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Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2024 年第 2 季持倉

持倉截至 2024/6/30,2024/8/14 申報。只含多頭部位,變化是跟 2024 年第 1 季比股數。

機構總覽
持股檔數
495
較 2024 年第 1 季 −26
總值
$50.8 億
較 2024 年第 1 季 +$2.35 億 (+4.9%)
申報日
2024/8/14
SEC
Twinbeech Capital LP 在 2024 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
SBUXStarbucks CorpStock923,874$7,192 萬1.4%+923,874新進歷史
PYPLPayPal Holdings, Inc.Stock1,178,929$6,841 萬1.3%+1,128,034+2,216.4%加碼歷史
TTDTrade Desk, Inc.Stock673,418$6,577 萬1.3%+673,418新進歷史
VVisa Inc.Stock247,868$6,506 萬1.3%+233,242+1,594.7%加碼歷史
ADBEAdobe Inc.Stock115,339$6,408 萬1.3%+115,339新進歷史
MAMastercard IncStock141,242$6,231 萬1.2%+141,242新進歷史
WFCWells Fargo & CompanyStock1,047,960$6,224 萬1.2%+1,047,960新進歷史
MUMicron Technology IncStock468,732$6,165 萬1.2%+468,732新進歷史
UNPUnion Pacific CorpStock272,160$6,158 萬1.2%+227,684+511.9%加碼歷史
MNSTMonster Beverage CorpCOM1,225,672$6,122 萬1.2%+1,004,689+454.6%加碼歷史
MRKMerck & Co., Inc.Stock488,321$6,045 萬1.2%+488,321新進歷史
EXCExelon CorpStock1,677,456$5,806 萬1.1%+1,677,456新進歷史
HWMHowmet Aerospace Inc.Stock703,040$5,458 萬1.1%+703,040新進歷史
SHWSherwin Williams CoCOM181,662$5,421 萬1.1%−1,233−0.7%減碼歷史
FTNTFortinet, Inc.Stock898,822$5,417 萬1.1%+723,153+411.7%加碼歷史
RTXRTX CorpStock536,852$5,389 萬1.1%+536,852新進歷史
TELTE Connectivity plcREG SHS353,928$5,324 萬1.0%+113,779+47.4%加碼歷史
TMOThermo Fisher Scientific Inc.Stock89,089$4,927 萬1.0%+89,089新進歷史
NOCNorthrop Grumman CorpStock112,199$4,891 萬1.0%+112,199新進歷史
DASHDoorDash, Inc.Stock445,974$4,851 萬1.0%+318,518+249.9%加碼歷史
QCOMQualcomm IncStock242,599$4,832 萬1.0%+242,599新進歷史
ONOn Semiconductor CorpStock689,933$4,729 萬0.9%−132,408−16.1%減碼歷史
WDCWestern Digital CorpCOM617,672$4,680 萬0.9%+617,672新進歷史
CPRTCopart IncCOM858,112$4,648 萬0.9%+858,112新進歷史
NEMNEWMONT CorpStock1,106,413$4,633 萬0.9%−324,846−22.7%減碼歷史
LOWLowes Companies IncStock209,686$4,623 萬0.9%−93,107−30.7%減碼歷史
UPSUnited Parcel Service IncStock325,963$4,461 萬0.9%−46,165−12.4%減碼歷史
GEGeneral Electric CoStock268,698$4,271 萬0.8%+268,698新進歷史
VSTVistra Corp.Stock481,423$4,139 萬0.8%+187,583+63.8%加碼歷史
AIGAmerican International Group, Inc.Stock545,083$4,047 萬0.8%+545,083新進歷史
APHAmphenol CorpCL A589,346$3,970 萬0.8%+589,346新進歷史
TGTTarget CorpStock266,174$3,940 萬0.8%+266,174新進歷史
AMATApplied Materials IncStock166,489$3,929 萬0.8%+163,086+4,792.4%加碼歷史
DKSDick's Sporting Goods, Inc.Stock181,603$3,902 萬0.8%+181,603新進歷史
ORCLOracle CorpStock271,276$3,830 萬0.8%+271,276新進歷史
ZBHZimmer Biomet Holdings, Inc.Stock347,460$3,771 萬0.7%+347,460新進歷史
DXCMDexcom IncCOM329,682$3,738 萬0.7%+329,682新進歷史
CEGConstellation Energy CorpStock182,678$3,658 萬0.7%+182,678新進歷史
LVSLas Vegas Sands CorpCOM822,867$3,641 萬0.7%−300,582−26.8%減碼歷史
KEYSKeysight Technologies, Inc.Stock264,459$3,616 萬0.7%+235,093+800.6%加碼歷史
ABNBAirbnb, Inc.Stock235,226$3,567 萬0.7%+209,420+811.5%加碼歷史
RBLXRoblox CorpStock949,766$3,534 萬0.7%−143,307−13.1%減碼歷史
CSGPCostar Group, Inc.COM470,674$3,490 萬0.7%+470,674新進歷史
BDXBecton Dickinson & CoStock143,736$3,359 萬0.7%+109,202+316.2%加碼歷史
CSXCSX CorpStock1,003,604$3,357 萬0.7%−632,896−38.7%減碼歷史
TDGTransDigm Group INCCOM26,084$3,333 萬0.7%+19,193+278.5%加碼歷史
ZMZoom Communications, Inc.Stock549,540$3,253 萬0.6%+549,540新進歷史
BACBank of America CorpStock812,105$3,230 萬0.6%+812,105新進歷史
PINSPinterest, Inc.CL A730,383$3,219 萬0.6%+272,339+59.5%加碼歷史
GEHCGE HealthCare Technologies Inc.Stock399,357$3,112 萬0.6%+193,141+93.7%加碼歷史
CRWDCrowdStrike Holdings, Inc.Stock80,853$3,098 萬0.6%−96,097−54.3%減碼歷史
NKENIKE, Inc.Stock400,370$3,018 萬0.6%−276,826−40.9%減碼歷史
DDOGDatadog, Inc.CL A COM229,855$2,981 萬0.6%+193,164+526.5%加碼歷史
TJXTJX Companies IncStock267,237$2,942 萬0.6%+267,237新進歷史
OXYOccidental Petroleum CorpStock465,549$2,934 萬0.6%+465,549新進歷史
MRNAModerna, Inc.Stock246,518$2,927 萬0.6%+246,518新進歷史
MELIMercadolibre IncCOM17,468$2,871 萬0.6%+12,960+287.5%加碼歷史
CATCaterpillar IncStock85,214$2,838 萬0.6%+85,214新進歷史
WATWaters CorpCOM97,826$2,838 萬0.6%+97,826新進歷史
NTRANatera, Inc.COM259,953$2,815 萬0.6%+148,998+134.3%加碼歷史
VLTOVeralto CorpStock290,411$2,773 萬0.5%+70,366+32.0%加碼歷史
PHParker-Hannifin CorpStock53,348$2,698 萬0.5%+38,716+264.6%加碼歷史
DKNGDraftKings Inc.Stock694,136$2,650 萬0.5%+437,688+170.7%加碼歷史
ALLAllstate CorpStock163,782$2,615 萬0.5%+107,899+193.1%加碼歷史
ELEstee Lauder Companies IncCL A239,140$2,544 萬0.5%−154,839−39.3%減碼歷史
DTDynatrace, Inc.Stock566,379$2,534 萬0.5%+127,450+29.0%加碼歷史
DOWDow Inc.Stock464,191$2,463 萬0.5%+437,819+1,660.2%加碼歷史
SESea LtdSPONSORD ADS343,415$2,453 萬0.5%+183,649+114.9%加碼歷史
MTDMettler Toledo International IncCOM16,783$2,346 萬0.5%+16,783新進歷史
SKXSkechers USA IncCL A338,896$2,342 萬0.5%+170,618+101.4%加碼歷史
BLDQXO Insulation, LLCStock60,767$2,341 萬0.5%+60,767新進歷史
ADPAutomatic Data Processing IncStock97,980$2,339 萬0.5%−92,297−48.5%減碼歷史
STESTERIS plcSHS USD105,565$2,318 萬0.5%+105,565新進歷史
COINCoinbase Global, Inc.COM CL A103,526$2,301 萬0.5%+103,526新進歷史
KKellanovaStock395,706$2,282 萬0.4%−226,854−36.4%減碼歷史
GPNGlobal Payments IncStock234,015$2,263 萬0.4%−89,005−27.6%減碼歷史
ZBRAZebra Technologies CorpCL A72,638$2,244 萬0.4%+72,638新進歷史
MCHPMicrochip Technology IncStock245,167$2,243 萬0.4%+245,167新進歷史
AVTRAvantor, Inc.COM1,028,596$2,181 萬0.4%+1,028,596新進歷史
IDXXIDEXX Laboratories IncCOM43,348$2,112 萬0.4%−60,185−58.1%減碼歷史
GOOGAlphabet Inc.Stock111,878$2,052 萬0.4%+111,878新進歷史
MARMarriott International IncStock84,246$2,037 萬0.4%−109,889−56.6%減碼歷史
FTVFortive CorpStock271,626$2,013 萬0.4%−51,215−15.9%減碼歷史
KVUEKenvue Inc.Stock1,106,022$2,011 萬0.4%+1,106,022新進歷史
HPQHP IncStock560,522$1,963 萬0.4%+560,522新進歷史
IQVIQVIA Holdings Inc.Stock91,200$1,928 萬0.4%−3,742−3.9%減碼歷史
TRMBTrimble Inc.COM338,659$1,894 萬0.4%+338,659新進歷史
LSCCLattice Semiconductor CorpCOM324,828$1,884 萬0.4%+324,828新進歷史
LULUlululemon athletica inc.Stock62,003$1,852 萬0.4%+62,003新進歷史
XELXcel Energy IncStock346,035$1,848 萬0.4%−1,656−0.5%減碼歷史
ILMNIllumina, Inc.COM166,344$1,736 萬0.3%+166,344新進歷史
PEverpure, Inc.CL A269,333$1,729 萬0.3%−13,103−4.6%減碼歷史
YUMCYum China Holdings, Inc.COM553,240$1,706 萬0.3%+304,807+122.7%加碼歷史
CECelanese CorpStock126,413$1,705 萬0.3%+126,413新進歷史
HRLHormel Foods CorpCOM553,124$1,686 萬0.3%+553,124新進歷史
NXPINXP Semiconductors N.V.COM62,509$1,682 萬0.3%+62,509新進歷史
DLTRDollar Tree, Inc.COM148,400$1,584 萬0.3%+97,769+193.1%加碼歷史
MDLZMondelez International, Inc.Stock230,630$1,509 萬0.3%+230,630新進歷史
CELHCelsius Holdings, Inc.COM NEW256,496$1,464 萬0.3%+130,630+103.8%加碼歷史
PCTYPaylocity Holding CorpCOM110,091$1,452 萬0.3%+110,091新進歷史

2024 年第 1 季之後清倉(337 檔)

2024 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 337 檔。

Twinbeech Capital LP 在 2024 年第 1 季之後清倉的部位
證券類別2024 年第 1 季股數2024 年第 1 季市值2024 年第 1 季佔組合 %紀錄
METAMeta Platforms, Inc.Stock143,677$6,977 萬1.4%歷史
ACNAccenture plcStock175,032$6,067 萬1.3%歷史
SPGIS&P Global Inc.Stock142,460$6,061 萬1.3%歷史
LHXL3HARRIS Technologies, Inc.Stock267,042$5,691 萬1.2%歷史
ICEIntercontinental Exchange, Inc.Stock379,828$5,220 萬1.1%歷史
SYYSysco CorpStock623,539$5,062 萬1.0%歷史
ULTAUlta Beauty, Inc.Stock89,379$4,673 萬1.0%歷史
VRSKVerisk Analytics, Inc.COM195,071$4,598 萬0.9%歷史
ZTSZoetis Inc.Stock264,043$4,468 萬0.9%歷史
PPGPPG Industries IncStock290,606$4,211 萬0.9%歷史
MPWRMonolithic Power Systems, Inc.COM61,453$4,163 萬0.9%歷史
ABTAbbott LaboratoriesStock352,692$4,009 萬0.8%歷史
GMGeneral Motors CoCOM848,598$3,848 萬0.8%歷史
ITWIllinois Tool Works IncStock141,008$3,784 萬0.8%歷史
BKRBaker Hughes CoCL A1,049,624$3,516 萬0.7%歷史
CTVACorteva, Inc.Stock600,489$3,463 萬0.7%歷史
HONHoneywell International IncCOM160,787$3,300 萬0.7%歷史
CBChubb LtdStock125,169$3,244 萬0.7%歷史
LUVSouthwest Airlines CoCOM1,102,454$3,218 萬0.7%歷史
ALBAlbemarle CorpStock240,688$3,171 萬0.7%歷史
ABBVAbbVie Inc.Stock173,088$3,152 萬0.7%歷史
CRMSalesforce, Inc.Stock104,157$3,137 萬0.6%歷史
WTWWillis Towers Watson PLCSHS109,518$3,012 萬0.6%歷史
ISRGIntuitive Surgical IncCOM NEW67,764$2,704 萬0.6%歷史
EPAMEPAM Systems, Inc.COM85,690$2,366 萬0.5%歷史
SLBSLB LimitedStock428,595$2,349 萬0.5%歷史
DELLDell Technologies Inc.Stock205,171$2,341 萬0.5%歷史
GAPGap IncCOM841,248$2,318 萬0.5%歷史
VMCVulcan Materials COCOM80,904$2,208 萬0.5%歷史
BIIBBiogen Inc.COM102,251$2,205 萬0.5%歷史
VRSNVerisign IncCOM115,026$2,180 萬0.4%歷史
REGNRegeneron Pharmaceuticals, Inc.COM21,013$2,022 萬0.4%歷史
CARTMaplebear Inc.COM520,763$1,942 萬0.4%歷史
CVXChevron CorpStock121,060$1,910 萬0.4%歷史
GLOBGlobant S.A.COM87,836$1,773 萬0.4%歷史
CBOECboe Global Markets, Inc.COM95,792$1,760 萬0.4%歷史
AMEAmetek IncCOM95,939$1,755 萬0.4%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A315,358$1,735 萬0.4%歷史
WSCWillScot Holdings CorpCOM CL A365,169$1,698 萬0.4%歷史
KMIKinder Morgan, Inc.Stock922,951$1,693 萬0.3%歷史
PSAPublic StorageCOM56,148$1,629 萬0.3%歷史
TSNTyson Foods, Inc.Stock274,274$1,611 萬0.3%歷史
MANHManhattan Associates IncStock63,969$1,601 萬0.3%歷史
PENPenumbra IncCOM67,759$1,512 萬0.3%歷史
FIVEFive Below, IncCOM83,194$1,509 萬0.3%歷史
LYFTLyft, Inc.CL A COM777,248$1,504 萬0.3%歷史
ESEversource EnergyStock245,318$1,466 萬0.3%歷史
GLGlobe Life Inc.COM122,507$1,426 萬0.3%歷史
PFGCPerformance Food Group CoCOM190,903$1,425 萬0.3%歷史
JKHYJack Henry & Associates IncStock81,471$1,415 萬0.3%歷史
CVNACarvana Co.CL A159,682$1,404 萬0.3%歷史
TFCTruist Financial CorpCOM353,561$1,378 萬0.3%歷史
DHRDanaher CorpStock54,106$1,351 萬0.3%歷史
PDDPDD Holdings Inc.SPONSORED ADS114,848$1,335 萬0.3%歷史
TTTrane Technologies plcSHS43,897$1,318 萬0.3%歷史
CARRCarrier Global CorpStock218,891$1,272 萬0.3%歷史
NCLHNorwegian Cruise Line Holdings Ltd.SHS575,770$1,205 萬0.2%歷史
AWKAmerican Water Works Company, Inc.Stock98,268$1,201 萬0.2%歷史
WHRWhirlpool CorpStock93,410$1,117 萬0.2%歷史
KDPKeurig Dr Pepper Inc.COM358,760$1,100 萬0.2%歷史
AAAlcoa CorpStock322,052$1,088 萬0.2%歷史
APOApollo Global Management, Inc.COM93,873$1,056 萬0.2%歷史
XRAYDentsply Sirona Inc.Stock307,197$1,020 萬0.2%歷史
CMECME Group Inc.COM47,300$1,018 萬0.2%歷史
MCDMcDonalds CorpStock35,861$1,011 萬0.2%歷史
APAAPA CorpStock276,920$952.1 萬0.2%歷史
ALGMAllegro Microsystems, Inc.COM352,213$949.6 萬0.2%歷史
CNCCentene CorpStock117,230$920.0 萬0.2%歷史
BF.BBrown Forman CorpStock177,206$914.7 萬0.2%歷史
WELLWelltower Inc.REIT96,321$900.0 萬0.2%歷史
TFXTeleflex IncCOM39,559$894.7 萬0.2%歷史
IOTSamsara Inc.Stock233,269$881.5 萬0.2%歷史
COHRCoherent Corp.COM143,772$871.5 萬0.2%歷史
TTCToro CoCOM94,038$861.7 萬0.2%歷史
AMTAmerican Tower CorpREIT42,366$837.1 萬0.2%歷史
VTRSViatris IncStock685,599$818.6 萬0.2%歷史
SHOOSteven Madden, Ltd.COM191,449$809.4 萬0.2%歷史
GTMZoomInfo Technologies Inc.Stock490,535$786.3 萬0.2%歷史
OGNOrganon & Co.Stock411,384$773.4 萬0.2%歷史
ACHCAcadia Healthcare Company, Inc.COM97,219$770.2 萬0.2%歷史
EIXEdison InternationalStock108,852$769.9 萬0.2%歷史
MTZMastec IncCOM82,391$768.3 萬0.2%歷史
CNPCenterpoint Energy IncCOM267,383$761.8 萬0.2%歷史
FHNFirst Horizon CorpCOM490,698$755.7 萬0.2%歷史
CRCCalifornia Resources CorpCOM STOCK132,997$732.8 萬0.2%歷史
RLRalph Lauren CorpCL A38,357$720.2 萬0.1%歷史
DNBDun & Bradstreet Holdings, Inc.COM716,781$719.6 萬0.1%歷史
ALCAlcon IncStock86,242$718.3 萬0.1%歷史
GMEDGlobus Medical IncStock132,968$713.2 萬0.1%歷史
Liberty Media Corp531229789Stock236,331$702.1 萬0.1%–
XPOXPO, Inc.COM55,878$681.9 萬0.1%歷史
HEI.AHeico CorpCL A44,084$678.6 萬0.1%歷史
LBRDKLiberty Broadband CorpCOM SER C118,394$677.6 萬0.1%歷史
LNTHLantheus Holdings, Inc.Stock108,768$677.0 萬0.1%歷史
EDUNew Oriental Education & Technology Group Inc.SPON ADR74,523$647.0 萬0.1%歷史
WBDWarner Bros. Discovery, Inc.Stock737,778$644.1 萬0.1%歷史
BAHBooz Allen Hamilton Holding CorpCL A43,387$644.0 萬0.1%歷史
PKGPackaging Corp of AmericaStock33,752$640.5 萬0.1%歷史
FRSHFreshworks Inc.Stock349,020$635.6 萬0.1%歷史
RPDRapid7, Inc.COM127,444$625.0 萬0.1%歷史