跳到主要內容

Twinbeech Capital LP

SEC CIK
0001769646
最新申報
2026/8/14

2026 年第 2 季持倉

持倉截至 2026/6/30,2026/8/14 申報。只含多頭部位,變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
352
較 2026 年第 1 季 −184
總值
$5.53 億
較 2026 年第 1 季 −$4.13 億 (−42.8%)
申報日
2026/8/14
SEC
Twinbeech Capital LP 在 2026 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
CMECME Group Inc.COM32,166$710.3 萬1.3%+13,566+72.9%加碼歷史
HLTHilton Worldwide Holdings Inc.COM21,216$701.1 萬1.3%+21,216新進歷史
BSXBoston Scientific CorpStock149,622$638.6 萬1.2%+25,029+20.1%加碼歷史
ICEIntercontinental Exchange, Inc.Stock51,769$637.3 萬1.2%+49,569+2,253.1%加碼歷史
ROLRollins IncCOM152,053$634.7 萬1.1%+152,053新進歷史
BLKBlackRock, Inc.Stock6,311$606.8 萬1.1%+5,457+639.0%加碼歷史
HWMHowmet Aerospace Inc.Stock22,226$597.6 萬1.1%+20,880+1,551.3%加碼歷史
SSNCSS&C Technologies Holdings IncCOM95,932$595.3 萬1.1%−48,203−33.4%減碼歷史
ONOn Semiconductor CorpStock62,779$593.5 萬1.1%+62,779新進歷史
WCCWesco International IncCOM16,900$583.8 萬1.1%+16,900新進歷史
FIVEFive Below, IncCOM32,458$583.6 萬1.1%+32,458新進歷史
HPEHewlett Packard Enterprise CoCOM128,252$578.5 萬1.0%+128,252新進歷史
BURLBurlington Stores, Inc.COM18,138$574.6 萬1.0%+18,138新進歷史
MCKMcKesson CorpStock7,512$567.6 萬1.0%+6,900+1,127.5%加碼歷史
ELEstee Lauder Companies IncCL A71,512$564.6 萬1.0%−11,373−13.7%減碼歷史
DECKDeckers Outdoor CorpCOM56,600$562.0 萬1.0%+15,878+39.0%加碼歷史
BGBunge Global SACOM SHS51,909$554.0 萬1.0%+51,909新進歷史
ZTSZoetis Inc.Stock77,026$553.5 萬1.0%+77,026新進歷史
APGAPi Group CorpCOM STK130,300$551.8 萬1.0%+86,870+200.0%加碼歷史
MODModine Manufacturing CoCOM20,649$551.4 萬1.0%+20,649新進歷史
NDAQNasdaq, Inc.COM69,922$551.1 萬1.0%+61,615+741.7%加碼歷史
LFUSLittelfuse IncCOM12,100$550.9 萬1.0%+12,100新進歷史
MLIMueller Industries IncCOM44,745$550.1 萬1.0%+42,745+2,137.3%加碼歷史
ATOAtmos Energy CorpCOM31,885$549.3 萬1.0%+31,885新進歷史
LVSLas Vegas Sands CorpCOM118,600$547.8 萬1.0%+111,700+1,618.8%加碼歷史
MARMarriott International IncStock14,726$545.7 萬1.0%+13,626+1,238.7%加碼歷史
ADIAnalog Devices IncStock13,696$544.0 萬1.0%+12,443+993.1%加碼歷史
MPWRMonolithic Power Systems, Inc.COM3,934$543.8 萬1.0%+3,934新進歷史
CPAYCorpay, Inc.COM SHS16,300$543.2 萬1.0%+11,800+262.2%加碼歷史
TJXTJX Companies IncStock35,599$539.3 萬1.0%+35,599新進歷史
KKRKKR & Co. Inc.COM57,000$523.1 萬0.9%+57,000新進歷史
LDOSLeidos Holdings, Inc.COM49,204$506.7 萬0.9%+41,804+564.9%加碼歷史
FNFFidelity National Financial, Inc.COM SHS106,776$503.6 萬0.9%+100,568+1,620.0%加碼歷史
EMNEastman Chemical CoStock74,675$500.2 萬0.9%+74,675新進歷史
WATWaters CorpCOM13,100$491.3 萬0.9%+13,100新進歷史
APOApollo Global Management, Inc.COM41,500$491.0 萬0.9%+41,500新進歷史
WULFTerawulf Inc.COM197,100$486.8 萬0.9%+114,100+137.5%加碼歷史
ACMAecomCOM67,447$470.8 萬0.9%+67,447新進歷史
IDXXIDEXX Laboratories IncCOM8,770$461.7 萬0.8%+8,263+1,629.8%加碼歷史
DDDuPont de Nemours, Inc.Stock33,746$457.7 萬0.8%+26,079+340.2%加碼依 1 比 3 拆股換算歷史
ORCLOracle CorpStock30,547$447.7 萬0.8%+30,547新進歷史
AXSMAxsome Therapeutics, Inc.COM18,135$443.9 萬0.8%+18,135新進歷史
BAHBooz Allen Hamilton Holding CorpCL A71,686$434.9 萬0.8%+71,686新進歷史
ALNYAlnylam Pharmaceuticals, Inc.COM14,325$431.2 萬0.8%+14,325新進歷史
LYBLyondellBasell Industries N.V.SHS - A -81,816$430.8 萬0.8%+81,816新進歷史
CASYCaseys General Stores IncCOM5,379$427.5 萬0.8%+5,379新進歷史
TTMITTM Technologies IncCOM22,620$423.0 萬0.8%+22,620新進歷史
STESTERIS plcSHS USD19,350$407.5 萬0.7%+19,350新進歷史
KEXKirby CorpCOM29,800$405.2 萬0.7%+29,800新進歷史
MTSIMACOM Technology Solutions Holdings, Inc.COM10,436$397.0 萬0.7%+10,436新進歷史
PCORProcore Technologies, Inc.COM94,821$385.2 萬0.7%+94,821新進歷史
STSensata Technologies Holding plcSHS80,109$382.4 萬0.7%+80,109新進歷史
SANMSanmina CorpCOM15,041$380.7 萬0.7%+15,041新進歷史
SOLVSolventum CorpStock45,405$350.3 萬0.6%+45,405新進歷史
LHXL3HARRIS Technologies, Inc.Stock11,893$345.6 萬0.6%+11,893新進歷史
LKQLKQ CorpCOM128,875$339.3 萬0.6%+86,975+207.6%加碼歷史
EHCEncompass Health CorpCOM33,566$339.3 萬0.6%+33,566新進歷史
HLIHoulihan Lokey, Inc.CL A24,800$332.6 萬0.6%−2,900−10.5%減碼歷史
FAFFirst American Financial CorpStock47,750$327.5 萬0.6%+41,192+628.1%加碼歷史
NTAPNetApp, Inc.Stock21,001$325.0 萬0.6%+21,001新進歷史
UTHRUnited Therapeutics CorpCOM5,854$317.2 萬0.6%+5,854新進歷史
DOXAmdocs LtdSHS59,167$299.0 萬0.5%+59,167新進歷史
ITTItt Inc.COM14,828$293.2 萬0.5%+14,828新進歷史
DUOLDuolingo, Inc.CL A COM24,789$285.1 萬0.5%+24,789新進歷史
VGVenture Global, Inc.COM CL A253,772$282.4 萬0.5%+182,766+257.4%加碼歷史
ITGartner IncCOM21,205$274.9 萬0.5%+21,205新進歷史
LSTRLandstar System IncCOM13,057$270.0 萬0.5%+13,057新進歷史
RLRalph Lauren CorpCL A6,602$265.0 萬0.5%+6,602新進歷史
GOOGAlphabet Inc.Stock7,162$253.1 萬0.5%−573−7.4%減碼歷史
ARESAres Management CorpCL A COM STK22,543$250.9 萬0.5%+22,543新進歷史
EXLSExlService Holdings, Inc.COM96,351$249.2 萬0.5%+96,351新進歷史
KRMNKarman Holdings Inc.COMMON STOCK49,600$247.6 萬0.4%+40,800+463.6%加碼歷史
PCVXVaxcyte, Inc.COM42,192$245.3 萬0.4%−23,708−36.0%減碼歷史
AWIArmstrong World Industries IncCOM15,150$243.0 萬0.4%+15,150新進歷史
QCOMQualcomm IncStock12,393$229.0 萬0.4%+12,393新進歷史
EVREvercore Inc.CLASS A6,600$225.4 萬0.4%+6,600新進歷史
GPIGroup 1 Automotive IncCOM7,700$224.2 萬0.4%+7,700新進歷史
WMGWarner Music Group Corp.COM CL A81,011$219.3 萬0.4%+5,307+7.0%加碼歷史
MMSMaximus, Inc.COM40,747$219.1 萬0.4%−4,153−9.2%減碼歷史
CIFRCipher Digital Inc.COM89,000$218.1 萬0.4%−120,200−57.5%減碼歷史
CWENClearway Energy, Inc.CL C62,200$212.6 萬0.4%+62,200新進歷史
ADTADT Inc.COM319,800$207.9 萬0.4%+319,800新進歷史
COCOVita Coco Company, Inc.COM31,278$206.9 萬0.4%+15,778+101.8%加碼歷史
AMTMAmentum Holdings, Inc.COM99,727$206.1 萬0.4%+99,727新進歷史
BMNRBitmine Immersion Technologies, Inc.COM NEW152,200$202.6 萬0.4%+152,200新進歷史
ALKAlaska Air Group, Inc.COM38,600$201.5 萬0.4%+38,600新進歷史
SRSpire IncCOM25,533$199.4 萬0.4%+25,533新進歷史
DANDANA IncCOM71,753$195.2 萬0.4%+71,753新進歷史
CRUSCirrus Logic, Inc.Stock13,127$195.0 萬0.4%+13,127新進歷史
VRSNVerisign IncCOM7,715$194.1 萬0.4%+7,715新進歷史
ESTCElastic N.V.ORD SHS33,822$192.9 萬0.3%+33,822新進歷史
CDECoeur Mining, Inc.COM NEW117,985$192.6 萬0.3%+101,775+627.9%加碼歷史
ASOAcademy Sports & Outdoors, Inc.COM40,640$191.5 萬0.3%+40,640新進歷史
RMBSRambus IncCOM14,307$189.9 萬0.3%+14,307新進歷史
STRLSterling Infrastructure, Inc.COM2,190$183.8 萬0.3%+2,190新進歷史
RIOTRiot Platforms, Inc.COM66,900$183.2 萬0.3%+52,275+357.4%加碼歷史
HQYHealthequity, Inc.COM20,182$182.3 萬0.3%+20,182新進歷史
CICigna GroupStock6,450$177.8 萬0.3%+6,450新進歷史
LOPEGrand Canyon Education, Inc.COM12,324$176.4 萬0.3%+12,324新進歷史
TLNTalen Energy CorpCOM4,552$174.9 萬0.3%+4,552新進歷史

2026 年第 1 季之後清倉(406 檔)

2026 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 406 檔。

Twinbeech Capital LP 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
CMGChipotle Mexican Grill IncCOM300,015$960.3 萬1.0%歷史
AXONAxon Enterprise, Inc.COM22,376$950.3 萬1.0%歷史
FWONKLiberty Media CorpCOM LBTY ONE S C109,974$935.0 萬1.0%歷史
TDYTeledyne Technologies IncCOM15,289$925.0 萬1.0%歷史
AMGNAmgen IncStock26,187$921.4 萬1.0%歷史
SGISomnigroup International Inc.COM121,600$898.9 萬0.9%歷史
CMCSAComcast CorpStock309,484$888.5 萬0.9%歷史
ONONOn Holding AGStock259,090$881.4 萬0.9%歷史
SYYSysco CorpStock123,159$878.5 萬0.9%歷史
AMRZAmrize LtdSHS156,389$876.1 萬0.9%歷史
UPSUnited Parcel Service IncStock88,500$870.7 萬0.9%歷史
JHXJames Hardie Industries plcStock448,924$850.3 萬0.9%歷史
ESEversource EnergyStock120,554$835.2 萬0.9%歷史
GENGen Digital Inc.Stock422,102$794.8 萬0.8%歷史
FDXFedEx CorpStock21,867$778.9 萬0.8%歷史
CRWDCrowdStrike Holdings, Inc.Stock19,800$773.0 萬0.8%歷史
DTMDT Midstream, Inc.COMMON STOCK56,600$762.2 萬0.8%歷史
KEYSKeysight Technologies, Inc.Stock26,049$735.5 萬0.8%歷史
VSTVistra Corp.Stock47,591$715.4 萬0.7%歷史
SJMJ M SMUCKER CoStock73,700$710.8 萬0.7%歷史
CEGConstellation Energy CorpStock25,446$710.6 萬0.7%歷史
HDHome Depot, Inc.Stock21,515$707.6 萬0.7%歷史
CMICummins IncStock13,100$704.8 萬0.7%歷史
CNMCore & Main, Inc.CL A139,700$690.1 萬0.7%歷史
ROSTRoss Stores, Inc.COM29,972$649.3 萬0.7%歷史
WMSAdvanced Drainage Systems, Inc.COM44,696$612.9 萬0.6%歷史
IDCCInterDigital, Inc.COM20,275$612.3 萬0.6%歷史
OTISOtis Worldwide CorpStock77,400$596.6 萬0.6%歷史
CAVACava Group, Inc.COM72,874$589.6 萬0.6%歷史
THCTenet Healthcare CorpCOM NEW29,590$558.4 萬0.6%歷史
VLTOVeralto CorpStock62,285$550.7 萬0.6%歷史
PNRPENTAIR plcSHS59,942$522.2 萬0.5%歷史
FBINFortune Brands Innovations, Inc.COM132,921$518.0 萬0.5%歷史
EQHEquitable Holdings, Inc.COM137,510$510.3 萬0.5%歷史
CGNXCognex CorpCOM96,032$470.5 萬0.5%歷史
WINGWingstop Inc.COM30,142$467.1 萬0.5%歷史
CHYMChime Financial, Inc.COM SHS CL A248,134$464.8 萬0.5%歷史
MTCHMatch Group, Inc.COM148,805$457.0 萬0.5%歷史
KMXCarMax IncCOM109,411$454.9 萬0.5%歷史
ZBRAZebra Technologies CorpCL A21,483$449.2 萬0.5%歷史
AVTRAvantor, Inc.COM567,389$444.8 萬0.5%歷史
AMATApplied Materials IncStock12,928$441.9 萬0.5%歷史
CRCrane CoCOMMON STOCK25,300$432.6 萬0.4%歷史
IOTSamsara Inc.Stock134,645$426.7 萬0.4%歷史
GPKGraphic Packaging Holding CoCOM404,962$402.5 萬0.4%歷史
APAAPA CorpStock94,117$399.4 萬0.4%歷史
RALRalliant CorpStock91,579$380.9 萬0.4%歷史
WIXWix.com Ltd.SHS42,200$380.1 萬0.4%歷史
VVisa Inc.Stock12,565$379.8 萬0.4%歷史
TOLToll Brothers, Inc.COM27,350$373.2 萬0.4%歷史
SIRISirius XM Holdings Inc.COMMON STOCK158,776$366.5 萬0.4%歷史
TTANServiceTitan, Inc.SHS CL A57,297$363.6 萬0.4%歷史
DBXDropbox, Inc.CL A158,132$359.3 萬0.4%歷史
MTHMeritage Homes CORPCOM57,001$352.5 萬0.4%歷史
ELFe.l.f. Beauty, Inc.COM57,255$347.0 萬0.4%歷史
ENPHEnphase Energy, Inc.Stock91,200$344.8 萬0.4%歷史
TEXTerex CorpStock56,000$331.0 萬0.3%歷史
VNTVontier CorpStock92,600$328.5 萬0.3%歷史
RYANRyan Specialty Holdings, Inc.CL A96,318$325.0 萬0.3%歷史
ESABESAB CorpCOM33,118$320.1 萬0.3%歷史
HCAHCA Healthcare, Inc.COM6,736$318.8 萬0.3%歷史
MCDMcDonalds CorpStock10,174$316.2 萬0.3%歷史
GLBEGlobal-E Online Ltd.SHS99,232$306.1 萬0.3%歷史
FISVFiserv IncStock54,412$303.6 萬0.3%歷史
ROADConstruction Partners, Inc.COM CL A27,168$301.9 萬0.3%歷史
GPNGlobal Payments IncStock44,500$299.5 萬0.3%歷史
MMYTMakeMyTrip LtdStock80,229$299.2 萬0.3%歷史
TECHBIO-TECHNE CorpCOM56,400$294.7 萬0.3%歷史
CPACopa Holdings, S.A.CL A25,900$294.2 萬0.3%歷史
HEI.AHeico CorpCL A13,800$291.3 萬0.3%歷史
SWKStanley Black & Decker, Inc.COM40,927$290.8 萬0.3%歷史
SMTCSemtech CorpStock36,808$283.0 萬0.3%歷史
SHAKShake Shack Inc.CL A31,888$282.1 萬0.3%歷史
AMCRAmcor plcCOM NEW70,500$280.2 萬0.3%歷史
FTDRFrontdoor, Inc.COM52,620$278.1 萬0.3%歷史
SIGISelective Insurance Group IncCOM36,809$277.5 萬0.3%歷史
SNOWSnowflake Inc.Stock18,050$272.2 萬0.3%歷史
GXOGXO Logistics, Inc.Stock52,400$271.7 萬0.3%歷史
BRKRBruker CorpCOM74,800$270.2 萬0.3%歷史
UNHUnitedHealth Group IncStock9,953$269.3 萬0.3%歷史
VICRVicor CorpCOM16,621$267.6 萬0.3%歷史
VMIValmont Industries IncCOM6,525$260.7 萬0.3%歷史
EXRExtra Space Storage Inc.COM19,600$257.0 萬0.3%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK14,152$255.9 萬0.3%歷史
JEFJefferies Financial Group Inc.COM60,500$249.7 萬0.3%歷史
DDOGDatadog, Inc.CL A COM20,915$246.9 萬0.3%歷史
PACSPACS Group, Inc.COM SHS76,814$246.7 萬0.3%歷史
WRBBerkley W R CorpCOM36,100$239.3 萬0.2%歷史
CRGYCrescent Energy CoCL A COM175,300$236.7 萬0.2%歷史
CXTCrane NXT, Co.COM57,517$233.5 萬0.2%歷史
BDCBelden Inc.COM20,300$233.1 萬0.2%歷史
CRHCRH Public Ltd CoORD22,120$232.5 萬0.2%歷史
CSTMConstellium SECL A SHS93,141$228.9 萬0.2%歷史
APHAmphenol CorpCL A18,105$228.8 萬0.2%歷史
TTWOTake Two Interactive Software IncCOM11,525$227.6 萬0.2%歷史
GWREGuidewire Software, Inc.COM14,914$223.1 萬0.2%歷史
CCEPCoca-Cola Europacific Partners plcSHS24,186$219.3 萬0.2%歷史
HAYWHayward Holdings, Inc.COM161,048$215.5 萬0.2%歷史
LPXLouisiana-Pacific CorpCOM29,500$214.6 萬0.2%歷史
SMCISuper Micro Computer, Inc.Stock93,900$213.8 萬0.2%歷史