Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TWINBEECH CAPITAL LP (CIK 1769646) reported $965.3M across 531 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSCO ($10.7M, 1.11%), AME ($10.1M, 1.05%), BR ($10.0M, 1.04%), SSNC ($9.7M, 1.01%), CMG ($9.6M, 0.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSCO | TRACTOR SUPPLY CO | $10.7M | 1.11% | 235,532 | New |
| 2 | AME | AMETEK INC | $10.1M | 1.05% | 47,121 | New |
| 3 | BR | BROADRIDGE FINL SOLUTIONS IN | $10.0M | 1.04% | 61,683 | New |
| 4 | SSNC | SS&C TECH HLDGS | $9.7M | 1.01% | 144,135 | New |
| 5 | CMG | CHIPOTLE MEXICAN GRILL INC | $9.6M | 0.99% | 300,015 | New |
| 6 | AXON | AXON ENTERPRISE INC | $9.5M | 0.98% | 22,376 | New |
| 7 | FWONK | LIBERTY MEDIA CORP DEL | $9.3M | 0.97% | 109,974 | Added |
| 8 | TDY | TELEDYNE TECHNOLOGIES INC | $9.2M | 0.96% | 15,289 | New |
| 9 | FIS | FIDELITY NATL INFORMATION SV | $9.2M | 0.95% | 196,395 | Added |
| 10 | AMGN | AMGEN INC | $9.2M | 0.95% | 26,187 | New |
| 11 | TPX | SOMNIGROUP INTERNATIONAL INC | $9.0M | 0.93% | 121,600 | Trimmed |
| 12 | CMCSA | COMCAST CORP NEW | $8.9M | 0.92% | 309,484 | New |
| 13 | ONON | ON HLDG AG | $8.8M | 0.91% | 259,090 | New |
| 14 | AMRZ | AMRIZE LTD | $8.8M | 0.91% | 156,389 | New |
| 15 | SYY | SYSCO CORP | $8.8M | 0.91% | 123,159 | Added |
| 16 | CNC | CENTENE CORP DEL | $8.8M | 0.91% | 269,331 | Trimmed |
| 17 | UPS | UNITED PARCEL SVCS INC | $8.7M | 0.90% | 88,500 | Added |
| 18 | JHX | JAMES HARDIE INDS PLC | $8.5M | 0.88% | 448,924 | New |
| 19 | ES | EVERSOURCE ENERGY | $8.4M | 0.87% | 120,554 | New |
| 20 | PCG | PG&E CORP | $8.2M | 0.85% | 467,290 | Added |
| 21 | GEN | GEN DIGITAL INC | $7.9M | 0.82% | 422,102 | New |
| 22 | VTRS | VIATRIS INC | $7.8M | 0.81% | 579,100 | New |
| 23 | FDX | FEDEX CORP | $7.8M | 0.81% | 21,867 | New |
| 24 | BSX | BOSTON SCIENTIFIC CORP | $7.8M | 0.81% | 124,593 | Trimmed |
| 25 | A | AGILENT TECHNOLOGIES INC | $7.8M | 0.81% | 68,803 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31