Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

TWINBEECH CAPITAL LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

TWINBEECH CAPITAL LP (CIK 1769646) reported $552.6M across 352 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CME ($7.1M, 1.29%), HLT ($7.0M, 1.27%), BSX ($6.4M, 1.16%), ROL ($6.3M, 1.15%), ICE ($6.4M, 1.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CMECME GROUP INC$7.1M1.29%32,166Added
2HLTHILTON WORLDWIDE HLDGS INC$7.0M1.27%21,216New
3BSXBOSTON SCIENTIFIC CORP$6.4M1.16%149,622Added
4ROLROLLINS INC$6.3M1.15%152,053New
5ICEINTERCONTINENTAL EXCHANGE IN$6.4M1.15%51,769Added
6BLKBLACKROCK INC$6.1M1.10%6,311Added
7SSNCSS&C TECH HLDGS$6.0M1.08%95,932Trimmed
8HWMHOWMET AEROSPACE INC$6.0M1.08%22,226Added
9ONON SEMICONDUCTOR CORP$5.9M1.07%62,779New
10WCCWESCO INTL INC$5.8M1.06%16,900New
11FIVEFIVE BELOW INC$5.8M1.06%32,458New
12HPEHEWLETT PACKARD ENTERPRISE C$5.8M1.05%128,252New
13BURLBURLINGTON STORES INC$5.7M1.04%18,138New
14MCKMCKESSON CORP$5.7M1.03%7,512Added
15ELLAUDER ESTEE COS INC$5.6M1.02%71,512Trimmed
16DECKDECKERS OUTDOOR CORP$5.6M1.02%56,600Added
17NDAQNASDAQ INC$5.5M1.00%69,922Added
18BGBUNGE GLOBAL SA$5.5M1.00%51,909New
19ZTSZOETIS INC$5.5M1.00%77,026New
20MLIMUELLER INDS INC$5.5M1.00%44,745Added
21MODMODINE MFG CO$5.5M1.00%20,649New
22LFUSLITTELFUSE INC$5.5M1.00%12,100New
23APGAPI GROUP CORP$5.5M1.00%130,300Added
24MARMARRIOTT INTL INC NEW$5.5M0.99%14,726Added
25LVSLAS VEGAS SANDS CORP$5.5M0.99%118,600Added

Source: SEC Form 13F filings · as of 2026-06-30