
Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
109,490 | +109,490 | $32,774 |
HD | 109,490 | +109,490 | $32,774 |
![]() |
527,846 | +527,846 | $31,977 |
TJX | 527,846 | +527,846 | $31,977 |
![]() |
51,954 | +50,006 | $29,918 |
COST | 51,954 | +50,006 | $29,918 |
![]() |
49,570 | +49,570 | $27,605 |
NOW | 49,570 | +49,570 | $27,605 |
![]() |
129,775 | +45,312 | $27,554 |
CRM | 129,775 | +45,312 | $27,554 |
![]() |
251,520 | +251,520 | $27,501 |
AMD | 251,520 | +251,520 | $27,501 |
![]() |
56,553 | +22,183 | $27,193 |
INTU | 56,553 | +22,183 | $27,193 |
![]() |
50,208 | +50,208 | $26,992 |
LRCX | 50,208 | +50,208 | $26,992 |
![]() |
570,990 | +511,177 | $26,734 |
CMCSA | 570,990 | +511,177 | $26,734 |
![]() |
207,003 | +72,363 | $26,569 |
TMUS | 207,003 | +72,363 | $26,569 |
![]() |
110,626 | +68,171 | $26,491 |
WDAY | 110,626 | +68,171 | $26,491 |
![]() |
285,847 | +285,847 | $26,004 |
SBUX | 285,847 | +285,847 | $26,004 |
![]() |
112,966 | +112,966 | $25,652 |
CRWD | 112,966 | +112,966 | $25,652 |
![]() |
190,765 | +134,727 | $24,986 |
TEL | 190,765 | +134,727 | $24,986 |
![]() |
317,332 | +303,380 | $24,606 |
BAX | 317,332 | +303,380 | $24,606 |
![]() |
65,563 | +60,834 | $24,559 |
NFLX | 65,563 | +60,834 | $24,559 |
![]() |
474,650 | +474,650 | $23,557 |
BK | 474,650 | +474,650 | $23,557 |
![]() |
130,567 | +120,362 | $23,053 |
ECL | 130,567 | +120,362 | $23,053 |
![]() |
42,256 | +39,982 | $23,051 |
CHTR | 42,256 | +39,982 | $23,051 |
![]() |
167,204 | +167,204 | $22,880 |
GPN | 167,204 | +167,204 | $22,880 |
![]() |
553,802 | +553,802 | $22,878 |
SLB | 553,802 | +553,802 | $22,878 |
![]() |
76,413 | +76,413 | $22,715 |
GNRC | 76,413 | +76,413 | $22,715 |
![]() |
275,817 | +275,817 | $22,038 |
MNST | 275,817 | +275,817 | $22,038 |
![]() |
624,309 | +204,397 | $21,732 |
SYF | 624,309 | +204,397 | $21,732 |
![]() |
140,868 | +140,868 | $21,337 |
DDOG | 140,868 | +140,868 | $21,337 |
![]() |
99,512 | +99,512 | $21,330 |
ADSK | 99,512 | +99,512 | $21,330 |
![]() |
111,267 | +104,384 | $20,984 |
ZTS | 111,267 | +104,384 | $20,984 |
![]() |
81,766 | +81,766 | $20,410 |
SHW | 81,766 | +81,766 | $20,410 |
![]() |
523,818 | +240,182 | $19,334 |
GLW | 523,818 | +240,182 | $19,334 |
![]() |
212,662 | +212,662 | $19,118 |
STX | 212,662 | +212,662 | $19,118 |
![]() |
73,955 | +27,377 | $18,376 |
LHX | 73,955 | +27,377 | $18,376 |
![]() |
744,826 | +384,611 | $18,330 |
PINS | 744,826 | +384,611 | $18,330 |
![]() |
321,001 | +321,001 | $17,899 |
CSCO | 321,001 | +321,001 | $17,899 |
![]() |
176,791 | +176,791 | $17,893 |
CVS | 176,791 | +176,791 | $17,893 |
![]() |
133,958 | +133,958 | $17,558 |
PPG | 133,958 | +133,958 | $17,558 |
![]() |
193,336 | +193,336 | $17,329 |
TSN | 193,336 | +193,336 | $17,329 |
![]() |
122,899 | +54,060 | $17,180 |
SWK | 122,899 | +54,060 | $17,180 |
![]() |
58,191 | +56,800 | $17,098 |
TEAM | 58,191 | +56,800 | $17,098 |
![]() |
355,300 | +62,761 | $16,983 |
BBWI | 355,300 | +62,761 | $16,983 |
![]() |
180,048 | +123,695 | $16,287 |
ROST | 180,048 | +123,695 | $16,287 |
![]() |
122,947 | +120,263 | $16,270 |
A | 122,947 | +120,263 | $16,270 |
![]() |
365,804 | +365,804 | $16,201 |
BSX | 365,804 | +365,804 | $16,201 |
![]() |
110,827 | +98,041 | $16,070 |
WSM | 110,827 | +98,041 | $16,070 |
![]() |
318,787 | +318,787 | $15,856 |
FCX | 318,787 | +318,787 | $15,856 |
![]() |
338,777 | +181,602 | $15,706 |
UAL | 338,777 | +181,602 | $15,706 |
![]() |
116,474 | +116,474 | $14,614 |
CPRT | 116,474 | +116,474 | $14,614 |
![]() |
231,410 | +231,410 | $14,528 |
MDLZ | 231,410 | +231,410 | $14,528 |
![]() |
280,306 | +280,306 | $14,279 |
VZ | 280,306 | +280,306 | $14,279 |
![]() |
422,117 | +422,117 | $14,276 |
AVTR | 422,117 | +422,117 | $14,276 |
![]() |
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
![]() 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 |