TwinBeech Capital’s Gartner IT Stock Holding History

TwinBeech Capital’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-118,055	Closed	-$47.7M	–	692
2025 Q2	$47.7M	Buy	118,055 +7,815	+7%	+$3.27M	1.08%	18
2025 Q1	$46.3M	Buy	110,240 +20,933	+23%	+$10.3M	0.84%	23
2024 Q4	$43.3M	Buy	+89,307	New	+$46M	0.74%	41
2024 Q1	–	Sell	-73,700	Closed	-$33.2M	–	715
2023 Q4	$33.2M	Buy	+73,700	New	+$29.4M	0.54%	47
2023 Q2	–	Sell	-93,822	Closed	-$30.6M	–	734
2023 Q1	$30.6M	Buy	+93,822	New	+$31M	0.62%	35
2021 Q3	–	Sell	-15,739	Closed	-$3.81M	–	674
2021 Q2	$3.81M	Buy	+15,739	New	+$3.44M	0.46%	68
2021 Q1	–	Sell	-6,538	Closed	-$1.05M	–	555
2020 Q4	$1.05M	Buy	+6,538	New	+$942K	0.17%	168
2020 Q2	–	Sell	-4,241	Closed	-$422K	–	429
2020 Q1	$422K	Buy	4,241 +690	+19%	+$94.5K	0.17%	170
2019 Q4	$547K	Buy	+3,551	New	+$542K	0.16%	197

Other funds holding IT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return