HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 HOME DEPOT INC |
109,490 | +109,490 | $32,774 |
| HD | 109,490 | +109,490 | $32,774 |
| TJX COS INC NEW |
527,846 | +527,846 | $31,977 |
| TJX | 527,846 | +527,846 | $31,977 |
| COSTCO WHSL CORP NEW |
51,954 | +50,006 | $29,918 |
| COST | 51,954 | +50,006 | $29,918 |
| SERVICENOW INC |
49,570 | +49,570 | $27,605 |
| NOW | 49,570 | +49,570 | $27,605 |
| SALESFORCE COM INC |
129,775 | +45,312 | $27,554 |
| CRM | 129,775 | +45,312 | $27,554 |
| ADVANCED MICRO DEVICES INC |
251,520 | +251,520 | $27,501 |
| AMD | 251,520 | +251,520 | $27,501 |
| INTUIT |
56,553 | +22,183 | $27,193 |
| INTU | 56,553 | +22,183 | $27,193 |
| LAM RESEARCH CORP |
50,208 | +50,208 | $26,992 |
| LRCX | 50,208 | +50,208 | $26,992 |
| COMCAST CORP NEW |
570,990 | +511,177 | $26,734 |
| CMCSA | 570,990 | +511,177 | $26,734 |
| T MOBILE US INC |
207,003 | +72,363 | $26,569 |
| TMUS | 207,003 | +72,363 | $26,569 |
| WORKDAY INC |
110,626 | +68,171 | $26,491 |
| WDAY | 110,626 | +68,171 | $26,491 |
| STARBUCKS CORP |
285,847 | +285,847 | $26,004 |
| SBUX | 285,847 | +285,847 | $26,004 |
| CROWDSTRIKE HLDGS INC |
112,966 | +112,966 | $25,652 |
| CRWD | 112,966 | +112,966 | $25,652 |
| TE CONNECTIVITY LTD |
190,765 | +134,727 | $24,986 |
| TEL | 190,765 | +134,727 | $24,986 |
| BAXTER INTL INC |
317,332 | +303,380 | $24,606 |
| BAX | 317,332 | +303,380 | $24,606 |
| NETFLIX INC |
65,563 | +60,834 | $24,559 |
| NFLX | 65,563 | +60,834 | $24,559 |
| BANK NEW YORK MELLON CORP |
474,650 | +474,650 | $23,557 |
| BK | 474,650 | +474,650 | $23,557 |
| ECOLAB INC |
130,567 | +120,362 | $23,053 |
| ECL | 130,567 | +120,362 | $23,053 |
| CHARTER COMMUNICATIONS INC N |
42,256 | +39,982 | $23,051 |
| CHTR | 42,256 | +39,982 | $23,051 |
| GLOBAL PMTS INC |
167,204 | +167,204 | $22,880 |
| GPN | 167,204 | +167,204 | $22,880 |
| SCHLUMBERGER LTD |
553,802 | +553,802 | $22,878 |
| SLB | 553,802 | +553,802 | $22,878 |
| GENERAC HLDGS INC |
76,413 | +76,413 | $22,715 |
| GNRC | 76,413 | +76,413 | $22,715 |
| MONSTER BEVERAGE CORP NEW |
275,817 | +275,817 | $22,038 |
| MNST | 275,817 | +275,817 | $22,038 |
| SYNCHRONY FINANCIAL |
624,309 | +204,397 | $21,732 |
| SYF | 624,309 | +204,397 | $21,732 |
| DATADOG INC |
140,868 | +140,868 | $21,337 |
| DDOG | 140,868 | +140,868 | $21,337 |
| AUTODESK INC |
99,512 | +99,512 | $21,330 |
| ADSK | 99,512 | +99,512 | $21,330 |
| ZOETIS INC |
111,267 | +104,384 | $20,984 |
| ZTS | 111,267 | +104,384 | $20,984 |
| SHERWIN WILLIAMS CO |
81,766 | +81,766 | $20,410 |
| SHW | 81,766 | +81,766 | $20,410 |
| CORNING INC |
523,818 | +240,182 | $19,334 |
| GLW | 523,818 | +240,182 | $19,334 |
| SEAGATE TECHNOLOGY HLDNGS PL |
212,662 | +212,662 | $19,118 |
| STX | 212,662 | +212,662 | $19,118 |
| L3HARRIS TECHNOLOGIES INC |
73,955 | +27,377 | $18,376 |
| LHX | 73,955 | +27,377 | $18,376 |
| PINTEREST INC |
744,826 | +384,611 | $18,330 |
| PINS | 744,826 | +384,611 | $18,330 |
| CISCO SYS INC |
321,001 | +321,001 | $17,899 |
| CSCO | 321,001 | +321,001 | $17,899 |
| CVS HEALTH CORP |
176,791 | +176,791 | $17,893 |
| CVS | 176,791 | +176,791 | $17,893 |
| PPG INDS INC |
133,958 | +133,958 | $17,558 |
| PPG | 133,958 | +133,958 | $17,558 |
| TYSON FOODS INC |
193,336 | +193,336 | $17,329 |
| TSN | 193,336 | +193,336 | $17,329 |
| STANLEY BLACK & DECKER INC |
122,899 | +54,060 | $17,180 |
| SWK | 122,899 | +54,060 | $17,180 |
| ATLASSIAN CORP PLC |
58,191 | +56,800 | $17,098 |
| TEAM | 58,191 | +56,800 | $17,098 |
| BATH & BODY WORKS INC |
355,300 | +62,761 | $16,983 |
| BBWI | 355,300 | +62,761 | $16,983 |
| ROSS STORES INC |
180,048 | +123,695 | $16,287 |
| ROST | 180,048 | +123,695 | $16,287 |
| AGILENT TECHNOLOGIES INC |
122,947 | +120,263 | $16,270 |
| A | 122,947 | +120,263 | $16,270 |
| BOSTON SCIENTIFIC CORP |
365,804 | +365,804 | $16,201 |
| BSX | 365,804 | +365,804 | $16,201 |
| WILLIAMS SONOMA INC |
110,827 | +98,041 | $16,070 |
| WSM | 110,827 | +98,041 | $16,070 |
| FREEPORT MCMORAN INC |
318,787 | +318,787 | $15,856 |
| FCX | 318,787 | +318,787 | $15,856 |
| UNITED AIRLS HLDGS INC |
338,777 | +181,602 | $15,706 |
| UAL | 338,777 | +181,602 | $15,706 |
| COPART INC |
116,474 | +116,474 | $14,614 |
| CPRT | 116,474 | +116,474 | $14,614 |
| MONDELEZ INTL INC |
231,410 | +231,410 | $14,528 |
| MDLZ | 231,410 | +231,410 | $14,528 |
| VERIZON COMMUNICATIONS INC |
280,306 | +280,306 | $14,279 |
| VZ | 280,306 | +280,306 | $14,279 |
| AVANTOR INC |
422,117 | +422,117 | $14,276 |
| AVTR | 422,117 | +422,117 | $14,276 |
| HCA HEALTHCARE INC |
56,521 | +56,521 | $14,165 |
| HCA | 56,521 | +56,521 | $14,165 |
See Full List: All Stocks Held By Twinbeech Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Twinbeech Capital LP
|
Size ($ in 1000's)
At 03/31/2022: $2,271,550 At 12/31/2021: $1,755,393 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 |
