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Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2022 年第 1 季持倉

持倉截至 2022/3/31,2022/5/16 申報。只含多頭部位,變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
468
較 2021 年第 4 季 −63
總值
$22.7 億
較 2021 年第 4 季 +$5.16 億 (+29.4%)
申報日
2022/5/16
SEC
Twinbeech Capital LP 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
HDHome Depot, Inc.Stock109,490$3,277 萬1.4%+109,490新進歷史
TJXTJX Companies IncStock527,846$3,198 萬1.4%+527,846新進歷史
COSTCostco Wholesale CorpStock51,954$2,992 萬1.3%+50,006+2,567.0%加碼歷史
NOWServiceNow, Inc.Stock49,570$2,761 萬1.2%+49,570新進歷史
CRMSalesforce, Inc.Stock129,775$2,755 萬1.2%+45,312+53.6%加碼歷史
AMDAdvanced Micro Devices IncStock251,520$2,750 萬1.2%+251,520新進歷史
INTUIntuit Inc.Stock56,553$2,719 萬1.2%+22,183+64.5%加碼歷史
LRCXLam Research CorpCOM50,208$2,699 萬1.2%+50,208新進歷史
CMCSAComcast CorpStock570,990$2,673 萬1.2%+511,177+854.6%加碼歷史
TMUST-Mobile US, Inc.Stock207,003$2,657 萬1.2%+72,363+53.7%加碼歷史
WDAYWorkday, Inc.CL A110,626$2,649 萬1.2%+68,171+160.6%加碼歷史
SBUXStarbucks CorpStock285,847$2,600 萬1.1%+285,847新進歷史
CRWDCrowdStrike Holdings, Inc.Stock112,966$2,565 萬1.1%+112,966新進歷史
TELTE Connectivity plcREG SHS190,765$2,499 萬1.1%+134,727+240.4%加碼歷史
BAXBaxter International IncStock317,332$2,461 萬1.1%+303,380+2,174.5%加碼歷史
NFLXNetflix IncStock65,563$2,456 萬1.1%+60,834+1,286.4%加碼歷史
BNYBank of New York Mellon CorpStock474,650$2,356 萬1.0%+474,650新進歷史
ECLEcolab Inc.Stock130,567$2,305 萬1.0%+120,362+1,179.4%加碼歷史
CHTRCharter Communications, Inc.CL A42,256$2,305 萬1.0%+39,982+1,758.2%加碼歷史
GPNGlobal Payments IncStock167,204$2,288 萬1.0%+167,204新進歷史
SLBSLB LimitedStock553,802$2,288 萬1.0%+553,802新進歷史
GNRCGenerac Holdings Inc.Stock76,413$2,272 萬1.0%+76,413新進歷史
MNSTMonster Beverage CorpCOM275,817$2,204 萬1.0%+275,817新進歷史
SYFSynchrony FinancialCOM624,309$2,173 萬1.0%+204,397+48.7%加碼歷史
DDOGDatadog, Inc.CL A COM140,868$2,134 萬0.9%+140,868新進歷史
ADSKAutodesk, Inc.COM99,512$2,133 萬0.9%+99,512新進歷史
ZTSZoetis Inc.Stock111,267$2,098 萬0.9%+104,384+1,516.5%加碼歷史
SHWSherwin Williams CoCOM81,766$2,041 萬0.9%+81,766新進歷史
GLWCorning IncCOM523,818$1,933 萬0.9%+240,182+84.7%加碼歷史
STXSeagate Technology Holdings plcORD SHS212,662$1,912 萬0.8%+212,662新進歷史
LHXL3HARRIS Technologies, Inc.Stock73,955$1,838 萬0.8%+27,377+58.8%加碼歷史
PINSPinterest, Inc.CL A744,826$1,833 萬0.8%+384,611+106.8%加碼歷史
CSCOCisco Systems, Inc.Stock321,001$1,790 萬0.8%+321,001新進歷史
CVSCVS Health CorpStock176,791$1,789 萬0.8%+176,791新進歷史
PPGPPG Industries IncStock133,958$1,756 萬0.8%+133,958新進歷史
TSNTyson Foods, Inc.Stock193,336$1,733 萬0.8%+193,336新進歷史
SWKStanley Black & Decker, Inc.COM122,899$1,718 萬0.8%+54,060+78.5%加碼歷史
TEAMAtlassian CorpCL A58,191$1,710 萬0.8%+56,800+4,083.4%加碼歷史
BBWIBath & Body Works, Inc.COM355,300$1,698 萬0.7%+62,761+21.5%加碼歷史
ROSTRoss Stores, Inc.COM180,048$1,629 萬0.7%+123,695+219.5%加碼歷史
AAgilent Technologies, Inc.COM122,947$1,627 萬0.7%+120,263+4,480.7%加碼歷史
BSXBoston Scientific CorpStock365,804$1,620 萬0.7%+365,804新進歷史
WSMWilliams Sonoma IncCOM110,827$1,607 萬0.7%+98,041+766.8%加碼歷史
FCXFreeport-McMoran IncStock318,787$1,586 萬0.7%+318,787新進歷史
UALUnited Airlines Holdings, Inc.COM338,777$1,571 萬0.7%+181,602+115.5%加碼歷史
CPRTCopart IncCOM116,474$1,461 萬0.6%+116,474新進歷史
MDLZMondelez International, Inc.Stock231,410$1,453 萬0.6%+231,410新進歷史
VZVerizon Communications IncStock280,306$1,428 萬0.6%+280,306新進歷史
AVTRAvantor, Inc.COM422,117$1,428 萬0.6%+422,117新進歷史
HCAHCA Healthcare, Inc.COM56,521$1,417 萬0.6%+56,521新進歷史
FTVFortive CorpStock217,494$1,325 萬0.6%+15,928+7.9%加碼歷史
CLColgate Palmolive CoStock173,397$1,315 萬0.6%+156,940+953.6%加碼歷史
CVNACarvana Co.CL A110,028$1,313 萬0.6%+110,028新進歷史
PXDPioneer Natural Resources CoCOM52,282$1,307 萬0.6%+52,282新進歷史
CZRCaesars Entertainment, Inc.COM168,574$1,304 萬0.6%−1,915−1.1%減碼歷史
KKRKKR & Co. Inc.COM220,135$1,287 萬0.6%−8,564−3.7%減碼歷史
TFCTruist Financial CorpCOM216,950$1,230 萬0.5%+216,950新進歷史
COFCapital One Financial CorpStock93,328$1,225 萬0.5%+87,035+1,383.0%加碼歷史
PSXPhillips 66Stock136,816$1,182 萬0.5%+136,816新進歷史
RNGRingCentral, Inc.CL A100,172$1,174 萬0.5%+68,190+213.2%加碼歷史
XYLXylem Inc.COM133,653$1,140 萬0.5%+101,620+317.2%加碼歷史
JCIJohnson Controls International plcStock169,245$1,110 萬0.5%+169,245新進歷史
MKTXMarketaxess Holdings IncCOM32,551$1,107 萬0.5%+32,551新進歷史
ALLYAlly Financial Inc.Stock248,049$1,079 萬0.5%+239,584+2,830.3%加碼歷史
LUVSouthwest Airlines CoCOM228,020$1,044 萬0.5%+147,725+184.0%加碼歷史
RHRHCOM31,965$1,042 萬0.5%+18,369+135.1%加碼歷史
DDDuPont de Nemours, Inc.COM139,830$1,029 萬0.5%+49,959+55.6%加碼歷史
FICOFair Isaac CorpCOM21,508$1,003 萬0.4%+21,508新進歷史
OKTAOkta, Inc.CL A65,194$984.2 萬0.4%+65,194新進歷史
XYZBlock, Inc.CL A71,188$965.3 萬0.4%+71,188新進歷史
TFXTeleflex IncCOM27,126$962.5 萬0.4%+27,126新進歷史
IQVIQVIA Holdings Inc.Stock41,111$950.5 萬0.4%+41,111新進歷史
CHKPCheck Point Software Technologies LtdORD67,031$926.8 萬0.4%+67,031新進歷史
XRAYDentsply Sirona Inc.Stock186,258$916.8 萬0.4%+186,258新進歷史
NKENIKE, Inc.Stock67,439$907.5 萬0.4%+67,439新進歷史
CNCCentene CorpStock107,641$906.2 萬0.4%+107,641新進歷史
SYNASYNAPTICS IncStock44,918$896.1 萬0.4%+44,918新進歷史
FBINFortune Brands Innovations, Inc.COM120,559$895.5 萬0.4%+120,559新進歷史
CPRICapri Holdings LtdSHS173,014$889.1 萬0.4%+173,014新進歷史
QRVOQorvo, Inc.Stock71,114$882.5 萬0.4%+18,501+35.2%加碼歷史
PLUGPlug Power IncStock305,894$875.2 萬0.4%+305,894新進歷史
MGMMGM Resorts InternationalStock205,080$860.1 萬0.4%+134,739+191.6%加碼歷史
DHIHorton D R IncCOM114,304$851.7 萬0.4%+83,859+275.4%加碼歷史
JBHTHunt J B Transport Services IncCOM41,920$841.7 萬0.4%+41,920新進歷史
XELXcel Energy IncStock115,495$833.5 萬0.4%+78,407+211.4%加碼歷史
Farfetch Ltd30744W107ORD SH CL A520,392$786.8 萬0.3%+520,392新進–
MMacy's, Inc.COM322,838$786.4 萬0.3%−15,806−4.7%減碼歷史
MASMasco CorpCOM152,246$776.5 萬0.3%+152,246新進歷史
CARRCarrier Global CorpStock168,580$773.3 萬0.3%−168,904−50.0%減碼歷史
HSICHenry Schein IncCOM87,042$758.9 萬0.3%+25,003+40.3%加碼歷史
MSMorgan StanleyStock86,698$757.7 萬0.3%+86,698新進歷史
CMECME Group Inc.COM31,100$739.7 萬0.3%+31,100新進歷史
ELEstee Lauder Companies IncCL A26,938$733.6 萬0.3%+26,938新進歷史
NTRANatera, Inc.COM177,435$721.8 萬0.3%+177,435新進歷史
LHLabcorp Holdings Inc.COM NEW26,772$705.9 萬0.3%+26,772新進歷史
NWLNewell Brands Inc.Stock328,283$702.9 萬0.3%+147,861+82.0%加碼歷史
RPRXRoyalty Pharma plcSHS CLASS A178,798$696.6 萬0.3%+93,200+108.9%加碼歷史
NEENextera Energy IncStock81,730$692.3 萬0.3%+81,730新進歷史
BIDUBaidu, Inc.ADR52,128$689.7 萬0.3%+52,128新進歷史
TXG10x Genomics, Inc.CL A COM89,975$684.4 萬0.3%+89,975新進歷史

2021 年第 4 季之後清倉(367 檔)

2021 年第 4 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 367 檔。

Twinbeech Capital LP 在 2021 年第 4 季之後清倉的部位
證券類別2021 年第 4 季股數2021 年第 4 季市值2021 年第 4 季佔組合 %紀錄
DHRDanaher CorpStock67,332$2,215 萬1.3%歷史
DXCMDexcom IncCOM40,447$2,172 萬1.2%歷史
ADIAnalog Devices IncStock122,568$2,154 萬1.2%歷史
TXNTexas Instruments IncStock113,107$2,132 萬1.2%歷史
GEGeneral Electric CoStock203,913$1,926 萬1.1%歷史
TWTRTwitter, Inc.COM410,364$1,774 萬1.0%歷史
SPLKSplunk IncCOM143,621$1,662 萬0.9%歷史
EBAYeBay IncCOM247,666$1,647 萬0.9%歷史
KHCKraft Heinz CoStock429,994$1,544 萬0.9%歷史
PCARPaccar IncCOM172,398$1,522 萬0.9%歷史
CCLCarnival Corp Ltd.UNIT 99/99/9999745,145$1,499 萬0.9%歷史
WMBWilliams Companies, Inc.COM548,109$1,427 萬0.8%歷史
MPWRMonolithic Power Systems, Inc.COM27,464$1,355 萬0.8%歷史
VEEVVeeva Systems IncStock51,606$1,318 萬0.8%歷史
SNOWSnowflake Inc.Stock37,391$1,267 萬0.7%歷史
ORLYO Reilly Automotive IncStock15,434$1,090 萬0.6%歷史
YUMCYum China Holdings, Inc.COM214,330$1,068 萬0.6%歷史
KDPKeurig Dr Pepper Inc.COM270,311$996.4 萬0.6%歷史
TDYTeledyne Technologies IncCOM22,702$991.8 萬0.6%歷史
FIVEFive Below, IncCOM47,865$990.3 萬0.6%歷史
LYBLyondellBasell Industries N.V.SHS - A -105,829$976.1 萬0.6%歷史
CROXCrocs, Inc.COM75,986$974.3 萬0.6%歷史
APTVAptiv PLCSHS56,041$924.4 萬0.5%歷史
CRLCharles River Laboratories International, Inc.COM24,504$923.3 萬0.5%歷史
IPInternational Paper CoCOM196,315$922.3 萬0.5%歷史
MROMarathon Oil CorpCOM560,922$921.0 萬0.5%歷史
VTRSViatris IncStock652,741$883.2 萬0.5%歷史
ELANElanco Animal Health IncCOM306,689$870.4 萬0.5%歷史
MDTMedtronic plcStock83,369$862.5 萬0.5%歷史
DTDynatrace, Inc.Stock140,431$847.5 萬0.5%歷史
ZBHZimmer Biomet Holdings, Inc.Stock66,013$838.6 萬0.5%歷史
AESAES CorpStock342,793$833.0 萬0.5%歷史
INFOIHS Markit Ltd.SHS59,024$784.5 萬0.4%歷史
DPZDominos Pizza IncCOM13,498$761.7 萬0.4%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS360,420$747.5 萬0.4%歷史
AVLRAvalara, Inc.COM57,491$742.3 萬0.4%歷史
ZBRAZebra Technologies CorpCL A11,685$695.5 萬0.4%歷史
ICEIntercontinental Exchange, Inc.Stock48,334$661.1 萬0.4%歷史
WRKWestRock CoCOM148,799$660.1 萬0.4%歷史
DARDarling Ingredients Inc.COM94,345$653.7 萬0.4%歷史
AEPAmerican Electric Power Co IncStock73,080$650.2 萬0.4%歷史
JJacobs Solutions Inc.COM46,672$649.8 萬0.4%歷史
WBAWalgreens Boots Alliance, Inc.COM122,207$637.4 萬0.4%歷史
MRVLMarvell Technology, Inc.COM72,111$630.9 萬0.4%歷史
CMGChipotle Mexican Grill IncCOM3,583$626.4 萬0.4%歷史
USFDUS Foods Holding Corp.COM179,609$625.6 萬0.4%歷史
PKGPackaging Corp of AmericaStock45,452$618.8 萬0.4%歷史
FSLRFirst Solar, Inc.Stock68,438$596.5 萬0.3%歷史
BWABorgwarner IncCOM131,936$594.6 萬0.3%歷史
APDAir Products & Chemicals, Inc.Stock19,511$593.6 萬0.3%歷史
OGNOrganon & Co.Stock187,611$571.3 萬0.3%歷史
MTNVail Resorts IncCOM17,307$567.5 萬0.3%歷史
CTLTCatalent, Inc.COM43,290$554.2 萬0.3%歷史
WCNWaste Connections, Inc.COM39,861$543.2 萬0.3%歷史
JDJD.com, Inc.SPON ADS CL A76,651$537.1 萬0.3%歷史
Paramount Global92556H206CL B175,964$531.1 萬0.3%–
DKSDick's Sporting Goods, Inc.Stock45,987$528.8 萬0.3%歷史
LDOSLeidos Holdings, Inc.COM58,557$520.6 萬0.3%歷史
ZNGAZynga IncCL A813,285$520.5 萬0.3%歷史
DUKDuke Energy CORPStock49,009$514.1 萬0.3%歷史
BLKBlackRock, Inc.COM5,503$503.8 萬0.3%歷史
AMCRAmcor plcORD413,093$496.1 萬0.3%歷史
APPSDigital Turbine, Inc.COM NEW78,850$480.9 萬0.3%歷史
CCitigroup IncStock75,147$453.8 萬0.3%歷史
EPAMEPAM Systems, Inc.COM6,765$452.2 萬0.3%歷史
MRKMerck & Co., Inc.Stock58,908$451.5 萬0.3%歷史
SIGSignet Jewelers LtdSHS51,750$450.4 萬0.3%歷史
IVZInvesco Ltd.Stock192,000$442.0 萬0.3%歷史
CRICarters IncCOM42,783$433.0 萬0.2%歷史
SPGSimon Property Group Inc.REIT26,867$429.3 萬0.2%歷史
UPSUnited Parcel Service IncStock19,958$427.8 萬0.2%歷史
BENFranklin Templeton IncCOM125,516$420.4 萬0.2%歷史
FYBRFrontier Communications Parent, Inc.COM142,218$419.4 萬0.2%歷史
CTVACorteva, Inc.Stock88,539$418.6 萬0.2%歷史
YETIYETI Holdings, Inc.COM48,188$399.1 萬0.2%歷史
TXRHTexas Roadhouse, Inc.COM43,667$389.9 萬0.2%歷史
AZTAAzenta, Inc.COM37,730$389.0 萬0.2%歷史
MKLMarkel Group Inc.COM3,138$387.2 萬0.2%歷史
NTNXNutanix, Inc.Stock120,994$385.5 萬0.2%歷史
GNTXGentex CorpCOM110,137$383.8 萬0.2%歷史
JBLUJetBlue Airways CorpCOM266,736$379.8 萬0.2%歷史
AZOAutoZone IncCOM1,784$374.0 萬0.2%歷史
SPRSpirit AeroSystems Holdings, Inc.COM CL A85,479$368.3 萬0.2%歷史
VRNSVaronis Systems IncCOM73,980$360.9 萬0.2%歷史
VFCV F CorpStock48,527$355.3 萬0.2%歷史
MANHManhattan Associates IncStock22,835$355.1 萬0.2%歷史
Sailpoint Technologies Holdings, Inc.78781P105COM73,446$355.0 萬0.2%–
ABBVAbbVie Inc.Stock26,152$354.1 萬0.2%歷史
TRVTravelers Companies, Inc.Stock22,000$344.1 萬0.2%歷史
NVAXNovavax IncCOM NEW23,703$339.1 萬0.2%歷史
DOXAmdocs LtdSHS44,512$333.1 萬0.2%歷史
WFCWells Fargo & CompanyStock69,202$332.0 萬0.2%歷史
KSSKOHLS CorpStock66,559$328.7 萬0.2%歷史
INTCIntel CorpStock63,525$327.2 萬0.2%歷史
EMREmerson Electric CoStock35,187$327.1 萬0.2%歷史
GPKGraphic Packaging Holding CoCOM166,716$325.1 萬0.2%歷史
OLLIOllie's Bargain Outlet Holdings, Inc.Stock63,026$322.6 萬0.2%歷史
AYXAlteryx, Inc.COM CL A52,748$319.1 萬0.2%歷史
YAlleghany CorpCOM4,741$316.5 萬0.2%歷史
EIXEdison InternationalStock46,271$315.8 萬0.2%歷史