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 |
|---|---|---|---|---|---|---|---|---|
| ALRM | ALARM COM HLDGS INC | $0 | 0.00% | 0 | -30,924 | -100.0% | -$133.56万 | 清仓 |
| THO | THOR INDS INC | $0 | 0.00% | 0 | -16,521 | -100.0% | -$131.99万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -156,079 | -100.0% | -$131.89万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -9,962 | -100.0% | -$130.58万 | 清仓 |
| OI | O-I GLASS INC | $0 | 0.00% | 0 | -123,100 | -100.0% | -$129.38万 | 清仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $0 | 0.00% | 0 | -76,000 | -100.0% | -$128.14万 | 清仓 |
| PBF | PBF ENERGY INC | $0 | 0.00% | 0 | -26,852 | -100.0% | -$127.87万 | 清仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $0 | 0.00% | 0 | -28,254 | -100.0% | -$126.21万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -7,350 | -100.0% | -$124.25万 | 清仓 |
| LBRT | LIBERTY ENERGY INC | $0 | 0.00% | 0 | -42,000 | -100.0% | -$120.96万 | 清仓 |
| VSAT | VIASAT INC | $0 | 0.00% | 0 | -26,300 | -100.0% | -$120.45万 | 清仓 |
| STAG | STAG INDUSTRIAL INC | $0 | 0.00% | 0 | -33,337 | -100.0% | -$120.21万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -4,924 | -100.0% | -$119.35万 | 清仓 |
| GPOR | GULFPORT ENERGY CORP | $0 | 0.00% | 0 | -5,600 | -100.0% | -$118.48万 | 清仓 |
| GLPI | GAMING & LEISURE P | $0 | 0.00% | 0 | -25,838 | -100.0% | -$114.64万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -81,700 | -100.0% | -$111.77万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -43,415 | -100.0% | -$110.14万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -8,200 | -100.0% | -$108.72万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -17,766 | -100.0% | -$108.03万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -145,825 | -100.0% | -$105.72万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -13,500 | -100.0% | -$105.15万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -29,453 | -100.0% | -$105.15万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$104.16万 | 清仓 |
| KLIC | KULICKE & SOFFA INDS INC | $0 | 0.00% | 0 | -15,843 | -100.0% | -$104.12万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -58,100 | -100.0% | -$103.88万 | 清仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $0 | 0.00% | 0 | -26,100 | -100.0% | -$102.81万 | 清仓 |
| JBTM | JBT MAREL CORPORATION | $0 | 0.00% | 0 | -7,900 | -100.0% | -$101.02万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -3,877 | -100.0% | -$100.91万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -14,708 | -100.0% | -$100.38万 | 清仓 |
| YOU | CLEAR SECURE INC | $0 | 0.00% | 0 | -20,639 | -100.0% | -$99.91万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -5,026 | -100.0% | -$99.64万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -61,992 | -100.0% | -$98.69万 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC | $0 | 0.00% | 0 | -143,600 | -100.0% | -$98.65万 | 清仓 |
| TNDM | TANDEM DIABETES CARE INC | $0 | 0.00% | 0 | -51,366 | -100.0% | -$98.47万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -19,000 | -100.0% | -$98.21万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -32,500 | -100.0% | -$97.89万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -102,600 | -100.0% | -$97.78万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -6,300 | -100.0% | -$97.40万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -3,410 | -100.0% | -$96.77万 | 清仓 |
| MSA | MSA SAFETY INC | $0 | 0.00% | 0 | -5,873 | -100.0% | -$96.29万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -9,800 | -100.0% | -$95.31万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -1,650 | -100.0% | -$94.40万 | 清仓 |
| RCI | ROGERS COMMUNICATIONS INC | $0 | 0.00% | 0 | -24,526 | -100.0% | -$94.30万 | 清仓 |
| OGN | ORGANON & CO | $0 | 0.00% | 0 | -156,721 | -100.0% | -$93.88万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -18,679 | -100.0% | -$93.77万 | 清仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $0 | 0.00% | 0 | -15,000 | -100.0% | -$93.63万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -7,013 | -100.0% | -$93.36万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -30,989 | -100.0% | -$92.50万 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -10,800 | -100.0% | -$92.05万 | 清仓 |
| AGO | ASSURED GUARANTY LTD | $0 | 0.00% | 0 | -11,296 | -100.0% | -$92.04万 | 清仓 |
| FNB | F N B CORP | $0 | 0.00% | 0 | -55,043 | -100.0% | -$92.03万 | 清仓 |
| CNMD | CONMED CORP | $0 | 0.00% | 0 | -25,928 | -100.0% | -$91.68万 | 清仓 |
| 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 |