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 |
|---|---|---|---|---|---|---|---|---|
| AROC | ARCHROCK INC | $0 | 0.00% | 0 | -26,300 | -100.0% | -$91.52万 | 清仓 |
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -5,803 | -100.0% | -$91.24万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -27,400 | -100.0% | -$91.02万 | 清仓 |
| QTWO | Q2 HLDGS INC | $0 | 0.00% | 0 | -19,000 | -100.0% | -$89.87万 | 清仓 |
| HALO | HALOZYME THERAPEUTICS INC | $0 | 0.00% | 0 | -13,800 | -100.0% | -$89.19万 | 清仓 |
| SKYW | SKYWEST INC | $0 | 0.00% | 0 | -9,700 | -100.0% | -$89.08万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -92,925 | -100.0% | -$88.28万 | 清仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $0 | 0.00% | 0 | -31,500 | -100.0% | -$88.23万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -4,123 | -100.0% | -$88.09万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -26,200 | -100.0% | -$87.72万 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -60,800 | -100.0% | -$87.25万 | 清仓 |
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -21,477 | -100.0% | -$86.92万 | 清仓 |
| EBC | EASTERN BANKSHARES INC | $0 | 0.00% | 0 | -43,900 | -100.0% | -$85.87万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -2,478 | -100.0% | -$85.58万 | 清仓 |
| CERT | CERTARA INC | $0 | 0.00% | 0 | -148,531 | -100.0% | -$84.66万 | 清仓 |
| WGO | WINNEBAGO INDS INC | $0 | 0.00% | 0 | -27,300 | -100.0% | -$84.60万 | 清仓 |
| AIR | AAR CORP | $0 | 0.00% | 0 | -7,700 | -100.0% | -$84.28万 | 清仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $0 | 0.00% | 0 | -6,417 | -100.0% | -$81.95万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -4,320 | -100.0% | -$81.91万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -6,450 | -100.0% | -$81.28万 | 清仓 |
| ANAB | ANAPTYSBIO INC | $0 | 0.00% | 0 | -14,518 | -100.0% | -$80.52万 | 清仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $0 | 0.00% | 0 | -39,000 | -100.0% | -$80.22万 | 清仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -42,100 | -100.0% | -$79.57万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -37,000 | -100.0% | -$79.22万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -106,300 | -100.0% | -$78.87万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -232 | -100.0% | -$78.36万 | 清仓 |
| ASB | ASSOCIATED BANC-CORP | $0 | 0.00% | 0 | -29,609 | -100.0% | -$76.57万 | 清仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | -54,277 | -100.0% | -$75.34万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -9,185 | -100.0% | -$74.35万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -56,300 | -100.0% | -$72.57万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -37,264 | -100.0% | -$70.09万 | 清仓 |
| HOMB | HOME BANCSHARES INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$70.02万 | 清仓 |
| SBH | SALLY BEAUTY HLDGS INC | $0 | 0.00% | 0 | -50,390 | -100.0% | -$69.79万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -807 | -100.0% | -$68.27万 | 清仓 |
| FTRE | FORTREA HLDGS INC | $0 | 0.00% | 0 | -72,282 | -100.0% | -$68.09万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -16,690 | -100.0% | -$68.08万 | 清仓 |
| PSN | PARSONS CORP DEL | $0 | 0.00% | 0 | -12,559 | -100.0% | -$68.03万 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -3,467 | -100.0% | -$67.45万 | 清仓 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -30,256 | -100.0% | -$66.87万 | 清仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $0 | 0.00% | 0 | -31,000 | -100.0% | -$66.56万 | 清仓 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -51,523 | -100.0% | -$66.10万 | 清仓 |
| INTR | INTER & CO INC | $0 | 0.00% | 0 | -82,600 | -100.0% | -$65.75万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -56,500 | -100.0% | -$64.81万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -68,062 | -100.0% | -$64.73万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -41,967 | -100.0% | -$59.97万 | 清仓 |
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$59.93万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -5,536 | -100.0% | -$59.10万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,472 | -100.0% | -$58.36万 | 清仓 |
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -34,457 | -100.0% | -$57.68万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -26,241 | -100.0% | -$56.79万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -10,700 | -100.0% | -$56.46万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -97,200 | -100.0% | -$56.38万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -294 | -100.0% | -$56.27万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -22,500 | -100.0% | -$55.24万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -4,464 | -100.0% | -$54.81万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -6,303 | -100.0% | -$54.29万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -12,942 | -100.0% | -$53.99万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -22,700 | -100.0% | -$53.62万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -13,900 | -100.0% | -$53.60万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -8,119 | -100.0% | -$52.94万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -8,855 | -100.0% | -$51.75万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$51.38万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -7,038 | -100.0% | -$51.22万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -105,500 | -100.0% | -$50.64万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -435 | -100.0% | -$50.41万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -17,036 | -100.0% | -$50.10万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -3,700 | -100.0% | -$50.08万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -113,000 | -100.0% | -$50.06万 | 清仓 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | -22,100 | -100.0% | -$49.88万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$49.52万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -4,107 | -100.0% | -$49.40万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -10,628 | -100.0% | -$48.86万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -7,600 | -100.0% | -$48.81万 | 清仓 |
| CNS | COHEN & STEERS INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$48.16万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,801 | -100.0% | -$47.91万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -18,321 | -100.0% | -$47.85万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -9,700 | -100.0% | -$47.27万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -42,860 | -100.0% | -$46.03万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -10,023 | -100.0% | -$46.00万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -30,500 | -100.0% | -$45.90万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -10,264 | -100.0% | -$45.62万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -8,400 | -100.0% | -$45.48万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,350 | -100.0% | -$45.33万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -105,700 | -100.0% | -$44.82万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$44.16万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -5,399 | -100.0% | -$43.26万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -6,200 | -100.0% | -$42.90万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -31,500 | -100.0% | -$41.99万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -34,200 | -100.0% | -$41.93万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -2,950 | -100.0% | -$41.63万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -3,706 | -100.0% | -$40.62万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -4,831 | -100.0% | -$40.54万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -2,800 | -100.0% | -$40.00万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -48,800 | -100.0% | -$39.63万 | 清仓 |
| TALO | TALOS ENERGY INC | $0 | 0.00% | 0 | -25,139 | -100.0% | -$39.62万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -2,389 | -100.0% | -$39.32万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -46,400 | -100.0% | -$39.25万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$39.23万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,300 | -100.0% | -$38.98万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,357 | -100.0% | -$38.51万 | 清仓 |