TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QGEN | 20K | $901.55K |
 | LII | 20K | $10.54M |
 | ROK | 20K | $6.95M |
 | SHO | 19K | $182.70K |
 | NCNO | 19K | $527.56K |
 | APH | 19K | $2.38M |
 | FIVN | 19K | $460.57K |
 | XRAY | 19K | $241.36K |
 | APPN | 19K | $578.14K |
 | SYK | 19K | $6.96M |
 | ALC | 19K | $1.40M |
 | SKYW | 19K | $1.87M |
 | OS | 18K | $336.25K |
 | PEP | 18K | $2.56M |
 | INTA | 18K | $741.88K |
 | OGE | 18K | $828.93K |
 | FROG | 18K | $839.82K |
 | FFIN | 18K | $594.56K |
 | NWSA | 18K | $540.34K |
 | CHEF | 17K | $1.01M |
Qiagen N.V.
QGEN
Shares Held
20K
Value
$901.55K
Lennox International Inc.
LII
Shares Held
20K
Value
$10.54M
Rockwell Automation, Inc.
ROK
Shares Held
20K
Value
$6.95M
Sunstone Hotel Investors, Inc.
SHO
Shares Held
19K
Value
$182.70K
nCino, Inc.
NCNO
Shares Held
19K
Value
$527.56K
Amphenol Corporation
APH
Shares Held
19K
Value
$2.38M
Five9, Inc.
FIVN
Shares Held
19K
Value
$460.57K
DENTSPLY SIRONA Inc.
XRAY
Shares Held
19K
Value
$241.36K
Appian Corporation
APPN
Shares Held
19K
Value
$578.14K
Stryker Corporation
SYK
Shares Held
19K
Value
$6.96M
Alcon Inc.
ALC
Shares Held
19K
Value
$1.40M
SkyWest, Inc.
SKYW
Shares Held
19K
Value
$1.87M
OneStream, Inc. Class A Common Stock
OS
Shares Held
18K
Value
$336.25K
PepsiCo, Inc.
PEP
Shares Held
18K
Value
$2.56M
Intapp, Inc.
INTA
Shares Held
18K
Value
$741.88K
OGE Energy Corp.
OGE
Shares Held
18K
Value
$828.93K
JFrog Ltd.
FROG
Shares Held
18K
Value
$839.82K
First Financial Bankshares, Inc.
FFIN
Shares Held
18K
Value
$594.56K
News Corporation
NWSA
Shares Held
18K
Value
$540.34K
The Chefs' Warehouse, Inc.
CHEF
Shares Held
17K
Value
$1.01M