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 |
|---|---|---|---|---|---|---|---|---|
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -817 | -100.0% | -$26.85万 | 清仓 |
| AMPL | AMPLITUDE INC | $0 | 0.00% | 0 | -39,300 | -100.0% | -$26.80万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -6,700 | -100.0% | -$26.70万 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$26.55万 | 清仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $0 | 0.00% | 0 | -2,250 | -100.0% | -$26.41万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -14,008 | -100.0% | -$26.04万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -5,052 | -100.0% | -$25.42万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -3,601 | -100.0% | -$25.39万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$25.36万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,400 | -100.0% | -$25.07万 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -4,161 | -100.0% | -$24.95万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | -10,500 | -100.0% | -$24.93万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -1,450 | -100.0% | -$24.73万 | 清仓 |
| IAG | IAMGOLD CORP | $0 | 0.00% | 0 | -13,110 | -100.0% | -$24.67万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -2,488 | -100.0% | -$24.64万 | 清仓 |
| NVAX | NOVAVAX INC | $0 | 0.00% | 0 | -30,076 | -100.0% | -$24.48万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -4,100 | -100.0% | -$24.45万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -715 | -100.0% | -$24.23万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,950 | -100.0% | -$24.15万 | 清仓 |
| PR | PERMIAN RESOURCES CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$23.45万 | 清仓 |
| OII | OCEANEERING INTL INC | $0 | 0.00% | 0 | -6,600 | -100.0% | -$23.41万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -2,700 | -100.0% | -$23.34万 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -1,182 | -100.0% | -$23.27万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,200 | -100.0% | -$23.02万 | 清仓 |
| POOL | POOL CORP | $0 | 0.00% | 0 | -1,134 | -100.0% | -$22.94万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,322 | -100.0% | -$22.83万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -2,800 | -100.0% | -$22.75万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -10,041 | -100.0% | -$22.58万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -5,000 | -100.0% | -$22.54万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -5,988 | -100.0% | -$22.50万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -4,116 | -100.0% | -$22.49万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -8,656 | -100.0% | -$22.19万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -1,114 | -100.0% | -$22.17万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -3,000 | -100.0% | -$22.05万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,733 | -100.0% | -$21.54万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$20.98万 | 清仓 |
| GSL | GLOBAL SHIP LEASE INC | $0 | 0.00% | 0 | -5,600 | -100.0% | -$20.85万 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -24,701 | -100.0% | -$20.70万 | 清仓 |
| CURB | CURBLINE PPTYS CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$20.63万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -3,633 | -100.0% | -$20.48万 | 清仓 |
| NEOG | NEOGEN CORP | $0 | 0.00% | 0 | -21,993 | -100.0% | -$20.43万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.17万 | 清仓 |
| OLED | UNIVERSAL DISPLAY CORP | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.17万 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -825 | -100.0% | -$20.14万 | 清仓 |
| CVEO | CIVEO CORP CDA | $0 | 0.00% | 0 | -7,597 | -100.0% | -$20.10万 | 清仓 |
| PGNY | PROGYNY INC | $0 | 0.00% | 0 | -11,600 | -100.0% | -$19.70万 | 清仓 |
| TBLA | TABOOLA.COM LTD | $0 | 0.00% | 0 | -61,381 | -100.0% | -$19.03万 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -54,300 | -100.0% | -$17.70万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -11,058 | -100.0% | -$16.56万 | 清仓 |
| ASAN | ASANA INC | $0 | 0.00% | 0 | -24,706 | -100.0% | -$15.81万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -11,579 | -100.0% | -$15.49万 | 清仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $0 | 0.00% | 0 | -12,326 | -100.0% | -$13.35万 | 清仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $0 | 0.00% | 0 | -12,015 | -100.0% | -$12.04万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -13,356 | -100.0% | -$10.89万 | 清仓 |
| HLIT | HARMONIC INC | $0 | 0.00% | 0 | -10,714 | -100.0% | -$9.62万 | 清仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -12,500 | -100.0% | -$6.97万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,431 | -100.0% | -$6.24万 | 清仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $0 | 0.00% | 0 | -12,719 | -100.0% | -$3.01万 | 清仓 |