Twinbeech Capital Lp Top Holdings and 13F Report (2024) About Twinbeech Capital LpInvestment ActivityTwinbeech Capital Lp has $5.24 billion in total holdings as of September 30, 2024.Twinbeech Capital Lp owns shares of 646 different stocks, but just 197 companies or ETFs make up 80% of its holdings.Approximately 79.68% of the portfolio was purchased this quarter.About 79.03% of the portfolio was sold this quarter.This quarter, Twinbeech Capital Lp has purchased 495 new stocks and bought additional shares in 99 stocks.Twinbeech Capital Lp sold shares of 94 stocks and completely divested from 301 stocks this quarter.Largest Holdings Alphabet $68,754,444Elevance Health $66,671,280Cadence Design Systems $66,633,268Micron Technology $66,398,979Monolithic Power Systems $66,151,673 Largest New Holdings this Quarter Elevance Health $66,671,280 HoldingCadence Design Systems $66,633,268 HoldingMonolithic Power Systems $66,151,673 HoldingLINDE PLC $65,992,179 HoldingSynopsys $64,712,084 Holding Largest Purchases this Quarter Elevance Health 128,214 shares (about $66.67M)Cadence Design Systems 245,852 shares (about $66.63M)Monolithic Power Systems 71,554 shares (about $66.15M)LINDE PLC 138,389 shares (about $65.99M)Synopsys 127,791 shares (about $64.71M) Largest Sales this Quarter Howmet Aerospace 700,890 shares (about $70.26M)Visa 246,280 shares (about $67.71M)Union Pacific 266,730 shares (about $65.74M)Mastercard 131,377 shares (about $64.87M)DOORDASH INC 435,691 shares (about $62.19M) 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 PortfolioSectorGOOGLAlphabet$68,754,444$58,892,505 ▲597.2%414,5581.3%Computer and TechnologyELVElevance Health$66,671,280$66,671,280 ▲New Holding128,2141.3%MedicalCDNSCadence Design Systems$66,633,268$66,633,268 ▲New Holding245,8521.3%Computer and TechnologyMUMicron Technology$66,398,979$17,786,783 ▲36.6%640,2371.3%Computer and TechnologyMPWRMonolithic Power Systems$66,151,673$66,151,673 ▲New Holding71,5541.3%Computer and TechnologyLINDE PLC$65,992,179$65,992,179 ▲New Holding138,3891.3%SHSSNPSSynopsys$64,712,084$64,712,084 ▲New Holding127,7911.2%Computer and TechnologyRTXRTX$64,099,819$945,169 ▼-1.5%529,0511.2%AerospacePNCThe PNC Financial Services Group$59,709,323$59,709,323 ▲New Holding323,0151.1%FinanceRBLXRoblox$59,096,881$17,060,238 ▲40.6%1,335,2211.1%Consumer DiscretionarySQBlock$56,196,671$56,196,671 ▲New Holding837,1321.1%Business ServicesNSCNorfolk Southern$53,108,674$38,973,746 ▲275.7%213,7171.0%TransportationNDAQNasdaq$52,200,763$36,506,679 ▲232.6%714,9811.0%FinanceUPSUnited Parcel Service$52,150,595$7,708,800 ▲17.3%382,5041.0%TransportationADBEAdobe$51,262,809$8,457,419 ▼-14.2%99,0051.0%Computer and TechnologyCOSTCostco Wholesale$50,298,485$50,298,485 ▲New Holding56,7371.0%Retail/WholesaleAEPAmerican Electric Power$48,432,227$48,432,227 ▲New Holding472,0490.9%UtilitiesREGNRegeneron Pharmaceuticals$48,217,225$48,217,225 ▲New Holding45,8670.9%MedicalULTAUlta Beauty$47,467,971$47,467,971 ▲New Holding121,9880.9%Retail/WholesaleVMCVulcan Materials$47,040,771$47,040,771 ▲New Holding187,8400.9%ConstructionPANWPalo Alto Networks$46,054,474$46,054,474 ▲New Holding134,7410.9%Computer and TechnologyCSGPCoStar Group$45,688,275$10,180,628 ▲28.7%605,6240.9%Computer and TechnologySMCISuper Micro Computer$45,683,660$45,683,660 ▲New Holding109,7110.9%Computer and TechnologyMMM3M$44,558,459$42,945,126 ▲2,661.9%325,9580.9%Multi-Sector ConglomeratesSNOWSnowflake$44,543,053$44,543,053 ▲New Holding387,8030.9%Computer and TechnologyMELIMercadoLibre$44,035,062$8,191,424 ▲22.9%21,4600.8%Retail/WholesaleMDBMongoDB$41,287,311$41,287,311 ▲New Holding152,7180.8%Computer and TechnologyPCARPACCAR$41,004,895$40,567,052 ▲9,265.2%415,5340.8%Auto/Tires/TrucksHUMHumana$40,913,623$39,296,982 ▲2,430.8%129,1710.8%MedicalWDAYWorkday$40,410,016$24,562,227 ▲155.0%165,3370.8%Computer and TechnologyKLACKLA$38,735,988$38,735,988 ▲New Holding50,0200.7%Computer and TechnologyPGProcter & Gamble$37,606,570$37,606,570 ▲New Holding217,1280.7%Consumer StaplesDISWalt Disney$36,741,310$36,482,847 ▲14,115.3%381,9660.7%Consumer DiscretionaryICLRICON Public$36,390,685$36,390,685 ▲New Holding126,6600.7%MedicalTFCTruist Financial$36,233,162$36,233,162 ▲New Holding847,1630.7%FinanceEFXEquifax$35,791,560$32,487,398 ▲983.2%121,7980.7%Business ServicesWMTWalmart$35,005,448$35,005,448 ▲New Holding433,5040.7%Retail/WholesaleMCOMoody's$33,507,003$33,507,003 ▲New Holding70,6020.6%FinanceXYLXylem$32,564,240$32,564,240 ▲New Holding241,1630.6%Business ServicesSHWSherwin-Williams$32,294,244$37,040,692 ▼-53.4%84,6130.6%Basic MaterialsCHTRCharter Communications$31,911,185$31,911,185 ▲New Holding98,4670.6%Consumer DiscretionaryCRH PLC$31,443,868$31,443,868 ▲New Holding339,0540.6%ORDWCNWaste Connections$31,215,177$31,215,177 ▲New Holding174,5620.6%Business ServicesHLTHilton Worldwide$31,114,964$31,114,964 ▲New Holding134,9890.6%Consumer DiscretionaryENTGEntegris$30,891,736$22,574,419 ▲271.4%274,5200.6%Computer and TechnologyGDDYGoDaddy$30,037,010$14,369,514 ▲91.7%191,5870.6%Computer and TechnologyESEversource Energy$29,779,156$29,779,156 ▲New Holding437,6070.6%UtilitiesTMUST-Mobile US$28,111,804$28,111,804 ▲New Holding136,2270.5%Computer and TechnologyONONON$27,706,270$27,706,270 ▲New Holding552,4680.5%Consumer DiscretionaryNVTnVent Electric$27,121,906$16,545,387 ▲156.4%386,0220.5%Computer and TechnologyGEGeneral Electric$26,777,606$23,893,463 ▼-47.2%141,9960.5%TransportationSPGIS&P Global$26,683,940$26,683,940 ▲New Holding51,6510.5%Business ServicesNEENextEra Energy$26,469,302$26,469,302 ▲New Holding313,1350.5%UtilitiesAERAerCap$26,320,225$26,320,225 ▲New Holding277,8740.5%FinanceCVXChevron$26,141,161$26,141,161 ▲New Holding177,5050.5%Oils/EnergySRESempra$25,843,426$25,843,426 ▲New Holding309,0210.5%UtilitiesIQVIQVIA$24,185,869$2,574,205 ▲11.9%102,0630.5%MedicalNEMNewmont$23,837,952$35,299,824 ▼-59.7%445,9860.5%Basic MaterialsAPHAmphenol$23,532,795$14,868,991 ▼-38.7%361,1540.4%Computer and TechnologyBMRNBioMarin Pharmaceutical$22,512,973$22,512,973 ▲New Holding320,2870.4%MedicalROSTRoss Stores$22,509,373$15,305,964 ▲212.5%149,5540.4%Retail/WholesaleWMWaste Management$22,445,089$22,445,089 ▲New Holding108,1170.4%Business ServicesEIXEdison International$22,402,770$22,402,770 ▲New Holding257,2370.4%UtilitiesQRVOQorvo$21,564,598$21,564,598 ▲New Holding208,7570.4%Computer and TechnologyISRGIntuitive Surgical$21,373,193$21,373,193 ▲New Holding43,5060.4%MedicalNBIXNeurocrine Biosciences$20,986,977$15,087,713 ▲255.8%182,1470.4%MedicalCAVACAVA Group$20,762,090$4,217,588 ▲25.5%167,6390.4%Retail/WholesaleMUSAMurphy USA$20,699,554$20,699,554 ▲New Holding41,9980.4%Oils/EnergyNTRANatera$20,569,201$12,431,833 ▼-37.7%162,0260.4%MedicalADMArcher-Daniels-Midland$20,533,773$20,533,773 ▲New Holding343,7190.4%Consumer StaplesBRK.BBerkshire Hathaway$19,631,010$11,971,363 ▲156.3%42,6520.4%FinancePLDPrologis$19,377,413$19,377,413 ▲New Holding153,4480.4%FinanceROPRoper Technologies$19,238,357$19,238,357 ▲New Holding34,5740.4%Computer and TechnologyCTRACoterra Energy$19,082,833$13,924,698 ▲270.0%796,7780.4%Oils/EnergyLKQLKQ$19,023,836$6,719,813 ▲54.6%476,5490.4%Auto/Tires/TrucksEPAMEPAM Systems$18,887,350$18,887,350 ▲New Holding94,8970.4%Computer and TechnologyVEEVVeeva Systems$18,872,350$15,899,751 ▲534.9%89,9240.4%Computer and TechnologyXPXP$18,717,555$18,717,555 ▲New Holding1,043,3420.4%FinanceCPRTCopart$18,510,405$26,454,664 ▼-58.8%353,2520.4%Business ServicesPSTGPure Storage$18,466,466$4,935,176 ▲36.5%367,5650.4%Computer and TechnologyFHNFirst Horizon$18,441,502$18,441,502 ▲New Holding1,187,4760.4%FinanceFNFabrinet$18,370,679$18,370,679 ▲New Holding77,6970.4%Computer and TechnologyCHRDChord Energy$18,356,049$17,663,616 ▲2,550.9%140,9510.4%Oils/EnergyMKSIMKS Instruments$17,924,866$17,924,866 ▲New Holding164,8870.3%Computer and TechnologyMSFTMicrosoft$17,692,645$12,174,478 ▲220.6%41,1170.3%Computer and TechnologyMAPLEBEAR INC$17,000,313$17,000,313 ▲New Holding417,2880.3%COMAPGAPi Group$16,760,259$16,760,259 ▲New Holding507,5790.3%Business ServicesALLYAlly Financial$16,659,501$16,659,501 ▲New Holding468,0950.3%FinancePFEPfizer$16,633,670$16,633,670 ▲New Holding574,7640.3%MedicalHDHome Depot$16,472,596$13,462,770 ▲447.3%40,6530.3%Retail/WholesaleWFRDWeatherford International$16,343,448$14,402,771 ▲742.2%192,4570.3%Oils/EnergyBABAAlibaba Group$16,257,478$16,257,478 ▲New Holding153,1990.3%Retail/WholesaleEWEdwards Lifesciences$15,884,321$15,884,321 ▲New Holding240,7080.3%MedicalBLDTopBuild$15,874,947$8,845,677 ▼-35.8%39,0230.3%ConstructionBIDUBaidu$15,851,725$15,851,725 ▲New Holding150,5530.3%Computer and TechnologyAMTAmerican Tower$15,669,195$15,669,195 ▲New Holding67,3770.3%FinanceCMGChipotle Mexican Grill$15,571,344$15,571,344 ▲New Holding270,2420.3%Retail/WholesaleGFSGlobalFoundries$15,461,957$15,461,957 ▲New Holding384,1480.3%Computer and TechnologyCHDNChurchill Downs$14,960,581$14,960,581 ▲New Holding110,6470.3%Consumer DiscretionaryGPNGlobal Payments$14,862,781$9,105,036 ▼-38.0%145,1160.3%Business ServicesShowing largest 100 holdings. 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