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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -300,015 | -100.0% | -$960.35万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -22,376 | -100.0% | -$950.29万 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $0 | 0.00% | 0 | -109,974 | -100.0% | -$935.00万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,289 | -100.0% | -$925.00万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -26,187 | -100.0% | -$921.39万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -121,600 | -100.0% | -$898.87万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -309,484 | -100.0% | -$888.53万 | 清仓 |
| ONON | ON HLDG AG | $0 | 0.00% | 0 | -259,090 | -100.0% | -$881.42万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -123,159 | -100.0% | -$878.49万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -156,389 | -100.0% | -$876.09万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -88,500 | -100.0% | -$870.66万 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -448,924 | -100.0% | -$850.26万 | 清仓 |
| ES | EVERSOURCE ENERGY | $0 | 0.00% | 0 | -120,554 | -100.0% | -$835.20万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -422,102 | -100.0% | -$794.82万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -21,867 | -100.0% | -$778.86万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -19,800 | -100.0% | -$773.01万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | -56,600 | -100.0% | -$762.23万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,049 | -100.0% | -$735.55万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -47,591 | -100.0% | -$715.44万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -73,700 | -100.0% | -$710.76万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -25,446 | -100.0% | -$710.58万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -21,515 | -100.0% | -$707.61万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -13,100 | -100.0% | -$704.81万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | -139,700 | -100.0% | -$690.12万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -29,972 | -100.0% | -$649.28万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -44,696 | -100.0% | -$612.92万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -20,275 | -100.0% | -$612.30万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -77,400 | -100.0% | -$596.60万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -72,874 | -100.0% | -$589.55万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -29,590 | -100.0% | -$558.39万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -62,285 | -100.0% | -$550.72万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -59,942 | -100.0% | -$522.15万 | 清仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $0 | 0.00% | 0 | -132,921 | -100.0% | -$517.99万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -137,510 | -100.0% | -$510.30万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -96,032 | -100.0% | -$470.46万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | -30,142 | -100.0% | -$467.11万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -248,134 | -100.0% | -$464.75万 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -148,805 | -100.0% | -$456.98万 | 清仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -109,411 | -100.0% | -$454.93万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -21,483 | -100.0% | -$449.17万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -567,389 | -100.0% | -$444.83万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -12,928 | -100.0% | -$441.87万 | 清仓 |
| CR | CRANE COMPANY | $0 | 0.00% | 0 | -25,300 | -100.0% | -$432.63万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -134,645 | -100.0% | -$426.69万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -404,962 | -100.0% | -$402.53万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -94,117 | -100.0% | -$399.43万 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -91,579 | -100.0% | -$380.88万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -42,200 | -100.0% | -$380.10万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -12,565 | -100.0% | -$379.76万 | 清仓 |
| TOL | TOLL BROTHERS INC | $0 | 0.00% | 0 | -27,350 | -100.0% | -$373.25万 | 清仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $0 | 0.00% | 0 | -158,776 | -100.0% | -$366.45万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -57,297 | -100.0% | -$363.61万 | 清仓 |
| DBX | DROPBOX INC | $0 | 0.00% | 0 | -158,132 | -100.0% | -$359.28万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -57,001 | -100.0% | -$352.49万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -57,255 | -100.0% | -$347.02万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -91,200 | -100.0% | -$344.83万 | 清仓 |
| TEX | TEREX CORP NEW | $0 | 0.00% | 0 | -56,000 | -100.0% | -$330.96万 | 清仓 |
| VNT | VONTIER CORPORATION | $0 | 0.00% | 0 | -92,600 | -100.0% | -$328.45万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -96,318 | -100.0% | -$324.98万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -33,118 | -100.0% | -$320.12万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -6,736 | -100.0% | -$318.77万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -10,174 | -100.0% | -$316.20万 | 清仓 |
| GLBE | GLOBAL E ONLINE LTD | $0 | 0.00% | 0 | -99,232 | -100.0% | -$306.13万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -54,412 | -100.0% | -$303.62万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -27,168 | -100.0% | -$301.89万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -44,500 | -100.0% | -$299.49万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -80,229 | -100.0% | -$299.17万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -56,400 | -100.0% | -$294.75万 | 清仓 |
| CPA | COPA HOLDINGS SA | $0 | 0.00% | 0 | -25,900 | -100.0% | -$294.25万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -13,800 | -100.0% | -$291.30万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -40,927 | -100.0% | -$290.83万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -36,808 | -100.0% | -$283.02万 | 清仓 |
| SHAK | SHAKE SHACK INC | $0 | 0.00% | 0 | -31,888 | -100.0% | -$282.11万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -70,500 | -100.0% | -$280.24万 | 清仓 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | -52,620 | -100.0% | -$278.15万 | 清仓 |
| SIGI | SELECTIVE INS GROUP INC | $0 | 0.00% | 0 | -36,809 | -100.0% | -$277.50万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -18,050 | -100.0% | -$272.23万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | -52,400 | -100.0% | -$271.69万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -74,800 | -100.0% | -$270.18万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -9,953 | -100.0% | -$269.32万 | 清仓 |
| VICR | VICOR CORP | $0 | 0.00% | 0 | -16,621 | -100.0% | -$267.60万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -6,525 | -100.0% | -$260.72万 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -19,600 | -100.0% | -$257.01万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -14,152 | -100.0% | -$255.91万 | 清仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $0 | 0.00% | 0 | -60,500 | -100.0% | -$249.68万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -20,915 | -100.0% | -$246.90万 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -76,814 | -100.0% | -$246.73万 | 清仓 |
| WRB | BERKLEY W R CORP | $0 | 0.00% | 0 | -36,100 | -100.0% | -$239.27万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | -175,300 | -100.0% | -$236.66万 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -57,517 | -100.0% | -$233.46万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -20,300 | -100.0% | -$233.10万 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -22,120 | -100.0% | -$232.53万 | 清仓 |
| CSTM | CONSTELLIUM SE | $0 | 0.00% | 0 | -93,141 | -100.0% | -$228.94万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -18,105 | -100.0% | -$228.76万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -11,525 | -100.0% | -$227.62万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -14,914 | -100.0% | -$223.05万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -24,186 | -100.0% | -$219.29万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -161,048 | -100.0% | -$215.48万 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -29,500 | -100.0% | -$214.61万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -93,900 | -100.0% | -$213.81万 | 清仓 |