TWINBEECH CAPITAL LP
PURCHASE NY · SEC CIK 0001769646
$9.65亿2026Q1 申报市值
536持仓数
10.0%前十大占比 · 第一大 1.1%
252 / 288新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSCO 新建仓+$1,066.96万
SSNC 新建仓+$973.92万
AME 重新持有+$960.35万
CMG 新建仓+$960.35万
AXON 新建仓+$950.29万
2026Q1 卖出最多 按季末市值估算
SPGI 重新持有-$2,385.31万
NDAQ 重新持有-$2,316.89万
MPC 减仓-$2,255.97万
ANET 重新持有-$2,251.39万
BDX 重新持有-$1,821.84万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -21,200 | -100.0% | -$118.25万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -83,268 | -100.0% | -$118.16万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -13,700 | -100.0% | -$117.16万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -8,790 | -100.0% | -$116.73万 | 清仓 |
| BAP | CREDICORP LTD | $0 | 0.00% | 0 | -4,000 | -100.0% | -$114.80万 | 清仓 |
| PPTA | PERPETUA RESOURCES CORP | $0 | 0.00% | 0 | -46,200 | -100.0% | -$111.85万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -58,421 | -100.0% | -$109.95万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -48,597 | -100.0% | -$108.27万 | 清仓 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -14,467 | -100.0% | -$107.45万 | 清仓 |
| ERIE | ERIE INDTY CO | $0 | 0.00% | 0 | -3,700 | -100.0% | -$106.06万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -3,252 | -100.0% | -$105.37万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -149,300 | -100.0% | -$104.51万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -56,515 | -100.0% | -$103.87万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -5,979 | -100.0% | -$103.73万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -49,600 | -100.0% | -$103.66万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -17,010 | -100.0% | -$103.64万 | 清仓 |
| ROOT | ROOT INC | $0 | 0.00% | 0 | -14,100 | -100.0% | -$101.84万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -18,330 | -100.0% | -$101.25万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -20,406 | -100.0% | -$100.89万 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -23,182 | -100.0% | -$96.39万 | 清仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $0 | 0.00% | 0 | -104,400 | -100.0% | -$96.26万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -9,346 | -100.0% | -$96.16万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -101,500 | -100.0% | -$95.61万 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -9,598 | -100.0% | -$92.06万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -76,600 | -100.0% | -$91.15万 | 清仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $0 | 0.00% | 0 | -37,773 | -100.0% | -$90.77万 | 清仓 |
| CWH | CAMPING WORLD HLDGS INC | $0 | 0.00% | 0 | -92,470 | -100.0% | -$89.97万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -8,250 | -100.0% | -$89.59万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -4,855 | -100.0% | -$88.73万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -72,318 | -100.0% | -$88.59万 | 清仓 |
| LH | LABCORP HOLDINGS INC | $0 | 0.00% | 0 | -3,525 | -100.0% | -$88.44万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -59,700 | -100.0% | -$86.09万 | 清仓 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | -58,000 | -100.0% | -$85.20万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -31,900 | -100.0% | -$84.73万 | 清仓 |
| PENG | PENGUIN SOLUTIONS INC | $0 | 0.00% | 0 | -43,200 | -100.0% | -$84.50万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -20,053 | -100.0% | -$82.46万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -12,500 | -100.0% | -$81.26万 | 清仓 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -58,810 | -100.0% | -$81.16万 | 清仓 |
| KN | KNOWLES CORP | $0 | 0.00% | 0 | -37,663 | -100.0% | -$80.71万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -75,696 | -100.0% | -$80.01万 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -20,997 | -100.0% | -$78.47万 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -12,900 | -100.0% | -$77.21万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,347 | -100.0% | -$76.90万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -36,792 | -100.0% | -$76.64万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -10,803 | -100.0% | -$75.55万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIN | ALBANY INTL CORP | $0 | 0.00% | 0 | -14,600 | -100.0% | -$74.02万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -2,866 | -100.0% | -$73.72万 | 清仓 |
| BPOP | POPULAR INC | $0 | 0.00% | 0 | -5,901 | -100.0% | -$73.48万 | 清仓 |
| KNF | KNIFE RIVER CORP | $0 | 0.00% | 0 | -10,300 | -100.0% | -$72.46万 | 清仓 |
| FFBC | FIRST FINL BANCORP OH | $0 | 0.00% | 0 | -28,942 | -100.0% | -$72.41万 | 清仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $0 | 0.00% | 0 | -35,900 | -100.0% | -$70.65万 | 清仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $0 | 0.00% | 0 | -13,576 | -100.0% | -$70.01万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -6,500 | -100.0% | -$69.61万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -24,656 | -100.0% | -$69.06万 | 清仓 |
| MEDP | MEDPACE HLDGS INC | $0 | 0.00% | 0 | -1,204 | -100.0% | -$67.62万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -12,770 | -100.0% | -$67.59万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -6,841 | -100.0% | -$65.71万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -4,633 | -100.0% | -$65.53万 | 清仓 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BLBD | BLUE BIRD CORP | $0 | 0.00% | 0 | -13,900 | -100.0% | -$65.33万 | 清仓 |
| CMPR | CIMPRESS PLC | $0 | 0.00% | 0 | -9,574 | -100.0% | -$63.75万 | 清仓 |
| TREX | TREX CO INC | $0 | 0.00% | 0 | -17,866 | -100.0% | -$62.67万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | -8,400 | -100.0% | -$60.60万 | 清仓 |
| SG | SWEETGREEN INC | $0 | 0.00% | 0 | -89,600 | -100.0% | -$60.57万 | 清仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -6,900 | -100.0% | -$60.49万 | 清仓 |
| MFC | MANULIFE FINL CORP | $0 | 0.00% | 0 | -16,650 | -100.0% | -$60.41万 | 清仓 |
| — | INDIVIOR PLC | $0 | 0.00% | 0 | -16,514 | -100.0% | -$59.25万 | 清仓 |
| VNOM | VIPER ENERGY INC | $0 | 0.00% | 0 | -15,300 | -100.0% | -$59.10万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -9,811 | -100.0% | -$57.28万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -5,230 | -100.0% | -$56.16万 | 清仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -6,200 | -100.0% | -$55.75万 | 清仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $0 | 0.00% | 0 | -14,469 | -100.0% | -$55.47万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -12,651 | -100.0% | -$55.45万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | -6,399 | -100.0% | -$55.23万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,223 | -100.0% | -$54.44万 | 清仓 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | -21,600 | -100.0% | -$53.98万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | -28,153 | -100.0% | -$52.65万 | 清仓 |
| ALLE | ALLEGION PLC | $0 | 0.00% | 0 | -3,186 | -100.0% | -$50.73万 | 清仓 |
| SFNC | SIMMONS 1ST NATL CORP | $0 | 0.00% | 0 | -26,533 | -100.0% | -$50.01万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -2,164 | -100.0% | -$49.23万 | 清仓 |
| TIC | TIC SOLUTIONS INC | $0 | 0.00% | 0 | -47,200 | -100.0% | -$47.72万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -51,100 | -100.0% | -$47.57万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -15,972 | -100.0% | -$46.46万 | 清仓 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $0 | 0.00% | 0 | -51,663 | -100.0% | -$46.19万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -11,100 | -100.0% | -$46.09万 | 清仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $0 | 0.00% | 0 | -50,991 | -100.0% | -$45.69万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -6,949 | -100.0% | -$45.31万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1,155 | -100.0% | -$44.95万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -3,110 | -100.0% | -$44.11万 | 清仓 |