Twinbeech Capital LP holds a diversified book of 536 stocks worth $965.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Tractor Supply Company and trimmed Somnigroup International Inc. Their largest long position is Tractor Supply Company at 1% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1769646/holdings"
Use Arkolith to show TWINBEECH CAPITAL LP's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Twinbeech Capital LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 80 / 80 | $365.6B |
| BlackRock, Inc. | 80 / 80 | $281.7B |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $206.5B |
| STATE STREET CORP | 80 / 80 | $153.0B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 80 / 80 | $110.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 80 / 80 | $84.7B |
| FMR LLC | 80 / 80 | $79.2B |
| MORGAN STANLEY | 80 / 80 | $66.8B |
Ranked by how many of Twinbeech Capital LP's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Tractor Supply Co COM | $10.7M | 235.5K | 1.1% | ▲New New position | |
| 2 | Ametek Inc COM | $10.1M | 47.1K | 1.0% | ▲New New position | |
| 3 | Broadridge Finl Solutions In COM | $10.0M | 61.7K | 1.0% | ▲New New position | |
| 4 | SS&C Tech Hldgs COM | $9.7M | 144.1K | 1.0% | ▲New New position | |
| 5 | Chipotle Mexican Grill Inc COM | $9.6M | 300.0K | 1.0% | ▲New New position | |
| 6 | Axon Enterprise Inc COM | $9.5M | 22.4K | 1.0% | ▲New New position | |
| 7 | Liberty Media Corp Del COM LBTY ONE S C | $9.3M | 110.0K | 1.0% | ▲+5.3% Added · +6K sh | |
| 8 | Teledyne Technologies Inc COM | $9.2M | 15.3K | 1.0% | ▲New New position | |
| 9 | Amgen Inc COM | $9.2M | 26.2K | 1.0% | ▲New New position | |
| 10 | Fidelity Natl Information SV COM | $9.2M | 196.4K | 1.0% | ▲+105% Added · +101K sh | |
| 11 | Somnigroup International Inc COM | $9.0M | 121.6K | 0.9% | ▼−21% Reduced · −33K sh | |
| 12 | Comcast Corp New CL A | $8.9M | 309.5K | 0.9% | ▲New New position | |
| 13 | Centene Corp Del COM | $8.8M | 269.3K | 0.9% | ▼−11% Reduced · −34K sh | |
| 14 | On Hldg AG NAMEN AKT A | $8.8M | 259.1K | 0.9% | ▲New New position | |
| 15 | Sysco Corp COM | $8.8M | 123.2K | 0.9% | ▲+556% Added · +104K sh | |
| 16 | Amrize Ltd SHS | $8.8M | 156.4K | 0.9% | ▲New New position | |
| 17 | United Parcel Svcs Inc CL B | $8.7M | 88.5K | 0.9% | ▲21× Added · +84K sh | |
| 18 | James Hardie Inds PLC ORD SHS | $8.5M | 448.9K | 0.9% | ▲New New position | |
| 19 | Eversource Energy COM | $8.4M | 120.6K | 0.9% | ▲New New position | |
| 20 | PG&E Corp COM | $8.2M | 467.3K | 0.9% | ▲+188% Added · +305K sh | |
| 21 | Gen Digital Inc COM | $7.9M | 422.1K | 0.8% | ▲New New position | |
| 22 | Agilent Technologies Inc COM | $7.8M | 68.8K | 0.8% | ▼−30% Reduced · −29K sh | |
| 23 | Viatris Inc COM | $7.8M | 579.1K | 0.8% | ▲New New position | |
| 24 | Boston Scientific Corp COM | $7.8M | 124.6K | 0.8% | ▼−21% Reduced · −33K sh | |
| 25 | Fedex Corp COM | $7.8M | 21.9K | 0.8% | ▲New New position | |
| 26 | Crowdstrike Hldgs Inc CL A | $7.7M | 19.8K | 0.8% | ▲New New position | |
| 27 | DT Midstream Inc COMMON STOCK | $7.6M | 56.6K | 0.8% | ▲New New position | |
| 28 | Lowes Cos Inc COM | $7.5M | 31.9K | 0.8% | ▲New New position | |
| 29 | Keysight Technologies Inc COM | $7.4M | 26.0K | 0.8% | ▲New New position | |
| 30 | Circle Internet Group Inc COM CL A | $7.3M | 77.0K | 0.8% | ▲New New position | |
| 31 | Vistra Corp COM | $7.2M | 47.6K | 0.7% | ▲+34% Added · +12K sh | |
| 32 | Smucker J M Co COM NEW | $7.1M | 73.7K | 0.7% | ▲New New position | |
| 33 | Constellation Energy Corp COM | $7.1M | 25.4K | 0.7% | ▲New New position | |
| 34 | Home Depot Inc COM | $7.1M | 21.5K | 0.7% | ▼−11% Reduced · −3K sh | |
| 35 | Cummins Inc COM | $7.0M | 13.1K | 0.7% | ▲+278% Added · +10K sh | |
| 36 | Core & Main Inc CL A | $6.9M | 139.7K | 0.7% | ▲New New position | |
| 37 | Ross Stores Inc COM | $6.5M | 30.0K | 0.7% | ▼−64% Reduced · −52K sh | |
| 38 | Advanced Drain Sys Inc Del COM | $6.1M | 44.7K | 0.6% | ▲New New position | |
| 39 | Interdigital Inc COM | $6.1M | 20.3K | 0.6% | ▲New New position | |
| 40 | Otis Worldwide Corp COM | $6.0M | 77.4K | 0.6% | ▼−51% Reduced · −80K sh | |
| 41 | Lauder Estee Cos Inc CL A | $5.9M | 82.9K | 0.6% | ▲New New position | |
| 42 | Gap Inc COM | $5.9M | 244.3K | 0.6% | ▲+406% Added · +196K sh | |
| 43 | Cava Group Inc COM | $5.9M | 72.9K | 0.6% | ▲New New position | |
| 44 | Cintas Corp COM | $5.8M | 34.5K | 0.6% | ▲New New position | |
| 45 | Tenet Healthcare Corp COM NEW | $5.6M | 29.6K | 0.6% | ▼−56% Reduced · −37K sh | |
| 46 | Veralto Corp COM SHS | $5.5M | 62.3K | 0.6% | ▲+823% Added · +56K sh | |
| 47 | Cme Group Inc COM | $5.5M | 18.6K | 0.6% | ▲New New position | |
| 48 | Primo Brands Corporation CLASS A COM SHS | $5.3M | 279.4K | 0.5% | ▲+123% Added · +154K sh | |
| 49 | Pentair PLC SHS | $5.2M | 59.9K | 0.5% | ▲18× Added · +57K sh | |
| 50 | Fortune Brands Innovations I COM | $5.2M | 132.9K | 0.5% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.