TWINBEECH CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXTR | 83K | $1.71M |
 | DHR | 80K | $15.78M |
 | ADMA | 77K | $1.13M |
 | BLDR | 76K | $9.19M |
 | DT | 76K | $3.67M |
 | MDB | 76K | $23.46M |
 | INMD | 74K | $1.11M |
 | POWI | 74K | $2.98M |
 | CTSH | 72K | $4.85M |
 | AON | 71K | $25.30M |
 | DRH | 70K | $558.39K |
 | KMX | 70K | $3.14M |
 | APD | 70K | $19.05M |
 | CDNS | 69K | $24.41M |
 | BFAM | 68K | $7.42M |
 | WCN | 68K | $11.98M |
 | FLO | 68K | $888.69K |
 | ARES | 68K | $10.80M |
 | PB | 67K | $4.46M |
 | AKAM | 66K | $5.03M |
Extreme Networks, Inc.
EXTR
Shares Held
83K
Value
$1.71M
Danaher Corporation
DHR
Shares Held
80K
Value
$15.78M
ADMA Biologics, Inc.
ADMA
Shares Held
77K
Value
$1.13M
Builders FirstSource, Inc.
BLDR
Shares Held
76K
Value
$9.19M
Dynatrace, Inc.
DT
Shares Held
76K
Value
$3.67M
MongoDB, Inc.
MDB
Shares Held
76K
Value
$23.46M
InMode Ltd.
INMD
Shares Held
74K
Value
$1.11M
Power Integrations, Inc.
POWI
Shares Held
74K
Value
$2.98M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
72K
Value
$4.85M
Aon plc
AON
Shares Held
71K
Value
$25.30M
DiamondRock Hospitality Company
DRH
Shares Held
70K
Value
$558.39K
CarMax, Inc.
KMX
Shares Held
70K
Value
$3.14M
Air Products and Chemicals, Inc.
APD
Shares Held
70K
Value
$19.05M
Cadence Design Systems, Inc.
CDNS
Shares Held
69K
Value
$24.41M
Bright Horizons Family Solutions Inc.
BFAM
Shares Held
68K
Value
$7.42M
Waste Connections, Inc.
WCN
Shares Held
68K
Value
$11.98M
Flowers Foods, Inc.
FLO
Shares Held
68K
Value
$888.69K
Ares Management Corporation
ARES
Shares Held
68K
Value
$10.80M
Prosperity Bancshares, Inc.
PB
Shares Held
67K
Value
$4.46M
Akamai Technologies, Inc.
AKAM
Shares Held
66K
Value
$5.03M