Twinbeech Capital Lp

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Expedia Group, Inc.
EXPE
$38.85M0.21282,017+95.32%+$18.96M0.79
Albemarle Corporation
ALB
$31.71M0.21240,688New+$31.71M0.65
ON Semiconductor Corporation
ON
$60.48M0.19822,341New+$60.48M1.23
Ulta Beauty, Inc.
ULTA
$46.73M0.1989,379New+$46.73M0.95
Southwest Airlines Co.
LUV
$32.18M0.181.1MNew+$32.18M0.66
Kellogg Company
K
$35.67M0.18622,560+522.31%+$29.94M0.73
Roblox Corporation
RBLX
$41.73M0.171.09M+107.17%+$21.59M0.85
Las Vegas Sands Corp.
LVS
$58.08M0.151.12M+189.73%+$38.04M1.18
L3Harris Technologies, Inc.
LHX
$56.91M0.14267,042New+$56.91M1.16
Verisk Analytics, Inc.
VRSK
$45.98M0.14195,071New+$45.98M0.94
PG&E Corporation
PCG
$45.85M0.132.74M+167.13%+$28.69M0.93
Global Payments Inc.
GPN
$43.17M0.13323,020+36.34%+$11.51M0.88
Monolithic Power Systems, Inc.
MPWR
$41.63M0.1361,453New+$41.63M0.85
Sysco Corporation
SYY
$50.62M0.13623,539+15,790.39%+$50.3M1.03
IDEXX Laboratories, Inc.
IDXX
$55.9M0.13103,533New+$55.9M1.14
Newmont Corporation
NEM
$51.3M0.121.43MNew+$51.3M1.04
PPG Industries, Inc.
PPG
$42.11M0.12290,606New+$42.11M0.86
Palantir Technologies Inc.
PLTR
$60.7M0.122.64M-8.29%-$5.49M1.24
Atlassian Corporation
TEAM
$58.74M0.12301,078New+$58.74M1.2
The Estée Lauder Companies Inc.
EL
$60.73M0.11393,979+12,415.22%+$60.25M1.24
Baker Hughes Company
BKR
$35.16M0.111.05M+105.19%+$18.03M0.72
MSCI Inc.
MSCI
$44.6M0.179,579+757.35%+$39.4M0.91
Corteva, Inc.
CTVA
$34.63M0.09600,489-4.33%-$1.57M0.7
CSX Corporation
CSX
$60.67M0.081.64MNew+$60.67M1.23
TE Connectivity Ltd.
TEL
$34.88M0.08240,149-1.26%-$446,322.520.71
General Motors Company
GM
$38.48M0.07848,598-32.03%-$18.13M0.78
CrowdStrike Holdings, Inc.
CRWD
$56.73M0.07176,950New+$56.73M1.15
The Sherwin-Williams Company
SHW
$63.52M0.07182,895New+$63.52M1.29
Marriott International, Inc.
MAR
$48.98M0.07194,135New+$48.98M1
Intercontinental Exchange, Inc.
ICE
$52.2M0.07379,828New+$52.2M1.06
Zoetis Inc.
ZTS
$44.68M0.06264,043New+$44.68M0.91
Norfolk Southern Corporation
NSC
$31.89M0.06125,142New+$31.89M0.65
Lowe's Companies, Inc.
LOW
$77.13M0.05302,793+331.6%+$59.26M1.57
Illinois Tool Works Inc.
ITW
$37.84M0.05141,008New+$37.84M0.77
S&P Global Inc.
SPGI
$60.61M0.05142,460New+$60.61M1.23
Automatic Data Processing, Inc.
ADP
$47.52M0.05190,277+45.39%+$14.83M0.97
NIKE, Inc.
NKE
$63.64M0.05677,196-14.74%-$11M1.3
United Parcel Service, Inc.
UPS
$55.31M0.04372,128New+$55.31M1.13
Chubb Limited
CB
$32.44M0.03125,169New+$32.44M0.66
Accenture plc
ACN
$60.67M0.03175,032New+$60.67M1.23
Honeywell International Inc.
HON
$33M0.03160,787New+$33M0.67
ConocoPhillips
COP
$36.1M0.02283,632New+$36.1M0.73
Philip Morris International Inc.
PM
$34.1M0.02372,192New+$34.1M0.69
The Home Depot, Inc.
HD
$76.73M0.02200,036New+$76.73M1.56
Abbott Laboratories
ABT
$40.09M0.02352,692New+$40.09M0.82
Salesforce, Inc.
CRM
$31.37M0.01104,157New+$31.37M0.64
AbbVie Inc.
ABBV
$31.52M0.01173,088New+$31.52M0.64
Meta Platforms, Inc.
META
$69.77M0.01143,677+253.28%+$50.02M1.42
Apple Inc.
AAPL
$61.18M<0.01356,794+470.72%+$50.46M1.25
ProShares Ultra Real Estate
URE
$72.37M<0.0145,231New+$72.37M1.47