HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 UNITED PARCEL SERVICE INC |
37,091 | +37,091 | $4,342 |
| UPS | 37,091 | +37,091 | $4,342 |
| TESLA INC |
10,315 | +10,315 | $4,315 |
| TSLA | 10,315 | +10,315 | $4,315 |
| ROSS STORES INC |
35,771 | +35,771 | $4,164 |
| ROST | 35,771 | +35,771 | $4,164 |
| TJX COS INC NEW |
68,082 | +68,082 | $4,157 |
| TJX | 68,082 | +68,082 | $4,157 |
| CONSTELLATION BRANDS INC |
21,612 | +21,612 | $4,101 |
| STZ | 21,612 | +21,612 | $4,101 |
| LULULEMON ATHLETICA INC |
16,674 | +16,674 | $3,863 |
| LULU | 16,674 | +16,674 | $3,863 |
| DEXCOM INC |
17,311 | +17,311 | $3,787 |
| DXCM | 17,311 | +17,311 | $3,787 |
| MERCADOLIBRE INC |
6,584 | +6,584 | $3,766 |
| MELI | 6,584 | +6,584 | $3,766 |
| VEEVA SYS INC |
25,975 | +25,975 | $3,654 |
| VEEV | 25,975 | +25,975 | $3,654 |
| DUPONT DE NEMOURS INC |
56,887 | +56,887 | $3,652 |
| DD | 56,887 | +56,887 | $3,652 |
| VIACOMCBS INC |
86,879 | +86,879 | $3,646 |
| CBS | 86,879 | +86,879 | $3,646 |
| ECOLAB INC |
18,669 | +18,669 | $3,603 |
| ECL | 18,669 | +18,669 | $3,603 |
| NXP SEMICONDUCTORS N V |
28,247 | +28,247 | $3,595 |
| NXPI | 28,247 | +28,247 | $3,595 |
| REGENERON PHARMACEUTICALS |
9,507 | +9,507 | $3,570 |
| REGN | 9,507 | +9,507 | $3,570 |
| EDWARDS LIFESCIENCES CORP |
15,018 | +15,018 | $3,504 |
| EW | 15,018 | +15,018 | $3,504 |
| SNAP INC |
204,182 | +204,182 | $3,334 |
| SNAP | 204,182 | +204,182 | $3,334 |
| AMERICAN INTL GROUP INC |
63,814 | +63,814 | $3,276 |
| AIG | 63,814 | +63,814 | $3,276 |
| BANK NEW YORK MELLON CORP |
64,561 | +64,561 | $3,249 |
| BK | 64,561 | +64,561 | $3,249 |
| THE TRADE DESK INC |
11,873 | +11,873 | $3,084 |
| TTD | 11,873 | +11,873 | $3,084 |
| LENNAR CORP |
54,437 | +54,437 | $3,037 |
| LEN | 54,437 | +54,437 | $3,037 |
| XILINX INC |
30,785 | +30,785 | $3,010 |
| XLNX | 30,785 | +30,785 | $3,010 |
| MEDTRONIC PLC |
26,354 | +26,354 | $2,990 |
| MDT | 26,354 | +26,354 | $2,990 |
| FIVE BELOW INC |
23,303 | +23,303 | $2,980 |
| FIVE | 23,303 | +23,303 | $2,980 |
| WALMART INC |
24,295 | +24,295 | $2,887 |
| WMT | 24,295 | +24,295 | $2,887 |
| ULTA BEAUTY INC |
11,194 | +11,194 | $2,834 |
| ULTA | 11,194 | +11,194 | $2,834 |
| MONSTER BEVERAGE CORP NEW |
41,242 | +41,242 | $2,621 |
| MNST | 41,242 | +41,242 | $2,621 |
| STARBUCKS CORP |
27,897 | +27,897 | $2,453 |
| SBUX | 27,897 | +27,897 | $2,453 |
| ETSY INC |
54,391 | +54,391 | $2,410 |
| ETSY | 54,391 | +54,391 | $2,410 |
| ZENDESK INC |
31,288 | +31,288 | $2,398 |
| ZEN | 31,288 | +31,288 | $2,398 |
| HALLIBURTON CO |
96,963 | +96,963 | $2,373 |
| HAL | 96,963 | +96,963 | $2,373 |
| INTERNATIONAL FLAVORS&FRAGRA |
18,365 | +18,365 | $2,369 |
| IFF | 18,365 | +18,365 | $2,369 |
| AGILENT TECHNOLOGIES INC |
27,506 | +27,506 | $2,347 |
| A | 27,506 | +27,506 | $2,347 |
| DEERE & CO |
13,534 | +13,534 | $2,345 |
| DE | 13,534 | +13,534 | $2,345 |
| GILEAD SCIENCES INC |
35,961 | +35,961 | $2,337 |
| GILD | 35,961 | +35,961 | $2,337 |
| DOCUSIGN INC |
31,008 | +31,008 | $2,298 |
| DOCU | 31,008 | +31,008 | $2,298 |
| WESTERN DIGITAL CORP |
36,119 | +36,119 | $2,292 |
| WDC | 36,119 | +36,119 | $2,292 |
| CABOT OIL & GAS CORP |
129,501 | +129,501 | $2,255 |
| COG | 129,501 | +129,501 | $2,255 |
| BAIDU INC |
17,553 | +17,553 | $2,219 |
| BIDU | 17,553 | +17,553 | $2,219 |
| ANAPLAN INC |
39,982 | +39,982 | $2,095 |
| PLAN | 39,982 | +39,982 | $2,095 |
| DXC TECHNOLOGY CO |
54,709 | +54,709 | $2,057 |
| DXC | 54,709 | +54,709 | $2,057 |
| CARDINAL HEALTH INC |
39,647 | +39,647 | $2,005 |
| CAH | 39,647 | +39,647 | $2,005 |
| MCKESSON CORP |
13,900 | +13,900 | $1,923 |
| MCK | 13,900 | +13,900 | $1,923 |
| AUTOMATIC DATA PROCESSING IN |
11,027 | +11,027 | $1,880 |
| ADP | 11,027 | +11,027 | $1,880 |
| GODADDY INC |
27,491 | +27,491 | $1,867 |
| GDDY | 27,491 | +27,491 | $1,867 |
| WABTEC CORP |
23,480 | +23,480 | $1,827 |
| WAB | 23,480 | +23,480 | $1,827 |
| CHENIERE ENERGY INC |
29,773 | +29,773 | $1,818 |
| LNG | 29,773 | +29,773 | $1,818 |
| GAP INC |
101,656 | +101,656 | $1,797 |
| GPS | 101,656 | +101,656 | $1,797 |
| UNITED TECHNOLOGIES CORP |
11,922 | +11,922 | $1,785 |
| UTX | 11,922 | +11,922 | $1,785 |
| PAPA JOHNS INTL INC |
27,561 | +27,561 | $1,740 |
| PZZA | 27,561 | +27,561 | $1,740 |
| TRACTOR SUPPLY CO |
18,024 | +18,024 | $1,684 |
| TSCO | 18,024 | +18,024 | $1,684 |
See Full List: All Stocks Held By Twinbeech Capital LP
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Twinbeech Capital LP
|
Size ($ in 1000's)
At 12/31/2019: $345,362 At 09/30/2019: $0 Twinbeech Capital LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Twinbeech Capital LP 13F filings. Link to 13F filings: SEC filings |
