Twinbeech Capital Lp Buys The Estee Lauder Inc, TJX Inc, Wells Fargo, Sells Global Payments Inc, MetLife Inc, SVB Financial Group

• New Purchases: EL, TJX, WFC, CSX, KMI, UNP, FDX, AEP, CCL, ETN, AMAT, ADBE, IFF, MNST, JCI, A, ANSS, SNPS, BILL, MELI, TRU, POOL, EFX, VTRS, IVZ, NOW, AFL, WYNN, FRC, EQH, BBWI, SWKS, ZNGA, IQV, DXC, ILMN, SKX, KKR, LKQ, ENPH, GM, PLAN, STZ, SSNC, AA, KO, RMD, BJ, DISCK, CCK, SLB, NCLH, OKTA, DECK, MMC, ALLE, DKS, THC, OLED, ARMK, ATUS, PDD, YETI, BDX, CRL, CLF, AMZN, DLTR, COTY, CHGG, INCY, HBAN, MCO, PKI, SCCO, UTHR, WAT, DDOG, PTC, STAA, YUMC, VRT, VRSN, BKI, KMX, MSCI, CDW, CCI, PRU, M, FE, FL, KSS, MTD, DVA, HRL, WEN, UNH, CPRI, FIVE, FND, IR, ESTC, BRKR, GT, HOLX, SNX, ZBRA, BIO, DISH, MAN, PZZA, SLM, UNM, CABO, AES, VIAC, ITT, L, ELAN, LYV, OMI, NLSN, SABR, PYPL, ONEM, LPRO, EXPI, ESNT, ARES, NTNX, VIR, SDGR, CARR, OTIS, DUK, EQR, RE, KLIC, PNFP, PNW, SBUX, IGT, UPWK, CLVT, VRM, DNB, MTH, URBN, CHTR, ST, PFSI, MGNI, NAVI, TRUP, SAIL, CRI, HUBB, SBH, PINS, AIZ, XOM, LHCG, RPM, DIS, BERY, NEWR, WING, ACGL, BBBY, GGG, HLF, SJI, TTC, VZ, LBTYK, ANF, NLY, XRX, NWSA, RPD, EDIT, BAND, AOS, ABT, AMKR, FAST, FCNCA, HOG, NUS, SEE, SIG, CSIQ, CNK, ENSG, TREE, AMCR, MDRX, ADI, BCO, BF.B, CPB, ENS, VIAV, TCBI, TPL, FTNT, KAR, SAVE, BLMN, TPH, NSTG, LSXMA, CWH, MSGE, DCI, KEX, SCI, VLY, WWW, XPEL, AAL, OLLI, TW, TPTX, NKLA, ASAN, AME, AXS, CHKP, CIEN, CDE, CBU, GES, JW.A, KIM, MYGN, TRMB, KDP, MXL, WB, QRVO, CVET, JMIA, ACCD, AGL, FLWS, DOX, FFIN, HL, POLY, SLAB, WBA, WAFD, INFN, DOOR, COOP, FB, OMF, COLD, DBX, AHCO, REZI, DDD, ATR, ASB, CXW, DLB, FBP, HWC, IDXX, MGM, VIVO, MMSI, NOV, SIGI, SWBI, TFX, TEX, ACIW, GRBK, HTHT, STNG, PTCT, FOXF, CTLT, FGEN, ENR, CC, GBT, FTDR, DT, DCT, CPNG, DOCN, PSFE, AVT, BAC, BA, NNN, CACC, F, LH, PEP, PBI, NCTY, WW, MA, COWN, ACM, BKU, CG, AVNS, NSA, JELD, ZLAB, SILK, SITM, OCDX, KNBE, MO, AVY, BRO, CAT, CNO, DOV, JJSF, LBTYA, MANH, NWE, POWI, RGLD, SIMO, TEN, UMPQ, CMPR, GHC, INT, AIMC, HHC, ZTS, HASI, IBP, PEN, SGRY, SGH, APPN, ZUO, QFIN, BBIO, TXG, EAR, EBC, AI, SHLS, SGFY, BFLY, MCW, MMM, HTH, BECN, CAL, BXMT, CI, EIX, EPC, GBCI, ICE, LII, MAT, MRCY, MSFT, MSA, PVH, LIN, PSA, ROP, SKYW, WCC, WWD, PRIM, TWO, CDNA, PMT, DG, VNET, AMCX, ZG, MOMO, BZUN, WHD, NVT, EPRT, CWK, UTZ, TIGR, SWTX, SPT, CD, CRC, TUYA, FIGS, BARK, HRTX, SVC, PTEN, STRA, LX, EAF, HUYA, MPLN, AEVA, ALIT,
• Added Positions: YUM, WMT, BLK, TER, VRTX, DD, CERN, BMY, STNE, ETR, VEEV, XPO, FIS, EPAM, AKAM, ROST, FTCH, FICO, NSC, JD, BSY, UHS, ZI, COUR, G, GLOB, MAS, CCEP, ATRC, RGA, AMED, LAD, ADSK, SWK, MED, GL, NWL, DISCA, JNJ, PD, TKR, COMM, AMT, GO, FLS, MTCH, LVS, FATE, TMHC, SHOO, SNAP, AMRC, VOYA, NSIT, LW, ITW, MD, MKTX, PAGS, MTG, WOOF, LESL, AVYA, PGR, UA, HAL, SFT, VSH, ICHR, TME, CRY, NOMD, VIPS, IART, NFE, BLI, PFE,
• Reduced Positions: NEE, BRK.B, HCA, CRM, ZBH, CL, Z, SE, STT, BURL, ATVI, K, NTRA, WEX, KR, VNT, ALLY, EHC, CLX, BLDR, TEL, CLR, ISRG, DTE, RVLV, PSTG, ARNC, DRVN, OI, XRAY, GOOGL, TPR, GDRX, DIN, XEL, JWN, AZEK, BAP, UCTT, KLAC, JACK, LIVN, MS, EXEL, KNSL, EA, FISV, SYNH, ONTO, FORM, NBIX, CCMP, CCS,
• Sold Out: GPN, MET, SIVB, TFC, SCHW, MCHP, CTSH, MAR, ZS, UBER, AIG, DELL, TDOC, CSGP, CMCSA, HLT, ABBV, CVNA, ADP, TTWO, AMP, CZR, PLUG, ADM, FLT, EXPE, BKNG, DOCU, ECL, RF, CTXS, AEE, BAX, NLOK, ULTA, AVTR, WLTW, EDU, RPRX, D, W, TT, IT, CMI, DKNG, DAR, UAA, MPWR, BSX, SQ, WU, ALNY, NOC, RCII, HWM, MDB, SWAV, EW, MKSI, RH, AEO, SNA, WDC, CMS, CVS, MTZ, GWW, MRTX, AMGN, BRKS, TPX, TCOM, GMED, BYD, SITE, ZTO, INSP, LOW, ICLR, NVTA, LPX, TGT, SRPT, BLL, HSIC, NFLX, WAL, ARVL, RARE, CYBR, GXO, DLR, RL, TOL, WLK, GTLS, VAC, ALC, SAM, ELY, NUVA, AJG, CELH, PFGC, TENB, FITB, GIS, CROX, MUSA, CDK, QLYS, FRPT, DADA, KBH, IBKR, TRIP, AMBA, SHOP, CHWY, IBRX, MTB, SEAS, XLRN, CHX, XP, VRNT, PRG, DAN, FBHS, SAGE, CHRW, LEA, REGI, TWTR, ALGM, MCK, NTES, ROL, AWK, RCM, APPF, ARVN, SLQT, AGCO, T, EQT, ON, UPS, WWE, FOLD, POST, YY, AGIO, ITCI, BLD, EYE, REAL, DEN, AMG, CAKE, CHH, COLM, EEFT, GPI, BWXT, LPLA, YNDX, APG, YSG, TLS, DASH, CB, VCEL, ES, PAG, CALX, NMIH, RVMD, CVAC, BIG, CE, SBAC, SRCL, HEI.A, AVAV, PCRX, UNVR, TPIC, ABM, PLCE, CNMD, FNF, LSCC, SNV, SAIC, AY, HUBS, HRI, ELF, AM, BKR, SONO, EB, SIBN, HIMS, APD, BJRI, CALM, CWST, CSCO, CYTK, SGMO, SSYS, MLCO, V, PRLB, WIX, QURE, PRTY, KURA, TEAM, LTHM, PGNY, IAC, RXT, MNSO, LU, POSH, AXL, ANGO, ABG, CHE, CME, CLB, EMR, ENDP, FDS, MDLZ, MKL, SRE, LYB, ANGI, VCYT, SIEN, BOOT, GKOS, MRSN, DMTK, FOX, JAMF, JAMF, MASS, ADC, ALV, CBT, CHDN, CINF, COHU, DENN, FCN, FCFS, HA, HEI, AXGN, NKTR, PRGO, PDCE, RUTH, SMTC, SAH, STE, WSFS, MDGL, TNET, ZGNX, ARCT, LC, BTAI, RUBY, MNTV, XM, IAA, VLDR, SEER, DTM, CUZ, IMGN, OCUL, ETRN, DM, GOEV,

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

1. The Estee Lauder Companies Inc (EL) - 60,373 shares, 1.27% of the total portfolio. New Position
2. TJX Companies Inc (TJX) - 270,592 shares, 1.26% of the total portfolio. New Position
3. Wells Fargo & Co (WFC) - 384,148 shares, 1.26% of the total portfolio. New Position
4. CSX Corp (CSX) - 576,531 shares, 1.21% of the total portfolio. New Position
5. Kinder Morgan Inc (KMI) - 1,024,843 shares, 1.21% of the total portfolio. New Position

Twinbeech Capital Lp initiated holding in The Estee Lauder Companies Inc. The purchase prices were between $299.93 and $344.31, with an estimated average price of $326.76. The stock is now traded at around $350.155000. The impact to a portfolio due to this purchase was 1.27%. The holding were 60,373 shares as of 2021-09-30.

Twinbeech Capital Lp initiated holding in Wells Fargo & Co. The purchase prices were between $42.32 and $51.15, with an estimated average price of $46.23. The stock is now traded at around $50.290000. The impact to a portfolio due to this purchase was 1.26%. The holding were 384,148 shares as of 2021-09-30.

Twinbeech Capital Lp initiated holding in TJX Companies Inc. The purchase prices were between $65.03 and $75.81, with an estimated average price of $69.81. The stock is now traded at around $69.140000. The impact to a portfolio due to this purchase was 1.26%. The holding were 270,592 shares as of 2021-09-30.

Twinbeech Capital Lp initiated holding in Kinder Morgan Inc. The purchase prices were between $15.68 and $18.67, with an estimated average price of $17. The stock is now traded at around $16.679500. The impact to a portfolio due to this purchase was 1.21%. The holding were 1,024,843 shares as of 2021-09-30.

Twinbeech Capital Lp initiated holding in CSX Corp. The purchase prices were between $29.71 and $34.13, with an estimated average price of $32.03. The stock is now traded at around $35.275000. The impact to a portfolio due to this purchase was 1.21%. The holding were 576,531 shares as of 2021-09-30.

Twinbeech Capital Lp initiated holding in Union Pacific Corp. The purchase prices were between $196.01 and $228.35, with an estimated average price of $216.07. The stock is now traded at around $243.340000. The impact to a portfolio due to this purchase was 1.19%. The holding were 86,464 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in Yum Brands Inc by 900.43%. The purchase prices were between $113.45 and $135.12, with an estimated average price of $126.79. The stock is now traded at around $126.800000. The impact to a portfolio due to this purchase was 1.04%. The holding were 133,438 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in Walmart Inc by 422.90%. The purchase prices were between $139.32 and $151.45, with an estimated average price of $144.54. The stock is now traded at around $143.910000. The impact to a portfolio due to this purchase was 0.74%. The holding were 93,751 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in BlackRock Inc by 3200.57%. The purchase prices were between $838.66 and $954.94, with an estimated average price of $896.7. The stock is now traded at around $951.760000. The impact to a portfolio due to this purchase was 0.66%. The holding were 11,585 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in Teradyne Inc by 740.73%. The purchase prices were between $109.17 and $129.38, with an estimated average price of $121.64. The stock is now traded at around $148.970000. The impact to a portfolio due to this purchase was 0.63%. The holding were 93,725 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in Vertex Pharmaceuticals Inc by 203.02%. The purchase prices were between $181.39 and $202.99, with an estimated average price of $195.37. The stock is now traded at around $185.850000. The impact to a portfolio due to this purchase was 0.58%. The holding were 67,256 shares as of 2021-09-30.

Twinbeech Capital Lp added to a holding in DuPont de Nemours Inc by 108.73%. The purchase prices were between $67.35 and $79.55, with an estimated average price of $73.87. The stock is now traded at around $78.550000. The impact to a portfolio due to this purchase was 0.55%. The holding were 219,196 shares as of 2021-09-30.

Twinbeech Capital Lp sold out a holding in SVB Financial Group. The sale prices were between $534.95 and $674.41, with an estimated average price of $579.52.

Twinbeech Capital Lp sold out a holding in MetLife Inc. The sale prices were between $55.86 and $63.61, with an estimated average price of $60.22.

Twinbeech Capital Lp sold out a holding in Global Payments Inc. The sale prices were between $156.58 and $195.16, with an estimated average price of $173.79.

Twinbeech Capital Lp sold out a holding in Truist Financial Corp. The sale prices were between $52.18 and $60.15, with an estimated average price of $55.89.

Twinbeech Capital Lp sold out a holding in Microchip Technology Inc. The sale prices were between $65.99 and $83.04, with an estimated average price of $75.02.

Twinbeech Capital Lp sold out a holding in Charles Schwab Corp. The sale prices were between $66.68 and $77.38, with an estimated average price of $71.45.