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 |
|---|---|---|---|---|---|---|---|---|
| SRAD | SPORTRADAR GROUP AG | $0 | 0.00% | 0 | -34,457 | -100.0% | -$57.68万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -26,241 | -100.0% | -$56.79万 | 清仓 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -10,700 | -100.0% | -$56.46万 | 清仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | -97,200 | -100.0% | -$56.38万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -294 | -100.0% | -$56.27万 | 清仓 |
| KRG | KITE REALTY GROUP TRUST | $0 | 0.00% | 0 | -22,500 | -100.0% | -$55.24万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -4,464 | -100.0% | -$54.81万 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -6,303 | -100.0% | -$54.29万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -12,942 | -100.0% | -$53.99万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -22,700 | -100.0% | -$53.62万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -13,900 | -100.0% | -$53.60万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -8,119 | -100.0% | -$52.94万 | 清仓 |
| ESNT | ESSENT GROUP LTD | $0 | 0.00% | 0 | -8,855 | -100.0% | -$51.75万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$51.38万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -7,038 | -100.0% | -$51.22万 | 清仓 |
| BULL | WEBULL CORP | $0 | 0.00% | 0 | -105,500 | -100.0% | -$50.64万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -435 | -100.0% | -$50.41万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -17,036 | -100.0% | -$50.10万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -3,700 | -100.0% | -$50.08万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -113,000 | -100.0% | -$50.06万 | 清仓 |
| CUZ | COUSINS PPTYS INC | $0 | 0.00% | 0 | -22,100 | -100.0% | -$49.88万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$49.52万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -4,107 | -100.0% | -$49.40万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -10,628 | -100.0% | -$48.86万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | -7,600 | -100.0% | -$48.81万 | 清仓 |
| CNS | COHEN & STEERS INC | $0 | 0.00% | 0 | -7,700 | -100.0% | -$48.16万 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -1,801 | -100.0% | -$47.91万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -18,321 | -100.0% | -$47.85万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -9,700 | -100.0% | -$47.27万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -42,860 | -100.0% | -$46.03万 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $0 | 0.00% | 0 | -10,023 | -100.0% | -$46.00万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | -30,500 | -100.0% | -$45.90万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -10,264 | -100.0% | -$45.62万 | 清仓 |
| ENB | ENBRIDGE INC | $0 | 0.00% | 0 | -8,400 | -100.0% | -$45.48万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -2,350 | -100.0% | -$45.33万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -105,700 | -100.0% | -$44.82万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$44.16万 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -5,399 | -100.0% | -$43.26万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -6,200 | -100.0% | -$42.90万 | 清仓 |
| PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | -31,500 | -100.0% | -$41.99万 | 清仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $0 | 0.00% | 0 | -34,200 | -100.0% | -$41.93万 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -2,950 | -100.0% | -$41.63万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -3,706 | -100.0% | -$40.62万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -4,831 | -100.0% | -$40.54万 | 清仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -2,800 | -100.0% | -$40.00万 | 清仓 |
| GNW | GENWORTH FINL INC | $0 | 0.00% | 0 | -48,800 | -100.0% | -$39.63万 | 清仓 |
| TALO | TALOS ENERGY INC | $0 | 0.00% | 0 | -25,139 | -100.0% | -$39.62万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -2,389 | -100.0% | -$39.32万 | 清仓 |
| BHVN | BIOHAVEN LTD | $0 | 0.00% | 0 | -46,400 | -100.0% | -$39.25万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$39.23万 | 清仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -26,300 | -100.0% | -$38.98万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -1,357 | -100.0% | -$38.51万 | 清仓 |
| 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 |