0001214659-24-002839.txt : 20240214 0001214659-24-002839.hdr.sgml : 20240214 20240214160015 ACCESSION NUMBER: 0001214659-24-002839 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 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: 24637318 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 12-31-2023 12-31-2023 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 617-283-2389 /s/ Greg Rosman Purchase NY 02-14-2024 0 609 6190012051 INFORMATION TABLE 2 infotable.xml 1 800 FLOWERS COM INC CL A 68243Q106 461071 42771 SH SOLE 42771 0 0 3M CO COM 88579Y101 42799436 391506 SH SOLE 391506 0 0 89BIO INC COM 282559103 968316 86689 SH SOLE 86689 0 0 ABERCROMBIE & FITCH CO CL A 002896207 8128061 92134 SH SOLE 92134 0 0 ABM INDS INC COM 000957100 4037614 90065 SH SOLE 90065 0 0 ACADEMY SPORTS & OUTDOORS IN COM 00402L107 12520794 189709 SH SOLE 189709 0 0 ACUSHNET HLDGS CORP COM 005098108 677372 10723 SH SOLE 10723 0 0 ACV AUCTIONS INC COM CL A 00091G104 2276106 150238 SH SOLE 150238 0 0 ADIENT PLC ORD SHS G0084W101 1039278 28583 SH SOLE 28583 0 0 ADOBE INC COM 00724F101 2385207 3998 SH SOLE 3998 0 0 ADT INC DEL COM 00090Q103 3738472 548163 SH SOLE 548163 0 0 ADTALEM GLOBAL ED INC COM 00737L103 5290821 89751 SH SOLE 89751 0 0 AECOM COM 00766T100 3050929 33008 SH SOLE 33008 0 0 AEHR TEST SYS COM 00760J108 2383376 89837 SH SOLE 89837 0 0 AES CORP COM 00130H105 9955253 517156 SH SOLE 517156 0 0 AGILON HEALTH INC COM 00857U107 2118189 168780 SH SOLE 168780 0 0 AIR LEASE CORP CL A 00912X302 3457324 82435 SH SOLE 82435 0 0 AIR PRODS & CHEMS INC COM 009158106 51151864 186822 SH SOLE 186822 0 0 AIRBNB INC COM CL A 009066101 64719731 475391 SH SOLE 475391 0 0 ALLEGRO MICROSYSTEMS INC COM 01749D105 7071344 233609 SH SOLE 233609 0 0 ALLIANT ENERGY CORP COM 018802108 9074149 176884 SH SOLE 176884 0 0 ALLSTATE CORP COM 020002101 1774386 12676 SH SOLE 12676 0 0 AMBARELLA INC SHS G037AX101 6272541 102342 SH SOLE 102342 0 0 AMCOR PLC ORD G0250X107 7329225 760293 SH SOLE 760293 0 0 AMEREN CORP COM 023608102 9502004 131352 SH SOLE 131352 0 0 AMERICAN HOMES 4 RENT CL A 02665T306 4903362 136356 SH SOLE 136356 0 0 AMERICOLD REALTY TRUST INC COM 03064D108 4037836 133394 SH SOLE 133394 0 0 AMICUS THERAPEUTICS INC COM 03152W109 2119802 149387 SH SOLE 149387 0 0 AMYLYX PHARMACEUTICALS INC COM 03237H101 2450056 166444 SH SOLE 166444 0 0 ANALOG DEVICES INC COM 032654105 719184 3622 SH SOLE 3622 0 0 AON PLC SHS CL A G0403H108 46618785 160191 SH SOLE 160191 0 0 APA CORPORATION COM 03743Q108 7279980 202898 SH SOLE 202898 0 0 APELLIS PHARMACEUTICALS INC COM 03753U106 884252 14772 SH SOLE 14772 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 29247029 313843 SH SOLE 313843 0 0 APPLE HOSPITALITY REIT INC COM NEW 03784Y200 2454476 147771 SH SOLE 147771 0 0 APPLE INC COM 037833100 12036205 62516 SH SOLE 62516 0 0 APPLIED INDL TECHNOLOGIES IN COM 03820C105 235031 1361 SH SOLE 1361 0 0 APPLOVIN CORP COM CL A 03831W108 13826037 346952 SH SOLE 346952 0 0 APTARGROUP INC COM 038336103 10138323 82012 SH SOLE 82012 0 0 APTIV PLC SHS G6095L109 35568417 396438 SH SOLE 396438 0 0 ARAMARK COM 03852U106 8447422 300620 SH SOLE 300620 0 0 ARCBEST CORP COM 03937C105 1223257 10176 SH SOLE 10176 0 0 ARCELLX INC COMMON STOCK 03940C100 3522252 63464 SH SOLE 63464 0 0 ARCH CAP GROUP LTD ORD G0450A105 23959131 322595 SH SOLE 322595 0 0 ARCHER DANIELS MIDLAND CO COM 039483102 57206184 792110 SH SOLE 792110 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 4380537 36836 SH SOLE 36836 0 0 ARROW ELECTRS INC COM 042735100 15010466 122785 SH SOLE 122785 0 0 ARTIVION INC COM 228903100 254057 14209 SH SOLE 14209 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 4574090 20332 SH SOLE 20332 0 0 ASGN INC COM 00191U102 2388959 24841 SH SOLE 24841 0 0 ASHLAND INC COM 044186104 683417 8106 SH SOLE 8106 0 0 ASSOCIATED BANC CORP COM 045487105 1917956 89666 SH SOLE 89666 0 0 AT&T INC COM 00206R102 15535662 925844 SH SOLE 925844 0 0 ATI INC COM 01741R102 3077046 67672 SH SOLE 67672 0 0 AURINIA PHARMACEUTICALS INC COM 05156V102 91779 10209 SH SOLE 10209 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 30490182 130876 SH SOLE 130876 0 0 AVANGRID INC COM 05351W103 5423425 167338 SH SOLE 167338 0 0 AVANTOR INC COM 05352A100 25375134 1111482 SH SOLE 1111482 0 0 AVISTA CORP COM 05379B107 1708765 47811 SH SOLE 47811 0 0 AVNET INC COM 053807103 1762034 34961 SH SOLE 34961 0 0 AXALTA COATING SYS LTD COM G0750C108 1750984 51545 SH SOLE 51545 0 0 AXCELIS TECHNOLOGIES INC COM NEW 054540208 9389167 72397 SH SOLE 72397 0 0 AXONICS INC COM 05465P101 2766435 44455 SH SOLE 44455 0 0 B & G FOODS INC NEW COM 05508R106 595424 56707 SH SOLE 56707 0 0 B. 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CAP INC NEW COM NEW 84860W300 226707 5189 SH SOLE 5189 0 0 SPROUTS FMRS MKT INC COM 85208M102 5724609 118990 SH SOLE 118990 0 0 STARBUCKS CORP COM 855244109 98496275 1025896 SH SOLE 1025896 0 0 STIFEL FINL CORP COM 860630102 2753138 39814 SH SOLE 39814 0 0 STITCH FIX INC COM CL A 860897107 497779 139434 SH SOLE 139434 0 0 STRIDE INC COM 86333M108 3964847 66782 SH SOLE 66782 0 0 STRUCTURE THERAPEUTICS INC SPONSORED ADS 86366E106 990060 24290 SH SOLE 24290 0 0 SUMMIT MATLS INC CL A 86614U100 2385212 62018 SH SOLE 62018 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 1053455 69079 SH SOLE 69079 0 0 SURGERY PARTNERS INC COM 86881A100 7613972 238011 SH SOLE 238011 0 0 SYNDAX PHARMACEUTICALS INC COM 87164F105 1803484 83456 SH SOLE 83456 0 0 SYNOPSYS INC COM 871607107 54274089 105405 SH SOLE 105405 0 0 SYSCO CORP COM 871829107 286962 3924 SH SOLE 3924 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 13486966 83796 SH SOLE 83796 0 0 TANGER INC COM 875465106 1615383 58275 SH SOLE 58275 0 0 TAPESTRY INC COM 876030107 17648812 479457 SH SOLE 479457 0 0 TARGET CORP COM 87612E106 28357958 199115 SH SOLE 199115 0 0 TE CONNECTIVITY LTD SHS H84989104 34172691 243222 SH SOLE 243222 0 0 TELADOC HEALTH INC COM 87918A105 3072621 142581 SH SOLE 142581 0 0 TELEPHONE & DATA SYS INC COM NEW 879433829 4416258 240668 SH SOLE 240668 0 0 TERADATA CORP DEL COM 88076W103 11476372 263764 SH SOLE 263764 0 0 TETRA TECH INC NEW COM 88162G103 3166829 18971 SH SOLE 18971 0 0 TEXAS INSTRS INC COM 882508104 1971029 11563 SH SOLE 11563 0 0 TG THERAPEUTICS INC COM 88322Q108 4167315 243988 SH SOLE 243988 0 0 THE AARONS COMPANY INC COM 00258W108 398926 36666 SH SOLE 36666 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 68365752 128800 SH SOLE 128800 0 0 TIMKEN CO COM 887389104 2858389 35663 SH SOLE 35663 0 0 TJX COS INC NEW COM 872540109 30453916 324634 SH SOLE 324634 0 0 TRADEWEB MKTS INC CL A 892672106 13089265 144028 SH SOLE 144028 0 0 TRAVEL PLUS LEISURE CO COM 894164102 1030412 26360 SH SOLE 26360 0 0 TRAVERE THERAPEUTICS INC COM 89422G107 184987 20577 SH SOLE 20577 0 0 TREEHOUSE FOODS INC COM 89469A104 4425575 106769 SH SOLE 106769 0 0 TRINET GROUP INC COM 896288107 404957 3405 SH SOLE 3405 0 0 TRONOX HOLDINGS PLC SHS G9087Q102 819283 57859 SH SOLE 57859 0 0 TRUIST FINL CORP COM 89832Q109 59587292 1613957 SH SOLE 1613957 0 0 TRUPANION INC COM 898202106 3320129 108821 SH SOLE 108821 0 0 TWILIO INC CL A 90138F102 1153831 15208 SH SOLE 15208 0 0 TYLER TECHNOLOGIES INC COM 902252105 24294444 58104 SH SOLE 58104 0 0 TYSON FOODS INC CL A 902494103 1696404 31561 SH SOLE 31561 0 0 UIPATH INC CL A 90364P105 20256101 815463 SH SOLE 815463 0 0 UMB FINL CORP COM 902788108 525697 6292 SH SOLE 6292 0 0 UNDER ARMOUR INC CL C 904311206 3350746 401287 SH SOLE 401287 0 0 UNDER ARMOUR INC CL A 904311107 706233 80345 SH SOLE 80345 0 0 UNITED AIRLS HLDGS INC COM 910047109 24514464 594146 SH SOLE 594146 0 0 UNITED BANKSHARES INC WEST V COM 909907107 2654597 70695 SH SOLE 70695 0 0 UNITED THERAPEUTICS CORP DEL COM 91307C102 15451011 70267 SH SOLE 70267 0 0 UNITEDHEALTH GROUP INC COM 91324P102 2152209 4088 SH SOLE 4088 0 0 UNUM GROUP COM 91529Y106 623267 13783 SH SOLE 13783 0 0 UPSTART HLDGS INC COM 91680M107 4824790 118081 SH SOLE 118081 0 0 UPWORK INC COM 91688F104 7850676 527954 SH SOLE 527954 0 0 URBAN EDGE PPTYS COM 91704F104 1469636 80308 SH SOLE 80308 0 0 URBAN OUTFITTERS INC COM 917047102 933865 26166 SH SOLE 26166 0 0 US BANCORP DEL COM NEW 902973304 10633420 245689 SH SOLE 245689 0 0 UTZ BRANDS INC COM CL A 918090101 341235 21012 SH SOLE 21012 0 0 V F CORP COM 918204108 7226852 384407 SH SOLE 384407 0 0 VAIL RESORTS INC COM 91879Q109 11471451 53738 SH SOLE 53738 0 0 VALARIS LTD CL A G9460G101 6090113 88816 SH SOLE 88816 0 0 VALERO ENERGY CORP COM 91913Y100 464490 3573 SH SOLE 3573 0 0 VALMONT INDS INC COM 920253101 1231532 5274 SH SOLE 5274 0 0 VERINT SYS INC COM 92343X100 4332504 160285 SH SOLE 160285 0 0 VERISIGN INC COM 92343E102 27495248 133498 SH SOLE 133498 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 20337039 539444 SH SOLE 539444 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 7595945 158150 SH SOLE 158150 0 0 VIKING THERAPEUTICS INC COM 92686J106 1469204 78947 SH SOLE 78947 0 0 VIMEO INC COMMON STOCK 92719V100 272122 69419 SH SOLE 69419 0 0 VIR BIOTECHNOLOGY INC COM 92764N102 3217912 319872 SH SOLE 319872 0 0 VISHAY INTERTECHNOLOGY INC COM 928298108 668859 27904 SH SOLE 27904 0 0 VISTEON CORP COM NEW 92839U206 9353511 74888 SH SOLE 74888 0 0 VITA COCO CO INC COM 92846Q107 3766703 146850 SH SOLE 146850 0 0 VONTIER CORPORATION COM 928881101 6828704 197647 SH SOLE 197647 0 0 VOYA FINANCIAL INC COM 929089100 12189062 167065 SH SOLE 167065 0 0 WABTEC COM 929740108 7805873 61512 SH SOLE 61512 0 0 WALMART INC COM 931142103 106083000 672902 SH SOLE 672902 0 0 WARNER BROS DISCOVERY INC COM SER A 934423104 10543923 926531 SH SOLE 926531 0 0 WASTE MGMT INC DEL COM 94106L109 1021586 5704 SH SOLE 5704 0 0 WAYFAIR INC CL A 94419L101 2885339 46764 SH SOLE 46764 0 0 WEC ENERGY GROUP INC COM 92939U106 12803772 152118 SH SOLE 152118 0 0 WELLTOWER INC COM 95040Q104 7955609 88229 SH SOLE 88229 0 0 WENDYS CO COM 95058W100 1505005 77259 SH SOLE 77259 0 0 WERNER ENTERPRISES INC COM 950755108 2105577 49695 SH SOLE 49695 0 0 WESCO INTL INC COM 95082P105 1027283 5908 SH SOLE 5908 0 0 WEST PHARMACEUTICAL SVSC INC COM 955306105 33061251 93892 SH SOLE 93892 0 0 WESTERN DIGITAL CORP. COM 958102105 10224771 195241 SH SOLE 195241 0 0 WESTERN UN CO COM 959802109 15117921 1268282 SH SOLE 1268282 0 0 WEYERHAEUSER CO MTN BE COM NEW 962166104 394257 11339 SH SOLE 11339 0 0 WILEY JOHN & SONS INC CL A 968223206 536279 16896 SH SOLE 16896 0 0 WINGSTOP INC COM 974155103 4195596 16352 SH SOLE 16352 0 0 WINTRUST FINL CORP COM 97650W108 2295934 24754 SH SOLE 24754 0 0 WOLFSPEED INC COM 977852102 6422120 147601 SH SOLE 147601 0 0 WOODWARD INC COM 980745103 11444994 84074 SH SOLE 84074 0 0 WORKDAY INC CL A 98138H101 11734482 42507 SH SOLE 42507 0 0 WORKIVA INC COM CL A 98139A105 1727431 17014 SH SOLE 17014 0 0 YANDEX N V SHS CLASS A N97284108 2585594 136515 SH SOLE 136515 0 0 YETI HLDGS INC COM 98585X104 7547039 145752 SH SOLE 145752 0 0 YUM CHINA HLDGS INC COM 98850P109 18775911 442515 SH SOLE 442515 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 408549 7061 SH SOLE 7061 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 14312042 117601 SH SOLE 117601 0 0 ZSCALER INC COM 98980G102 29806024 134528 SH SOLE 134528 0 0 ZURN ELKAY WATER SOLNS CORP COM 98983L108 5279183 179503 SH SOLE 179503 0 0