Twinbeech Capital Lp Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationpurchase, NY
- CIK0001769646
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
680 | $5.51 B | LOW, HD, FLTR.L, GEHC | 13F-HR | May 15, 2025 | 000121465925007843 | ||
577 | $5.84 B | TJX COS INC NEW, HD, AVGO, SHW | 13F-HR | Feb 14, 2025 | 000121465925002853 | ||
646 | $5.24 B | GOOGL, ELV, CDNS, MU | 13F-HR | Nov 14, 2024 | 000121465924019150 | ||
495 | $5.08 B | SBUX, PYPL, THE TRADE DESK INC, V | 13F-HR | Aug 14, 2024 | 000121465924014696 | ||
521 | $4.85 B | LOW, HD, META, NKE | 13F-HR | May 15, 2024 | 000121465924009321 | ||
609 | $6.19 B | WMT, SBUX, NKE, DASH | 13F-HR | Feb 14, 2024 | 000121465924002839 | ||
608 | $5.21 B | DG, HD, FI, HCA | 13F-HR | Nov 14, 2023 | 000121465923015138 | ||
562 | $5.07 B | PYPL, HD, INTU, FIS | 13F-HR | Aug 14, 2023 | 000121465923011289 | ||
576 | $4.94 B | SHW, AMZN, CNC, CI | 13F-HR | May 15, 2023 | 000121465923007189 | ||
658 | $5.26 B | TRACTOR SUPPLY CO, TJX COS INC NEW, KDP, CL | 13F-HR | Feb 14, 2023 | 000121465923002424 | ||
589 | $3.79 B | LULU, MCD, ULTA, NOW | 13F-HR | Nov 14, 2022 | 000121465922013702 | ||
482 | $2.24 B | LULU, HD, SHW, SYK | 13F-HR | Aug 15, 2022 | 000121465922010213 | ||
468 | $2.27 B | HD, TJX COS INC NEW, COST, NOW | 13F-HR | May 16, 2022 | 000121465922007030 | ||
531 | $1.76 B | DHR, HUBS, INTU, DC4 | 13F-HR | Feb 14, 2022 | 000121465922002638 | ||
543 | $1.42 B | EL, TJX COS INC NEW, WFC, KMI | 13F-HR | Nov 15, 2021 | 000121465921011800 | ||
421 | $824.78 M | BRK.B, ROSS STORES INC, MET, NEE | 13F-HR | Aug 16, 2021 | 000121465921008673 | ||
429 | $684.14 M | BDX, WMT, TJX COS INC NEW, AFW | 13F-HR | May 17, 2021 | 000121465921005576 | ||
413 | $616.02 M | META, W, AUDP, THE TRADE DESK INC | 13F-HR | Feb 16, 2021 | 000121465921001949 | ||
401 | $461.26 M | NOC, ROP, HCA, RTX | 13F-HR | Nov 16, 2020 | 000121465920009585 | ||
338 | $456.26 M | ABT, ROSS STORES INC, 1848782D, PAYC | 13F-HR | Aug 14, 2020 | 000121465920007175 | ||
267 | $250.64 M | HCA, BBY, THERMO FISHER SCIENTIFIC INC, PYPL | 13F-HR | May 15, 2020 | 000121465920004709 | ||
365 | $345.36 M | UPS, TSLA, ROSS STORES INC, TJX COS INC NEW | 13F-HR | Feb 14, 2020 | 000121465920001481 |