TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 1.97M | $31.92M |
 | AUR | 1.10M | $5.93M |
 | SLB | 837K | $28.76M |
 | BAX | 652K | $14.86M |
 | CPRT | 614K | $27.62M |
 | VTRS | 612K | $6.06M |
 | NU | 574K | $9.18M |
 | FCX | 555K | $21.77M |
 | TOST | 518K | $18.92M |
 | BMY | 485K | $21.85M |
 | COMP | 471K | $3.78M |
 | GPK | 462K | $9.03M |
 | FLG | 427K | $4.93M |
 | PRMB | 417K | $9.21M |
 | QXO | 404K | $7.71M |
 | ON | 390K | $19.23M |
 | AES | 387K | $5.09M |
 | DXCM | 371K | $24.95M |
 | PCG | 370K | $5.58M |
 | FLEX | 365K | $21.14M |
Kenvue Inc.
KVUE
Shares Held
1.97M
Value
$31.92M
Aurora Innovation, Inc.
AUR
Shares Held
1.10M
Value
$5.93M
SLB N.V.
SLB
Shares Held
837K
Value
$28.76M
Baxter International Inc.
BAX
Shares Held
652K
Value
$14.86M
Copart, Inc.
CPRT
Shares Held
614K
Value
$27.62M
Viatris Inc.
VTRS
Shares Held
612K
Value
$6.06M
Nu Holdings Ltd.
NU
Shares Held
574K
Value
$9.18M
Freeport-McMoRan Inc.
FCX
Shares Held
555K
Value
$21.77M
Toast, Inc.
TOST
Shares Held
518K
Value
$18.92M
Bristol-Myers Squibb Company
BMY
Shares Held
485K
Value
$21.85M
Compass, Inc.
COMP
Shares Held
471K
Value
$3.78M
Graphic Packaging Holding Company
GPK
Shares Held
462K
Value
$9.03M
Flagstar Financial, Inc.
FLG
Shares Held
427K
Value
$4.93M
Primo Brands Corporation
PRMB
Shares Held
417K
Value
$9.21M
QXO Inc
QXO
Shares Held
404K
Value
$7.71M
ON Semiconductor Corporation
ON
Shares Held
390K
Value
$19.23M
The AES Corporation
AES
Shares Held
387K
Value
$5.09M
DexCom, Inc.
DXCM
Shares Held
371K
Value
$24.95M
Pacific Gas & Electric Co.
PCG
Shares Held
370K
Value
$5.58M
Flex Ltd.
FLEX
Shares Held
365K
Value
$21.14M