HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ALPHABET INC |
414,558 | +355,095 | $68,754 |
| GOOGL | 414,558 | +355,095 | $68,754 |
| ELEVANCE HEALTH INC |
128,214 | +128,214 | $66,671 |
| ELV | 128,214 | +128,214 | $66,671 |
| CADENCE DESIGN SYSTEM INC |
245,852 | +245,852 | $66,633 |
| CDNS | 245,852 | +245,852 | $66,633 |
| MICRON TECHNOLOGY INC |
640,237 | +171,505 | $66,399 |
| MU | 640,237 | +171,505 | $66,399 |
| MONOLITHIC PWR SYS INC |
71,554 | +71,554 | $66,152 |
| MPWR | 71,554 | +71,554 | $66,152 |
| LINDE PLC |
138,389 | +138,389 | $65,992 |
| LIN | 138,389 | +138,389 | $65,992 |
| SYNOPSYS INC |
127,791 | +127,791 | $64,712 |
| SNPS | 127,791 | +127,791 | $64,712 |
| RTX CORPORATION |
529,051 | -7,801 | $64,100 |
| RTX | 529,051 | -7,801 | $64,100 |
| PNC FINL SVCS GROUP INC |
323,015 | +323,015 | $59,709 |
| PNC | 323,015 | +323,015 | $59,709 |
| ROBLOX CORP |
1,335,221 | +385,455 | $59,097 |
| RBLX | 1,335,221 | +385,455 | $59,097 |
| BLOCK INC |
837,132 | +837,132 | $56,197 |
| SQ | 837,132 | +837,132 | $56,197 |
| NORFOLK SOUTHN CORP |
213,717 | +156,836 | $53,109 |
| NSC | 213,717 | +156,836 | $53,109 |
| NASDAQ INC |
714,981 | +500,023 | $52,201 |
| NDAQ | 714,981 | +500,023 | $52,201 |
| UNITED PARCEL SERVICE INC |
382,504 | +56,541 | $52,151 |
| UPS | 382,504 | +56,541 | $52,151 |
| ADOBE INC |
99,005 | -16,334 | $51,263 |
| ADBE | 99,005 | -16,334 | $51,263 |
| COSTCO WHSL CORP NEW |
56,737 | +56,737 | $50,298 |
| COST | 56,737 | +56,737 | $50,298 |
| AMERICAN ELEC PWR CO INC |
472,049 | +472,049 | $48,432 |
| AEP | 472,049 | +472,049 | $48,432 |
| REGENERON PHARMACEUTICALS |
45,867 | +45,867 | $48,217 |
| REGN | 45,867 | +45,867 | $48,217 |
| ULTA BEAUTY INC |
121,988 | +121,988 | $47,468 |
| ULTA | 121,988 | +121,988 | $47,468 |
| VULCAN MATLS CO |
187,840 | +187,840 | $47,041 |
| VMC | 187,840 | +187,840 | $47,041 |
| PALO ALTO NETWORKS INC |
134,741 | +134,741 | $46,054 |
| PANW | 134,741 | +134,741 | $46,054 |
| COSTAR GROUP INC |
605,624 | +134,950 | $45,688 |
| CSGP | 605,624 | +134,950 | $45,688 |
| SUPER MICRO COMPUTER INC |
109,711 | +109,711 | $45,684 |
| SMCI | 109,711 | +109,711 | $45,684 |
| 3M CO |
325,958 | +314,156 | $44,558 |
| MMM | 325,958 | +314,156 | $44,558 |
| SNOWFLAKE INC |
387,803 | +387,803 | $44,543 |
| SNOW | 387,803 | +387,803 | $44,543 |
| MERCADOLIBRE INC |
21,460 | +3,992 | $44,035 |
| MELI | 21,460 | +3,992 | $44,035 |
| MONGODB INC |
152,718 | +152,718 | $41,287 |
| MDB | 152,718 | +152,718 | $41,287 |
| PACCAR INC |
415,534 | +411,097 | $41,005 |
| PCAR | 415,534 | +411,097 | $41,005 |
| HUMANA INC |
129,171 | +124,067 | $40,914 |
| HUM | 129,171 | +124,067 | $40,914 |
| WORKDAY INC |
165,337 | +100,496 | $40,410 |
| WDAY | 165,337 | +100,496 | $40,410 |
| KLA CORP |
50,020 | +50,020 | $38,736 |
| KLAC | 50,020 | +50,020 | $38,736 |
| PROCTER AND GAMBLE CO |
217,128 | +217,128 | $37,607 |
| PG | 217,128 | +217,128 | $37,607 |
| DISNEY WALT CO |
381,966 | +379,279 | $36,741 |
| DIS | 381,966 | +379,279 | $36,741 |
| ICON PLC |
126,660 | +126,660 | $36,391 |
| ICLR | 126,660 | +126,660 | $36,391 |
| TRUIST FINL CORP |
847,163 | +847,163 | $36,233 |
| TFC | 847,163 | +847,163 | $36,233 |
| EQUIFAX INC |
121,798 | +110,554 | $35,792 |
| EFX | 121,798 | +110,554 | $35,792 |
| WALMART INC |
433,504 | +433,504 | $35,005 |
| WMT | 433,504 | +433,504 | $35,005 |
| MOODYS CORP |
70,602 | +70,602 | $33,507 |
| MCO | 70,602 | +70,602 | $33,507 |
| XYLEM INC |
241,163 | +241,163 | $32,564 |
| XYL | 241,163 | +241,163 | $32,564 |
| SHERWIN WILLIAMS CO |
84,613 | -97,049 | $32,294 |
| SHW | 84,613 | -97,049 | $32,294 |
| CHARTER COMMUNICATIONS INC N |
98,467 | +98,467 | $31,911 |
| CHTR | 98,467 | +98,467 | $31,911 |
| CRH PLC |
339,054 | +339,054 | $31,444 |
| CRH | 339,054 | +339,054 | $31,444 |
| WASTE CONNECTIONS INC |
174,562 | +174,562 | $31,215 |
| WCN | 174,562 | +174,562 | $31,215 |
| HILTON WORLDWIDE HLDGS INC |
134,989 | +134,989 | $31,115 |
| HLT | 134,989 | +134,989 | $31,115 |
| ENTEGRIS INC |
274,520 | +200,608 | $30,892 |
| ENTG | 274,520 | +200,608 | $30,892 |
| GODADDY INC |
191,587 | +91,654 | $30,037 |
| GDDY | 191,587 | +91,654 | $30,037 |
| EVERSOURCE ENERGY |
437,607 | +437,607 | $29,779 |
| ES | 437,607 | +437,607 | $29,779 |
| T MOBILE US INC |
136,227 | +136,227 | $28,112 |
| TMUS | 136,227 | +136,227 | $28,112 |
| ON HLDG AG |
552,468 | +552,468 | $27,706 |
| ONON | 552,468 | +552,468 | $27,706 |
| NVENT ELECTRIC PLC |
386,022 | +235,488 | $27,122 |
| NVT | 386,022 | +235,488 | $27,122 |
See Full List: All Stocks Held By Twinbeech Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Twinbeech Capital LP
|
Size ($ in 1000's)
At 09/30/2024: $5,236,505 At 06/30/2024: $5,084,364 Twinbeech Capital LP AUM history 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 |
