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Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2024 年第 3 季持倉

持倉截至 2024/9/30,2024/11/14 申報。只含多頭部位,變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
646
較 2024 年第 2 季 +151
總值
$52.4 億
較 2024 年第 2 季 +$1.55 億 (+3.0%)
申報日
2024/11/14
SEC
Twinbeech Capital LP 在 2024 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
GOOGLAlphabet Inc.Stock414,558$6,875 萬1.3%+355,095+597.2%加碼歷史
ELVElevance Health, Inc.Stock128,214$6,667 萬1.3%+128,214新進歷史
CDNSCadence Design Systems IncStock245,852$6,663 萬1.3%+245,852新進歷史
MUMicron Technology IncStock640,237$6,640 萬1.3%+171,505+36.6%加碼歷史
MPWRMonolithic Power Systems, Inc.COM71,554$6,615 萬1.3%+71,554新進歷史
LINLinde PLCStock138,389$6,599 萬1.3%+138,389新進歷史
SNPSSynopsys IncCOM127,791$6,471 萬1.2%+127,791新進歷史
RTXRTX CorpStock529,051$6,410 萬1.2%−7,801−1.5%減碼歷史
PNCPNC Financial Services Group, Inc.Stock323,015$5,971 萬1.1%+323,015新進歷史
RBLXRoblox CorpStock1,335,221$5,910 萬1.1%+385,455+40.6%加碼歷史
XYZBlock, Inc.CL A837,132$5,620 萬1.1%+837,132新進歷史
NSCNorfolk Southern CorpStock213,717$5,311 萬1.0%+156,836+275.7%加碼歷史
NDAQNasdaq, Inc.COM714,981$5,220 萬1.0%+500,023+232.6%加碼歷史
UPSUnited Parcel Service IncStock382,504$5,215 萬1.0%+56,541+17.3%加碼歷史
ADBEAdobe Inc.Stock99,005$5,126 萬1.0%−16,334−14.2%減碼歷史
COSTCostco Wholesale CorpStock56,737$5,030 萬1.0%+56,737新進歷史
AEPAmerican Electric Power Co IncStock472,049$4,843 萬0.9%+472,049新進歷史
REGNRegeneron Pharmaceuticals, Inc.COM45,867$4,822 萬0.9%+45,867新進歷史
ULTAUlta Beauty, Inc.Stock121,988$4,747 萬0.9%+121,988新進歷史
VMCVulcan Materials COCOM187,840$4,704 萬0.9%+187,840新進歷史
PANWPalo Alto Networks IncStock134,741$4,605 萬0.9%+134,741新進歷史
CSGPCostar Group, Inc.COM605,624$4,569 萬0.9%+134,950+28.7%加碼歷史
SMCISuper Micro Computer, Inc.COM109,711$4,568 萬0.9%+109,711新進歷史
MMM3M CoStock325,958$4,456 萬0.9%+314,156+2,661.9%加碼歷史
SNOWSnowflake Inc.Stock387,803$4,454 萬0.9%+387,803新進歷史
MELIMercadolibre IncCOM21,460$4,404 萬0.8%+3,992+22.9%加碼歷史
MDBMongoDB, Inc.CL A152,718$4,129 萬0.8%+152,718新進歷史
PCARPaccar IncCOM415,534$4,100 萬0.8%+411,097+9,265.2%加碼歷史
HUMHumana IncStock129,171$4,091 萬0.8%+124,067+2,430.8%加碼歷史
WDAYWorkday, Inc.CL A165,337$4,041 萬0.8%+100,496+155.0%加碼歷史
KLACKLA CorpCOM NEW50,020$3,874 萬0.7%+50,020新進歷史
PGProcter & Gamble CoStock217,128$3,761 萬0.7%+217,128新進歷史
DISWalt Disney CoStock381,966$3,674 萬0.7%+379,279+14,115.3%加碼歷史
ICLRIcon PLCCOM126,660$3,639 萬0.7%+126,660新進歷史
TFCTruist Financial CorpCOM847,163$3,623 萬0.7%+847,163新進歷史
EFXEquifax IncCOM121,798$3,579 萬0.7%+110,554+983.2%加碼歷史
WMTWalmart Inc.Stock433,504$3,501 萬0.7%+433,504新進歷史
MCOMoodys CorpStock70,602$3,351 萬0.6%+70,602新進歷史
XYLXylem Inc.COM241,163$3,256 萬0.6%+241,163新進歷史
SHWSherwin Williams CoCOM84,613$3,229 萬0.6%−97,049−53.4%減碼歷史
CHTRCharter Communications, Inc.CL A98,467$3,191 萬0.6%+98,467新進歷史
CRHCRH Public Ltd CoORD339,054$3,144 萬0.6%+339,054新進歷史
WCNWaste Connections, Inc.COM174,562$3,122 萬0.6%+174,562新進歷史
HLTHilton Worldwide Holdings Inc.COM134,989$3,111 萬0.6%+134,989新進歷史
ENTGEntegris IncCOM274,520$3,089 萬0.6%+200,608+271.4%加碼歷史
GDDYGoDaddy Inc.CL A191,587$3,004 萬0.6%+91,654+91.7%加碼歷史
ESEversource EnergyStock437,607$2,978 萬0.6%+437,607新進歷史
TMUST-Mobile US, Inc.Stock136,227$2,811 萬0.5%+136,227新進歷史
ONONOn Holding AGStock552,468$2,771 萬0.5%+552,468新進歷史
NVTnVent Electric plcSHS386,022$2,712 萬0.5%+235,488+156.4%加碼歷史
GEGeneral Electric CoStock141,996$2,678 萬0.5%−126,702−47.2%減碼歷史
SPGIS&P Global Inc.Stock51,651$2,668 萬0.5%+51,651新進歷史
NEENextera Energy IncStock313,135$2,647 萬0.5%+313,135新進歷史
AERAerCap Holdings N.V.SHS277,874$2,632 萬0.5%+277,874新進歷史
CVXChevron CorpStock177,505$2,614 萬0.5%+177,505新進歷史
SRESempraStock309,021$2,584 萬0.5%+309,021新進歷史
IQVIQVIA Holdings Inc.Stock102,063$2,419 萬0.5%+10,863+11.9%加碼歷史
NEMNEWMONT CorpStock445,986$2,384 萬0.5%−660,427−59.7%減碼歷史
APHAmphenol CorpCL A361,154$2,353 萬0.4%−228,192−38.7%減碼歷史
BMRNBiomarin Pharmaceutical IncCOM320,287$2,251 萬0.4%+320,287新進歷史
ROSTRoss Stores, Inc.COM149,554$2,251 萬0.4%+101,694+212.5%加碼歷史
WMWaste Management IncStock108,117$2,245 萬0.4%+108,117新進歷史
EIXEdison InternationalStock257,237$2,240 萬0.4%+257,237新進歷史
QRVOQorvo, Inc.Stock208,757$2,156 萬0.4%+208,757新進歷史
ISRGIntuitive Surgical IncCOM NEW43,506$2,137 萬0.4%+43,506新進歷史
NBIXNeurocrine Biosciences IncStock182,147$2,099 萬0.4%+130,947+255.8%加碼歷史
CAVACava Group, Inc.COM167,639$2,076 萬0.4%+34,054+25.5%加碼歷史
MUSAMurphy USA Inc.COM41,998$2,070 萬0.4%+41,998新進歷史
NTRANatera, Inc.COM162,026$2,057 萬0.4%−97,927−37.7%減碼歷史
ADMArcher-Daniels-Midland CoStock343,719$2,053 萬0.4%+343,719新進歷史
BRK.BBerkshire Hathaway IncStock42,652$1,963 萬0.4%+26,010+156.3%加碼歷史
PLDPrologis, Inc.REIT153,448$1,938 萬0.4%+153,448新進歷史
ROPRoper Technologies IncStock34,574$1,924 萬0.4%+34,574新進歷史
CTRACoterra Energy Inc.Stock796,778$1,908 萬0.4%+581,407+270.0%加碼歷史
LKQLKQ CorpCOM476,549$1,902 萬0.4%+168,332+54.6%加碼歷史
EPAMEPAM Systems, Inc.COM94,897$1,889 萬0.4%+94,897新進歷史
VEEVVeeva Systems IncStock89,924$1,887 萬0.4%+75,760+534.9%加碼歷史
XPXP Inc.CL A1,043,342$1,872 萬0.4%+1,043,342新進歷史
CPRTCopart IncCOM353,252$1,851 萬0.4%−504,860−58.8%減碼歷史
PEverpure, Inc.CL A367,565$1,847 萬0.4%+98,232+36.5%加碼歷史
FHNFirst Horizon CorpCOM1,187,476$1,844 萬0.4%+1,187,476新進歷史
FNFabrinetSHS77,697$1,837 萬0.4%+77,697新進歷史
CHRDChord Energy CorpCOM NEW140,951$1,836 萬0.4%+135,634+2,550.9%加碼歷史
MKSIMKS IncCOM164,887$1,792 萬0.3%+164,887新進歷史
MSFTMicrosoft CorpStock41,117$1,769 萬0.3%+28,293+220.6%加碼歷史
CARTMaplebear Inc.COM417,288$1,700 萬0.3%+417,288新進歷史
APGAPi Group CorpCOM STK507,579$1,676 萬0.3%+507,579新進歷史
ALLYAlly Financial Inc.Stock468,095$1,666 萬0.3%+468,095新進歷史
PFEPfizer IncStock574,764$1,663 萬0.3%+574,764新進歷史
HDHome Depot, Inc.Stock40,653$1,647 萬0.3%+33,225+447.3%加碼歷史
WFRDWeatherford International plcORD SHS192,457$1,634 萬0.3%+169,604+742.2%加碼歷史
BABAAlibaba Group Holding LtdADR153,199$1,626 萬0.3%+153,199新進歷史
EWEdwards Lifesciences CorpStock240,708$1,588 萬0.3%+240,708新進歷史
BLDQXO Insulation, LLCStock39,023$1,587 萬0.3%−21,744−35.8%減碼歷史
BIDUBaidu, Inc.ADR150,553$1,585 萬0.3%+150,553新進歷史
AMTAmerican Tower CorpREIT67,377$1,567 萬0.3%+67,377新進歷史
CMGChipotle Mexican Grill IncCOM270,242$1,557 萬0.3%+270,242新進歷史
GFSGLOBALFOUNDRIES Inc.Stock384,148$1,546 萬0.3%+384,148新進歷史
CHDNChurchill Downs IncCOM110,647$1,496 萬0.3%+110,647新進歷史
GPNGlobal Payments IncStock145,116$1,486 萬0.3%−88,899−38.0%減碼歷史

2024 年第 2 季之後清倉(301 檔)

2024 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 301 檔。

Twinbeech Capital LP 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
SBUXStarbucks CorpStock923,874$7,192 萬1.4%歷史
PYPLPayPal Holdings, Inc.Stock1,178,929$6,841 萬1.3%歷史
TTDTrade Desk, Inc.Stock673,418$6,577 萬1.3%歷史
WFCWells Fargo & CompanyStock1,047,960$6,224 萬1.2%歷史
MNSTMonster Beverage CorpCOM1,225,672$6,122 萬1.2%歷史
EXCExelon CorpStock1,677,456$5,806 萬1.1%歷史
TELTE Connectivity plcREG SHS353,928$5,324 萬1.0%歷史
TMOThermo Fisher Scientific Inc.Stock89,089$4,927 萬1.0%歷史
NOCNorthrop Grumman CorpStock112,199$4,891 萬1.0%歷史
ONOn Semiconductor CorpStock689,933$4,729 萬0.9%歷史
WDCWestern Digital CorpCOM617,672$4,680 萬0.9%歷史
LOWLowes Companies IncStock209,686$4,623 萬0.9%歷史
VSTVistra Corp.Stock481,423$4,139 萬0.8%歷史
TGTTarget CorpStock266,174$3,940 萬0.8%歷史
AMATApplied Materials IncStock166,489$3,929 萬0.8%歷史
ORCLOracle CorpStock271,276$3,830 萬0.8%歷史
ZBHZimmer Biomet Holdings, Inc.Stock347,460$3,771 萬0.7%歷史
CEGConstellation Energy CorpStock182,678$3,658 萬0.7%歷史
LVSLas Vegas Sands CorpCOM822,867$3,641 萬0.7%歷史
BDXBecton Dickinson & CoStock143,736$3,359 萬0.7%歷史
TDGTransDigm Group INCCOM26,084$3,333 萬0.7%歷史
GEHCGE HealthCare Technologies Inc.Stock399,357$3,112 萬0.6%歷史
CRWDCrowdStrike Holdings, Inc.Stock80,853$3,098 萬0.6%歷史
NKENIKE, Inc.Stock400,370$3,018 萬0.6%歷史
DDOGDatadog, Inc.CL A COM229,855$2,981 萬0.6%歷史
MRNAModerna, Inc.Stock246,518$2,927 萬0.6%歷史
CATCaterpillar IncStock85,214$2,838 萬0.6%歷史
WATWaters CorpCOM97,826$2,838 萬0.6%歷史
VLTOVeralto CorpStock290,411$2,773 萬0.5%歷史
DKNGDraftKings Inc.Stock694,136$2,650 萬0.5%歷史
ALLAllstate CorpStock163,782$2,615 萬0.5%歷史
ELEstee Lauder Companies IncCL A239,140$2,544 萬0.5%歷史
DTDynatrace, Inc.Stock566,379$2,534 萬0.5%歷史
SESea LtdSPONSORD ADS343,415$2,453 萬0.5%歷史
MTDMettler Toledo International IncCOM16,783$2,346 萬0.5%歷史
ADPAutomatic Data Processing IncStock97,980$2,339 萬0.5%歷史
COINCoinbase Global, Inc.COM CL A103,526$2,301 萬0.5%歷史
KKellanovaStock395,706$2,282 萬0.4%歷史
ZBRAZebra Technologies CorpCL A72,638$2,244 萬0.4%歷史
MCHPMicrochip Technology IncStock245,167$2,243 萬0.4%歷史
AVTRAvantor, Inc.COM1,028,596$2,181 萬0.4%歷史
IDXXIDEXX Laboratories IncCOM43,348$2,112 萬0.4%歷史
GOOGAlphabet Inc.Stock111,878$2,052 萬0.4%歷史
MARMarriott International IncStock84,246$2,037 萬0.4%歷史
FTVFortive CorpStock271,626$2,013 萬0.4%歷史
KVUEKenvue Inc.Stock1,106,022$2,011 萬0.4%歷史
HPQHP IncStock560,522$1,963 萬0.4%歷史
TRMBTrimble Inc.COM338,659$1,894 萬0.4%歷史
LSCCLattice Semiconductor CorpCOM324,828$1,884 萬0.4%歷史
LULUlululemon athletica inc.Stock62,003$1,852 萬0.4%歷史
XELXcel Energy IncStock346,035$1,848 萬0.4%歷史
ILMNIllumina, Inc.COM166,344$1,736 萬0.3%歷史
YUMCYum China Holdings, Inc.COM553,240$1,706 萬0.3%歷史
CECelanese CorpStock126,413$1,705 萬0.3%歷史
NXPINXP Semiconductors N.V.COM62,509$1,682 萬0.3%歷史
DLTRDollar Tree, Inc.COM148,400$1,584 萬0.3%歷史
MDLZMondelez International, Inc.Stock230,630$1,509 萬0.3%歷史
CELHCelsius Holdings, Inc.COM NEW256,496$1,464 萬0.3%歷史
PCTYPaylocity Holding CorpCOM110,091$1,452 萬0.3%歷史
JCIJohnson Controls International plcStock217,882$1,448 萬0.3%歷史
AMZNAmazon Com IncStock74,180$1,434 萬0.3%歷史
BBWIBath & Body Works, Inc.COM364,644$1,424 萬0.3%歷史
FLEXFlex Ltd.Stock480,431$1,417 萬0.3%歷史
NXTNextpower Inc.Stock300,515$1,409 萬0.3%歷史
MPCMarathon Petroleum CorpStock80,984$1,405 萬0.3%歷史
FFord Motor CoStock1,116,788$1,400 萬0.3%歷史
FBINFortune Brands Innovations, Inc.COM214,041$1,390 萬0.3%歷史
TDYTeledyne Technologies IncCOM35,468$1,376 萬0.3%歷史
TAPMolson Coors Beverage CoCL B263,697$1,340 萬0.3%歷史
TEAMAtlassian CorpCL A74,234$1,313 萬0.3%歷史
ARESAres Management CorpCL A COM STK98,154$1,308 萬0.3%歷史
BRBRBellring Brands, Inc.Stock226,757$1,296 萬0.3%歷史
VFCV F CorpStock946,503$1,278 萬0.3%歷史
KRKroger CoStock243,471$1,216 萬0.2%歷史
COOCooper Companies, Inc.COM136,873$1,195 萬0.2%歷史
ZSZscaler, Inc.Stock58,886$1,132 萬0.2%歷史
WSMWilliams Sonoma IncCOM39,730$1,122 萬0.2%歷史
BWABorgwarner IncCOM347,555$1,121 萬0.2%歷史
MOHMolina Healthcare, Inc.COM37,060$1,102 萬0.2%歷史
CORCencora, Inc.Stock43,751$985.7 萬0.2%歷史
FNDFloor & Decor Holdings, Inc.CL A97,938$973.6 萬0.2%歷史
CPNGCoupang, Inc.CL A462,553$969.0 萬0.2%歷史
DAYDayforce, Inc.COM192,548$955.0 萬0.2%歷史
UALUnited Airlines Holdings, Inc.COM195,942$953.5 萬0.2%歷史
URBNUrban Outfitters IncCOM230,925$947.9 萬0.2%歷史
ETNEaton Corp plcStock29,889$937.2 萬0.2%歷史
IEXIdex CorpCOM45,310$911.6 萬0.2%歷史
FSLRFirst Solar, Inc.Stock40,277$908.1 萬0.2%歷史
DBXDropbox, Inc.CL A401,371$901.9 萬0.2%歷史
JDJD.com, Inc.SPON ADS CL A343,023$886.4 萬0.2%歷史
RVMDRevolution Medicines, Inc.COM220,289$854.9 萬0.2%歷史
DPZDominos Pizza IncCOM16,190$835.9 萬0.2%歷史
WBAWalgreens Boots Alliance, Inc.COM686,990$830.9 萬0.2%歷史
MARAMARA Holdings, Inc.COM416,109$826.0 萬0.2%歷史
EMEEMCOR Group, Inc.Stock22,597$825.0 萬0.2%歷史
JBLJabil IncStock74,926$815.1 萬0.2%歷史
KTBKontoor Brands, Inc.Stock123,220$815.1 萬0.2%歷史
AVAVAeroVironment IncCOM44,149$804.2 萬0.2%歷史
ACGLArch Capital Group Ltd.Stock79,643$803.5 萬0.2%歷史
FIXComfort Systems USA IncCOM26,380$802.3 萬0.2%歷史