TWINBEECH CAPITAL LP
PURCHASE NY · SEC CIK 0001769646
$9.65亿2026Q1 申报市值
536持仓数
10.0%前十大占比 · 第一大 1.1%
252 / 288新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSCO 新建仓+$1,066.96万
SSNC 新建仓+$973.92万
AME 重新持有+$960.35万
CMG 新建仓+$960.35万
AXON 新建仓+$950.29万
2026Q1 卖出最多 按季末市值估算
SPGI 重新持有-$2,385.31万
NDAQ 重新持有-$2,316.89万
MPC 减仓-$2,255.97万
ANET 重新持有-$2,251.39万
BDX 重新持有-$1,821.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -2,564 | -100.0% | -$28.69万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -9,428 | -100.0% | -$28.44万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$28.01万 | 清仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $0 | 0.00% | 0 | -16,400 | -100.0% | -$28.01万 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -9,533 | -100.0% | -$27.96万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,496 | -100.0% | -$27.60万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$27.49万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -12,404 | -100.0% | -$27.19万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -4,246 | -100.0% | -$26.92万 | 清仓 |
| FRME | FIRST MERCHANTS CORP | $0 | 0.00% | 0 | -7,063 | -100.0% | -$26.47万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -17,200 | -100.0% | -$26.33万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -3,300 | -100.0% | -$26.19万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$25.78万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -764 | -100.0% | -$25.72万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -5,895 | -100.0% | -$25.69万 | 清仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $0 | 0.00% | 0 | -12,200 | -100.0% | -$25.30万 | 清仓 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$24.79万 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -4,400 | -100.0% | -$24.55万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -1,671 | -100.0% | -$24.04万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -5,700 | -100.0% | -$23.88万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -975 | -100.0% | -$22.55万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,859 | -100.0% | -$22.37万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -1,967 | -100.0% | -$22.35万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -2,667 | -100.0% | -$21.87万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -2,937 | -100.0% | -$21.40万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -4,072 | -100.0% | -$21.35万 | 清仓 |
| BANF | BANCFIRST CORP | $0 | 0.00% | 0 | -1,992 | -100.0% | -$21.12万 | 清仓 |
| SR | SPIRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,867 | -100.0% | -$20.60万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -13,589 | -100.0% | -$20.49万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.25万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -16,534 | -100.0% | -$18.82万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -23,700 | -100.0% | -$18.49万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -38,352 | -100.0% | -$15.69万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -11,330 | -100.0% | -$14.65万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -17,800 | -100.0% | -$14.36万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -15,289 | -100.0% | -$13.74万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$10.78万 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -12,670 | -100.0% | -$9.86万 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -11,100 | -100.0% | -$9.65万 | 清仓 |
| — | GOPRO INC | $0 | 0.00% | 0 | -53,567 | -100.0% | -$7.55万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -23,200 | -100.0% | -$7.52万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRGV | ENERGY VAULT HOLDINGS INC | $0 | 0.00% | 0 | -14,300 | -100.0% | -$6.59万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $3.01万 | 0.00% | 12,719 | -21,281 | -62.6% | -$5.04万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $6.24万 | 0.01% | 10,431 | 10,431 | — | $6.24万 | 新建仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $6.97万 | 0.01% | 12,500 | 12,500 | — | $6.97万 | 新建仓 |
| UA | UNDER ARMOUR INC | $7.01万 | 0.01% | 12,100 | -7,900 | -39.5% | -$4.57万 | 减仓 |
| HLIT | HARMONIC INC | $9.62万 | 0.01% | 10,714 | -100 | -0.9% | -$898 | 减仓 |
| FLO | FLOWERS FOODS INC | $10.89万 | 0.01% | 13,356 | -244 | -1.8% | -$1,989 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $12.04万 | 0.01% | 12,015 | -169,285 | -93.4% | -$169.62万 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $12.24万 | 0.01% | 20,440 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $13.35万 | 0.01% | 12,326 | 12,326 | — | $13.35万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $14.93万 | 0.02% | 12,867 | -16,258 | -55.8% | -$18.86万 | 减仓 |
| ODD | ODDITY TECH LTD | $15.49万 | 0.02% | 11,579 | 11,579 | — | $15.49万 | 新建仓 |
| ASAN | ASANA INC | $15.81万 | 0.02% | 24,706 | 4,942 | 25.0% | $3.16万 | 加仓 |
| NCNO | NCINO INC | $16.56万 | 0.02% | 11,058 | -8,402 | -43.2% | -$12.59万 | 重新持有 |
| BMBL | BUMBLE INC | $17.70万 | 0.02% | 54,300 | 1,515 | 2.9% | $4,939 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $18.08万 | 0.02% | 14,625 | -73,603 | -83.4% | -$90.97万 | 减仓 |
| UAA | UNDER ARMOUR INC | $18.18万 | 0.02% | 30,764 | -29,036 | -48.6% | -$17.16万 | 减仓 |
| TBLA | TABOOLA.COM LTD | $19.03万 | 0.02% | 61,381 | 61,381 | — | $19.03万 | 新建仓 |
| PGNY | PROGYNY INC | $19.70万 | 0.02% | 11,600 | -41,946 | -78.3% | -$71.22万 | 重新持有 |
| CVEO | CIVEO CORP CDA | $20.10万 | 0.02% | 7,597 | 7,597 | — | $20.10万 | 新建仓 |
| MPC | MARATHON PETE CORP | $20.14万 | 0.02% | 825 | -92,390 | -99.1% | -$2,255.97万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $20.17万 | 0.02% | 2,200 | -46,046 | -95.4% | -$422.06万 | 减仓 |
| BIIB | BIOGEN INC | $20.17万 | 0.02% | 1,100 | -1,734 | -61.2% | -$31.79万 | 减仓 |
| NEOG | NEOGEN CORP | $20.43万 | 0.02% | 21,993 | 21,993 | — | $20.43万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $20.48万 | 0.02% | 3,633 | -13,171 | -78.4% | -$74.23万 | 重新持有 |
| G | GENPACT LIMITED | $20.49万 | 0.02% | 5,500 | 5,500 | — | $20.49万 | 新建仓 |
| CURB | CURBLINE PPTYS CORP | $20.63万 | 0.02% | 8,000 | 8,000 | — | $20.63万 | 新建仓 |
| PEP | PEPSICO INC | $20.67万 | 0.02% | 1,331 | -4,358 | -76.6% | -$67.68万 | 减仓 |
| PHR | PHREESIA INC | $20.70万 | 0.02% | 24,701 | 24,701 | — | $20.70万 | 新建仓 |
| GSL | GLOBAL SHIP LEASE INC | $20.85万 | 0.02% | 5,600 | 5,600 | — | $20.85万 | 新建仓 |
| PODD | INSULET CORP | $20.98万 | 0.02% | 1,000 | -21,298 | -95.5% | -$446.92万 | 重新持有 |
| WMT | WALMART INC | $21.54万 | 0.02% | 1,733 | -8,415 | -82.9% | -$104.58万 | 减仓 |
| FLS | FLOWSERVE CORP | $22.05万 | 0.02% | 3,000 | -17,300 | -85.2% | -$127.17万 | 减仓 |
| MLI | MUELLER INDS INC | $22.16万 | 0.02% | 2,000 | 2,000 | — | $22.16万 | 新建仓 |
| BA | BOEING CO | $22.17万 | 0.02% | 1,114 | 1,114 | — | $22.17万 | 新建仓 |
| TDC | TERADATA CORP DEL | $22.19万 | 0.02% | 8,656 | 8,656 | — | $22.19万 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $22.37万 | 0.02% | 6,133 | 6,133 | — | $22.37万 | 新建仓 |
| PAAS | PAN AMERN SILVER CORP | $22.49万 | 0.02% | 4,116 | 4,116 | — | $22.49万 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $22.50万 | 0.02% | 5,988 | -175,357 | -96.7% | -$658.82万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $22.54万 | 0.02% | 5,000 | -40,450 | -89.0% | -$182.31万 | 减仓 |
| KHC | KRAFT HEINZ CO | $22.58万 | 0.02% | 10,041 | -33,148 | -76.8% | -$74.55万 | 重新持有 |
| PWR | QUANTA SVCS INC | $22.67万 | 0.02% | 413 | 413 | — | $22.67万 | 新建仓 |
| BRC | BRADY CORP | $22.75万 | 0.02% | 2,800 | 2,800 | — | $22.75万 | 新建仓 |
| NKE | NIKE INC | $22.83万 | 0.02% | 4,322 | 4,322 | — | $22.83万 | 新建仓 |
| POOL | POOL CORP | $22.94万 | 0.02% | 1,134 | -5,472 | -82.8% | -$110.71万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $23.02万 | 0.02% | 3,200 | -304 | -8.7% | -$2.19万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $23.27万 | 0.02% | 1,182 | -9,160 | -88.6% | -$180.32万 | 减仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $23.34万 | 0.02% | 2,700 | -34,900 | -92.8% | -$301.68万 | 减仓 |
| OII | OCEANEERING INTL INC | $23.41万 | 0.02% | 6,600 | 6,600 | — | $23.41万 | 新建仓 |