Universe · entity
TWINBEECH CAPITAL LP
Institutional manager (13F) · CIK 1769646
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $383M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TRACTOR SUPPLY CO | $11M | 235,532 |
| 2 | AMETEK INC | $10M | 47,121 |
| 3 | BROADRIDGE FINL SOLUTIONS IN | $10M | 61,683 |
| 4 | SS&C TECH HLDGS | $10M | 144,135 |
| 5 | CHIPOTLE MEXICAN GRILL INC | $10M | 300,015 |
| 6 | AXON ENTERPRISE INC | $10M | 22,376 |
| 7 | LIBERTY MEDIA CORP DEL | $9M | 109,974 |
| 8 | TELEDYNE TECHNOLOGIES INC | $9M | 15,289 |
| 9 | AMGEN INC | $9M | 26,187 |
| 10 | FIDELITY NATL INFORMATION SV | $9M | 196,395 |
| 11 | SOMNIGROUP INTERNATIONAL INC | $9M | 121,600 |
| 12 | COMCAST CORP NEW | $9M | 309,484 |
| 13 | CENTENE CORP DEL | $9M | 269,331 |
| 14 | ON HLDG AG | $9M | 259,090 |
| 15 | SYSCO CORP | $9M | 123,159 |
| 16 | AMRIZE LTD | $9M | 156,389 |
| 17 | UNITED PARCEL SVCS INC | $9M | 88,500 |
| 18 | JAMES HARDIE INDS PLC | $9M | 448,924 |
| 19 | EVERSOURCE ENERGY | $8M | 120,554 |
| 20 | PG&E CORP | $8M | 467,290 |
| 21 | GEN DIGITAL INC | $8M | 422,102 |
| 22 | AGILENT TECHNOLOGIES INC | $8M | 68,803 |
| 23 | VIATRIS INC | $8M | 579,100 |
| 24 | BOSTON SCIENTIFIC CORP | $8M | 124,593 |
| 25 | FEDEX CORP | $8M | 21,867 |
| 26 | CROWDSTRIKE HLDGS INC | $8M | 19,800 |
| 27 | DT MIDSTREAM INC | $8M | 56,600 |
| 28 | LOWES COS INC | $8M | 31,936 |
| 29 | KEYSIGHT TECHNOLOGIES INC | $7M | 26,049 |
| 30 | CIRCLE INTERNET GROUP INC | $7M | 77,007 |
| 31 | VISTRA CORP | $7M | 47,591 |
| 32 | SMUCKER J M CO | $7M | 73,700 |
| 33 | CONSTELLATION ENERGY CORP | $7M | 25,446 |
| 34 | HOME DEPOT INC | $7M | 21,515 |
| 35 | CUMMINS INC | $7M | 13,100 |
| 36 | CORE & MAIN INC | $7M | 139,700 |
| 37 | ROSS STORES INC | $6M | 29,972 |
| 38 | ADVANCED DRAIN SYS INC DEL | $6M | 44,696 |
| 39 | INTERDIGITAL INC | $6M | 20,275 |
| 40 | OTIS WORLDWIDE CORP | $6M | 77,400 |
| 41 | LAUDER ESTEE COS INC | $6M | 82,885 |
| 42 | GAP INC | $6M | 244,300 |
| 43 | CAVA GROUP INC | $6M | 72,874 |
| 44 | CINTAS CORP | $6M | 34,542 |
| 45 | TENET HEALTHCARE CORP | $6M | 29,590 |
| 46 | VERALTO CORP | $6M | 62,285 |
| 47 | CME GROUP INC | $5M | 18,600 |
| 48 | PRIMO BRANDS CORPORATION | $5M | 279,400 |
| 49 | PENTAIR PLC | $5M | 59,942 |
| 50 | FORTUNE BRANDS INNOVATIONS I | $5M | 132,921 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.