StockDriftsStockDriftsTop 50 Twinbeech Capital Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSCO | TRACTOR SUPPLY CO | 1.11% | 235.5K | $10.7M | new | $51.83(-41.02%) | 2026-03-31 | |
| AME | AMETEK INC | 1.05% | 47.1K | $10.1M | new | $208.12(+9.50%) | 2026-03-31 | |
| BR | BROADRIDGE FINL SOLUTIONS IN | 1.04% | 61.7K | $10.0M | new | $231.03(-36.97%) | 2026-03-31 | |
| SSNC | SS&C TECH HLDGS | 1.01% | 144.1K | $9.7M | new | $67.37(-4.14%) | 2026-03-31 | |
| CMG | CHIPOTLE MEXICAN GRILL INC | 0.99% | 300.0K | $9.6M | new | $36.80(-11.28%) | 2026-03-31 | |
| AXON | AXON ENTERPRISE INC | 0.98% | 22.4K | $9.5M | new | $496.67(-21.10%) | 2026-03-31 | |
| FWONK | LIBERTY MEDIA CORP DEL | 0.97% | 110.0K | $9.3M | +5.33%(+5.57K) | $96.10(-6.82%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 0.96% | 15.3K | $9.2M | new | $415.49(+48.40%) | 2026-03-31 | |
| AMGN | AMGEN INC | 0.95% | 26.2K | $9.2M | new | $294.00(+10.99%) | 2026-03-31 | |
| FIS | FIDELITY NATL INFORMATION SV | 0.95% | 196.4K | $9.2M | +105.33%(+100.75K) | $59.07(-29.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.50% | +50.11% |
| Top 20 Holdings Unweighted | +14.86% | +51.53% |
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