HoldingsChannel.com
Twinbeech Capital LP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
HCA HEALTHCARE INC 37,589 +37,589 $3,377
     HCA37,589+37,589$3,377
BEST BUY INC 57,777 +52,251 $3,293
     BBY57,777+52,251$3,293
THERMO FISHER SCIENTIFIC INC 11,099 +11,099 $3,148
     TMO11,099+11,099$3,148
PAYPAL HLDGS INC 32,295 +22,754 $3,092
     PYPL32,295+22,754$3,092
LOWES COS INC 34,728 +34,728 $2,988
     LOW34,728+34,728$2,988
SHERWIN WILLIAMS CO 6,193 +5,495 $2,846
     SHW6,193+5,495$2,846
AUTOZONE INC 3,363 +3,363 $2,845
     AZO3,363+3,363$2,845
HOME DEPOT INC 14,491 +14,491 $2,706
     HD14,491+14,491$2,706
SLACK TECHNOLOGIES INC 100,175 +60,648 $2,689
     WORK100,175+60,648$2,689
WYNN RESORTS LTD 44,635 +44,635 $2,687
     WYNN44,635+44,635$2,687
ACTIVISION BLIZZARD INC 45,164 +45,164 $2,686
     ATVI45,164+45,164$2,686
NXP SEMICONDUCTORS N V 32,350 +4,103 $2,683
     NXPI32,350+4,103$2,683
DOMINOS PIZZA INC 8,253 +8,253 $2,675
     DPZ8,253+8,253$2,675
MARSH & MCLENNAN COS INC 30,935 +30,935 $2,675
     MMC30,935+30,935$2,675
MORGAN STANLEY 78,606 +78,606 $2,673
     MS78,606+78,606$2,673
UNITED TECHNOLOGIES CORP 28,272 +16,350 $2,667
     UTX28,272+16,350$2,667
EBAY INC 88,673 +71,179 $2,666
     EBAY88,673+71,179$2,666
ZOOM VIDEO COMMUNICATIONS IN 18,247 +18,247 $2,666
     ZM18,247+18,247$2,666
GLOBAL PMTS INC 18,436 +18,436 $2,659
     GPN18,436+18,436$2,659
WILLIAMS COS INC 187,692 +187,692 $2,656
     WMB187,692+187,692$2,656
AON PLC 16,079 +16,079 $2,654
     AON16,079+16,079$2,654
MCKESSON CORP 19,559 +5,659 $2,646
     MCK19,559+5,659$2,646
JOHNSON CTLS INTL PLC 94,335 +56,755 $2,543
     JCI94,335+56,755$2,543
MOTOROLA SOLUTIONS INC 18,977 +17,052 $2,522
     MSI18,977+17,052$2,522
CVS HEALTH CORP 42,124 +42,124 $2,499
     CVS42,124+42,124$2,499
AUTODESK INC 15,949 +14,372 $2,490
     ADSK15,949+14,372$2,490
FLEETCOR TECHNOLOGIES INC 13,309 +11,974 $2,483
     FLT13,309+11,974$2,483
ADOBE INC 7,728 +7,728 $2,459
     ADBE7,728+7,728$2,459
DOLLAR GEN CORP NEW 16,224 +16,224 $2,450
     DG16,224+16,224$2,450
LUMENTUM HLDGS INC 31,572 +31,572 $2,327
     LITE31,572+31,572$2,327
LAS VEGAS SANDS CORP 54,518 +54,518 $2,315
     LVS54,518+54,518$2,315
TRACTOR SUPPLY CO 26,271 +8,247 $2,221
     TSCO26,271+8,247$2,221
ALLY FINL INC 152,142 +100,513 $2,195
     ALLY152,142+100,513$2,195
FEDEX CORP 17,512 +6,789 $2,124
     FDX17,512+6,789$2,124
MARATHON PETE CORP 88,776 +83,368 $2,097
     MPC88,776+83,368$2,097
ISHARES TR (IWM) 18,118 +18,118 $2,074
     IWM18,118+18,118$2,074
COGNIZANT TECHNOLOGY SOLUTIO 44,437 +44,437 $2,065
     CTSH44,437+44,437$2,065
HARTFORD FINL SVCS GROUP INC 56,947 +37,516 $2,007
     HIG56,947+37,516$2,007
RAYTHEON CO 15,029 +15,029 $1,971
     RTN15,029+15,029$1,971
CROWDSTRIKE HLDGS INC 34,301 +34,301 $1,910
     CRWD34,301+34,301$1,910
EVERSOURCE ENERGY 23,554 +18,829 $1,842
     ES23,554+18,829$1,842
CINTAS CORP 10,248 +10,248 $1,775
     CTAS10,248+10,248$1,775
ALLEGION PLC 19,188 +19,188 $1,766
     ALLE19,188+19,188$1,766
MONSTER BEVERAGE CORP NEW 29,235 -12,007 $1,645
     MNST29,235-12,007$1,645
SVB FINANCIAL GROUP 10,785 +10,785 $1,629
     SIVB10,785+10,785$1,629
DISCOVERY INC 91,535 +91,535 $1,606
     DISCK91,535+91,535$1,606
XYLEM INC 24,294 +24,294 $1,582
     XYL24,294+24,294$1,582
NOVOCURE LTD 23,266 +18,565 $1,567
     NVCR23,266+18,565$1,567
COSTCO WHSL CORP NEW 5,341 +5,341 $1,523
     COST5,341+5,341$1,523
CORTEVA INC 64,194 +64,194 $1,509
     CTVA64,194+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

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

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