HoldingsChannel.com
Twinbeech Capital LP Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
UNITED PARCEL SERVICE INC 37,091 +37,091 $4,342
     UPS37,091+37,091$4,342
TESLA INC 10,315 +10,315 $4,315
     TSLA10,315+10,315$4,315
ROSS STORES INC 35,771 +35,771 $4,164
     ROST35,771+35,771$4,164
TJX COS INC NEW 68,082 +68,082 $4,157
     TJX68,082+68,082$4,157
CONSTELLATION BRANDS INC 21,612 +21,612 $4,101
     STZ21,612+21,612$4,101
LULULEMON ATHLETICA INC 16,674 +16,674 $3,863
     LULU16,674+16,674$3,863
DEXCOM INC 17,311 +17,311 $3,787
     DXCM17,311+17,311$3,787
MERCADOLIBRE INC 6,584 +6,584 $3,766
     MELI6,584+6,584$3,766
VEEVA SYS INC 25,975 +25,975 $3,654
     VEEV25,975+25,975$3,654
DUPONT DE NEMOURS INC 56,887 +56,887 $3,652
     DD56,887+56,887$3,652
VIACOMCBS INC 86,879 +86,879 $3,646
     CBS86,879+86,879$3,646
ECOLAB INC 18,669 +18,669 $3,603
     ECL18,669+18,669$3,603
NXP SEMICONDUCTORS N V 28,247 +28,247 $3,595
     NXPI28,247+28,247$3,595
REGENERON PHARMACEUTICALS 9,507 +9,507 $3,570
     REGN9,507+9,507$3,570
EDWARDS LIFESCIENCES CORP 15,018 +15,018 $3,504
     EW15,018+15,018$3,504
SNAP INC 204,182 +204,182 $3,334
     SNAP204,182+204,182$3,334
AMERICAN INTL GROUP INC 63,814 +63,814 $3,276
     AIG63,814+63,814$3,276
BANK NEW YORK MELLON CORP 64,561 +64,561 $3,249
     BK64,561+64,561$3,249
THE TRADE DESK INC 11,873 +11,873 $3,084
     TTD11,873+11,873$3,084
LENNAR CORP 54,437 +54,437 $3,037
     LEN54,437+54,437$3,037
XILINX INC 30,785 +30,785 $3,010
     XLNX30,785+30,785$3,010
MEDTRONIC PLC 26,354 +26,354 $2,990
     MDT26,354+26,354$2,990
FIVE BELOW INC 23,303 +23,303 $2,980
     FIVE23,303+23,303$2,980
WALMART INC 24,295 +24,295 $2,887
     WMT24,295+24,295$2,887
ULTA BEAUTY INC 11,194 +11,194 $2,834
     ULTA11,194+11,194$2,834
MONSTER BEVERAGE CORP NEW 41,242 +41,242 $2,621
     MNST41,242+41,242$2,621
STARBUCKS CORP 27,897 +27,897 $2,453
     SBUX27,897+27,897$2,453
ETSY INC 54,391 +54,391 $2,410
     ETSY54,391+54,391$2,410
ZENDESK INC 31,288 +31,288 $2,398
     ZEN31,288+31,288$2,398
HALLIBURTON CO 96,963 +96,963 $2,373
     HAL96,963+96,963$2,373
INTERNATIONAL FLAVORS&FRAGRA 18,365 +18,365 $2,369
     IFF18,365+18,365$2,369
AGILENT TECHNOLOGIES INC 27,506 +27,506 $2,347
     A27,506+27,506$2,347
DEERE & CO 13,534 +13,534 $2,345
     DE13,534+13,534$2,345
GILEAD SCIENCES INC 35,961 +35,961 $2,337
     GILD35,961+35,961$2,337
DOCUSIGN INC 31,008 +31,008 $2,298
     DOCU31,008+31,008$2,298
WESTERN DIGITAL CORP 36,119 +36,119 $2,292
     WDC36,119+36,119$2,292
CABOT OIL & GAS CORP 129,501 +129,501 $2,255
     COG129,501+129,501$2,255
BAIDU INC 17,553 +17,553 $2,219
     BIDU17,553+17,553$2,219
ANAPLAN INC 39,982 +39,982 $2,095
     PLAN39,982+39,982$2,095
DXC TECHNOLOGY CO 54,709 +54,709 $2,057
     DXC54,709+54,709$2,057
CARDINAL HEALTH INC 39,647 +39,647 $2,005
     CAH39,647+39,647$2,005
MCKESSON CORP 13,900 +13,900 $1,923
     MCK13,900+13,900$1,923
AUTOMATIC DATA PROCESSING IN 11,027 +11,027 $1,880
     ADP11,027+11,027$1,880
GODADDY INC 27,491 +27,491 $1,867
     GDDY27,491+27,491$1,867
WABTEC CORP 23,480 +23,480 $1,827
     WAB23,480+23,480$1,827
CHENIERE ENERGY INC 29,773 +29,773 $1,818
     LNG29,773+29,773$1,818
GAP INC 101,656 +101,656 $1,797
     GPS101,656+101,656$1,797
UNITED TECHNOLOGIES CORP 11,922 +11,922 $1,785
     UTX11,922+11,922$1,785
PAPA JOHNS INTL INC 27,561 +27,561 $1,740
     PZZA27,561+27,561$1,740
TRACTOR SUPPLY CO 18,024 +18,024 $1,684
     TSCO18,024+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

Twinbeech Capital LP Top Holdings 13F Filings | www.HoldingsChannel.com

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