0001214659-24-009321.txt : 20240515 0001214659-24-009321.hdr.sgml : 20240515 20240515160017 ACCESSION NUMBER: 0001214659-24-009321 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TWINBEECH CAPITAL LP CENTRAL INDEX KEY: 0001769646 ORGANIZATION NAME: IRS NUMBER: 831518241 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20121 FILM NUMBER: 24950027 BUSINESS ADDRESS: STREET 1: 2 MANHATTANVILLE RD STREET 2: UNIT 105 CITY: PURCHASE STATE: NY ZIP: 10577 BUSINESS PHONE: 212.439.4789 MAIL ADDRESS: STREET 1: 2 MANHATTANVILLE RD STREET 2: UNIT 105 CITY: PURCHASE STATE: NY ZIP: 10577 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001769646 XXXXXXXX 03-31-2024 03-31-2024 false TWINBEECH CAPITAL LP
2 MANHATTANVILLE RD UNIT 105 PURCHASE NY 10577
13F COMBINATION REPORT 028-20121 000298583 801-114623 0001620220 028-16688 000172249 801-80255 Engineers Gate Manager LP N
Greg Rosman Chief Compliance Officer 617-283-2389 /s/ Greg Rosman Purchase NY 05-15-2024 0 521 4846173186
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501889208 14367237 268999 SH SOLE 268999 0 0 LOWES COS INC COM 548661107 77130461 302793 SH SOLE 302793 0 0 LUMENTUM HLDGS INC COM 55024U109 1853753 39150 SH SOLE 39150 0 0 LYFT INC CL A COM 55087P104 15039749 777248 SH SOLE 777248 0 0 M/I HOMES INC COM 55305B101 4603058 33774 SH SOLE 33774 0 0 MADDEN STEVEN LTD COM 556269108 8094464 191449 SH SOLE 191449 0 0 MANHATTAN ASSOCIATES INC COM 562750109 16006963 63969 SH SOLE 63969 0 0 MAPLEBEAR INC COM 565394103 19419252 520763 SH SOLE 520763 0 0 MARRIOTT INTL INC NEW CL A 571903202 48982202 194135 SH SOLE 194135 0 0 MASTEC INC COM 576323109 7682961 82391 SH SOLE 82391 0 0 MATSON INC COM 57686G105 4291882 38184 SH SOLE 38184 0 0 MAXIMUS INC COM 577933104 1677329 19992 SH SOLE 19992 0 0 MAXLINEAR INC COM 57776J100 698855 37432 SH SOLE 37432 0 0 MCDONALDS CORP COM 580135101 10111009 35861 SH SOLE 35861 0 0 MEDIFAST INC COM 58470H101 970607 25329 SH SOLE 25329 0 0 MERCADOLIBRE INC COM 58733R102 6815916 4508 SH SOLE 4508 0 0 MERIT MED SYS INC COM 589889104 3370496 44495 SH SOLE 44495 0 0 META PLATFORMS INC CL A 30303M102 69766678 143677 SH SOLE 143677 0 0 MICROSOFT CORP COM 594918104 227189 540 SH SOLE 540 0 0 MID-AMER APT CMNTYS INC COM 59522J103 5700177 43321 SH SOLE 43321 0 0 MIRUM PHARMACEUTICALS INC COM 604749101 1984932 79018 SH SOLE 79018 0 0 MISTER CAR WASH INC COM 60646V105 1304217 168286 SH SOLE 168286 0 0 MONOLITHIC PWR SYS INC COM 609839105 41629491 61453 SH SOLE 61453 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 13099872 220983 SH SOLE 220983 0 0 MSCI INC COM 55354G100 44600051 79579 SH SOLE 79579 0 0 NATERA INC COM 632307104 10147944 110955 SH SOLE 110955 0 0 NATIONAL VISION HLDGS INC COM 63845R107 280900 12676 SH SOLE 12676 0 0 NETAPP INC COM 64110D104 4418187 42090 SH SOLE 42090 0 0 NEUROCRINE BIOSCIENCES INC COM 64125C109 3703428 26852 SH SOLE 26852 0 0 NEW ORIENTAL ED & TECHNOLOGY SPON ADR 647581206 6470087 74523 SH SOLE 74523 0 0 NEWMONT CORP COM 651639106 51296323 1431259 SH SOLE 1431259 0 0 NEWS CORP NEW 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39389 0 0 OPTION CARE HEALTH INC COM NEW 68404L201 4220070 125822 SH SOLE 125822 0 0 ORGANON & CO COMMON STOCK 68622V106 7734019 411384 SH SOLE 411384 0 0 OUTFRONT MEDIA INC COM 69007J106 412799 24586 SH SOLE 24586 0 0 PACIRA BIOSCIENCES INC COM 695127100 2475460 84718 SH SOLE 84718 0 0 PACKAGING CORP AMER COM 695156109 6405455 33752 SH SOLE 33752 0 0 PAGERDUTY INC COM 69553P100 221448 9764 SH SOLE 9764 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 2070072 144963 SH SOLE 144963 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 60696882 2637848 SH SOLE 2637848 0 0 PAPA JOHNS INTL INC COM 698813102 970828 14577 SH SOLE 14577 0 0 PAR PAC HOLDINGS INC COM NEW 69888T207 2377214 64145 SH SOLE 64145 0 0 PARKER-HANNIFIN CORP COM 701094104 8132319 14632 SH SOLE 14632 0 0 PARSONS CORP DEL COM 70202L102 5421778 65362 SH SOLE 65362 0 0 PATTERSON-UTI ENERGY INC COM 703481101 4571957 382911 SH SOLE 382911 0 0 PAYCHEX INC COM 704326107 6503734 52962 SH SOLE 52962 0 0 PAYPAL HLDGS INC COM 70450Y103 3409456 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UNITEDHEALTH GROUP INC COM 91324P102 3703324 7486 SH SOLE 7486 0 0 URBAN OUTFITTERS INC COM 917047102 5200370 119769 SH SOLE 119769 0 0 UR-ENERGY INC COM 91688R108 72370 45231 SH SOLE 45231 0 0 US BANCORP DEL COM NEW 902973304 9042899 202302 SH SOLE 202302 0 0 V F CORP COM 918204108 989675 64516 SH SOLE 64516 0 0 VALLEY NATL BANCORP COM 919794107 3977739 499716 SH SOLE 499716 0 0 VALMONT INDS INC COM 920253101 1874635 8212 SH SOLE 8212 0 0 VAXCYTE INC COM 92243G108 2161807 31647 SH SOLE 31647 0 0 VEEVA SYS INC CL A COM 922475108 2795803 12067 SH SOLE 12067 0 0 VERALTO CORP COM SHS 92338C103 19509190 220045 SH SOLE 220045 0 0 VERISIGN INC COM 92343E102 21798577 115026 SH SOLE 115026 0 0 VERISK ANALYTICS INC COM 92345Y106 45984087 195071 SH SOLE 195071 0 0 VESTIS CORPORATION COM SHS 29430C102 3279773 170201 SH SOLE 170201 0 0 VIATRIS INC COM 92556V106 8186052 685599 SH SOLE 685599 0 0 VIAVI SOLUTIONS INC COM 925550105 1438211 158219 SH SOLE 158219 0 0 VICTORIAS SECRET AND CO COMMON STOCK 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963320106 11174638 93410 SH SOLE 93410 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 30117450 109518 SH SOLE 109518 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 16980359 365169 SH SOLE 365169 0 0 WINNEBAGO INDS INC COM 974637100 365116 4934 SH SOLE 4934 0 0 WORKDAY INC CL A 98138H101 7617362 27928 SH SOLE 27928 0 0 WORTHINGTON ENTERPRISES INC COM 981811102 2390005 38406 SH SOLE 38406 0 0 WW INTL INC COM 98262P101 296196 160106 SH SOLE 160106 0 0 WYNN RESORTS LTD COM 983134107 1930716 18886 SH SOLE 18886 0 0 XCEL ENERGY INC COM 98389B100 18688391 347691 SH SOLE 347691 0 0 XENON PHARMACEUTICALS INC COM 98420N105 4220708 98042 SH SOLE 98042 0 0 XEROX HOLDINGS CORP COM NEW 98421M106 2013141 112466 SH SOLE 112466 0 0 XPENG INC ADS 98422D105 3391580 441612 SH SOLE 441612 0 0 XPO INC COM 983793100 6818792 55878 SH SOLE 55878 0 0 XYLEM INC COM 98419M100 4300849 33278 SH SOLE 33278 0 0 YANDEX N V SHS CLASS A N97284108 2585594 136515 SH SOLE 136515 0 0 YUM CHINA HLDGS INC COM 98850P109 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