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 |
|---|---|---|---|---|---|---|---|---|
| CNI | CANADIAN NATL RY CO | $0 | 0.00% | 0 | -4,461 | -100.0% | -$44.10万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,476 | -100.0% | -$43.63万 | 清仓 |
| AM | ANTERO MIDSTREAM CORP | $0 | 0.00% | 0 | -24,171 | -100.0% | -$43.00万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -75,500 | -100.0% | -$42.43万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -11,000 | -100.0% | -$42.22万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -33,224 | -100.0% | -$42.00万 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -14,856 | -100.0% | -$41.83万 | 清仓 |
| RNST | RENASANT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -2,059 | -100.0% | -$39.85万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -13,900 | -100.0% | -$38.74万 | 清仓 |
| JPM | JPMORGAN CHASE & CO. | $0 | 0.00% | 0 | -1,188 | -100.0% | -$38.28万 | 清仓 |
| ACIW | ACI WORLDWIDE INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$38.25万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,367 | -100.0% | -$37.77万 | 清仓 |
| BUSE | FIRST BUSEY CORP | $0 | 0.00% | 0 | -15,604 | -100.0% | -$37.12万 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -18,500 | -100.0% | -$36.56万 | 清仓 |
| PARR | PAR PAC HOLDINGS INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$36.55万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ETD | ETHAN ALLEN INTERIORS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DCI | DONALDSON INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$35.46万 | 清仓 |
| STNG | SCORPIO TANKERS INC | $0 | 0.00% | 0 | -6,905 | -100.0% | -$35.10万 | 清仓 |
| BROS | DUTCH BROS INC | $0 | 0.00% | 0 | -5,680 | -100.0% | -$34.77万 | 清仓 |
| BKE | BUCKLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNA | CNA FINL CORP | $0 | 0.00% | 0 | -7,273 | -100.0% | -$34.72万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -3,151 | -100.0% | -$34.54万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -2,450 | -100.0% | -$34.38万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -13,152 | -100.0% | -$33.04万 | 清仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -383 | -100.0% | -$33.03万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -9,880 | -100.0% | -$32.86万 | 清仓 |
| UFPI | UFP INDUSTRIES INC | $0 | 0.00% | 0 | -3,500 | -100.0% | -$31.87万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -3,923 | -100.0% | -$31.15万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -10,800 | -100.0% | -$30.47万 | 清仓 |
| JBGS | JBG SMITH PPTYS | $0 | 0.00% | 0 | -17,867 | -100.0% | -$30.39万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -10,880 | -100.0% | -$30.25万 | 清仓 |
| KMT | KENNAMETAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -2,564 | -100.0% | -$28.69万 | 清仓 |
| CRBG | COREBRIDGE FINL INC | $0 | 0.00% | 0 | -9,428 | -100.0% | -$28.44万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$28.01万 | 清仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $0 | 0.00% | 0 | -16,400 | -100.0% | -$28.01万 | 清仓 |
| PRDO | PERDOCEO ED CORP | $0 | 0.00% | 0 | -9,533 | -100.0% | -$27.96万 | 清仓 |
| ANIP | ANI PHARMACEUTICALS INC | $0 | 0.00% | 0 | -3,496 | -100.0% | -$27.60万 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -400 | -100.0% | -$27.49万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -12,404 | -100.0% | -$27.19万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -4,246 | -100.0% | -$26.92万 | 清仓 |
| FRME | FIRST MERCHANTS CORP | $0 | 0.00% | 0 | -7,063 | -100.0% | -$26.47万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -17,200 | -100.0% | -$26.33万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -3,300 | -100.0% | -$26.19万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -3,600 | -100.0% | -$25.78万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -764 | -100.0% | -$25.72万 | 清仓 |
| HRB | BLOCK H & R INC | $0 | 0.00% | 0 | -5,895 | -100.0% | -$25.69万 | 清仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $0 | 0.00% | 0 | -12,200 | -100.0% | -$25.30万 | 清仓 |
| INVA | INNOVIVA INC | $0 | 0.00% | 0 | -12,400 | -100.0% | -$24.79万 | 清仓 |
| FBK | FB FINL CORP | $0 | 0.00% | 0 | -4,400 | -100.0% | -$24.55万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -1,671 | -100.0% | -$24.04万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -5,700 | -100.0% | -$23.88万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -975 | -100.0% | -$22.55万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -1,859 | -100.0% | -$22.37万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -1,967 | -100.0% | -$22.35万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SEIC | SEI INVTS CO | $0 | 0.00% | 0 | -2,667 | -100.0% | -$21.87万 | 清仓 |
| OGS | ONE GAS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -2,937 | -100.0% | -$21.40万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -4,072 | -100.0% | -$21.35万 | 清仓 |
| BANF | BANCFIRST CORP | $0 | 0.00% | 0 | -1,992 | -100.0% | -$21.12万 | 清仓 |
| SR | SPIRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,867 | -100.0% | -$20.60万 | 清仓 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $0 | 0.00% | 0 | -13,589 | -100.0% | -$20.49万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -1,250 | -100.0% | -$20.25万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -16,534 | -100.0% | -$18.82万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -23,700 | -100.0% | -$18.49万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -38,352 | -100.0% | -$15.69万 | 清仓 |
| NVCR | NOVOCURE LTD | $0 | 0.00% | 0 | -11,330 | -100.0% | -$14.65万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -17,800 | -100.0% | -$14.36万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -15,289 | -100.0% | -$13.74万 | 清仓 |
| MARA | MARA HOLDINGS INC | $0 | 0.00% | 0 | -12,000 | -100.0% | -$10.78万 | 清仓 |
| CXM | SPRINKLR INC | $0 | 0.00% | 0 | -12,670 | -100.0% | -$9.86万 | 清仓 |
| ADTN | ADTRAN HOLDINGS INC | $0 | 0.00% | 0 | -11,100 | -100.0% | -$9.65万 | 清仓 |
| — | GOPRO INC | $0 | 0.00% | 0 | -53,567 | -100.0% | -$7.55万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -23,200 | -100.0% | -$7.52万 | 清仓 |
| CTMX | CYTOMX THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NRGV | ENERGY VAULT HOLDINGS INC | $0 | 0.00% | 0 | -14,300 | -100.0% | -$6.59万 | 清仓 |