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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |