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Portfolio (Quarterly) Guide ↗

TWINBEECH CAPITAL LP

· CIK 0001769646
13F Portfolio $965.3B AUM 536 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New 87 Added 122 Reduced 352 Exited
Page 14 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 DHI D R HORTON INC Consumer Cyclical 3,152 $454K 0.03% SOLD
262 ACLX ARCELLX INC Healthcare 6,949 $453K 0.03% SOLD
263 TT TRANE TECHNOLOGIES PLC Industrials 1,155 $450K 0.03% SOLD
264 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 3,110 $441K 0.03% SOLD
265 CNI CANADIAN NATL RY CO Industrials 4,461 $441K 0.03% SOLD
266 CLS CELESTICA INC Technology 1,476 $436K 0.03% SOLD
267 AM ANTERO MIDSTREAM CORP Energy 24,171 $430K 0.03% SOLD
268 PAYO PAYONEER GLOBAL INC Technology 75,500 $424K 0.03% SOLD
269 SLB SLB LIMITED Energy 11,000 $422K 0.03% SOLD
270 TAC TRANSALTA CORP Utilities 33,224 $420K 0.03% SOLD
271 KGC KINROSS GOLD CORP Basic Materials 14,856 $418K 0.03% SOLD
272 RNST RENASANT CORP Financial Services 11,618 $409K 0.03% SOLD
273 TER TERADYNE INC Technology 2,059 $399K 0.03% SOLD
274 CPB THE CAMPBELLS COMPANY Consumer Defensive 13,900 $387K 0.03% SOLD
275 JPM JPMORGAN CHASE & CO. Financial Services 1,188 $383K 0.03% SOLD
276 ACIW ACI WORLDWIDE INC Technology 8,000 $382K 0.03% SOLD
277 PAYX PAYCHEX INC Industrials 3,367 $378K 0.03% SOLD
278 BUSE FIRST BUSEY CORP Financial Services 15,604 $371K 0.03% SOLD
279 FVRR FIVERR INTL LTD Communication Services 18,500 $366K 0.03% SOLD
280 PARR PAR PAC HOLDINGS INC Energy 10,400 $365K 0.03% SOLD
Page 14 of 18  ·  352 positions
Sector Allocation
Technology 20.0%
Industrials 19.4%
Consumer Cyclical 14.9%
Healthcare 14.1%
Financial Services 11.2%
Consumer Defensive 4.5%
Utilities 4.2%
Communication Services 3.9%
Energy 3.9%
Real Estate 2.2%