News + Filings Holdings
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TWINBEECH CAPITAL LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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TJX COMPANIES INC /DE/
| TJX | Common | 0 | -969,768 | 0 | -77,193,533,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 0 | -477,209 | 0 | -66,589,744,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 0 | -337,980 | 0 | -64,381,810,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VERTEX PHARMACEUTICALS INC / MA
| VRTX | Common | 0 | -192,626 | 0 | -55,626,536,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| WFC | Common | 0 | -1,279,491 | 0 | -52,830,183,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 0 | -353,861 | 0 | -50,173,951,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CENTENE CORP
| CNC | Common | 0 | -582,026 | 0 | -47,731,952,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DELTA AIR LINES, INC.
| DAL | Common | 0 | -1,445,332 | 0 | -47,493,610,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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IQVIA HOLDINGS INC.
| IQV | COM | 0 | -230,157 | 0 | -47,156,868,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CONSTELLATION BRANDS, INC.
| STZ | CL A | 0 | -192,396 | 0 | -44,587,773,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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M&T BANK CORP
| MTB | Common | 0 | -299,238 | 0 | -43,407,464,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TE Connectivity Ltd.
| TEL | COM | 0 | -353,689 | 0 | -40,603,497,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Enphase Energy, Inc.
| ENPH | Common | 0 | -122,756 | 0 | -32,525,430,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DTE ENERGY CO
| DTE | Common | 0 | -265,815 | 0 | -31,241,237,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Fortive Corp
| FTV | COM | 0 | -472,842 | 0 | -30,380,099,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Live Nation Entertainment, Inc.
| LYV | Common | 0 | -433,767 | 0 | -30,250,911,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CHARTER COMMUNICATIONS, INC. /MO/
| CHTR | COM | 0 | -89,101 | 0 | -30,214,149,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ECOLAB INC.
| ECL | Common | 0 | -207,363 | 0 | -30,183,758,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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QUALCOMM INC/DE
| QCOM | Common | 0 | -260,688 | 0 | -28,660,039,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FLEETCOR TECHNOLOGIES INC
| FLT | Common | 0 | -155,686 | 0 | -28,596,404,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DEXCOM INC
| DXCM | COM | 0 | -234,407 | 0 | -26,544,249,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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DOMINION ENERGY, INC
| D | Common | 0 | -425,448 | 0 | -26,088,471,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ADVANCE AUTO PARTS INC
| AAP | Common | 0 | -172,574 | 0 | -25,373,555,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Fortinet, Inc.
| FTNT | COM | 0 | -496,080 | 0 | -24,253,351,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPLUNK INC
| SPLK | COM | 0 | -280,606 | 0 | -24,157,371,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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TYSON FOODS, INC.
| TSN | Common | 0 | -380,278 | 0 | -23,672,306,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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RH
| RH | Common Stock | 0 | -83,774 | 0 | -22,383,575,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Carlyle Group Inc.
| CG | Common | 0 | -709,713 | 0 | -21,177,836,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Gen Digital Inc.
| SYMC | Common | 0 | -981,079 | 0 | -21,024,523,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Discover Financial Services
| DFS | Common | 0 | -211,828 | 0 | -20,723,133,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Constellation Energy Corp
| CEG | Common | 0 | -236,465 | 0 | -20,385,648,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 0 | -239,827 | 0 | -20,145,468,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| PFG | Common | 0 | -235,930 | 0 | -19,799,246,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MICROCHIP TECHNOLOGY INC
| MCHP | Common | 0 | -281,026 | 0 | -19,742,077,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MCKESSON CORP
| MCK | Common | 0 | -52,157 | 0 | -19,565,134,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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