HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 HCA HEALTHCARE INC |
37,589 | +37,589 | $3,377 |
| HCA | 37,589 | +37,589 | $3,377 |
| BEST BUY INC |
57,777 | +52,251 | $3,293 |
| BBY | 57,777 | +52,251 | $3,293 |
| THERMO FISHER SCIENTIFIC INC |
11,099 | +11,099 | $3,148 |
| TMO | 11,099 | +11,099 | $3,148 |
| PAYPAL HLDGS INC |
32,295 | +22,754 | $3,092 |
| PYPL | 32,295 | +22,754 | $3,092 |
| LOWES COS INC |
34,728 | +34,728 | $2,988 |
| LOW | 34,728 | +34,728 | $2,988 |
| SHERWIN WILLIAMS CO |
6,193 | +5,495 | $2,846 |
| SHW | 6,193 | +5,495 | $2,846 |
| AUTOZONE INC |
3,363 | +3,363 | $2,845 |
| AZO | 3,363 | +3,363 | $2,845 |
| HOME DEPOT INC |
14,491 | +14,491 | $2,706 |
| HD | 14,491 | +14,491 | $2,706 |
| SLACK TECHNOLOGIES INC |
100,175 | +60,648 | $2,689 |
| WORK | 100,175 | +60,648 | $2,689 |
| WYNN RESORTS LTD |
44,635 | +44,635 | $2,687 |
| WYNN | 44,635 | +44,635 | $2,687 |
| ACTIVISION BLIZZARD INC |
45,164 | +45,164 | $2,686 |
| ATVI | 45,164 | +45,164 | $2,686 |
| NXP SEMICONDUCTORS N V |
32,350 | +4,103 | $2,683 |
| NXPI | 32,350 | +4,103 | $2,683 |
| DOMINOS PIZZA INC |
8,253 | +8,253 | $2,675 |
| DPZ | 8,253 | +8,253 | $2,675 |
| MARSH & MCLENNAN COS INC |
30,935 | +30,935 | $2,675 |
| MMC | 30,935 | +30,935 | $2,675 |
| MORGAN STANLEY |
78,606 | +78,606 | $2,673 |
| MS | 78,606 | +78,606 | $2,673 |
| UNITED TECHNOLOGIES CORP |
28,272 | +16,350 | $2,667 |
| UTX | 28,272 | +16,350 | $2,667 |
| EBAY INC |
88,673 | +71,179 | $2,666 |
| EBAY | 88,673 | +71,179 | $2,666 |
| ZOOM VIDEO COMMUNICATIONS IN |
18,247 | +18,247 | $2,666 |
| ZM | 18,247 | +18,247 | $2,666 |
| GLOBAL PMTS INC |
18,436 | +18,436 | $2,659 |
| GPN | 18,436 | +18,436 | $2,659 |
| WILLIAMS COS INC |
187,692 | +187,692 | $2,656 |
| WMB | 187,692 | +187,692 | $2,656 |
| AON PLC |
16,079 | +16,079 | $2,654 |
| AON | 16,079 | +16,079 | $2,654 |
| MCKESSON CORP |
19,559 | +5,659 | $2,646 |
| MCK | 19,559 | +5,659 | $2,646 |
| JOHNSON CTLS INTL PLC |
94,335 | +56,755 | $2,543 |
| JCI | 94,335 | +56,755 | $2,543 |
| MOTOROLA SOLUTIONS INC |
18,977 | +17,052 | $2,522 |
| MSI | 18,977 | +17,052 | $2,522 |
| CVS HEALTH CORP |
42,124 | +42,124 | $2,499 |
| CVS | 42,124 | +42,124 | $2,499 |
| AUTODESK INC |
15,949 | +14,372 | $2,490 |
| ADSK | 15,949 | +14,372 | $2,490 |
| FLEETCOR TECHNOLOGIES INC |
13,309 | +11,974 | $2,483 |
| FLT | 13,309 | +11,974 | $2,483 |
| ADOBE INC |
7,728 | +7,728 | $2,459 |
| ADBE | 7,728 | +7,728 | $2,459 |
| DOLLAR GEN CORP NEW |
16,224 | +16,224 | $2,450 |
| DG | 16,224 | +16,224 | $2,450 |
| LUMENTUM HLDGS INC |
31,572 | +31,572 | $2,327 |
| LITE | 31,572 | +31,572 | $2,327 |
| LAS VEGAS SANDS CORP |
54,518 | +54,518 | $2,315 |
| LVS | 54,518 | +54,518 | $2,315 |
| TRACTOR SUPPLY CO |
26,271 | +8,247 | $2,221 |
| TSCO | 26,271 | +8,247 | $2,221 |
| ALLY FINL INC |
152,142 | +100,513 | $2,195 |
| ALLY | 152,142 | +100,513 | $2,195 |
| FEDEX CORP |
17,512 | +6,789 | $2,124 |
| FDX | 17,512 | +6,789 | $2,124 |
| MARATHON PETE CORP |
88,776 | +83,368 | $2,097 |
| MPC | 88,776 | +83,368 | $2,097 |
| ISHARES TR (IWM) |
18,118 | +18,118 | $2,074 |
| IWM | 18,118 | +18,118 | $2,074 |
| COGNIZANT TECHNOLOGY SOLUTIO |
44,437 | +44,437 | $2,065 |
| CTSH | 44,437 | +44,437 | $2,065 |
| HARTFORD FINL SVCS GROUP INC |
56,947 | +37,516 | $2,007 |
| HIG | 56,947 | +37,516 | $2,007 |
| RAYTHEON CO |
15,029 | +15,029 | $1,971 |
| RTN | 15,029 | +15,029 | $1,971 |
| CROWDSTRIKE HLDGS INC |
34,301 | +34,301 | $1,910 |
| CRWD | 34,301 | +34,301 | $1,910 |
| EVERSOURCE ENERGY |
23,554 | +18,829 | $1,842 |
| ES | 23,554 | +18,829 | $1,842 |
| CINTAS CORP |
10,248 | +10,248 | $1,775 |
| CTAS | 10,248 | +10,248 | $1,775 |
| ALLEGION PLC |
19,188 | +19,188 | $1,766 |
| ALLE | 19,188 | +19,188 | $1,766 |
| MONSTER BEVERAGE CORP NEW |
29,235 | -12,007 | $1,645 |
| MNST | 29,235 | -12,007 | $1,645 |
| SVB FINANCIAL GROUP |
10,785 | +10,785 | $1,629 |
| SIVB | 10,785 | +10,785 | $1,629 |
| DISCOVERY INC |
91,535 | +91,535 | $1,606 |
| DISCK | 91,535 | +91,535 | $1,606 |
| XYLEM INC |
24,294 | +24,294 | $1,582 |
| XYL | 24,294 | +24,294 | $1,582 |
| NOVOCURE LTD |
23,266 | +18,565 | $1,567 |
| NVCR | 23,266 | +18,565 | $1,567 |
| COSTCO WHSL CORP NEW |
5,341 | +5,341 | $1,523 |
| COST | 5,341 | +5,341 | $1,523 |
| CORTEVA INC |
64,194 | +64,194 | $1,509 |
| CTVA | 64,194 | +64,194 | $1,509 |
See Full List: All Stocks Held By Twinbeech Capital LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Twinbeech Capital LP
|
Size ($ in 1000's)
At 03/31/2020: $250,642 At 12/31/2019: $345,362 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 |
