TWINBEECH CAPITAL LP [Rocket]

Holdings

TWINBEECH CAPITAL LP

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
INTUIT INC.	INTU	Common	140,880	139,986	64,549,807,000	64,201,844,000	1.27	0.05	Hist	06/30/2023
Fidelity National Information Services, Inc.	FIS	Common	1,168,567	1,128,362	63,920,615,000	61,192,706,000	1.26	0.20	Hist	06/30/2023
THERMO FISHER SCIENTIFIC INC.	TMO	Common	106,416	104,178	55,522,548,000	54,290,104,000	1.10	0.03	Hist	06/30/2023
FREEPORT-MCMORAN INC	FCX	Common	1,472,774	897,595	58,910,960,000	37,054,158,000	1.16		Hist	06/30/2023
BOSTON SCIENTIFIC CORP	BSX	Common	701,082	644,182	37,921,525,000	35,288,762,000	0.75	0.05	Hist	06/30/2023
ABBOTT LABORATORIES	ABT	Common	335,680	315,673	36,595,834,000	34,399,265,000	0.72		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	428,533	235,417	51,295,400,000	34,256,775,000	1.01		Hist	06/30/2023
Zoetis Inc.	ZTS	COM	276,656	171,454	47,642,930,000	32,225,577,000	0.94		Hist	06/30/2023
Elevance Health, Inc.	ANTM	COM	142,695	76,127	63,397,962,000	29,250,575,000	1.25		Hist	06/30/2023
BANK OF AMERICA CORP /DE/	BAC	Common	1,116,607	963,373	32,035,455,000	26,960,345,000	0.63	0.01	Hist	06/30/2023
EBAY INC	EBAY	Common	1,052,435	545,875	47,033,320,000	26,026,277,000	0.93	0.20	Hist	06/30/2023
COGNIZANT TECHNOLOGY SOLUTIONS CORP	CTSH	Common	799,753	335,483	52,207,876,000	25,656,275,000	1.03		Hist	06/30/2023
AES CORP	AES	Common	1,158,899	1,142,516	24,023,976,000	23,552,801,000	0.47	0.17	Hist	06/30/2023
AUTOMATIC DATA PROCESSING INC	ADP	Common	290,477	116,914	63,843,940,000	22,386,682,000	1.26	0.07	Hist	06/30/2023
Ingersoll Rand Inc.	IR	Common Stock	455,988	301,616	29,803,376,000	21,737,439,000	0.59		Hist	06/30/2023
CLOROX CO /DE/	CLX	Common	142,955	134,354	22,735,563,000	21,528,585,000	0.45	0.12	Hist	06/30/2023
HOLOGIC INC	HOLX	Common	291,506	256,549	23,603,241,000	20,988,108,000	0.47		Hist	06/30/2023
HUMANA INC	HUM	Common	132,148	54,928	59,087,335,000	19,536,023,000	1.17		Hist	06/30/2023
CDW Corp	CDW	COM	102,353	100,185	18,781,776,000	18,394,615,000	0.37	0.08	Hist	06/30/2023
LyondellBasell Industries N.V.	LYB	Common	178,896	175,693	16,428,020,000	16,162,075,000	0.32	0.05	Hist	06/30/2023
Waste Connections, Inc.	WCN	COM	110,576	109,002	15,804,628,000	15,595,979,000	0.31		Hist	06/30/2023
MASCO CORP /DE/	MAS	Common	326,658	241,587	18,743,636,000	14,773,372,000	0.37	0.15	Hist	06/30/2023
SKECHERS USA INC	SKX	CL A	385,352	235,876	20,292,636,000	14,022,118,000	0.40		Hist	06/30/2023
Pure Storage, Inc.	PSTG	Common	534,607	301,472	19,684,230,000	13,445,537,000	0.39		Hist	06/30/2023
COPART INC	CPRT	Common	165,466	136,554	15,092,154,000	13,331,702,000	0.30	0.03	Hist	06/30/2023
Natera, Inc.	NTRA	COMMON	395,970	224,032	19,267,900,000	12,361,151,000	0.38		Hist	06/30/2023
JACOBS SOLUTIONS INC.	J	COM	140,965	100,438	16,759,329,000	11,893,252,000	0.33	0.11	Hist	06/30/2023
Chewy, Inc.	CHWY	Common	360,414	296,270	14,225,541,000	11,847,081,000	0.28		Hist	06/30/2023
HARLEY-DAVIDSON, INC.	HOG	Common	342,486	332,586	12,058,932,000	11,647,092,000	0.24	0.24	Hist	06/30/2023
BOYD GAMING CORP	BYD	Common	167,947	156,996	11,650,483,000	11,053,325,000	0.23	0.17	Hist	06/30/2023
REINSURANCE GROUP OF AMERICA INC	RGA	Common	79,363	76,165	11,006,854,000	10,552,450,000	0.22	0.12	Hist	06/30/2023
PENTAIR plc	PNR	Common	298,928	102,239	19,310,749,000	10,463,678,000	0.38	0.18	Hist	06/30/2023
Elastic N.V.	ESTC	Common	154,727	150,289	9,921,095,000	9,692,538,000	0.20	0.16	Hist	06/30/2023
GLOBAL PAYMENTS INC	GPN	Common	430,126	99,650	42,376,014,000	9,553,138,000	0.84		Hist	06/30/2023
Sarepta Therapeutics, Inc.	SRPT	Common	83,201	79,548	9,528,179,000	9,054,823,000	0.19	0.09	Hist	06/30/2023
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