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Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2022 年第 3 季持倉

持倉截至 2022/9/30,2022/11/14 申報。只含多頭部位,變化是跟 2022 年第 2 季比股數。

機構總覽
持股檔數
589
較 2022 年第 2 季 +107
總值
$37.9 億
較 2022 年第 2 季 +$15.6 億 (+69.6%)
申報日
2022/11/14
SEC
Twinbeech Capital LP 在 2022 年第 3 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.Stock227,489$6,360 萬1.7%+111,285+95.8%加碼歷史
MCDMcDonalds CorpStock266,844$6,157 萬1.6%+266,844新進歷史
ULTAUlta Beauty, Inc.Stock117,844$4,728 萬1.2%+106,385+928.4%加碼歷史
NOWServiceNow, Inc.Stock122,630$4,631 萬1.2%+122,630新進歷史
FISFidelity National Information Services, Inc.Stock599,640$4,532 萬1.2%+586,537+4,476.4%加碼歷史
UPSUnited Parcel Service IncStock270,554$4,371 萬1.2%+270,554新進歷史
EWEdwards Lifesciences CorpStock527,717$4,361 萬1.2%+496,111+1,569.7%加碼歷史
MAMastercard IncStock152,020$4,323 萬1.1%+152,020新進歷史
SPGIS&P Global Inc.Stock140,529$4,291 萬1.1%+140,529新進歷史
CNCCentene CorpStock541,237$4,211 萬1.1%+541,237新進歷史
AMATApplied Materials IncStock508,323$4,165 萬1.1%+508,323新進歷史
HALHalliburton CoStock1,682,619$4,143 萬1.1%+1,682,619新進歷史
PMPhilip Morris International Inc.Stock494,494$4,105 萬1.1%+469,350+1,866.6%加碼歷史
MMM3M CoStock361,215$3,991 萬1.1%+291,331+416.9%加碼歷史
IQVIQVIA Holdings Inc.Stock207,683$3,762 萬1.0%+143,617+224.2%加碼歷史
DALDelta Air Lines, Inc.COM NEW1,271,591$3,568 萬0.9%+1,271,591新進歷史
BDXBecton Dickinson & CoStock157,725$3,515 萬0.9%+152,663+3,015.9%加碼歷史
ISRGIntuitive Surgical IncCOM NEW184,642$3,461 萬0.9%+142,378+336.9%加碼歷史
JPMJPMorgan Chase & CoStock330,799$3,457 萬0.9%+168,916+104.3%加碼歷史
FISVFiserv IncStock364,457$3,410 萬0.9%+357,806+5,379.7%加碼歷史
CHTRCharter Communications, Inc.CL A106,898$3,243 萬0.9%+106,898新進歷史
RBLXRoblox CorpStock875,366$3,137 萬0.8%+875,366新進歷史
DDOGDatadog, Inc.CL A COM352,316$3,128 萬0.8%+352,316新進歷史
USBUS Bancorp DECOM NEW772,776$3,116 萬0.8%+379,428+96.5%加碼歷史
TJXTJX Companies IncStock494,782$3,074 萬0.8%+51,587+11.6%加碼歷史
OXYOccidental Petroleum CorpStock485,314$2,982 萬0.8%+485,314新進歷史
EXCExelon CorpStock762,823$2,858 萬0.8%+762,823新進歷史
IFFInternational Flavors & Fragrances IncCOM307,751$2,795 萬0.7%+307,751新進歷史
BBYBest Buy Co IncStock440,851$2,792 萬0.7%+440,851新進歷史
First Rep BK San Francisco C33616C100COM208,917$2,727 萬0.7%+208,917新進–
EMREmerson Electric CoStock372,299$2,726 萬0.7%+248,897+201.7%加碼歷史
PPGPPG Industries IncStock245,274$2,715 萬0.7%+245,274新進歷史
MDLZMondelez International, Inc.Stock493,227$2,704 萬0.7%+493,227新進歷史
GMGeneral Motors CoCOM814,862$2,615 萬0.7%+814,862新進歷史
DPZDominos Pizza IncCOM83,797$2,599 萬0.7%+83,797新進歷史
EPAMEPAM Systems, Inc.COM69,542$2,519 萬0.7%+69,542新進歷史
SEDGSolaredge Technologies, Inc.COM108,072$2,501 萬0.7%+108,072新進歷史
CMCSAComcast CorpStock844,387$2,477 萬0.7%+844,387新進歷史
MTCHMatch Group, Inc.COM505,102$2,412 萬0.6%+505,102新進歷史
TRVTravelers Companies, Inc.Stock156,875$2,403 萬0.6%+156,875新進歷史
CVXChevron CorpStock166,532$2,393 萬0.6%+139,006+505.0%加碼歷史
CTRACoterra Energy Inc.Stock909,281$2,375 萬0.6%+909,281新進歷史
MPWRMonolithic Power Systems, Inc.COM64,636$2,349 萬0.6%+30,303+88.3%加碼歷史
NKENIKE, Inc.Stock278,508$2,315 萬0.6%+108,841+64.1%加碼歷史
MRSHMarsh & McLennan Companies, Inc.Stock149,478$2,232 萬0.6%+149,478新進歷史
VVisa Inc.Stock123,630$2,196 萬0.6%+73,079+144.6%加碼歷史
UALUnited Airlines Holdings, Inc.COM648,956$2,111 萬0.6%+648,956新進歷史
KLACKLA CorpCOM NEW69,722$2,110 萬0.6%+69,722新進歷史
WOLFWolfspeed, Inc.Stock202,206$2,090 萬0.6%+202,206新進歷史
TRUTransUnionCOM342,899$2,040 萬0.5%+342,899新進歷史
WSTWest Pharmaceutical Services IncCOM82,426$2,028 萬0.5%+49,730+152.1%加碼歷史
BKNGBooking Holdings Inc.Stock11,959$1,965 萬0.5%+7,124+147.3%加碼歷史
GEGeneral Electric CoStock308,598$1,911 萬0.5%−133,466−30.2%減碼歷史
AVTRAvantor, Inc.COM968,718$1,899 萬0.5%+705,752+268.4%加碼歷史
SYYSysco CorpStock264,448$1,870 萬0.5%+264,448新進歷史
METMetlife IncStock304,961$1,854 萬0.5%+304,961新進歷史
AIGAmerican International Group, Inc.Stock386,091$1,833 萬0.5%+136,151+54.5%加碼歷史
RTXRTX CorpStock221,018$1,809 萬0.5%+221,018新進歷史
APAAPA CorpStock528,726$1,808 萬0.5%+528,726新進歷史
HCAHCA Healthcare, Inc.COM97,901$1,799 萬0.5%−69,760−41.6%減碼歷史
CTLTCatalent, Inc.COM247,446$1,791 萬0.5%+238,286+2,601.4%加碼歷史
GPCGenuine Parts CoStock113,305$1,692 萬0.4%+113,305新進歷史
Signature BK New York N Y82669G104COM111,339$1,681 萬0.4%+111,339新進–
ORCLOracle CorpStock273,334$1,669 萬0.4%+273,334新進歷史
ADMArcher-Daniels-Midland CoStock207,318$1,668 萬0.4%−132,448−39.0%減碼歷史
HONHoneywell International IncCOM98,078$1,638 萬0.4%+98,078新進歷史
MDTMedtronic plcStock200,410$1,618 萬0.4%+29,329+17.1%加碼歷史
BBWIBath & Body Works, Inc.COM491,078$1,601 萬0.4%+295,665+151.3%加碼歷史
YUMYum Brands IncStock150,276$1,598 萬0.4%+150,276新進歷史
CPAYCorpay, Inc.COM90,589$1,596 萬0.4%+68,333+307.0%加碼歷史
ZSZscaler, Inc.Stock96,493$1,586 萬0.4%+96,493新進歷史
ROPRoper Technologies IncStock43,897$1,579 萬0.4%+24,410+125.3%加碼歷史
SSNCSS&C Technologies Holdings IncCOM328,656$1,569 萬0.4%+328,656新進歷史
EBAYeBay IncCOM425,309$1,566 萬0.4%+425,309新進歷史
AALAmerican Airlines Group Inc.Stock1,294,744$1,559 萬0.4%+1,294,744新進歷史
CZRCaesars Entertainment, Inc.COM482,632$1,557 萬0.4%+320,663+198.0%加碼歷史
HWMHowmet Aerospace Inc.Stock502,930$1,556 萬0.4%+457,469+1,006.3%加碼歷史
BGBunge Global SACOM188,324$1,555 萬0.4%+138,909+281.1%加碼歷史
CCLCarnival Corp Ltd.UNIT 99/99/99992,186,258$1,537 萬0.4%+2,099,587+2,422.5%加碼歷史
CLFCleveland-Cliffs Inc.COM1,108,680$1,493 萬0.4%+1,108,680新進歷史
Jazz Investments I Ltd472145AD3NOTE 1.500% 8/1111,922$1,492 萬0.4%+111,922新進–
CGCarlyle Group Inc.COM572,797$1,480 萬0.4%+572,797新進歷史
LBRDKLiberty Broadband CorpCOM SER C200,272$1,478 萬0.4%+200,272新進歷史
PEGPublic Service Enterprise Group IncCOM257,282$1,447 萬0.4%+95,324+58.9%加碼歷史
ETSYEtsy IncCOM142,961$1,432 萬0.4%+18,971+15.3%加碼歷史
BIOBio-Rad Laboratories, Inc.CL A33,555$1,400 萬0.4%+11,629+53.0%加碼歷史
CORCencora, Inc.Stock101,526$1,374 萬0.4%+101,526新進歷史
BMRNBiomarin Pharmaceutical IncCOM161,923$1,373 萬0.4%+161,923新進歷史
CTSHCognizant Technology Solutions CorpCL A237,148$1,362 萬0.4%+237,148新進歷史
TSNTyson Foods, Inc.Stock204,658$1,349 萬0.4%+190,515+1,347.1%加碼歷史
EFXEquifax IncCOM76,811$1,317 萬0.3%+76,811新進歷史
SNASnap-on IncCOM61,712$1,243 萬0.3%+61,712新進歷史
ELANElanco Animal Health IncCOM998,267$1,239 萬0.3%+477,417+91.7%加碼歷史
ALGNAlign Technology IncCOM59,667$1,236 萬0.3%+59,667新進歷史
BNYBank of New York Mellon CorpStock316,169$1,218 萬0.3%+316,169新進歷史
AEOAmerican Eagle Outfitters IncCOM1,244,558$1,211 萬0.3%+1,075,254+635.1%加碼歷史
EXASExact Sciences CorpCOM366,558$1,191 萬0.3%+366,558新進歷史
APOApollo Global Management, Inc.COM254,734$1,185 萬0.3%+254,734新進歷史
JDJD.com, Inc.SPON ADS CL A232,663$1,170 萬0.3%+232,663新進歷史
EOGEOG Resources IncStock101,694$1,136 萬0.3%+101,694新進歷史

2022 年第 2 季之後清倉(285 檔)

2022 年第 2 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 285 檔。

Twinbeech Capital LP 在 2022 年第 2 季之後清倉的部位
證券類別2022 年第 2 季股數2022 年第 2 季市值2022 年第 2 季佔組合 %紀錄
HDHome Depot, Inc.Stock111,121$3,048 萬1.4%歷史
SHWSherwin Williams CoCOM134,649$3,015 萬1.3%歷史
SYKStryker CorpStock151,213$3,008 萬1.3%歷史
ZBHZimmer Biomet Holdings, Inc.Stock286,286$3,008 萬1.3%歷史
CRMSalesforce, Inc.Stock174,730$2,884 萬1.3%歷史
GOOGAlphabet Inc.Stock12,830$2,807 萬1.3%歷史
TMUST-Mobile US, Inc.Stock205,752$2,768 萬1.2%歷史
SLBSLB LimitedStock754,172$2,697 萬1.2%歷史
PYPLPayPal Holdings, Inc.Stock385,371$2,691 萬1.2%歷史
CATCaterpillar IncStock150,434$2,689 萬1.2%歷史
BXBlackstone Inc.COM285,640$2,606 萬1.2%歷史
LOWLowes Companies IncStock144,515$2,524 萬1.1%歷史
ILMNIllumina, Inc.COM133,932$2,469 萬1.1%歷史
TTDTrade Desk, Inc.Stock548,698$2,299 萬1.0%歷史
MARMarriott International IncStock164,470$2,237 萬1.0%歷史
AAgilent Technologies, Inc.COM183,716$2,182 萬1.0%歷史
ROSTRoss Stores, Inc.COM306,957$2,156 萬1.0%歷史
NXPINXP Semiconductors N.V.COM130,867$1,937 萬0.9%歷史
ESEversource EnergyStock225,353$1,904 萬0.9%歷史
FTVFortive CorpStock338,335$1,840 萬0.8%歷史
COSTCostco Wholesale CorpStock35,360$1,695 萬0.8%歷史
BAXBaxter International IncStock254,051$1,632 萬0.7%歷史
STXSeagate Technology Holdings plcORD SHS206,104$1,472 萬0.7%歷史
COOCooper Companies, Inc.COM NEW42,329$1,325 萬0.6%歷史
BURLBurlington Stores, Inc.COM96,959$1,321 萬0.6%歷史
FEFirstenergy CorpCOM318,153$1,221 萬0.5%歷史
DOWDow Inc.Stock234,539$1,211 萬0.5%歷史
AMEAmetek IncCOM106,797$1,174 萬0.5%歷史
KRKroger CoStock244,445$1,157 萬0.5%歷史
TTWOTake Two Interactive Software IncCOM93,875$1,150 萬0.5%歷史
DARDarling Ingredients Inc.COM188,039$1,125 萬0.5%歷史
LINLinde PLCSHS38,184$1,098 萬0.5%歷史
APPAppLovin CorpCOM CL A307,007$1,057 萬0.5%歷史
TRMBTrimble Inc.COM179,465$1,045 萬0.5%歷史
TFXTeleflex IncCOM41,815$1,028 萬0.5%歷史
DDDuPont de Nemours, Inc.COM183,860$1,022 萬0.5%歷史
WMTWalmart Inc.Stock77,436$941.5 萬0.4%歷史
CRWDCrowdStrike Holdings, Inc.Stock54,178$913.2 萬0.4%歷史
DAYDayforce, Inc.COM168,442$793.0 萬0.4%歷史
WBDWarner Bros. Discovery, Inc.Stock583,352$782.9 萬0.4%歷史
HZNPHorizon Therapeutics Public Ltd CoSHS97,333$776.3 萬0.3%歷史
ADBEAdobe Inc.Stock20,860$763.6 萬0.3%歷史
SYFSynchrony FinancialCOM274,250$757.5 萬0.3%歷史
BEKEKE Holdings Inc.SPONSORED ADS394,482$708.1 萬0.3%歷史
PDDPDD Holdings Inc.SPONSORED ADS113,400$700.8 萬0.3%歷史
VMCVulcan Materials COCOM48,198$684.9 萬0.3%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS144,163$680.9 萬0.3%歷史
STTState Street CorpCOM110,275$679.8 萬0.3%歷史
CINFCincinnati Financial CorpCOM54,443$647.8 萬0.3%歷史
GTMZoomInfo Technologies Inc.Stock190,128$632.0 萬0.3%歷史
ZTSZoetis Inc.Stock36,743$631.6 萬0.3%歷史
CRLCharles River Laboratories International, Inc.COM27,954$598.1 萬0.3%歷史
ALLEAllegion plcORD SHS59,654$584.0 萬0.3%歷史
ANETArista Networks, Inc.COM60,878$570.7 萬0.3%歷史
PEPPepsiCo IncStock33,520$558.6 萬0.2%歷史
DLRDigital Realty Trust, Inc.COM41,282$536.0 萬0.2%歷史
PLUGPlug Power IncStock322,419$534.2 萬0.2%歷史
SPGSimon Property Group Inc.REIT55,979$531.4 萬0.2%歷史
FCXFreeport-McMoran IncStock179,921$526.4 萬0.2%歷史
WHWyndham Hotels & Resorts, Inc.COM76,945$505.7 萬0.2%歷史
DOCUDocuSign, Inc.Stock87,997$504.9 萬0.2%歷史
ETNEaton Corp plcStock39,769$501.0 萬0.2%歷史
BLDQXO Insulation, LLCStock29,472$492.7 萬0.2%歷史
CCICrown Castle Inc.REIT29,250$492.5 萬0.2%歷史
RIVNRivian Automotive, Inc.Stock188,327$484.8 萬0.2%歷史
PATHUiPath, Inc.Stock260,180$473.3 萬0.2%歷史
TREXTrex Co IncCOM86,527$470.9 萬0.2%歷史
FBINFortune Brands Innovations, Inc.COM75,576$452.5 萬0.2%歷史
NYTNew York Times CoCL A159,166$444.1 萬0.2%歷史
TWLOTwilio IncCL A51,368$430.5 萬0.2%歷史
Liberty Media Corp531229409COM A SIRIUSXM116,858$421.2 萬0.2%–
RGAReinsurance Group of America IncCOM NEW35,394$415.1 萬0.2%歷史
SNAPSnap IncStock313,905$412.2 萬0.2%歷史
AAPAdvance Auto Parts IncCOM23,633$409.1 萬0.2%歷史
INVHInvitation Homes Inc.COM110,446$393.0 萬0.2%歷史
CPNGCoupang, Inc.CL A298,568$380.7 萬0.2%歷史
WCNWaste Connections, Inc.COM30,691$380.4 萬0.2%歷史
MQMarqeta, Inc.CLASS A COM468,464$379.9 萬0.2%歷史
DECKDeckers Outdoor CorpCOM14,488$370.0 萬0.2%歷史
MUSAMurphy USA Inc.COM15,778$367.4 萬0.2%歷史
OLEDUniversal Display CorpCOM35,951$363.6 萬0.2%歷史
ARAntero Resources CorpCOM116,049$355.7 萬0.2%歷史
GNTXGentex CorpCOM126,512$353.9 萬0.2%歷史
PGProcter & Gamble CoStock24,083$346.3 萬0.2%歷史
BAPCredicorp LtdCOM28,314$339.5 萬0.2%歷史
YOUClear Secure, Inc.COM CL A166,905$333.8 萬0.1%歷史
GRMNGarmin LtdSHS33,766$331.8 萬0.1%歷史
FRPTFreshpet, Inc.Stock62,900$326.4 萬0.1%歷史
ADSKAutodesk, Inc.COM18,444$317.2 萬0.1%歷史
BTUPeabody Energy CorpCOM137,694$293.7 萬0.1%歷史
CHHChoice Hotels International IncCOM25,972$289.9 萬0.1%歷史
AREAlexandria Real Estate Equities, Inc.COM19,885$288.4 萬0.1%歷史
WMSAdvanced Drainage Systems, Inc.COM30,877$278.1 萬0.1%歷史
NCNOnCino, Inc.COM86,959$268.9 萬0.1%歷史
MSTRStrategy IncStock16,137$265.1 萬0.1%歷史
AWIArmstrong World Industries IncCOM35,188$263.8 萬0.1%歷史
IAAIAA, Inc.COM80,293$263.1 萬0.1%歷史
UFPIUfp Industries IncCOM38,112$259.7 萬0.1%歷史
AVLRAvalara, Inc.COM36,743$259.4 萬0.1%歷史
FSLYFastly, Inc.CL A221,646$257.3 萬0.1%歷史