TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GOOGL | 108K | $26.29M |
 | GLNG | 107K | $4.33M |
 | DECK | 107K | $10.80M |
 | AVPT | 106K | $1.60M |
 | NOMD | 105K | $1.39M |
 | BROS | 105K | $5.51M |
 | DOX | 103K | $8.48M |
 | PAYO | 100K | $604.87K |
 | S | 99K | $1.74M |
 | PM | 98K | $15.96M |
 | PBF | 98K | $2.95M |
 | RELY | 97K | $1.58M |
 | COF | 97K | $20.53M |
 | GOGO | 96K | $823.82K |
 | FLUT | 96K | $24.31M |
 | GWRE | 95K | $21.79M |
 | VSH | 93K | $1.42M |
 | BE | 88K | $7.44M |
 | VIK | 88K | $5.47M |
 | SONO | 83K | $1.31M |
Alphabet Inc.
GOOGL
Shares Held
108K
Value
$26.29M
Golar LNG Limited
GLNG
Shares Held
107K
Value
$4.33M
Deckers Outdoor Corporation
DECK
Shares Held
107K
Value
$10.80M
AvePoint, Inc.
AVPT
Shares Held
106K
Value
$1.60M
Nomad Foods Limited
NOMD
Shares Held
105K
Value
$1.39M
Dutch Bros Inc.
BROS
Shares Held
105K
Value
$5.51M
Amdocs Limited
DOX
Shares Held
103K
Value
$8.48M
Payoneer Global Inc.
PAYO
Shares Held
100K
Value
$604.87K
SentinelOne, Inc.
S
Shares Held
99K
Value
$1.74M
Philip Morris International Inc.
PM
Shares Held
98K
Value
$15.96M
PBF Energy Inc.
PBF
Shares Held
98K
Value
$2.95M
Remitly Global, Inc.
RELY
Shares Held
97K
Value
$1.58M
Capital One Financial Corporation
COF
Shares Held
97K
Value
$20.53M
Gogo Inc.
GOGO
Shares Held
96K
Value
$823.82K
Flutter Entertainment plc
FLUT
Shares Held
96K
Value
$24.31M
Guidewire Software, Inc.
GWRE
Shares Held
95K
Value
$21.79M
Vishay Intertechnology, Inc.
VSH
Shares Held
93K
Value
$1.42M
Bloom Energy Corporation
BE
Shares Held
88K
Value
$7.44M
Viking Holdings Ltd
VIK
Shares Held
88K
Value
$5.47M
Sonos, Inc.
SONO
Shares Held
83K
Value
$1.31M