TWINBEECH CAPITAL LP

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    purchase, NY
  • CIK
    0001769646
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

680

$5.51B
LOW, HD, FLTR.L, GEHC
13F-HR
May 15, 2025
000121465925007843

577

$5.84B
TJX COS INC NEW, HD, AVGO, SHW
13F-HR
Feb 14, 2025
000121465925002853

646

$5.24B
GOOGL, ELV, CDNS, MU
13F-HR
Nov 14, 2024
000121465924019150

495

$5.08B
SBUX, PYPL, THE TRADE DESK INC, V
13F-HR
Aug 14, 2024
000121465924014696

521

$4.85B
LOW, HD, META, NKE
13F-HR
May 15, 2024
000121465924009321

609

$6.19B
WMT, SBUX, NKE, DASH
13F-HR
Feb 14, 2024
000121465924002839

608

$5.21B
DG, HD, FI, HCA
13F-HR
Nov 14, 2023
000121465923015138

562

$5.07B
PYPL, HD, INTU, FIS
13F-HR
Aug 14, 2023
000121465923011289

576

$4.94B
SHW, AMZN, CNC, CI
13F-HR
May 15, 2023
000121465923007189

658

$5.26B
TRACTOR SUPPLY CO, TJX COS INC NEW, KDP, CL
13F-HR
Feb 14, 2023
000121465923002424

589

$3.79B
LULU, MCD, ULTA, NOW
13F-HR
Nov 14, 2022
000121465922013702

482

$2.24B
LULU, HD, SHW, SYK
13F-HR
Aug 15, 2022
000121465922010213

468

$2.27B
HD, TJX COS INC NEW, COST, NOW
13F-HR
May 16, 2022
000121465922007030

531

$1.76B
DHR, HUBS, INTU, DC4
13F-HR
Feb 14, 2022
000121465922002638

543

$1.42B
EL, TJX COS INC NEW, WFC, KMI
13F-HR
Nov 15, 2021
000121465921011800

421

$824.78M
BRK.B, ROSS STORES INC, MET, NEE
13F-HR
Aug 16, 2021
000121465921008673

429

$684.14M
BDX, WMT, TJX COS INC NEW, AFW
13F-HR
May 17, 2021
000121465921005576

413

$616.02M
META, W, AUDP, THE TRADE DESK INC
13F-HR
Feb 16, 2021
000121465921001949

401

$461.26M
NOC, ROP, HCA, RTX
13F-HR
Nov 16, 2020
000121465920009585

338

$456.26M
ABT, ROSS STORES INC, 1848782D, PAYC
13F-HR
Aug 14, 2020
000121465920007175

267

$250.64M
HCA, BBY, THERMO FISHER SCIENTIFIC INC, PYPL
13F-HR
May 15, 2020
000121465920004709

365

$345.36M
UPS, TSLA, ROSS STORES INC, TJX COS INC NEW
13F-HR
Feb 14, 2020
000121465920001481