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 |
|---|---|---|---|---|---|---|---|---|
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -2,920 | -100.0% | -$38.24万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -9,900 | -100.0% | -$38.16万 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -17,085 | -100.0% | -$38.00万 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -3,570 | -100.0% | -$37.75万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP | $0 | 0.00% | 0 | -8,400 | -100.0% | -$37.60万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -2,265 | -100.0% | -$36.64万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -2,600 | -100.0% | -$36.48万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -2,422 | -100.0% | -$36.37万 | 清仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $0 | 0.00% | 0 | -11,445 | -100.0% | -$36.30万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -7,255 | -100.0% | -$36.25万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -4,800 | -100.0% | -$36.17万 | 清仓 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -10,500 | -100.0% | -$35.68万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -16,954 | -100.0% | -$35.52万 | 清仓 |
| MOG/A | MOOG INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$35.12万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -328 | -100.0% | -$35.02万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$34.72万 | 清仓 |
| WLK | WESTLAKE CORPORATION | $0 | 0.00% | 0 | -2,950 | -100.0% | -$34.46万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,250 | -100.0% | -$34.45万 | 清仓 |
| EGO | ELDORADO GOLD CORP NEW | $0 | 0.00% | 0 | -10,000 | -100.0% | -$34.33万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -656 | -100.0% | -$34.29万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $0 | 0.00% | 0 | -10,600 | -100.0% | -$33.93万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -13,498 | -100.0% | -$33.64万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -5,233 | -100.0% | -$33.30万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -2,554 | -100.0% | -$33.18万 | 清仓 |
| SVV | SAVERS VALUE VLG INC | $0 | 0.00% | 0 | -44,300 | -100.0% | -$32.96万 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -2,775 | -100.0% | -$32.95万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -4,720 | -100.0% | -$32.62万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -4,460 | -100.0% | -$32.32万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -2,383 | -100.0% | -$32.29万 | 清仓 |
| FIVN | FIVE9 INC | $0 | 0.00% | 0 | -21,028 | -100.0% | -$31.90万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -889 | -100.0% | -$31.82万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -6,595 | -100.0% | -$31.75万 | 清仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $0 | 0.00% | 0 | -5,500 | -100.0% | -$31.69万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -494 | -100.0% | -$31.39万 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -8,509 | -100.0% | -$31.19万 | 清仓 |
| GIL | GILDAN ACTIVEWEAR INC | $0 | 0.00% | 0 | -5,600 | -100.0% | -$31.16万 | 清仓 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -49,900 | -100.0% | -$30.99万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -5,209 | -100.0% | -$30.92万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -8,400 | -100.0% | -$30.79万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,214 | -100.0% | -$29.51万 | 清仓 |
| AVNT | AVIENT CORPORATION | $0 | 0.00% | 0 | -8,100 | -100.0% | -$29.40万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -2,270 | -100.0% | -$28.89万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -13,620 | -100.0% | -$28.85万 | 清仓 |
| CENX | CENTURY ALUM CO | $0 | 0.00% | 0 | -4,908 | -100.0% | -$28.81万 | 清仓 |
| ETOR | ETORO GROUP LTD | $0 | 0.00% | 0 | -9,592 | -100.0% | -$28.80万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,200 | -100.0% | -$27.78万 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -17,460 | -100.0% | -$27.32万 | 清仓 |
| VET | VERMILION ENERGY INC | $0 | 0.00% | 0 | -19,550 | -100.0% | -$26.94万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -817 | -100.0% | -$26.85万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -39,300 | -100.0% | -$26.80万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$26.70万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.55万 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | -2,250 | -100.0% | -$26.41万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,008 | -100.0% | -$26.04万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -5,052 | -100.0% | -$25.42万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,601 | -100.0% | -$25.39万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$25.36万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$25.07万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -4,161 | -100.0% | -$24.95万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -10,500 | -100.0% | -$24.93万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$24.73万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -13,110 | -100.0% | -$24.67万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,488 | -100.0% | -$24.64万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -30,076 | -100.0% | -$24.48万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$24.45万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -715 | -100.0% | -$24.23万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,950 | -100.0% | -$24.15万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$23.45万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$23.41万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -2,700 | -100.0% | -$23.34万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,182 | -100.0% | -$23.27万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$23.02万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,134 | -100.0% | -$22.94万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,322 | -100.0% | -$22.83万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -2,800 | -100.0% | -$22.75万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -10,041 | -100.0% | -$22.58万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.54万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -5,988 | -100.0% | -$22.50万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -4,116 | -100.0% | -$22.49万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -8,656 | -100.0% | -$22.19万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,114 | -100.0% | -$22.17万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.05万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,733 | -100.0% | -$21.54万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.98万 | 清仓 |
| GSL | GLOBAL SHIP LEASE INC | $0 | 0.00% | 0 | -5,600 | -100.0% | -$20.85万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -24,701 | -100.0% | -$20.70万 | 清仓 |
| CURB | CURBLINE PPTYS CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.63万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -3,633 | -100.0% | -$20.48万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -21,993 | -100.0% | -$20.43万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.17万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.17万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -825 | -100.0% | -$20.14万 | 清仓 |
| CVEO | CIVEO CORP CDA | $0 | 0.00% | 0 | -7,597 | -100.0% | -$20.10万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -11,600 | -100.0% | -$19.70万 | 清仓 |
| TBLA | TABOOLA.COM LTD | $0 | 0.00% | 0 | -61,381 | -100.0% | -$19.03万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -54,300 | -100.0% | -$17.70万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -11,058 | -100.0% | -$16.56万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -24,706 | -100.0% | -$15.81万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -11,579 | -100.0% | -$15.49万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | -12,326 | -100.0% | -$13.35万 | 清仓 |