Twinbeech Capital Lp Top Holdings and 13F Report (2025) About Twinbeech Capital LpInvestment ActivityTwinbeech Capital Lp has $4.41 billion in total holdings as of June 30, 2025.Twinbeech Capital Lp owns shares of 601 different stocks, but just 159 companies or ETFs make up 80% of its holdings.Approximately 73.83% of the portfolio was purchased this quarter.About 101.97% of the portfolio was sold this quarter.This quarter, Twinbeech Capital Lp has purchased 680 new stocks and bought additional shares in 114 stocks.Twinbeech Capital Lp sold shares of 136 stocks and completely divested from 430 stocks this quarter.Largest Holdings Berkshire Hathaway $59,327,576Ross Stores $55,251,964PayPal $53,014,017PALANTIR TECHNOLOGIES INC $52,899,249T-Mobile US $52,477,003 Largest New Holdings this Quarter 084670702 - Berkshire Hathaway $59,327,576 Holding69608A108 - PALANTIR TECHNOLOGIES INC $52,899,249 Holding771049103 - Roblox $52,100,931 Holding620076307 - Motorola Solutions $51,978,106 Holding384802104 - W.W. Grainger $51,921,499 Holding Largest Purchases this Quarter Berkshire Hathaway 122,131 shares (about $59.33M)Ross Stores 429,650 shares (about $54.81M)PALANTIR TECHNOLOGIES INC 388,052 shares (about $52.90M)Roblox 495,256 shares (about $52.10M)Motorola Solutions 123,622 shares (about $51.98M) Largest Sales this Quarter Vertiv 914,645 shares (about $117.45M)Lowe's Companies 301,069 shares (about $66.80M)The PNC Financial Services Group 324,900 shares (about $60.57M)Airbnb 359,708 shares (about $47.60M)Cummins 143,501 shares (about $47.00M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwinbeech Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$59,327,576$59,327,576 ▲New Holding122,1311.3%FinanceROSTRoss Stores$55,251,964$54,814,747 ▲12,537.2%433,0771.3%Retail/WholesalePYPLPayPal$53,014,017$11,428,855 ▲27.5%713,3211.2%Business ServicesPALANTIR TECHNOLOGIES INC$52,899,249$52,899,249 ▲New Holding388,0521.2%CL ATMUST-Mobile US$52,477,003$14,851,699 ▲39.5%220,2511.2%Computer and TechnologyRBLXRoblox$52,100,931$52,100,931 ▲New Holding495,2561.2%Consumer DiscretionaryHUBSHubSpot$52,074,406$12,231,388 ▼-19.0%93,5531.2%Computer and TechnologyMSIMotorola Solutions$51,978,106$51,978,106 ▲New Holding123,6221.2%Computer and TechnologyGWWW.W. Grainger$51,921,499$51,921,499 ▲New Holding49,9131.2%IndustrialsKVUEKenvue$51,796,266$51,796,266 ▲New Holding2,474,7381.2%Consumer StaplesCVXChevron$51,452,033$51,452,033 ▲New Holding359,3271.2%EnergyUPSUnited Parcel Service$51,425,397$26,386,423 ▲105.4%509,4651.2%TransportationISRGIntuitive Surgical$50,701,240$36,835,590 ▲265.7%93,3021.1%MedicalVVisa$50,687,648$50,687,648 ▲New Holding142,7621.1%Business ServicesLPLALPL Financial$49,990,625$49,990,625 ▲New Holding133,3191.1%FinanceCPRTCopart$49,365,107$49,365,107 ▲New Holding1,006,0141.1%Business ServicesPCGPacific Gas & Electric$48,975,472$48,975,472 ▲New Holding3,513,3051.1%UtilitiesITGartner$47,720,192$3,158,979 ▲7.1%118,0551.1%Business ServicesCRH PLC$47,150,316$18,230,470 ▲63.0%513,6201.1%ORDHONHoneywell International$47,072,034$45,815,646 ▲3,646.6%202,1301.1%Multi-Sector ConglomeratesAPPLOVIN CORP$46,126,891$40,894,595 ▼-47.0%131,7611.0%COM CL AZTSZoetis$44,428,284$44,428,284 ▲New Holding284,8881.0%MedicalGEHCGE HealthCare Technologies$41,812,367$19,155,539 ▼-31.4%564,4980.9%MedicalREGNRegeneron Pharmaceuticals$41,625,150$13,747,125 ▲49.3%79,2860.9%MedicalNRGNRG Energy$41,285,279$41,285,279 ▲New Holding257,1010.9%UtilitiesNEMNewmont$40,818,005$40,818,005 ▲New Holding700,6180.9%Basic MaterialsINTUIntuit$38,553,701$38,553,701 ▲New Holding48,9490.9%Computer and TechnologyDHRDanaher$36,492,749$36,492,749 ▲New Holding184,7360.8%MedicalMCDMcDonald's$35,319,555$34,686,423 ▲5,478.5%120,8870.8%Retail/WholesaleMPWRMonolithic Power Systems$35,117,942$35,117,942 ▲New Holding48,0160.8%Computer and TechnologySBUXStarbucks$34,364,549$34,364,549 ▲New Holding375,0360.8%Retail/WholesaleWMTWalmart$33,527,198$2,134,244 ▲6.8%342,8840.8%Retail/WholesaleGPNGlobal Payments$33,467,205$10,123,939 ▲43.4%418,1310.8%Business ServicesOKEONEOK$33,251,572$33,251,572 ▲New Holding407,3450.8%EnergySTXSeagate Technology$33,071,343$1,921,610 ▲6.2%229,1370.7%Computer and TechnologyGWREGuidewire Software$32,902,254$32,902,254 ▲New Holding139,7420.7%Computer and TechnologyTPLTexas Pacific Land$32,846,334$30,280,363 ▲1,180.1%31,0930.7%EnergyMDBMongoDB$30,891,209$30,891,209 ▲New Holding147,1080.7%Computer and TechnologyFTVFortive$30,250,726$29,968,390 ▲10,614.4%580,2940.7%Computer and TechnologyFFIVF5$29,823,446$29,823,446 ▲New Holding101,3300.7%Computer and TechnologyTTDTrade Desk$29,672,118$3,160,793 ▲11.9%412,1700.7%Computer and TechnologyDHID.R. Horton$29,233,512$29,233,512 ▲New Holding226,7570.7%ConstructionZBRAZebra Technologies$28,903,200$6,013,328 ▲26.3%93,7320.7%IndustrialsCORPAY INC$28,755,521$28,755,521 ▲New Holding86,6600.7%COM SHSBURLBurlington Stores$28,607,043$28,607,043 ▲New Holding122,9670.6%Retail/WholesaleACNAccenture$28,589,426$22,095,144 ▲340.2%95,6520.6%Computer and TechnologyCDWCDW$28,279,369$33,219,347 ▼-54.0%158,3480.6%Computer and TechnologyORLYO'Reilly Automotive$28,087,392$28,087,392 ▲New Holding311,6320.6%Retail/WholesaleCEGConstellation Energy$27,871,294$28,421,277 ▼-50.5%86,3530.6%EnergySTESTERIS$27,845,101$27,845,101 ▲New Holding115,9150.6%MedicalDUOLINGO INC$27,770,245$27,770,245 ▲New Holding67,7290.6%CL A COMTERTeradyne$27,677,016$11,642,662 ▼-29.6%307,7960.6%Computer and TechnologySLBSchlumberger$26,406,757$26,406,757 ▲New Holding781,2650.6%EnergyWDAYWorkday$25,343,040$25,057,200 ▲8,766.2%105,5960.6%Computer and TechnologyWSOWatsco$25,314,100$25,314,100 ▲New Holding57,3210.6%ConstructionSUPER MICRO COMPUTER INC$25,223,536$25,223,536 ▲New Holding514,6610.6%COM NEWPODDInsulet$24,932,068$24,932,068 ▲New Holding79,3560.6%MedicalGPCGenuine Parts$24,769,925$24,190,791 ▲4,177.1%204,1870.6%Retail/WholesaleAJGArthur J. Gallagher & Co.$23,775,633$23,775,633 ▲New Holding74,2710.5%FinanceNTNXNutanix$23,672,321$23,672,321 ▲New Holding309,6850.5%Computer and TechnologyPAYCPaycom Software$23,183,503$23,183,503 ▲New Holding100,1880.5%Computer and TechnologyIEXIDEX$23,179,629$14,824,780 ▲177.4%132,0250.5%IndustrialsCRDOCredo Technology Group$22,484,093$8,590,130 ▼-27.6%242,8350.5%Computer and TechnologyFTAI AVIATION LTD$22,367,457$22,367,457 ▲New Holding194,4320.5%SHSMETMetLife$22,345,823$224,935 ▲1.0%277,8640.5%FinanceTMOThermo Fisher Scientific$22,237,048$26,379,227 ▼-54.3%54,8440.5%MedicalPFEPfizer$21,447,746$21,447,746 ▲New Holding884,8080.5%MedicalETREntergy$21,068,260$23,523,126 ▼-52.8%253,4680.5%UtilitiesYUMCYum China$20,814,428$20,814,428 ▲New Holding465,5430.5%Retail/WholesaleTEAMAtlassian$19,462,521$41,994,950 ▼-68.3%95,8320.4%Computer and TechnologyUSBU.S. Bancorp$19,028,847$9,263,128 ▼-32.7%420,5270.4%FinanceMASMasco$17,875,346$15,954,136 ▲830.4%277,7400.4%ConstructionFCNCAFirst Citizens BancShares$17,516,276$17,516,276 ▲New Holding8,9530.4%FinanceTDYTeledyne Technologies$17,390,363$17,390,363 ▲New Holding33,9450.4%AerospaceFSLRFirst Solar$17,317,139$17,317,139 ▲New Holding104,6100.4%EnergyTXRHTexas Roadhouse$17,292,883$16,195,597 ▲1,476.0%92,2730.4%Retail/WholesaleEIXEdison International$17,168,094$17,168,094 ▲New Holding332,7150.4%UtilitiesMMCMarsh & McLennan Companies$16,728,802$16,728,802 ▲New Holding76,5130.4%FinanceCMICummins$16,699,225$46,996,578 ▼-73.8%50,9900.4%Auto/Tires/TrucksBMRNBioMarin Pharmaceutical$16,448,618$16,448,618 ▲New Holding299,2290.4%MedicalPCVXVaxcyte$16,360,592$3,195,180 ▲24.3%503,2480.4%MedicalWINGWingstop$16,349,064$16,349,064 ▲New Holding48,5510.4%Retail/WholesaleALSNAllison Transmission$16,000,781$14,735,704 ▲1,164.8%168,4470.4%Auto/Tires/TrucksUNPUnion Pacific$15,762,781$15,309,063 ▲3,374.1%68,5100.4%TransportationOWLBlue Owl Capital$15,757,425$15,757,425 ▲New Holding820,2720.4%FinanceESTCElastic$15,669,442$15,096,082 ▲2,632.9%185,8110.4%Computer and TechnologyEQIXEquinix$15,458,369$9,614,846 ▲164.5%19,4330.4%FinanceKBRKBR$14,484,783$13,358,624 ▲1,186.2%302,1440.3%ConstructionQSRRestaurant Brands International$14,466,135$14,466,135 ▲New Holding218,2250.3%Retail/WholesaleSNASnap-On$14,386,163$5,912,109 ▲69.8%46,2310.3%Consumer DiscretionaryAOSA. O. Smith$14,007,522$14,007,522 ▲New Holding213,6270.3%IndustrialsNXPINXP Semiconductors$13,937,477$10,620,799 ▼-43.2%63,7900.3%Computer and TechnologyDVADaVita$13,451,126$13,451,126 ▲New Holding94,4270.3%MedicalAAONAAON$13,185,615$13,185,615 ▲New Holding178,7880.3%ConstructionNXTNextracker$12,983,665$12,983,665 ▲New Holding238,8020.3%EnergyFIFiserv$12,920,578$12,737,996 ▲6,976.6%74,9410.3%Business ServicesBBWIBath & Body Works$12,832,557$11,660,432 ▲994.8%428,3230.3%Retail/WholesaleBRBRBellRing Brands$12,807,454$12,807,454 ▲New Holding221,0850.3%Consumer StaplesTPXTempur Sealy International$12,572,782$12,572,782 ▲New Holding184,7580.3%Retail/WholesaleBIRKENSTOCK HOLDING PLC$12,400,639$4,439,380 ▲55.8%252,1480.3%COM SHSShowing largest 100 holdings. View all holdings. 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