TWINBEECH CAPITAL LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ADT | 710K | $5.73M |
 | TTD | 359K | $13.62M |
 | CPNG | 335K | $7.91M |
 | XP | 320K | $5.24M |
 | IOT | 318K | $11.28M |
 | DT | 312K | $13.52M |
 | PFE | 311K | $7.74M |
 | CNC | 304K | $12.50M |
 | NEXT | 284K | $1.49M |
 | MRNA | 281K | $8.29M |
 | ELAN | 281K | $6.35M |
 | CARR | 264K | $13.97M |
 | BGC | 263K | $2.35M |
 | OGN | 258K | $1.85M |
 | GT | 250K | $2.19M |
 | MTCH | 228K | $7.35M |
 | GTES | 213K | $4.57M |
 | LVS | 208K | $13.55M |
 | M | 204K | $4.50M |
 | TTEK | 201K | $6.72M |
ADT Inc.
ADT
Shares Held
710K
Value
$5.73M
The Trade Desk, Inc.
TTD
Shares Held
359K
Value
$13.62M
Coupang, Inc.
CPNG
Shares Held
335K
Value
$7.91M
XP Inc.
XP
Shares Held
320K
Value
$5.24M
Samsara Inc.
IOT
Shares Held
318K
Value
$11.28M
Dynatrace, Inc.
DT
Shares Held
312K
Value
$13.52M
Pfizer Inc.
PFE
Shares Held
311K
Value
$7.74M
Centene Corporation
CNC
Shares Held
304K
Value
$12.50M
NextDecade Corporation
NEXT
Shares Held
284K
Value
$1.49M
Moderna, Inc.
MRNA
Shares Held
281K
Value
$8.29M
Elanco Animal Health Incorporated
ELAN
Shares Held
281K
Value
$6.35M
Carrier Global Corporation
CARR
Shares Held
264K
Value
$13.97M
BGC Group, Inc
BGC
Shares Held
263K
Value
$2.35M
Organon & Co.
OGN
Shares Held
258K
Value
$1.85M
The Goodyear Tire & Rubber Company
GT
Shares Held
250K
Value
$2.19M
Match Group, Inc.
MTCH
Shares Held
228K
Value
$7.35M
Gates Industrial Corporation plc
GTES
Shares Held
213K
Value
$4.57M
Las Vegas Sands Corp.
LVS
Shares Held
208K
Value
$13.55M
Macy's, Inc.
M
Shares Held
204K
Value
$4.50M
Tetra Tech, Inc.
TTEK
Shares Held
201K
Value
$6.72M