跳到主要內容

Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2022 年第 2 季持倉

持倉截至 2022/6/30,2022/8/15 申報。只含多頭部位,變化是跟 2022 年第 1 季比股數。

機構總覽
持股檔數
482
較 2022 年第 1 季 +14
總值
$22.4 億
較 2022 年第 1 季 −$3,604 萬 (−1.6%)
申報日
2022/8/15
SEC
Twinbeech Capital LP 在 2022 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
LULUlululemon athletica inc.Stock116,204$3,168 萬1.4%+116,204新進歷史
HDHome Depot, Inc.Stock111,121$3,048 萬1.4%+1,631+1.5%加碼歷史
SHWSherwin Williams CoCOM134,649$3,015 萬1.3%+52,883+64.7%加碼歷史
SYKStryker CorpStock151,213$3,008 萬1.3%+137,943+1,039.5%加碼歷史
ZBHZimmer Biomet Holdings, Inc.Stock286,286$3,008 萬1.3%+286,286新進歷史
CRMSalesforce, Inc.Stock174,730$2,884 萬1.3%+44,955+34.6%加碼歷史
HLTHilton Worldwide Holdings Inc.COM255,596$2,848 萬1.3%+255,596新進歷史
HCAHCA Healthcare, Inc.COM167,661$2,818 萬1.3%+111,140+196.6%加碼歷史
MOAltria Group, Inc.Stock674,271$2,816 萬1.3%+674,271新進歷史
GEGeneral Electric CoStock442,064$2,815 萬1.3%+442,064新進歷史
MRVLMarvell Technology, Inc.COM645,137$2,808 萬1.3%+645,137新進歷史
GOOGAlphabet Inc.Stock12,830$2,807 萬1.3%+12,830新進歷史
TMUST-Mobile US, Inc.Stock205,752$2,768 萬1.2%−1,251−0.6%減碼歷史
SLBSLB LimitedStock754,172$2,697 萬1.2%+200,370+36.2%加碼歷史
PYPLPayPal Holdings, Inc.Stock385,371$2,691 萬1.2%+385,371新進歷史
APTVAptiv PLCSHS302,080$2,691 萬1.2%+302,080新進歷史
CATCaterpillar IncStock150,434$2,689 萬1.2%+150,434新進歷史
ADMArcher-Daniels-Midland CoStock339,766$2,637 萬1.2%+339,766新進歷史
BXBlackstone Inc.COM285,640$2,606 萬1.2%+285,640新進歷史
LOWLowes Companies IncStock144,515$2,524 萬1.1%+144,515新進歷史
TJXTJX Companies IncStock443,195$2,475 萬1.1%−84,651−16.0%減碼歷史
ILMNIllumina, Inc.COM133,932$2,469 萬1.1%+133,932新進歷史
DHRDanaher CorpStock96,642$2,450 萬1.1%+96,642新進歷史
TELTE Connectivity plcREG SHS213,943$2,421 萬1.1%+23,178+12.2%加碼歷史
GPNGlobal Payments IncStock215,848$2,388 萬1.1%+48,644+29.1%加碼歷史
TTDTrade Desk, Inc.Stock548,698$2,299 萬1.0%+548,698新進歷史
MARMarriott International IncStock164,470$2,237 萬1.0%+164,470新進歷史
AAgilent Technologies, Inc.COM183,716$2,182 萬1.0%+60,769+49.4%加碼歷史
ROSTRoss Stores, Inc.COM306,957$2,156 萬1.0%+126,909+70.5%加碼歷史
NXPINXP Semiconductors N.V.COM130,867$1,937 萬0.9%+130,867新進歷史
OKEONEOK IncCOM344,176$1,910 萬0.9%+344,176新進歷史
ESEversource EnergyStock225,353$1,904 萬0.9%+185,815+470.0%加碼歷史
FTVFortive CorpStock338,335$1,840 萬0.8%+120,841+55.6%加碼歷史
JPMJPMorgan Chase & CoStock161,883$1,823 萬0.8%+132,984+460.2%加碼歷史
USBUS Bancorp DECOM NEW393,348$1,810 萬0.8%+393,348新進歷史
HUBSHubSpot IncCOM60,158$1,809 萬0.8%+48,657+423.1%加碼歷史
NKENIKE, Inc.Stock169,667$1,734 萬0.8%+102,228+151.6%加碼歷史
MTDMettler Toledo International IncCOM14,799$1,700 萬0.8%+14,406+3,665.6%加碼歷史
COSTCostco Wholesale CorpStock35,360$1,695 萬0.8%−16,594−31.9%減碼歷史
BAXBaxter International IncStock254,051$1,632 萬0.7%−63,281−19.9%減碼歷史
CSXCSX CorpStock550,650$1,600 萬0.7%+550,650新進歷史
MDTMedtronic plcStock171,081$1,536 萬0.7%+171,081新進歷史
CBChubb LtdStock77,979$1,533 萬0.7%+77,979新進歷史
STXSeagate Technology Holdings plcORD SHS206,104$1,472 萬0.7%−6,558−3.1%減碼歷史
APHAmphenol CorpCL A225,903$1,454 萬0.7%+193,919+606.3%加碼歷史
IQVIQVIA Holdings Inc.Stock64,066$1,390 萬0.6%+22,955+55.8%加碼歷史
COOCooper Companies, Inc.COM NEW42,329$1,325 萬0.6%+42,329新進歷史
BURLBurlington Stores, Inc.COM96,959$1,321 萬0.6%+96,959新進歷史
MPWRMonolithic Power Systems, Inc.COM34,333$1,319 萬0.6%+34,333新進歷史
AIGAmerican International Group, Inc.Stock249,940$1,278 萬0.6%+249,940新進歷史
FEFirstenergy CorpCOM318,153$1,221 萬0.5%+318,153新進歷史
DOWDow Inc.Stock234,539$1,211 萬0.5%+234,539新進歷史
AMEAmetek IncCOM106,797$1,174 萬0.5%+106,797新進歷史
KKRKKR & Co. Inc.COM253,109$1,172 萬0.5%+32,974+15.0%加碼歷史
KRKroger CoStock244,445$1,157 萬0.5%+244,445新進歷史
TTWOTake Two Interactive Software IncCOM93,875$1,150 萬0.5%+93,875新進歷史
DARDarling Ingredients Inc.COM188,039$1,125 萬0.5%+188,039新進歷史
LINLinde PLCSHS38,184$1,098 萬0.5%+38,184新進歷史
BIOBio-Rad Laboratories, Inc.CL A21,926$1,085 萬0.5%+13,365+156.1%加碼歷史
APPAppLovin CorpCOM CL A307,007$1,057 萬0.5%+307,007新進歷史
TRMBTrimble Inc.COM179,465$1,045 萬0.5%+179,465新進歷史
UBERUber Technologies, IncStock508,641$1,041 萬0.5%+508,641新進歷史
TFXTeleflex IncCOM41,815$1,028 萬0.5%+14,689+54.2%加碼歷史
PEGPublic Service Enterprise Group IncCOM161,958$1,025 萬0.5%+161,958新進歷史
ELANElanco Animal Health IncCOM520,850$1,022 萬0.5%+520,850新進歷史
DDDuPont de Nemours, Inc.COM183,860$1,022 萬0.5%+44,030+31.5%加碼歷史
VVisa Inc.Stock50,551$995.3 萬0.4%+32,889+186.2%加碼歷史
WSTWest Pharmaceutical Services IncCOM32,696$988.6 萬0.4%+32,696新進歷史
EMREmerson Electric CoStock123,402$981.5 萬0.4%+123,402新進歷史
XRAYDentsply Sirona Inc.Stock268,937$960.9 萬0.4%+82,679+44.4%加碼歷史
TECHBIO-TECHNE CorpCOM27,593$956.5 萬0.4%+27,593新進歷史
WMTWalmart Inc.Stock77,436$941.5 萬0.4%+77,436新進歷史
CRWDCrowdStrike Holdings, Inc.Stock54,178$913.2 萬0.4%−58,788−52.0%減碼歷史
ETSYEtsy IncCOM123,990$907.7 萬0.4%+123,990新進歷史
MMM3M CoStock69,884$904.4 萬0.4%+65,719+1,577.9%加碼歷史
SRESempraStock57,979$871.3 萬0.4%+57,979新進歷史
ISRGIntuitive Surgical IncCOM NEW42,264$848.3 萬0.4%+42,264新進歷史
AXPAmerican Express CoStock61,182$848.1 萬0.4%+61,182新進歷史
BKNGBooking Holdings Inc.Stock4,835$845.6 萬0.4%+4,835新進歷史
AVTRAvantor, Inc.COM262,966$817.8 萬0.4%−159,151−37.7%減碼歷史
MKTXMarketaxess Holdings IncCOM31,628$809.7 萬0.4%−923−2.8%減碼歷史
DAYDayforce, Inc.COM168,442$793.0 萬0.4%+168,442新進歷史
WBDWarner Bros. Discovery, Inc.Stock583,352$782.9 萬0.4%+583,352新進歷史
HZNPHorizon Therapeutics Public Ltd CoSHS97,333$776.3 萬0.3%+53,933+124.3%加碼歷史
ROPRoper Technologies IncStock19,487$769.1 萬0.3%+19,487新進歷史
ADBEAdobe Inc.Stock20,860$763.6 萬0.3%+20,860新進歷史
SYFSynchrony FinancialCOM274,250$757.5 萬0.3%−350,059−56.1%減碼歷史
BEKEKE Holdings Inc.SPONSORED ADS394,482$708.1 萬0.3%+394,482新進歷史
DELLDell Technologies Inc.Stock152,441$704.4 萬0.3%+74,262+95.0%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS113,400$700.8 萬0.3%+93,733+476.6%加碼歷史
GXOGXO Logistics, Inc.Stock160,579$694.8 萬0.3%+129,888+423.2%加碼歷史
ALCAlcon IncStock99,228$693.5 萬0.3%+99,228新進歷史
VMCVulcan Materials COCOM48,198$684.9 萬0.3%+48,198新進歷史
ZIMZIM Integrated Shipping Services Ltd.SHS144,163$680.9 萬0.3%+144,163新進歷史
STTState Street CorpCOM110,275$679.8 萬0.3%+110,275新進歷史
CINFCincinnati Financial CorpCOM54,443$647.8 萬0.3%+54,443新進歷史
DKSDick's Sporting Goods, Inc.Stock84,221$634.8 萬0.3%+84,221新進歷史
GTMZoomInfo Technologies Inc.Stock190,128$632.0 萬0.3%+86,565+83.6%加碼歷史
ZTSZoetis Inc.Stock36,743$631.6 萬0.3%−74,524−67.0%減碼歷史
XUnited States Steel CorpCOM350,487$627.7 萬0.3%+350,487新進歷史

2022 年第 1 季之後清倉(306 檔)

2022 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 2022 年第 1 季之後清倉的部位
證券類別2022 年第 1 季股數2022 年第 1 季市值2022 年第 1 季佔組合 %紀錄
NOWServiceNow, Inc.Stock49,570$2,761 萬1.2%歷史
AMDAdvanced Micro Devices IncStock251,520$2,750 萬1.2%歷史
INTUIntuit Inc.Stock56,553$2,719 萬1.2%歷史
CMCSAComcast CorpStock570,990$2,673 萬1.2%歷史
SBUXStarbucks CorpStock285,847$2,600 萬1.1%歷史
NFLXNetflix IncStock65,563$2,456 萬1.1%歷史
BNYBank of New York Mellon CorpStock474,650$2,356 萬1.0%歷史
ECLEcolab Inc.Stock130,567$2,305 萬1.0%歷史
CHTRCharter Communications, Inc.CL A42,256$2,305 萬1.0%歷史
GNRCGenerac Holdings Inc.Stock76,413$2,272 萬1.0%歷史
MNSTMonster Beverage CorpCOM275,817$2,204 萬1.0%歷史
DDOGDatadog, Inc.CL A COM140,868$2,134 萬0.9%歷史
GLWCorning IncCOM523,818$1,933 萬0.9%歷史
LHXL3HARRIS Technologies, Inc.Stock73,955$1,838 萬0.8%歷史
PINSPinterest, Inc.CL A744,826$1,833 萬0.8%歷史
CSCOCisco Systems, Inc.Stock321,001$1,790 萬0.8%歷史
CVSCVS Health CorpStock176,791$1,789 萬0.8%歷史
PPGPPG Industries IncStock133,958$1,756 萬0.8%歷史
TEAMAtlassian CorpCL A58,191$1,710 萬0.8%歷史
WSMWilliams Sonoma IncCOM110,827$1,607 萬0.7%歷史
UALUnited Airlines Holdings, Inc.COM338,777$1,571 萬0.7%歷史
MDLZMondelez International, Inc.Stock231,410$1,453 萬0.6%歷史
VZVerizon Communications IncStock280,306$1,428 萬0.6%歷史
CLColgate Palmolive CoStock173,397$1,315 萬0.6%歷史
PXDPioneer Natural Resources CoCOM52,282$1,307 萬0.6%歷史
TFCTruist Financial CorpCOM216,950$1,230 萬0.5%歷史
COFCapital One Financial CorpStock93,328$1,225 萬0.5%歷史
PSXPhillips 66Stock136,816$1,182 萬0.5%歷史
RNGRingCentral, Inc.CL A100,172$1,174 萬0.5%歷史
XYLXylem Inc.COM133,653$1,140 萬0.5%歷史
ALLYAlly Financial Inc.Stock248,049$1,079 萬0.5%歷史
RHRHCOM31,965$1,042 萬0.5%歷史
FICOFair Isaac CorpCOM21,508$1,003 萬0.4%歷史
OKTAOkta, Inc.CL A65,194$984.2 萬0.4%歷史
XYZBlock, Inc.CL A71,188$965.3 萬0.4%歷史
CHKPCheck Point Software Technologies LtdORD67,031$926.8 萬0.4%歷史
CNCCentene CorpStock107,641$906.2 萬0.4%歷史
SYNASYNAPTICS IncStock44,918$896.1 萬0.4%歷史
QRVOQorvo, Inc.Stock71,114$882.5 萬0.4%歷史
MGMMGM Resorts InternationalStock205,080$860.1 萬0.4%歷史
DHIHorton D R IncCOM114,304$851.7 萬0.4%歷史
JBHTHunt J B Transport Services IncCOM41,920$841.7 萬0.4%歷史
XELXcel Energy IncStock115,495$833.5 萬0.4%歷史
MMacy's, Inc.COM322,838$786.4 萬0.3%歷史
MASMasco CorpCOM152,246$776.5 萬0.3%歷史
CARRCarrier Global CorpStock168,580$773.3 萬0.3%歷史
HSICHenry Schein IncCOM87,042$758.9 萬0.3%歷史
MSMorgan StanleyStock86,698$757.7 萬0.3%歷史
CMECME Group Inc.COM31,100$739.7 萬0.3%歷史
ELEstee Lauder Companies IncCL A26,938$733.6 萬0.3%歷史
LHLabcorp Holdings Inc.COM NEW26,772$705.9 萬0.3%歷史
RPRXRoyalty Pharma plcSHS CLASS A178,798$696.6 萬0.3%歷史
NEENextera Energy IncStock81,730$692.3 萬0.3%歷史
BIDUBaidu, Inc.ADR52,128$689.7 萬0.3%歷史
TXG10x Genomics, Inc.CL A COM89,975$684.4 萬0.3%歷史
DALDelta Air Lines, Inc.COM NEW171,651$679.2 萬0.3%歷史
VMWVmware LLCCL A COM59,629$679.0 萬0.3%歷史
SAIASaia IncCOM27,766$677.0 萬0.3%歷史
LILi Auto Inc.SPONSORED ADS255,151$658.5 萬0.3%歷史
RUNSunrun Inc.COM212,144$644.3 萬0.3%歷史
ANSSAnsys IncCOM19,803$629.0 萬0.3%歷史
POOLPool CorpCOM14,816$626.5 萬0.3%歷史
PAYCPaycom Software, Inc.Stock18,065$625.7 萬0.3%歷史
ENPHEnphase Energy, Inc.Stock30,744$620.4 萬0.3%歷史
BHVNBiohaven Ltd.COM51,311$608.4 萬0.3%歷史
JEFJefferies Financial Group Inc.COM182,651$600.0 萬0.3%歷史
SGISomnigroup International Inc.COM210,632$588.1 萬0.3%歷史
SMARSmartsheet IncCOM CL A105,753$579.3 萬0.3%歷史
PFGCPerformance Food Group CoCOM108,679$553.3 萬0.2%歷史
HALHalliburton CoStock145,579$551.3 萬0.2%歷史
GLGlobe Life Inc.COM54,554$548.8 萬0.2%歷史
SESea LtdSPONSORD ADS45,391$543.7 萬0.2%歷史
RCLRoyal Caribbean Cruises LtdCOM61,655$516.5 萬0.2%歷史
SEDGSolaredge Technologies, Inc.COM15,380$495.8 萬0.2%歷史
BALLBALL CorpCOM55,005$495.0 萬0.2%歷史
Discovery Inc25470F302COM SER C195,807$488.9 萬0.2%–
AVYAvery Dennison CorpCOM27,357$475.9 萬0.2%歷史
MSCIMSCI Inc.Stock9,391$472.3 萬0.2%歷史
JWNNordstrom IncStock173,192$469.5 萬0.2%歷史
SSentinelOne, Inc.CL A115,076$445.8 萬0.2%歷史
MHKMohawk Industries IncCOM35,863$445.4 萬0.2%歷史
SPOTSpotify Technology S.A.Stock29,420$444.3 萬0.2%歷史
CDNSCadence Design Systems IncStock26,608$437.6 萬0.2%歷史
AXTAAxalta Coating Systems Ltd.COM177,888$437.2 萬0.2%歷史
AOSSmith A O CorpCOM68,010$434.5 萬0.2%歷史
INMDInMode Ltd.SHS116,051$428.3 萬0.2%歷史
CIENCiena CorpCOM NEW68,729$416.7 萬0.2%歷史
GLBEGlobal-E Online Ltd.SHS123,310$416.5 萬0.2%歷史
BKIBlack Knight, Inc.COM71,678$415.7 萬0.2%歷史
GOOGLAlphabet Inc.Stock1,480$411.6 萬0.2%歷史
WALWestern Alliance BancorporationCOM48,911$405.1 萬0.2%歷史
Liberty Media Corp Del531229607COM C SIRIUSXM87,814$401.6 萬0.2%–
BACBank of America CorpStock95,428$393.4 萬0.2%歷史
AAPLApple Inc.Stock22,518$393.2 萬0.2%歷史
TGTTarget CorpStock18,515$392.9 萬0.2%歷史
ORCLOracle CorpStock47,475$392.8 萬0.2%歷史
NVDANVIDIA CorpStock14,368$392.0 萬0.2%歷史
GLOBGlobant S.A.COM14,699$385.2 萬0.2%歷史
LLYEli Lilly & CoStock13,352$382.4 萬0.2%歷史
MSFTMicrosoft CorpStock11,970$369.0 萬0.2%歷史