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 36,634 | $505.2 萬 | 0.7% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 9,670 | $490.5 萬 | 0.7% | – | – | 歷史 |
| RTXRTX Corp | Stock | 62,150 | $480.2 萬 | 0.7% | – | – | 歷史 |
| BALLBALL Corp | COM | 55,603 | $471.2 萬 | 0.7% | – | – | 歷史 |
| SIVBSVB Financial Group | COM | 9,473 | $467.6 萬 | 0.7% | – | – | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 53,152 | $443.0 萬 | 0.6% | – | – | 歷史 |
| COUPCoupa Software Inc | COM | 17,350 | $441.5 萬 | 0.6% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 45,363 | $430.9 萬 | 0.6% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 35,000 | $425.9 萬 | 0.6% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 72,450 | $422.5 萬 | 0.6% | – | – | 歷史 |
| PCARPaccar Inc | COM | 44,671 | $415.1 萬 | 0.6% | – | – | 歷史 |
| BURLBurlington Stores, Inc. | COM | 13,595 | $406.2 萬 | 0.6% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 12,550 | $404.2 萬 | 0.6% | – | – | 歷史 |
| FEFirstenergy Corp | COM | 115,500 | $400.7 萬 | 0.6% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 24,519 | $392.5 萬 | 0.6% | – | – | 歷史 |
| KEYKeycorp | COM | 194,500 | $388.6 萬 | 0.6% | – | – | 歷史 |
| EBAYeBay Inc | COM | 62,513 | $382.8 萬 | 0.6% | – | – | 歷史 |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 128,040 | $382.3 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,853 | $382.2 萬 | 0.6% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 44,100 | $373.5 萬 | 0.5% | – | – | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 61,353 | $363.3 萬 | 0.5% | – | – | 歷史 |
| CZRCaesars Entertainment, Inc. | COM | 40,949 | $358.1 萬 | 0.5% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 32,515 | $355.3 萬 | 0.5% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 13,200 | $354.4 萬 | 0.5% | – | – | 歷史 |
| STNEStoneCo Ltd. | COM | 55,550 | $340.1 萬 | 0.5% | – | – | 歷史 |
| FTVFortive Corp | Stock | 47,534 | $335.8 萬 | 0.5% | – | – | 歷史 |
| VTRSViatris Inc | Stock | 239,850 | $335.1 萬 | 0.5% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 29,576 | $332.6 萬 | 0.5% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 54,587 | $325.4 萬 | 0.5% | – | – | 歷史 |
| CPRICapri Holdings Ltd | SHS | 63,074 | $321.7 萬 | 0.5% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 37,400 | $320.2 萬 | 0.5% | – | – | 歷史 |
| CSXCSX Corp | Stock | 32,285 | $311.3 萬 | 0.5% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 43,947 | $303.1 萬 | 0.4% | – | – | 歷史 |
| CNCCentene Corp | Stock | 46,900 | $299.7 萬 | 0.4% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 17,700 | $293.0 萬 | 0.4% | – | – | 歷史 |
| DTDynatrace, Inc. | Stock | 60,713 | $292.9 萬 | 0.4% | – | – | 歷史 |
| TMETencent Music Entertainment Group | SPON ADS | 141,422 | $289.8 萬 | 0.4% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 9,340 | $286.5 萬 | 0.4% | – | – | 歷史 |
| BIOBio-Rad Laboratories, Inc. | CL A | 4,967 | $283.7 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 5,417 | $282.6 萬 | 0.4% | – | – | 歷史 |
| CRICarters Inc | COM | 30,977 | $275.5 萬 | 0.4% | – | – | 歷史 |
| IQVIQVIA Holdings Inc. | Stock | 14,050 | $271.4 萬 | 0.4% | – | – | 歷史 |
| BKRBaker Hughes Co | CL A | 125,500 | $271.2 萬 | 0.4% | – | – | 歷史 |
| Discovery Inc25470F302 | COM SER C | 73,042 | $269.5 萬 | 0.4% | – | – | – |
| TWLOTwilio Inc | CL A | 7,900 | $269.2 萬 | 0.4% | – | – | 歷史 |
| NUANNuance Communications, Inc. | COM | 61,650 | $269.0 萬 | 0.4% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 24,050 | $264.8 萬 | 0.4% | – | – | 歷史 |
| TALTAL Education Group | SPONSORED ADS | 48,700 | $262.2 萬 | 0.4% | – | – | 歷史 |
| ONOn Semiconductor Corp | Stock | 61,566 | $256.2 萬 | 0.4% | – | – | 歷史 |
| AALAmerican Airlines Group Inc. | Stock | 106,150 | $253.7 萬 | 0.4% | – | – | 歷史 |
| UPWKUpwork, Inc | COM | 54,709 | $244.9 萬 | 0.4% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 8,354 | $243.0 萬 | 0.4% | – | – | 歷史 |
| Farfetch Ltd30744W107 | ORD SH CL A | 45,646 | $242.0 萬 | 0.4% | – | – | – |
| FNDFloor & Decor Holdings, Inc. | CL A | 25,217 | $240.8 萬 | 0.4% | – | – | 歷史 |
| HOLXHologic Inc | COM | 32,362 | $240.7 萬 | 0.4% | – | – | 歷史 |
| SKXSkechers USA Inc | CL A | 57,697 | $240.7 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 78,548 | $237.8 萬 | 0.3% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 37,400 | $236.1 萬 | 0.3% | – | – | 歷史 |
| BWABorgwarner Inc | COM | 50,800 | $235.5 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 10,600 | $233.6 萬 | 0.3% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 11,500 | $231.8 萬 | 0.3% | – | – | 歷史 |
| WIXWix.com Ltd. | SHS | 8,104 | $226.3 萬 | 0.3% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 9,860 | $224.8 萬 | 0.3% | – | – | 歷史 |
| SLBSLB Limited | Stock | 82,393 | $224.0 萬 | 0.3% | – | – | 歷史 |
| LKQLKQ Corp | COM | 52,800 | $223.5 萬 | 0.3% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 40,700 | $222.7 萬 | 0.3% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 5,356 | $222.5 萬 | 0.3% | – | – | 歷史 |
| AESAES Corp | Stock | 82,700 | $221.7 萬 | 0.3% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 23,991 | $218.5 萬 | 0.3% | – | – | 歷史 |