Sign in

Twinbeech Capital LP

CIK:0001769646
Hedge Fund
$5B AUM
601 holdings
Purchase, NY, United States
Founded:2018
40 employees
Latest filing:Jun 30, 2025

Twinbeech Capital LP is a hedge fund investment adviser headquartered in Purchase, New York. Founded in 2018, the firm manages multi-billion dollar assets primarily for institutional investors and high-net-worth individuals. The firm specializes in systematically driven strategies and employs a team of quantitative professionals and portfolio managers. As of 2024, Twinbeech Capital reports assets under management exceeding $5 billion and operates with approximately 30 to 50 employees.

Investment Strategy

Twinbeech Capital LP employs a systematic, data-driven investment approach, leveraging quantitative research to identify mispricings and value opportunities across global markets. Their strategies emphasize diversification, risk management, and adaptation to various market conditions, with a focus on multi-asset and multi-strategy portfolios. The firm often utilizes advanced analytics and technology-driven solutions to optimize investment decisions and portfolio construction.

Top Buys
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+$59.3M
R
ROSTROSS STORES INC
+$54.8M
P
PLTRPALANTIR TECHNOLOGIES INC
+$52.9M
R
RBLXROBLOX CORP
+$52.1M
M
MSIMOTOROLA SOLUTIONS INC
+$52.0M
Top Sells
L
LOWLOWES COS INC
-$70.2M
H
HDHOME DEPOT INC
-$69.5M
F
FLUTFLUTTER ENTMT PLC
-$66.7M
V
VRTVERTIV HOLDINGS CO
-$65.9M
C
CSXCSX CORP
-$65.7M

Top Holdings

B
BRK-BBERKSHIRE HATHAWAY INC DEL
+1.3%$59.3M
R
ROSTROSS STORES INC
+1.3%$55.3M
P
PYPLPAYPAL HLDGS INC
+1.2%$53.0M
P
PLTRPALANTIR TECHNOLOGIES INC
+1.2%$52.9M
T
TMUST-MOBILE US INC
+1.2%$52.5M

Equity Positions (596)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
B
BRK-B
BERKSHIRE HATHAWAY INC DEL1.34%$59.3M122,131$485.77$485.77+$59.3M
R
ROST
ROSS STORES INC1.25%$55.3M433,077$127.75$127.58+$54.8M
P
PYPL
PAYPAL HLDGS INC1.20%$53.0M713,321$69.70$74.32+$16.5M
P
PLTR
PALANTIR TECHNOLOGIES INC1.20%$52.9M388,052$136.32$136.32+$52.9M
T
TMUS
T-MOBILE US INC1.19%$52.5M220,251$257.98$238.26+$10.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.2%
SERVICES-BUSINESS SERVICES, NEC
+6.1%
PHARMACEUTICAL PREPARATIONS
+4.0%
ELECTRIC SERVICES
+2.8%
SEMICONDUCTORS & RELATED DEVICES
+2.4%