TWINBEECH CAPITAL LP
CIK 1769646 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- BRK.B1.34%
- ROST1.25%
- PYPL1.20%
- PLTR1.20%
- TMUS1.19%
- RBLX1.18%
- HUBS1.18%
- MSI1.18%
- GWW1.18%
- KVUE1.17%
Share classes counted separately12.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- ROSTWeight increased · +1.24 pp0.01% → 1.25%Shares +429.65K (+12537.20%)
- HONWeight increased · +1.05 pp0.02% → 1.07%Shares +196.74K (+3646.62%)
- ISRGWeight increased · +0.92 pp0.23% → 1.15%Shares +67.79K (+265.66%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $59.33M | 1.34% | 122.13K shares | Prior unavailable +122.13K | New | ↗▾ |
| 02 | ROSTROSS STORES INC View history and evidence | $55.25M | 1.25% | 433.08K shares | 0.01% → 1.25%+1.24 pp +429.65K (+12537.20%) | Added | ↗▾ |
| 03 | PYPLPAYPAL HOLDINGS INC View history and evidence | $53.01M | 1.20% | 713.32K shares | 0.66% → 1.20%+0.54 pp +153.78K (+27.48%) | Added | ↗▾ |
| 04 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $52.90M | 1.20% | 388.05K shares | Prior unavailable +388.05K | New | ↗▾ |
| 05 | TMUST-MOBILE US INC View history and evidence | $52.48M | 1.19% | 220.25K shares | 0.76% → 1.19%+0.43 pp +62.33K (+39.47%) | Added | ↗▾ |
| 06 | RBLXROBLOX CORP -CLASS ACL A View history and evidence | $52.10M | 1.18% | 495.26K shares | Prior unavailable +495.26K | New | ↗▾ |
| 07 | HUBSHUBSPOT INC View history and evidence | $52.07M | 1.18% | 93.55K shares | 1.20% → 1.18%-0.02 pp -21.97K (-19.02%) | Reduced | ↗▾ |
| 08 | MSIMOTOROLA SOLUTIONS INCCOM NEW View history and evidence | $51.98M | 1.18% | 123.62K shares | Prior unavailable +123.62K | New | ↗▾ |
| 09 | GWWWW GRAINGER INC View history and evidence | $51.92M | 1.18% | 49.91K shares | Prior unavailable +49.91K | New | ↗▾ |
| 10 | KVUEKENVUE INC View history and evidence | $51.80M | 1.17% | 2.47M shares | Prior unavailable +2.47M | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 430
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| HD HOME DEPOT INC | Non-derivative | -189,688 | -$69.52M | SEC filing ↗ | SEC filing ↗ |
| FLUT FLUTTER ENTERTAINMENT PLC-DI | Non-derivative | -300,921 | -$66.67M | SEC filing ↗ | SEC filing ↗ |
| CSX CSX CORP | Non-derivative | -2,232,414 | -$65.70M | SEC filing ↗ | SEC filing ↗ |
3 / 430 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1769646 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4414093891
}Research all 601 reported holdings.
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