HoldingsChannel.com
Twinbeech Capital LP Top Holdings
As of  03/31/2022, below is a summary of the Twinbeech Capital LP top holdings by largest position size, as per the latest 13f filing made by Twinbeech Capital LP. In the Twinbeech Capital LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Twinbeech Capital LP in that top holding, then the share count change between reporting periods, and finally the Twinbeech Capital LP top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
HOME DEPOT INC 109,490 +109,490 $32,774
     HD109,490+109,490$32,774
TJX COS INC NEW 527,846 +527,846 $31,977
     TJX527,846+527,846$31,977
COSTCO WHSL CORP NEW 51,954 +50,006 $29,918
     COST51,954+50,006$29,918
SERVICENOW INC 49,570 +49,570 $27,605
     NOW49,570+49,570$27,605
SALESFORCE COM INC 129,775 +45,312 $27,554
     CRM129,775+45,312$27,554
ADVANCED MICRO DEVICES INC 251,520 +251,520 $27,501
     AMD251,520+251,520$27,501
INTUIT 56,553 +22,183 $27,193
     INTU56,553+22,183$27,193
LAM RESEARCH CORP 50,208 +50,208 $26,992
     LRCX50,208+50,208$26,992
COMCAST CORP NEW 570,990 +511,177 $26,734
     CMCSA570,990+511,177$26,734
T MOBILE US INC 207,003 +72,363 $26,569
     TMUS207,003+72,363$26,569
WORKDAY INC 110,626 +68,171 $26,491
     WDAY110,626+68,171$26,491
STARBUCKS CORP 285,847 +285,847 $26,004
     SBUX285,847+285,847$26,004
CROWDSTRIKE HLDGS INC 112,966 +112,966 $25,652
     CRWD112,966+112,966$25,652
TE CONNECTIVITY LTD 190,765 +134,727 $24,986
     TEL190,765+134,727$24,986
BAXTER INTL INC 317,332 +303,380 $24,606
     BAX317,332+303,380$24,606
NETFLIX INC 65,563 +60,834 $24,559
     NFLX65,563+60,834$24,559
BANK NEW YORK MELLON CORP 474,650 +474,650 $23,557
     BK474,650+474,650$23,557
ECOLAB INC 130,567 +120,362 $23,053
     ECL130,567+120,362$23,053
CHARTER COMMUNICATIONS INC N 42,256 +39,982 $23,051
     CHTR42,256+39,982$23,051
GLOBAL PMTS INC 167,204 +167,204 $22,880
     GPN167,204+167,204$22,880
SCHLUMBERGER LTD 553,802 +553,802 $22,878
     SLB553,802+553,802$22,878
GENERAC HLDGS INC 76,413 +76,413 $22,715
     GNRC76,413+76,413$22,715
MONSTER BEVERAGE CORP NEW 275,817 +275,817 $22,038
     MNST275,817+275,817$22,038
SYNCHRONY FINANCIAL 624,309 +204,397 $21,732
     SYF624,309+204,397$21,732
DATADOG INC 140,868 +140,868 $21,337
     DDOG140,868+140,868$21,337
AUTODESK INC 99,512 +99,512 $21,330
     ADSK99,512+99,512$21,330
ZOETIS INC 111,267 +104,384 $20,984
     ZTS111,267+104,384$20,984
SHERWIN WILLIAMS CO 81,766 +81,766 $20,410
     SHW81,766+81,766$20,410
CORNING INC 523,818 +240,182 $19,334
     GLW523,818+240,182$19,334
SEAGATE TECHNOLOGY HLDNGS PL 212,662 +212,662 $19,118
     STX212,662+212,662$19,118
L3HARRIS TECHNOLOGIES INC 73,955 +27,377 $18,376
     LHX73,955+27,377$18,376
PINTEREST INC 744,826 +384,611 $18,330
     PINS744,826+384,611$18,330
CISCO SYS INC 321,001 +321,001 $17,899
     CSCO321,001+321,001$17,899
CVS HEALTH CORP 176,791 +176,791 $17,893
     CVS176,791+176,791$17,893
PPG INDS INC 133,958 +133,958 $17,558
     PPG133,958+133,958$17,558
TYSON FOODS INC 193,336 +193,336 $17,329
     TSN193,336+193,336$17,329
STANLEY BLACK & DECKER INC 122,899 +54,060 $17,180
     SWK122,899+54,060$17,180
ATLASSIAN CORP PLC 58,191 +56,800 $17,098
     TEAM58,191+56,800$17,098
BATH & BODY WORKS INC 355,300 +62,761 $16,983
     BBWI355,300+62,761$16,983
ROSS STORES INC 180,048 +123,695 $16,287
     ROST180,048+123,695$16,287
AGILENT TECHNOLOGIES INC 122,947 +120,263 $16,270
     A122,947+120,263$16,270
BOSTON SCIENTIFIC CORP 365,804 +365,804 $16,201
     BSX365,804+365,804$16,201
WILLIAMS SONOMA INC 110,827 +98,041 $16,070
     WSM110,827+98,041$16,070
FREEPORT MCMORAN INC 318,787 +318,787 $15,856
     FCX318,787+318,787$15,856
UNITED AIRLS HLDGS INC 338,777 +181,602 $15,706
     UAL338,777+181,602$15,706
COPART INC 116,474 +116,474 $14,614
     CPRT116,474+116,474$14,614
MONDELEZ INTL INC 231,410 +231,410 $14,528
     MDLZ231,410+231,410$14,528
VERIZON COMMUNICATIONS INC 280,306 +280,306 $14,279
     VZ280,306+280,306$14,279
AVANTOR INC 422,117 +422,117 $14,276
     AVTR422,117+422,117$14,276
HCA HEALTHCARE INC 56,521 +56,521 $14,165
     HCA56,521+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

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

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