TWINBEECH CAPITAL LP
PURCHASE NY · SEC CIK 0001769646
$5.53亿2026Q2 申报市值
352持仓数
11.4%前十大占比 · 第一大 1.3%
158 / 406新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
HLT 重新持有+$662.27万
ROL 重新持有+$618.39万
ICE 加仓+$610.24万
ON 新建仓+$593.51万
HPE 新建仓+$578.54万
2026Q2 卖出最多 按季末市值估算
CNC 减仓-$1,687.67万
AMKR 重新持有-$1,403.38万
AME 减仓-$1,063.91万
AKAM 重新持有-$997.85万
AVGO 重新持有-$979.85万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -60,272 | -100.0% | -$206.61万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -32,855 | -100.0% | -$198.35万 | 清仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $0 | 0.00% | 0 | -22,637 | -100.0% | -$194.18万 | 清仓 |
| GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | -106,059 | -100.0% | -$192.71万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -2,146 | -100.0% | -$192.12万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -40,670 | -100.0% | -$188.79万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -131,871 | -100.0% | -$187.92万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -18,700 | -100.0% | -$187.47万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -27,970 | -100.0% | -$187.43万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -22,082 | -100.0% | -$186.79万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -31,300 | -100.0% | -$185.01万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -33,108 | -100.0% | -$184.31万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -108,667 | -100.0% | -$183.81万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -86,725 | -100.0% | -$183.34万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -56,100 | -100.0% | -$182.55万 | 清仓 |
| LASR | NLIGHT INC | $0 | 0.00% | 0 | -31,717 | -100.0% | -$180.85万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -84,700 | -100.0% | -$178.46万 | 清仓 |
| TBBK | BANCORP INC DEL | $0 | 0.00% | 0 | -33,200 | -100.0% | -$178.38万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -17,400 | -100.0% | -$177.72万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -34,668 | -100.0% | -$176.11万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -14,400 | -100.0% | -$175.85万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -100,500 | -100.0% | -$174.47万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -44,000 | -100.0% | -$169.49万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -33,411 | -100.0% | -$168.53万 | 清仓 |
| PRM | PERIMETER SOLUTIONS INC | $0 | 0.00% | 0 | -67,663 | -100.0% | -$165.23万 | 清仓 |
| P | EVERPURE INC | $0 | 0.00% | 0 | -27,640 | -100.0% | -$163.19万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | -40,182 | -100.0% | -$162.78万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -128,900 | -100.0% | -$160.22万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -13,500 | -100.0% | -$159.06万 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -10,900 | -100.0% | -$158.30万 | 清仓 |
| SLGN | SILGAN HLDGS INC | $0 | 0.00% | 0 | -40,700 | -100.0% | -$157.92万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -5,397 | -100.0% | -$157.42万 | 清仓 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -132,379 | -100.0% | -$157.27万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -44,500 | -100.0% | -$156.28万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -25,764 | -100.0% | -$154.74万 | 清仓 |
| FND | FLOOR & DECOR HLDGS INC | $0 | 0.00% | 0 | -30,459 | -100.0% | -$154.73万 | 清仓 |
| FLNC | FLUENCE ENERGY INC | $0 | 0.00% | 0 | -112,437 | -100.0% | -$154.71万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -32,000 | -100.0% | -$154.43万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -21,699 | -100.0% | -$153.74万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -24,492 | -100.0% | -$153.52万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -3,342 | -100.0% | -$142.15万 | 清仓 |
| WCN | WASTE CONNECTIONS INC | $0 | 0.00% | 0 | -8,750 | -100.0% | -$142.13万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | -42,200 | -100.0% | -$140.91万 | 清仓 |
| RPM | RPM INTL INC | $0 | 0.00% | 0 | -14,135 | -100.0% | -$140.50万 | 清仓 |
| NOMD | NOMAD FOODS LTD | $0 | 0.00% | 0 | -145,400 | -100.0% | -$139.73万 | 清仓 |
| HGV | HILTON GRAND VACATIONS INC | $0 | 0.00% | 0 | -35,577 | -100.0% | -$139.18万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -16,421 | -100.0% | -$134.52万 | 清仓 |
| PRGS | PROGRESS SOFTWARE CORP | $0 | 0.00% | 0 | -52,269 | -100.0% | -$134.07万 | 清仓 |
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -30,924 | -100.0% | -$133.56万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -16,521 | -100.0% | -$131.99万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -156,079 | -100.0% | -$131.89万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -9,962 | -100.0% | -$130.58万 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | -123,100 | -100.0% | -$129.38万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -76,000 | -100.0% | -$128.14万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -26,852 | -100.0% | -$127.87万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -28,254 | -100.0% | -$126.21万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -7,350 | -100.0% | -$124.25万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -42,000 | -100.0% | -$120.96万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -26,300 | -100.0% | -$120.45万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -33,337 | -100.0% | -$120.21万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -4,924 | -100.0% | -$119.35万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -5,600 | -100.0% | -$118.48万 | 清仓 |
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -25,838 | -100.0% | -$114.64万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -81,700 | -100.0% | -$111.77万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -43,415 | -100.0% | -$110.14万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -8,200 | -100.0% | -$108.72万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -17,766 | -100.0% | -$108.03万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -145,825 | -100.0% | -$105.72万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$105.15万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -29,453 | -100.0% | -$105.15万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$104.16万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -15,843 | -100.0% | -$104.12万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -58,100 | -100.0% | -$103.88万 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,100 | -100.0% | -$102.81万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -7,900 | -100.0% | -$101.02万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3,877 | -100.0% | -$100.91万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -14,708 | -100.0% | -$100.38万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -20,639 | -100.0% | -$99.91万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -5,026 | -100.0% | -$99.64万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -61,992 | -100.0% | -$98.69万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -143,600 | -100.0% | -$98.65万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -51,366 | -100.0% | -$98.47万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -19,000 | -100.0% | -$98.21万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -32,500 | -100.0% | -$97.89万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -102,600 | -100.0% | -$97.78万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -6,300 | -100.0% | -$97.40万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -3,410 | -100.0% | -$96.77万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -5,873 | -100.0% | -$96.29万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -9,800 | -100.0% | -$95.31万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$94.40万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -24,526 | -100.0% | -$94.30万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -156,721 | -100.0% | -$93.88万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -18,679 | -100.0% | -$93.77万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -15,000 | -100.0% | -$93.63万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -7,013 | -100.0% | -$93.36万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -30,989 | -100.0% | -$92.50万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -10,800 | -100.0% | -$92.05万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -11,296 | -100.0% | -$92.04万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -55,043 | -100.0% | -$92.03万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -25,928 | -100.0% | -$91.68万 | 清仓 |