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Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2021 年第 2 季持倉

持倉截至 2021/6/30,2021/8/16 申報。只含多頭部位,變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
421
較 2021 年第 1 季 −8
總值
$8.25 億
較 2021 年第 1 季 +$1.41 億 (+20.6%)
申報日
2021/8/16
SEC
Twinbeech Capital LP 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.BBerkshire Hathaway IncStock32,932$915.2 萬1.1%+4,782+17.0%加碼歷史
ROSTRoss Stores, Inc.COM71,707$889.2 萬1.1%+24,118+50.7%加碼歷史
METMetlife IncStock148,270$887.4 萬1.1%+148,270新進歷史
NEENextera Energy IncStock121,072$887.2 萬1.1%+113,511+1,501.3%加碼歷史
FISVFiserv IncStock82,858$885.7 萬1.1%+82,858新進歷史
GPNGlobal Payments IncStock47,111$883.5 萬1.1%+35,611+309.7%加碼歷史
FISFidelity National Information Services, Inc.Stock62,261$882.1 萬1.1%+62,261新進歷史
SIVBSVB Financial GroupCOM15,846$881.7 萬1.1%+6,373+67.3%加碼歷史
MCHPMicrochip Technology IncStock58,804$880.5 萬1.1%+58,804新進歷史
TFCTruist Financial CorpCOM158,567$880.0 萬1.1%+86,117+118.9%加碼歷史
SCHWSchwab Charles CorpStock120,195$875.1 萬1.1%+7,745+6.9%加碼歷史
CTSHCognizant Technology Solutions CorpCL A125,708$870.7 萬1.1%+125,708新進歷史
ZSZscaler, Inc.Stock40,120$866.8 萬1.1%+40,120新進歷史
UBERUber Technologies, IncStock172,809$866.1 萬1.1%+172,809新進歷史
MARMarriott International IncStock63,384$865.3 萬1.0%+63,384新進歷史
AIGAmerican International Group, Inc.Stock171,643$817.0 萬1.0%+171,643新進歷史
DELLDell Technologies Inc.Stock81,897$816.3 萬1.0%+68,026+490.4%加碼歷史
DDDuPont de Nemours, Inc.COM105,013$812.9 萬1.0%+105,013新進歷史
TDOCTeladoc Health, Inc.COM48,605$808.3 萬1.0%+48,605新進歷史
CSGPCostar Group, Inc.COM96,037$795.4 萬1.0%+87,097+974.2%加碼依 10 比 1 拆股換算歷史
HCAHCA Healthcare, Inc.COM37,991$785.4 萬1.0%+37,991新進歷史
CMCSAComcast CorpStock137,706$785.2 萬1.0%+137,706新進歷史
HLTHilton Worldwide Holdings Inc.COM59,372$716.1 萬0.9%+59,372新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock43,781$704.1 萬0.9%+19,262+78.6%加碼歷史
MSMorgan StanleyStock76,025$697.1 萬0.8%−18,118−19.2%減碼歷史
ABBVAbbVie Inc.Stock61,358$691.1 萬0.8%+61,358新進歷史
ZZillow Group, Inc.CL C CAP STK56,488$690.4 萬0.8%+52,966+1,503.9%加碼歷史
STTState Street CorpCOM82,845$681.6 萬0.8%+82,845新進歷史
CVNACarvana Co.CL A22,199$670.0 萬0.8%+22,199新進歷史
TTWOTake Two Interactive Software IncCOM37,561$664.9 萬0.8%+37,561新進歷史
ADPAutomatic Data Processing IncStock33,373$662.9 萬0.8%+33,373新進歷史
CZRCaesars Entertainment, Inc.COM61,628$639.4 萬0.8%+20,679+50.5%加碼歷史
AMPAmeriprise Financial IncCOM25,610$637.4 萬0.8%+25,610新進歷史
PLUGPlug Power IncStock184,870$632.1 萬0.8%+184,870新進歷史
XELXcel Energy IncStock92,838$611.6 萬0.7%+92,838新進歷史
CPAYCorpay, Inc.COM23,522$602.3 萬0.7%+15,757+202.9%加碼歷史
ADMArcher-Daniels-Midland CoStock99,381$602.2 萬0.7%+61,231+160.5%加碼歷史
CRMSalesforce, Inc.Stock24,009$586.5 萬0.7%+24,009新進歷史
CERNCERNER CorpCOM74,801$584.6 萬0.7%+65,001+663.3%加碼歷史
EXPEExpedia Group, Inc.Stock35,662$583.8 萬0.7%+35,662新進歷史
BKNGBooking Holdings Inc.Stock2,561$560.4 萬0.7%+1,811+241.5%加碼歷史
DOCUDocuSign, Inc.Stock19,865$555.4 萬0.7%+19,865新進歷史
CLColgate Palmolive CoStock67,905$552.4 萬0.7%−7,702−10.2%減碼歷史
ALLYAlly Financial Inc.Stock110,442$550.4 萬0.7%+110,442新進歷史
MKTXMarketaxess Holdings IncCOM11,845$549.1 萬0.7%+11,845新進歷史
RFRegions Financial CorpCOM257,111$518.8 萬0.6%+214,654+505.6%加碼歷史
ECLEcolab Inc.Stock24,916$513.2 萬0.6%+24,916新進歷史
VEEVVeeva Systems IncStock15,942$495.7 萬0.6%+10,642+200.8%加碼歷史
CTXSCitrix Systems IncCOM41,989$492.4 萬0.6%+41,989新進歷史
AEEAmeren CorpCOM58,713$469.9 萬0.6%+58,713新進歷史
BAXBaxter International IncStock57,852$465.7 萬0.6%+54,335+1,544.9%加碼歷史
BURLBurlington Stores, Inc.COM14,293$460.2 萬0.6%+698+5.1%加碼歷史
GENGen Digital Inc.Stock167,744$456.6 萬0.6%+156,844+1,438.9%加碼歷史
AVTRAvantor, Inc.COM127,115$451.4 萬0.5%+70,211+123.4%加碼歷史
ULTAUlta Beauty, Inc.Stock13,012$449.9 萬0.5%−5,060−28.0%減碼歷史
VRTXVertex Pharmaceuticals IncStock22,195$447.5 萬0.5%+22,195新進歷史
WTWWillis Towers Watson PLCSHS19,207$441.8 萬0.5%+19,207新進歷史
SESea LtdSPONSORD ADS16,035$440.3 萬0.5%+16,035新進歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR527,081$431.7 萬0.5%+476,081+933.5%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A103,101$422.6 萬0.5%+103,101新進歷史
BBWIBath & Body Works, Inc.COM58,391$420.8 萬0.5%+58,391新進歷史
DDominion Energy, IncStock56,502$415.7 萬0.5%+56,502新進歷史
WWayfair Inc.CL A12,882$406.7 萬0.5%+12,882新進歷史
MASMasco CorpCOM68,876$405.7 萬0.5%+68,876新進歷史
TTTrane Technologies plcSHS21,827$401.9 萬0.5%+4,127+23.3%加碼歷史
TELTE Connectivity plcREG SHS29,412$397.7 萬0.5%−15,538−34.6%減碼歷史
ATVIActivision Blizzard, Inc.COM40,069$382.4 萬0.5%+40,069新進歷史
ITGartner IncCOM15,739$381.2 萬0.5%+15,739新進歷史
XRAYDentsply Sirona Inc.Stock59,822$378.4 萬0.5%+59,822新進歷史
TPRTapestry, Inc.COM85,633$372.3 萬0.5%+49,654+138.0%加碼歷史
CMICummins IncStock14,890$363.0 萬0.4%−4,990−25.1%減碼歷史
DKNGDraftKings Inc.COM CL A69,123$360.6 萬0.4%+69,123新進歷史
DARDarling Ingredients Inc.COM51,655$348.7 萬0.4%+51,655新進歷史
TMETencent Music Entertainment GroupSPON ADS222,591$344.6 萬0.4%+81,169+57.4%加碼歷史
UAAUnder Armour, Inc.Stock161,500$341.6 萬0.4%+107,100+196.9%加碼歷史
MPWRMonolithic Power Systems, Inc.COM8,910$332.7 萬0.4%+5,860+192.1%加碼歷史
Farfetch Ltd30744W107ORD SH CL A65,305$328.9 萬0.4%+19,659+43.1%加碼–
BSXBoston Scientific CorpStock76,777$328.3 萬0.4%+76,777新進歷史
PAGSPagSeguro Digital Ltd.COM CL A58,476$327.0 萬0.4%+27,861+91.0%加碼歷史
GOOGLAlphabet Inc.Stock1,334$325.7 萬0.4%−519−28.0%減碼歷史
XYZBlock, Inc.CL A13,288$324.0 萬0.4%+8,074+154.9%加碼歷史
ISRGIntuitive Surgical IncCOM NEW3,488$320.8 萬0.4%+3,488新進歷史
STNEStoneCo Ltd.COM46,629$312.7 萬0.4%−8,921−16.1%減碼歷史
WUWestern Union COStock135,231$310.6 萬0.4%+92,031+213.0%加碼歷史
XPOXPO, Inc.COM22,071$308.8 萬0.4%+22,071新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM17,916$303.7 萬0.4%+17,916新進歷史
UPBDUpbound Group, Inc.COM56,324$298.9 萬0.4%+24,886+79.2%加碼歷史
HWMHowmet Aerospace Inc.Stock86,486$298.1 萬0.4%+86,486新進歷史
SWAVShockwave Medical, Inc.COM15,709$298.0 萬0.4%+15,709新進歷史
MDBMongoDB, Inc.CL A8,207$296.7 萬0.4%+8,207新進歷史
NOCNorthrop Grumman CorpStock8,144$296.0 萬0.4%+8,144新進歷史
MKSIMKS IncCOM15,644$278.4 萬0.3%+15,644新進歷史
EWEdwards Lifesciences CorpStock26,633$275.8 萬0.3%+26,633新進歷史
PANWPalo Alto Networks IncStock7,309$271.2 萬0.3%−5,241−41.8%減碼歷史
RHRHCOM3,970$269.6 萬0.3%+3,970新進歷史
ADSKAutodesk, Inc.COM9,131$266.5 萬0.3%+9,131新進歷史
SNASnap-on IncCOM11,791$263.4 萬0.3%+11,791新進歷史
EPAMEPAM Systems, Inc.COM5,151$263.2 萬0.3%+5,151新進歷史
AEOAmerican Eagle Outfitters IncCOM69,907$262.4 萬0.3%+69,907新進歷史
NTRANatera, Inc.COM23,101$262.3 萬0.3%+23,101新進歷史

2021 年第 1 季之後清倉(306 檔)

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 306 檔。

Twinbeech Capital LP 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
BDXBecton Dickinson & CoStock36,264$881.8 萬1.3%歷史
TJXTJX Companies IncStock119,232$788.7 萬1.2%歷史
ALGNAlign Technology IncCOM14,300$774.4 萬1.1%歷史
QCOMQualcomm IncStock55,343$733.8 萬1.1%歷史
ILMNIllumina, Inc.COM19,071$732.4 萬1.1%歷史
Paramount Global92556H206CL B161,716$729.3 萬1.1%–
VZVerizon Communications IncStock121,200$704.8 萬1.0%歷史
MAMastercard IncStock19,700$701.4 萬1.0%歷史
TTDTrade Desk, Inc.Stock10,300$671.2 萬1.0%歷史
DHRDanaher CorpStock29,050$653.9 萬1.0%歷史
ETNEaton Corp plcStock47,164$652.2 萬1.0%歷史
AMZNAmazon Com IncStock2,028$627.5 萬0.9%歷史
HPQHP IncStock186,450$592.0 萬0.9%歷史
SYYSysco CorpStock74,300$585.0 萬0.9%歷史
IDXXIDEXX Laboratories IncCOM11,150$545.6 萬0.8%歷史
VFCV F CorpStock63,465$507.2 萬0.7%歷史
APTVAptiv PLCSHS36,634$505.2 萬0.7%歷史
ORLYO Reilly Automotive IncStock9,670$490.5 萬0.7%歷史
RTXRTX CorpStock62,150$480.2 萬0.7%歷史
DDOGDatadog, Inc.CL A COM53,152$443.0 萬0.6%歷史
COUPCoupa Software IncCOM17,350$441.5 萬0.6%歷史
DFSDiscover Financial ServicesCOM45,363$430.9 萬0.6%歷史
PCARPaccar IncCOM44,671$415.1 萬0.6%歷史
FEFirstenergy CorpCOM115,500$400.7 萬0.6%歷史
KEYKeycorpCOM194,500$388.6 萬0.6%歷史
EBAYeBay IncCOM62,513$382.8 萬0.6%歷史
AEPAmerican Electric Power Co IncStock44,100$373.5 萬0.5%歷史
YUMCYum China Holdings, Inc.COM61,353$363.3 萬0.5%歷史
SBUXStarbucks CorpStock32,515$355.3 萬0.5%歷史
FTVFortive CorpStock47,534$335.8 萬0.5%歷史
VTRSViatris IncStock239,850$335.1 萬0.5%歷史
PTONPeloton Interactive, Inc.CL A COM29,576$332.6 萬0.5%歷史
KSSKOHLS CorpStock54,587$325.4 萬0.5%歷史
CPRICapri Holdings LtdSHS63,074$321.7 萬0.5%歷史
RCLRoyal Caribbean Cruises LtdCOM37,400$320.2 萬0.5%歷史
CSXCSX CorpStock32,285$311.3 萬0.5%歷史
BF.BBrown Forman CorpStock43,947$303.1 萬0.4%歷史
CNCCentene CorpStock46,900$299.7 萬0.4%歷史
DTDynatrace, Inc.Stock60,713$292.9 萬0.4%歷史
LULUlululemon athletica inc.Stock9,340$286.5 萬0.4%歷史
BIOBio-Rad Laboratories, Inc.CL A4,967$283.7 萬0.4%歷史
CRICarters IncCOM30,977$275.5 萬0.4%歷史
IQVIQVIA Holdings Inc.Stock14,050$271.4 萬0.4%歷史
Discovery Inc25470F302COM SER C73,042$269.5 萬0.4%–
TWLOTwilio IncCL A7,900$269.2 萬0.4%歷史
NUANNuance Communications, Inc.COM61,650$269.0 萬0.4%歷史
EMNEastman Chemical CoStock24,050$264.8 萬0.4%歷史
TALTAL Education GroupSPONSORED ADS48,700$262.2 萬0.4%歷史
AALAmerican Airlines Group Inc.Stock106,150$253.7 萬0.4%歷史
UPWKUpwork, IncCOM54,709$244.9 萬0.4%歷史
ELEstee Lauder Companies IncCL A8,354$243.0 萬0.4%歷史
FNDFloor & Decor Holdings, Inc.CL A25,217$240.8 萬0.4%歷史
HOLXHologic IncCOM32,362$240.7 萬0.4%歷史
SKXSkechers USA IncCL A57,697$240.7 萬0.4%歷史
BWABorgwarner IncCOM50,800$235.5 萬0.3%歷史
UNPUnion Pacific CorpStock10,600$233.6 萬0.3%歷史
STZConstellation Brands, Inc.Stock9,860$224.8 萬0.3%歷史
SLBSLB LimitedStock82,393$224.0 萬0.3%歷史
LKQLKQ CorpCOM52,800$223.5 萬0.3%歷史
CIENCiena CorpCOM NEW40,700$222.7 萬0.3%歷史
TFXTeleflex IncCOM5,356$222.5 萬0.3%歷史
AESAES CorpStock82,700$221.7 萬0.3%歷史
MNSTMonster Beverage CorpCOM23,991$218.5 萬0.3%歷史
BEKEKE Holdings Inc.SPONSORED ADS38,300$218.2 萬0.3%歷史
PKGPackaging Corp of AmericaStock16,200$217.9 萬0.3%歷史
MASIMasimo CorpCOM9,439$216.8 萬0.3%歷史
GAPGap IncCOM72,300$215.3 萬0.3%歷史
QVCGAOld QVC Group, Inc.COM SER A179,000$210.5 萬0.3%歷史
SPOTSpotify Technology S.A.Stock7,768$208.1 萬0.3%歷史
DVNDevon Energy CorpStock95,100$207.8 萬0.3%歷史
NRGNRG Energy, Inc.Stock54,097$204.1 萬0.3%歷史
SPLKSplunk IncCOM14,550$197.1 萬0.3%歷史
MCDMcDonalds CorpStock8,728$195.6 萬0.3%歷史
FIVNFive9, Inc.COM12,300$192.3 萬0.3%歷史
VSTVistra Corp.Stock108,200$191.3 萬0.3%歷史
DKSDick's Sporting Goods, Inc.Stock25,076$191.0 萬0.3%歷史
FIVEFive Below, IncCOM9,750$186.0 萬0.3%歷史
ABMDAbiomed IncCOM5,834$185.9 萬0.3%歷史
MIDDMIDDLEBY CorpCOM10,756$178.3 萬0.3%歷史
PZZAPapa Johns International IncStock19,888$176.3 萬0.3%歷史
RHIRobert Half Inc.COM22,250$173.7 萬0.3%歷史
QRVOQorvo, Inc.Stock9,500$173.6 萬0.3%歷史
FROGJFrog LtdStock39,049$173.3 萬0.3%歷史
STSensata Technologies Holding plcSHS28,961$167.8 萬0.2%歷史
GNTXGentex CorpCOM45,439$162.1 萬0.2%歷史
EVRGEvergy, Inc.Stock26,900$160.1 萬0.2%歷史
RNGRingCentral, Inc.CL A5,370$160.0 萬0.2%歷史
CMGChipotle Mexican Grill IncCOM1,099$156.1 萬0.2%歷史
AZPNASPENTECH CorpCOM10,650$153.7 萬0.2%歷史
VRTVertiv Holdings CoCOM CL A76,249$152.5 萬0.2%歷史
TDGTransDigm Group INCCOM2,550$149.9 萬0.2%歷史
BCBrunswick CorpCOM15,308$146.0 萬0.2%歷史
ALBAlbemarle CorpStock9,900$144.6 萬0.2%歷史
AFGAmerican Financial Group IncCOM12,597$143.7 萬0.2%歷史
HUBBHubbell IncCOM7,349$137.3 萬0.2%歷史
AVLRAvalara, Inc.COM10,119$135.0 萬0.2%歷史
NXHNeighborhood Intelligence, Inc.COM20,127$133.4 萬0.2%歷史
USFDUS Foods Holding Corp.COM34,900$133.0 萬0.2%歷史
QTWOQ2 Holdings, Inc.COM13,252$132.8 萬0.2%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock15,200$132.2 萬0.2%歷史