TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MTSI | 43K | $5.40M |
 | KHC | 43K | $1.12M |
 | DPZ | 43K | $18.58M |
 | FA | 43K | $660.99K |
 | LEA | 43K | $4.32M |
 | SANM | 43K | $4.92M |
 | PGY | 43K | $1.26M |
 | CON | 42K | $889.44K |
 | KMPR | 42K | $2.19M |
 | DVAX | 42K | $419.83K |
 | LNG | 42K | $9.82M |
 | SITE | 42K | $5.38M |
 | NOC | 42K | $25.32M |
 | NSIT | 41K | $4.71M |
 | MRP | 41K | $1.39M |
 | CTRA | 41K | $976.06K |
 | HUM | 40K | $10.53M |
 | NOVT | 40K | $4.04M |
 | CI | 40K | $11.62M |
 | HLNE | 40K | $5.40M |
MACOM Technology Solutions Holdings, Inc.
MTSI
Shares Held
43K
Value
$5.40M
The Kraft Heinz Company
KHC
Shares Held
43K
Value
$1.12M
Domino's Pizza, Inc.
DPZ
Shares Held
43K
Value
$18.58M
First Advantage Corporation
FA
Shares Held
43K
Value
$660.99K
Lear Corporation
LEA
Shares Held
43K
Value
$4.32M
Sanmina Corporation
SANM
Shares Held
43K
Value
$4.92M
Pagaya Technologies Ltd.
PGY
Shares Held
43K
Value
$1.26M
Concentra Group Holdings Parent, Inc.
CON
Shares Held
42K
Value
$889.44K
Kemper Corporation
KMPR
Shares Held
42K
Value
$2.19M
Dynavax Technologies Corporation
DVAX
Shares Held
42K
Value
$419.83K
Cheniere Energy, Inc.
LNG
Shares Held
42K
Value
$9.82M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
42K
Value
$5.38M
Northrop Grumman Corporation
NOC
Shares Held
42K
Value
$25.32M
Insight Enterprises, Inc.
NSIT
Shares Held
41K
Value
$4.71M
Millrose Properties, Inc.
MRP
Shares Held
41K
Value
$1.39M
Coterra Energy Inc.
CTRA
Shares Held
41K
Value
$976.06K
Humana Inc.
HUM
Shares Held
40K
Value
$10.53M
Novanta Inc.
NOVT
Shares Held
40K
Value
$4.04M
Cigna Corporation
CI
Shares Held
40K
Value
$11.62M
Hamilton Lane Incorporated
HLNE
Shares Held
40K
Value
$5.40M