- New Purchases: HCA, TMO, LOW, AZO, HD, WYNN, ATVI, DPZ, MMC, MS, ZM, GPN, WMB, CVS, ADBE, DG, LITE, LVS, IWM, CTSH, RTN, CRWD, CTAS, ALLE, SIVB, DISCK, XYL, COST, CTVA, ON, QCOM, PAGS, APH, LKQ, NSC, IR, FFIV, ZS, TCOM, INFO, JD, BR, ACGL, DHI, MYL, PBCT, AMZN, LBTYA, DOW, EOG, AAN, BSX, AAXN, UGI, BKI, PTON, ICPT, IQ, ALC, EWBC, HLF, BC, MA, WING, RETA, STMP, CINF, HRL, PG, KHC, STNE, EMN, JEF, SONO, CHWY, NSP, GNTX, HZNP, CDK, WH, WB, MKSI, AXS, CNMD, MOH, CAG, KEX, PCTY, QURE, APPN, BF.B, IIVI, CARG, IART, KMT, TFX, CHDN, EQT, PTCT, AVLR, LOPE, BPMC, FTDR, FLS, ACIW, PDD, SBNY, RGA, CCXI, BZUN, KTB, NLY, BHC, CALM, HON, ITT, SLB, IGT, LEA, CASY, BAP, GPK, ROG, AMCX, PE, IAA, SAM, BXP, CLX, CL, DECK, KMB, TSN, IRBT, PD, AMD, EA, HWC, THG, NYCB, OMCL, SNA, UDR, WWW, FHB, CDAY, TXG, KFY, PEG, IBTX, CRSP, DDD, ELY, SIRI, TPX, COF, DCI, ELS, MLHR, TKR, NAVI, NEP, VIRT, BCO, GIII, ISRG, VG, GRUB, LGND, FSLR, BGS, IRDM, SAVE, KTOS, TNET, OKTA, LX, YETI, LAUR, FNB,
- Added Positions: BBY, SHW, MSI, FLT, ADSK, PYPL, EBAY, MPC, WORK, JCI, ES, ALLY, HIG, NVCR, PLNT, GRMN, FDX, XPO, MCK, FTCH, TSCO, HOLX, MOMO, WWD, MTH, THC, EDU, APD, HSIC, NXPI, VVV, ETR, SERV, EPC, ADI, MTG, PINS, FB, PTC, LB, BLDR, NBL, EXEL, SNBR, ADNT, CHRS, LHX, IT, VIAV, MDRX, PPC, AEP,
- Reduced Positions: EW, AIG, ZEN, DD, DOCU, ETSY, WEN, TEL, MNST, PFPT, TXT, ZBRA, ABMD, ATUS, ORLY, GIS, AVB, CMCSA, ESS, SFM, BAX, SUI, EAT, BJ, FCFS, CHGG, STAY, NNN, SJM, CPT, YUM, BLD, CPB,
- Sold Out: UPS, TSLA, ROST, TJX, STZ, LULU, DXCM, MELI, VIAC, VEEV, ECL, REGN, SNAP, BK, TTD, LEN, MDT, XLNX, FIVE, WMT, ULTA, SBUX, HAL, IFF, A, DE, GILD, WDC, COG, BIDU, PLAN, DXC, CAH, ADP, GDDY, LNG, WAB, GPS, PZZA, VRSN, BURL, DVN, CCK, TER, EVRG, NTNX, ALGN, CERN, URI, VRTX, HPQ, ARMK, CBRL, CSX, M, TRU, BLL, XRAY, INCY, BLK, NEWR, JNJ, CMG, DNKN, TPR, FITB, HAE, KDP, WIX, KEYS, STLD, HQY, MHK, NKE, SIX, OLED, BAH, AAP, NBIX, SNPS, AMP, MXIM, FTI, COTY, ARWR, MSCI, QRTEA, LIVN, DKS, SIG, UI, ARW, TECH, TWLO, EQR, HFC, NOC, ZBH, TAL, WPX, PNW, STX, UAL, EXPE, EHC, NTES, ROP, SWK, DK, AFL, CAR, ROL, TOL, SPR, BHF, CHD, PFG, PRU, CCEP, MIDD, EHTH, YELP, INSP, AVT, HOG, SHOO, SNV, BFAM, NVRO, SE, CDNS, CMA, ENTG, IBM, NFLX, NUAN, SBAC, UNP, WW, EVR, ENR, GT, MDLZ, LEG, MUR, SCI, WCN, PRI, AMC, SAIL, STL, TTEK, SPB, SAGE, VST, AYX, COLD, ELAN, CE, HXL, HBAN, INTC, IP, SLM, TMUS, FAF, CSOD, MTDR, ESNT, DLTR, LAD, PB, HEI.A, CYBR, LSXMK, MCD, THS, ZUMZ, CNK, FOLD, GLIBA, FEYE, SC, AEO, UTHR, KBR, KOS, TMHC, PTLA, AGIO, FTV, SMPL, ZUO, ATO, BJRI, BMY, BRKS, CMD, EXC, HSY, INSM, VLY, CVLT, CXO, VC, CPRI, TPH, GOOG, TEAM, WBT, ABR, ARCH, BLKB, ED, CLB, HMSY, NI, RL, REG, SCVL, SWX, URBN, CMPR, MLCO, ACHC, BOX, BGNE, ALB, ARNA, FLIR, ISBC, KBH, LPSN, PDCO, PRGO, STT, DEI, CDNA, FBHS, MIME, EAF, AMG, AIN, LNT, FL, JKHY, MTZ, RDN, SLG, UHS, HTZ, CVI, IRWD, LPLA, PAGP, XNCR, CABO, ABCB, MTOR, FLR, KSU, NWL, SGEN, TCBI, AWI, MDGL, ACM, PEB, SBRA, APTV, FIVN, GBT, MGP, ESI, VER, BKR, OVV,
For the details of TWINBEECH CAPITAL LP's stock buys and sells, go to https://www.gurufocus.com/guru/twinbeech+capital+lp/current-portfolio/portfolio
These are the top 5 holdings of TWINBEECH CAPITAL LP- HCA Healthcare Inc (HCA) - 37,589 shares, 1.38% of the total portfolio. New Position
- Best Buy Co Inc (BBY) - 57,777 shares, 1.34% of the total portfolio. Shares added by 945.55%
- Thermo Fisher Scientific Inc (TMO) - 11,099 shares, 1.28% of the total portfolio. New Position
- PayPal Holdings Inc (PYPL) - 32,295 shares, 1.26% of the total portfolio. Shares added by 238.49%
- Lowe's Companies Inc (LOW) - 34,728 shares, 1.22% of the total portfolio. New Position
Twinbeech Capital Lp initiated holding in HCA Healthcare Inc. The purchase prices were between $68.13 and $151.04, with an estimated average price of $130.36. The stock is now traded at around $98.74. The impact to a portfolio due to this purchase was 1.38%. The holding were 37,589 shares as of .
New Purchase: Thermo Fisher Scientific Inc (TMO)Twinbeech Capital Lp initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $255.3 and $340.05, with an estimated average price of $316.21. The stock is now traded at around $342.92. The impact to a portfolio due to this purchase was 1.28%. The holding were 11,099 shares as of .
New Purchase: Lowe's Companies Inc (LOW)Twinbeech Capital Lp initiated holding in Lowe's Companies Inc. The purchase prices were between $65.02 and $126.57, with an estimated average price of $109.88. The stock is now traded at around $113.78. The impact to a portfolio due to this purchase was 1.22%. The holding were 34,728 shares as of .
New Purchase: AutoZone Inc (AZO)Twinbeech Capital Lp initiated holding in AutoZone Inc. The purchase prices were between $723.22 and $1191.31, with an estimated average price of $1043.54. The stock is now traded at around $1074.98. The impact to a portfolio due to this purchase was 1.16%. The holding were 3,363 shares as of .
New Purchase: Wynn Resorts Ltd (WYNN)Twinbeech Capital Lp initiated holding in Wynn Resorts Ltd. The purchase prices were between $43.02 and $152.21, with an estimated average price of $113.36. The stock is now traded at around $77.70. The impact to a portfolio due to this purchase was 1.1%. The holding were 44,635 shares as of .
New Purchase: The Home Depot Inc (HD)Twinbeech Capital Lp initiated holding in The Home Depot Inc. The purchase prices were between $152.15 and $247.02, with an estimated average price of $220.09. The stock is now traded at around $239.33. The impact to a portfolio due to this purchase was 1.1%. The holding were 14,491 shares as of .
Added: Best Buy Co Inc (BBY)Twinbeech Capital Lp added to a holding in Best Buy Co Inc by 945.55%. The purchase prices were between $50.69 and $91.93, with an estimated average price of $79.75. The stock is now traded at around $78.61. The impact to a portfolio due to this purchase was 1.21%. The holding were 57,777 shares as of .
Added: Sherwin-Williams Co (SHW)Twinbeech Capital Lp added to a holding in Sherwin-Williams Co by 787.25%. The purchase prices were between $396.7 and $596.54, with an estimated average price of $543.41. The stock is now traded at around $568.38. The impact to a portfolio due to this purchase was 1.03%. The holding were 6,193 shares as of .
Added: Motorola Solutions Inc (MSI)Twinbeech Capital Lp added to a holding in Motorola Solutions Inc by 885.82%. The purchase prices were between $124.56 and $186.12, with an estimated average price of $168.01. The stock is now traded at around $129.07. The impact to a portfolio due to this purchase was 0.93%. The holding were 18,977 shares as of .
Added: Autodesk Inc (ADSK)Twinbeech Capital Lp added to a holding in Autodesk Inc by 911.35%. The purchase prices were between $136 and $210.76, with an estimated average price of $184.07. The stock is now traded at around $180.72. The impact to a portfolio due to this purchase was 0.91%. The holding were 15,949 shares as of .
Added: Fleetcor Technologies Inc (FLT)Twinbeech Capital Lp added to a holding in Fleetcor Technologies Inc by 896.93%. The purchase prices were between $171.72 and $328.85, with an estimated average price of $277.28. The stock is now traded at around $222.54. The impact to a portfolio due to this purchase was 0.91%. The holding were 13,309 shares as of .
Added: PayPal Holdings Inc (PYPL)Twinbeech Capital Lp added to a holding in PayPal Holdings Inc by 238.49%. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $145.51. The impact to a portfolio due to this purchase was 0.89%. The holding were 32,295 shares as of .
Sold Out: United Parcel Service Inc (UPS)Twinbeech Capital Lp sold out a holding in United Parcel Service Inc. The sale prices were between $86.17 and $118.61, with an estimated average price of $104.08.
Sold Out: Tesla Inc (TSLA)Twinbeech Capital Lp sold out a holding in Tesla Inc. The sale prices were between $361.22 and $917.42, with an estimated average price of $619.73.
Sold Out: Ross Stores Inc (ROST)Twinbeech Capital Lp sold out a holding in Ross Stores Inc. The sale prices were between $59.97 and $123.81, with an estimated average price of $107.35.
Sold Out: TJX Companies Inc (TJX)Twinbeech Capital Lp sold out a holding in TJX Companies Inc. The sale prices were between $36.76 and $63.99, with an estimated average price of $57.77.
Sold Out: Constellation Brands Inc (STZ)Twinbeech Capital Lp sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.
Sold Out: Lululemon Athletica Inc (LULU)Twinbeech Capital Lp sold out a holding in Lululemon Athletica Inc. The sale prices were between $138.98 and $263.68, with an estimated average price of $224.6.
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