跳到主要內容

Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2021 年第 4 季持倉

持倉截至 2021/12/31,2022/2/14 申報。只含多頭部位,變化是跟 2021 年第 3 季比股數。

機構總覽
持股檔數
531
較 2021 年第 3 季 −12
總值
$17.6 億
較 2021 年第 3 季 +$3.35 億 (+23.6%)
申報日
2022/2/14
SEC
Twinbeech Capital LP 在 2021 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
DHRDanaher CorpStock67,332$2,215 萬1.3%+67,332新進歷史
HUBSHubSpot IncCOM33,558$2,212 萬1.3%+33,558新進歷史
INTUIntuit Inc.Stock34,370$2,211 萬1.3%+34,370新進歷史
DXCMDexcom IncCOM40,447$2,172 萬1.2%+40,447新進歷史
ADIAnalog Devices IncStock122,568$2,154 萬1.2%+114,618+1,441.7%加碼歷史
CRMSalesforce, Inc.Stock84,463$2,147 萬1.2%+82,134+3,526.6%加碼歷史
SWKSSkyworks Solutions, Inc.Stock137,878$2,139 萬1.2%+100,719+271.0%加碼歷史
TXNTexas Instruments IncStock113,107$2,132 萬1.2%+113,107新進歷史
BBWIBath & Body Works, Inc.COM292,539$2,042 萬1.2%+192,873+193.5%加碼歷史
SYFSynchrony FinancialCOM419,912$1,948 萬1.1%+419,912新進歷史
GEGeneral Electric CoStock203,913$1,926 萬1.1%+203,913新進歷史
CARRCarrier Global CorpStock337,484$1,831 萬1.0%+291,941+641.0%加碼歷史
TWTRTwitter, Inc.COM410,364$1,774 萬1.0%+410,364新進歷史
KKRKKR & Co. Inc.COM228,699$1,704 萬1.0%+135,711+145.9%加碼歷史
SPLKSplunk IncCOM143,621$1,662 萬0.9%+143,621新進歷史
EBAYeBay IncCOM247,666$1,647 萬0.9%+247,666新進歷史
CZRCaesars Entertainment, Inc.COM170,489$1,595 萬0.9%+170,489新進歷史
TMUST-Mobile US, Inc.Stock134,640$1,562 萬0.9%+134,640新進歷史
KHCKraft Heinz CoStock429,994$1,544 萬0.9%+429,994新進歷史
FTVFortive CorpStock201,566$1,538 萬0.9%+201,566新進歷史
PCARPaccar IncCOM172,398$1,522 萬0.9%+172,398新進歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999745,145$1,499 萬0.9%+92,520+14.2%加碼歷史
ORCLOracle CorpStock166,456$1,452 萬0.8%+166,456新進歷史
WMBWilliams Companies, Inc.COM548,109$1,427 萬0.8%+548,109新進歷史
URIUnited Rentals, Inc.COM42,465$1,411 萬0.8%+42,465新進歷史
MPWRMonolithic Power Systems, Inc.COM27,464$1,355 萬0.8%+27,464新進歷史
PAYCPaycom Software, Inc.Stock31,908$1,325 萬0.8%+31,908新進歷史
VEEVVeeva Systems IncStock51,606$1,318 萬0.8%+14,471+39.0%加碼歷史
PINSPinterest, Inc.CL A360,215$1,309 萬0.7%+320,744+812.6%加碼歷史
SWKStanley Black & Decker, Inc.COM68,839$1,298 萬0.7%+56,458+456.0%加碼歷史
SNOWSnowflake Inc.Stock37,391$1,267 萬0.7%+37,391新進歷史
DALDelta Air Lines, Inc.COM NEW320,426$1,252 萬0.7%+320,426新進歷史
RMDResmed IncCOM47,158$1,228 萬0.7%+27,625+141.4%加碼歷史
BDXBecton Dickinson & CoStock48,004$1,207 萬0.7%+30,320+171.5%加碼歷史
WDAYWorkday, Inc.CL A42,455$1,160 萬0.7%+42,455新進歷史
ORLYO Reilly Automotive IncStock15,434$1,090 萬0.6%+15,434新進歷史
YUMCYum China Holdings, Inc.COM214,330$1,068 萬0.6%+149,084+228.5%加碼歷史
GLWCorning IncCOM283,636$1,056 萬0.6%+283,636新進歷史
DBXDropbox, Inc.CL A425,191$1,043 萬0.6%+395,190+1,317.3%加碼歷史
DELLDell Technologies Inc.Stock181,871$1,022 萬0.6%+181,871新進歷史
KDPKeurig Dr Pepper Inc.COM270,311$996.4 萬0.6%+240,814+816.4%加碼歷史
LHXL3HARRIS Technologies, Inc.Stock46,578$993.2 萬0.6%+46,578新進歷史
TDYTeledyne Technologies IncCOM22,702$991.8 萬0.6%+22,702新進歷史
FIVEFive Below, IncCOM47,865$990.3 萬0.6%+30,334+173.0%加碼歷史
AMZNAmazon Com IncStock2,969$990.0 萬0.6%+1,658+126.5%加碼歷史
LYBLyondellBasell Industries N.V.SHS - A -105,829$976.1 萬0.6%+105,829新進歷史
CROXCrocs, Inc.COM75,986$974.3 萬0.6%+75,986新進歷史
APTVAptiv PLCSHS56,041$924.4 萬0.5%+56,041新進歷史
CRLCharles River Laboratories International, Inc.COM24,504$923.3 萬0.5%+13,706+126.9%加碼歷史
IPInternational Paper CoCOM196,315$922.3 萬0.5%+196,315新進歷史
MROMarathon Oil CorpCOM560,922$921.0 萬0.5%+560,922新進歷史
TELTE Connectivity plcREG SHS56,038$904.1 萬0.5%+32,185+134.9%加碼歷史
DASHDoorDash, Inc.Stock59,767$889.9 萬0.5%+59,767新進歷史
MMacy's, Inc.COM338,644$886.6 萬0.5%+193,441+133.2%加碼歷史
VTRSViatris IncStock652,741$883.2 萬0.5%+96,566+17.4%加碼歷史
ELANElanco Animal Health IncCOM306,689$870.4 萬0.5%+220,892+257.5%加碼歷史
MDTMedtronic plcStock83,369$862.5 萬0.5%+83,369新進歷史
HOLXHologic IncCOM111,977$857.3 萬0.5%+72,024+180.3%加碼歷史
DTDynatrace, Inc.Stock140,431$847.5 萬0.5%+130,753+1,351.0%加碼歷史
First Rep BK San Francisco C33616C100COM40,796$842.5 萬0.5%+6,134+17.7%加碼–
ZBHZimmer Biomet Holdings, Inc.Stock66,013$838.6 萬0.5%+51,836+365.6%加碼歷史
AESAES CorpStock342,793$833.0 萬0.5%+226,877+195.7%加碼歷史
GOOGLAlphabet Inc.Stock2,850$825.7 萬0.5%+1,670+141.5%加碼歷史
QRVOQorvo, Inc.Stock52,613$822.8 萬0.5%+46,344+739.3%加碼歷史
INFOIHS Markit Ltd.SHS59,024$784.5 萬0.4%+59,024新進歷史
AVYAvery Dennison CorpCOM36,055$780.8 萬0.4%+34,149+1,791.7%加碼歷史
DPZDominos Pizza IncCOM13,498$761.7 萬0.4%+13,498新進歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS360,420$747.5 萬0.4%+180,470+100.3%加碼歷史
AVLRAvalara, Inc.COM57,491$742.3 萬0.4%+57,491新進歷史
RHRHCOM13,596$728.7 萬0.4%+13,596新進歷史
DDDuPont de Nemours, Inc.COM89,871$726.0 萬0.4%−129,325−59.0%減碼歷史
ZBRAZebra Technologies CorpCL A11,685$695.5 萬0.4%+6,032+106.7%加碼歷史
SESea LtdSPONSORD ADS30,847$690.1 萬0.4%+29,061+1,627.2%加碼歷史
UALUnited Airlines Holdings, Inc.COM157,175$688.1 萬0.4%+157,175新進歷史
RCLRoyal Caribbean Cruises LtdCOM87,668$674.2 萬0.4%+87,668新進歷史
ICEIntercontinental Exchange, Inc.Stock48,334$661.1 萬0.4%+45,539+1,629.3%加碼歷史
WRKWestRock CoCOM148,799$660.1 萬0.4%+148,799新進歷史
DARDarling Ingredients Inc.COM94,345$653.7 萬0.4%+94,345新進歷史
AEPAmerican Electric Power Co IncStock73,080$650.2 萬0.4%−132,214−64.4%減碼歷史
JJacobs Solutions Inc.COM46,672$649.8 萬0.4%+46,672新進歷史
ROSTRoss Stores, Inc.COM56,353$644.0 萬0.4%−63,000−52.8%減碼歷史
WBAWalgreens Boots Alliance, Inc.COM122,207$637.4 萬0.4%+103,342+547.8%加碼歷史
MRVLMarvell Technology, Inc.COM72,111$630.9 萬0.4%+72,111新進歷史
CMGChipotle Mexican Grill IncCOM3,583$626.4 萬0.4%+3,583新進歷史
USFDUS Foods Holding Corp.COM179,609$625.6 萬0.4%+179,609新進歷史
PKGPackaging Corp of AmericaStock45,452$618.8 萬0.4%+45,452新進歷史
COTYCoty Inc.COM CL A583,714$612.9 萬0.3%+50,299+9.4%加碼歷史
MSFTMicrosoft CorpStock17,820$599.3 萬0.3%+16,594+1,353.5%加碼歷史
RNGRingCentral, Inc.CL A31,982$599.2 萬0.3%+31,982新進歷史
FSLRFirst Solar, Inc.Stock68,438$596.5 萬0.3%+68,438新進歷史
BWABorgwarner IncCOM131,936$594.6 萬0.3%+131,936新進歷史
APDAir Products & Chemicals, Inc.Stock19,511$593.6 萬0.3%+19,511新進歷史
OGNOrganon & Co.Stock187,611$571.3 萬0.3%+187,611新進歷史
MTNVail Resorts IncCOM17,307$567.5 萬0.3%+17,307新進歷史
CTLTCatalent, Inc.COM43,290$554.2 萬0.3%+37,960+712.2%加碼歷史
TPRTapestry, Inc.COM134,764$547.1 萬0.3%+55,869+70.8%加碼歷史
WCNWaste Connections, Inc.COM39,861$543.2 萬0.3%+39,861新進歷史
LILi Auto Inc.SPONSORED ADS168,659$541.4 萬0.3%+168,659新進歷史
ANAutonation, Inc.COM46,271$540.7 萬0.3%+46,271新進歷史
JDJD.com, Inc.SPON ADS CL A76,651$537.1 萬0.3%+14,783+23.9%加碼歷史

2021 年第 3 季之後清倉(361 檔)

2021 年第 3 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 361 檔。

Twinbeech Capital LP 在 2021 年第 3 季之後清倉的部位
證券類別2021 年第 3 季股數2021 年第 3 季市值2021 年第 3 季佔組合 %紀錄
ELEstee Lauder Companies IncCL A60,373$1,811 萬1.3%歷史
TJXTJX Companies IncStock270,592$1,785 萬1.3%歷史
CSXCSX CorpStock576,531$1,715 萬1.2%歷史
KMIKinder Morgan, Inc.Stock1,024,843$1,715 萬1.2%歷史
UNPUnion Pacific CorpStock86,464$1,695 萬1.2%歷史
YUMYum Brands IncStock133,438$1,632 萬1.1%歷史
ETNEaton Corp plcStock99,772$1,490 萬1.0%歷史
AMATApplied Materials IncStock115,288$1,484 萬1.0%歷史
ADBEAdobe Inc.Stock24,111$1,388 萬1.0%歷史
WMTWalmart Inc.Stock93,751$1,307 萬0.9%歷史
MNSTMonster Beverage CorpCOM141,521$1,257 萬0.9%歷史
JCIJohnson Controls International plcStock184,460$1,256 萬0.9%歷史
CERNCERNER CorpCOM167,310$1,180 萬0.8%歷史
TERTeradyne, IncStock93,725$1,023 萬0.7%歷史
SNPSSynopsys IncCOM31,006$928.4 萬0.7%歷史
BILLBILL Holdings, Inc.Stock34,059$909.2 萬0.6%歷史
FISVFiserv IncStock81,799$887.5 萬0.6%歷史
ETREntergy CorpCOM85,570$849.8 萬0.6%歷史
BMYBristol Myers Squibb CoStock136,448$807.4 萬0.6%歷史
MELIMercadolibre IncCOM4,719$792.5 萬0.6%歷史
TRUTransUnionCOM70,136$787.7 萬0.6%歷史
STNEStoneCo Ltd.COM226,192$785.3 萬0.6%歷史
EFXEquifax IncCOM29,580$749.6 萬0.5%歷史
XPOXPO, Inc.COM93,876$747.1 萬0.5%歷史
Farfetch Ltd30744W107ORD SH CL A196,084$734.9 萬0.5%–
NOWServiceNow, Inc.Stock11,808$734.8 萬0.5%歷史
AFLAflac IncStock138,733$723.2 萬0.5%歷史
MSMorgan StanleyStock73,936$719.5 萬0.5%歷史
WYNNWynn Resorts LtdCOM83,196$705.1 萬0.5%歷史
MASMasco CorpCOM120,672$670.3 萬0.5%歷史
FICOFair Isaac CorpCOM15,769$627.5 萬0.4%歷史
IQVIQVIA Holdings Inc.Stock24,818$594.5 萬0.4%歷史
SKXSkechers USA IncCL A135,872$572.3 萬0.4%歷史
MKTXMarketaxess Holdings IncCOM13,593$571.8 萬0.4%歷史
ILMNIllumina, Inc.COM13,974$566.8 萬0.4%歷史
DXCDXC Technology CoStock167,091$561.6 萬0.4%歷史
GMGeneral Motors CoCOM102,263$539.0 萬0.4%歷史
STZConstellation Brands, Inc.Stock25,068$528.2 萬0.4%歷史
GTMZoomInfo Technologies Inc.Stock85,052$520.4 萬0.4%歷史
UHSUniversal Health Services IncCL B37,603$520.3 萬0.4%歷史
AAAlcoa CorpStock106,077$519.1 萬0.4%歷史
BJBJ's Wholesale Club Holdings, Inc.COM94,203$517.4 萬0.4%歷史
ADSKAutodesk, Inc.COM17,178$489.9 萬0.3%歷史
CCKCrown Holdings, Inc.COM47,849$482.2 萬0.3%歷史
OKTAOkta, Inc.CL A20,282$481.4 萬0.3%歷史
SLBSLB LimitedStock161,021$477.3 萬0.3%歷史
ALLEAllegion plcORD SHS35,647$471.2 萬0.3%歷史
DECKDeckers Outdoor CorpCOM12,976$467.4 萬0.3%歷史
NSCNorfolk Southern CorpStock19,497$466.5 萬0.3%歷史
OLEDUniversal Display CorpCOM26,872$459.4 萬0.3%歷史
OPTUOptimum Communications, Inc.CL A220,285$456.4 萬0.3%歷史
ARMKAramarkCOM137,687$452.4 萬0.3%歷史
PDDPDD Holdings Inc.SPONSORED ADS49,418$448.1 萬0.3%歷史
CLFCleveland-Cliffs Inc.COM220,920$437.6 萬0.3%歷史
CHGGChegg, IncCOM62,821$427.3 萬0.3%歷史
INCYIncyte CorpCOM60,788$418.1 萬0.3%歷史
RVTYRevvity, Inc.COM23,333$404.3 萬0.3%歷史
SCCOSouthern Copper CorpStock71,892$403.6 萬0.3%歷史
HBANHuntington Bancshares IncCOM259,225$400.8 萬0.3%歷史
DDOGDatadog, Inc.CL A COM28,347$400.7 萬0.3%歷史
BSYBentley Systems IncCOM CL B66,049$400.5 萬0.3%歷史
MCOMoodys CorpStock11,269$400.2 萬0.3%歷史
UTHRUnited Therapeutics CorpCOM21,466$396.2 萬0.3%歷史
WATWaters CorpCOM11,036$394.3 萬0.3%歷史
PTCPTC Inc.Stock32,141$385.0 萬0.3%歷史
VRTVertiv Holdings CoCOM CL A159,497$384.2 萬0.3%歷史
STAAStaar Surgical CoCOM PAR $0.0129,600$380.4 萬0.3%歷史
VRSNVerisign IncCOM18,318$375.5 萬0.3%歷史
PAGSPagSeguro Digital Ltd.COM CL A72,463$374.8 萬0.3%歷史
BKIBlack Knight, Inc.COM51,984$374.3 萬0.3%歷史
COURCoursera, Inc.COM114,088$361.1 萬0.3%歷史
MSCIMSCI Inc.Stock5,902$359.0 萬0.3%歷史
CDWCDW CorpCOM19,544$355.7 萬0.3%歷史
CCICrown Castle Inc.REIT20,058$347.6 萬0.2%歷史
PRUPrudential Financial IncStock32,776$344.8 萬0.2%歷史
GLOBGlobant S.A.COM12,213$343.2 萬0.2%歷史
ATRCAtriCure, Inc.COM48,936$340.3 萬0.2%歷史
AMTAmerican Tower CorpREIT12,810$340.0 萬0.2%歷史
MTDMettler Toledo International IncCOM2,419$333.2 萬0.2%歷史
FLFoot Locker, Inc.COM71,993$328.7 萬0.2%歷史
WBDWarner Bros. Discovery, Inc.COM SER A128,500$326.1 萬0.2%歷史
RGAReinsurance Group of America IncCOM NEW29,241$325.3 萬0.2%歷史
VOYAVoya Financial, Inc.COM52,652$323.2 萬0.2%歷史
CCEPCoca-Cola Europacific Partners plcSHS57,571$318.3 萬0.2%歷史
CPRICapri Holdings LtdSHS65,345$316.3 萬0.2%歷史
STTState Street CorpCOM37,261$315.7 萬0.2%歷史
WENWendy's CoStock145,141$314.7 萬0.2%歷史
HRLHormel Foods CorpCOM76,259$312.7 萬0.2%歷史
DVADavita Inc.COM26,742$310.9 萬0.2%歷史
XRAYDentsply Sirona Inc.Stock53,420$310.1 萬0.2%歷史
ESTCElastic N.V.ORD SHS20,766$309.4 萬0.2%歷史
IRIngersoll Rand Inc.COM61,222$308.6 萬0.2%歷史
UNHUnitedHealth Group IncStock7,876$307.7 萬0.2%歷史
LADLithia Motors IncCOM9,559$303.1 萬0.2%歷史
AMEDAmedisys IncCOM20,033$298.7 萬0.2%歷史
GTGoodyear Tire & Rubber CoCOM167,232$296.0 萬0.2%歷史
SNXTD Synnex CorpCOM28,028$291.8 萬0.2%歷史
SLMSLM CorpCOM164,436$289.4 萬0.2%歷史
DISHDISH Network CORPCL A66,505$289.0 萬0.2%歷史
LVSLas Vegas Sands CorpCOM78,927$288.9 萬0.2%歷史