Greg Rosman

Twinbeech Capital Lp

Assets Managed

$965.304M

Holdings

536

Last Quarter

2026 - Q1

Filed Date

6d ago

Growth Rate

-31.41%(2Q avg: -37.87%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Twinbeech Capital Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 536 positions.

Assets under management

The assets under management (AUM) of Twinbeech Capital Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 965.304M in assets, with a quarterly growth rate of -31.41% and a 2-quarter average growth rate of -37.87%. The portfolio is managed by Greg Rosman, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
TSCO Tractor Supply Company Recent Activity New Position	1.11%	$10.67M 235,532 shares@ $45.31 avg price	New Position
AME Ametek Inc Recent Activity New Position	1.05%	$10.101M 47,121 shares@ $214.37 avg price	New Position
BR Broadridge Financial Solutio Recent Activity New Position	1.04%	$10.022M 61,683 shares@ $162.49 avg price	New Position
SSNC Ss&c Technologies Holdings Recent Activity New Position	1.01%	$9.739M 144,135 shares@ $67.58 avg price	New Position
CMG Chipotle Mexican Grill Inc Recent Activity New Position	1%	$9.603M 300,015 shares@ $32.01 avg price	New Position
AXON Axon Enterprise Inc Recent Activity New Position	0.99%	$9.503M 22,376 shares@ $424.69 avg price	New Position
FWONK Liberty Media Corp-lib-new-c Recent Activity Increased 5.34%	0.97%	$9.35M 109,974 shares@ $85.02 avg price	Increased 5.34%
TDY Teledyne Technologies Inc Recent Activity New Position	0.96%	$9.25M 15,289 shares@ $605.02 avg price	New Position
AMGN Amgen Inc Recent Activity New Position	0.96%	$9.214M 26,187 shares@ $351.86 avg price	New Position
FIS Fidelity National Info Serv Recent Activity Increased 105.34%	0.96%	$9.213M 196,395 shares@ $46.91 avg price	Increased 105.34%

1-10 of 536