TwinBeech Capital’s Mercury Systems MRCY Stock Holding History

TwinBeech Capital’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$287K	Buy	+2,346	New	+$224K	0.05%	295
2023 Q3	–	Sell	-91,283	Closed	-$3.16M	–	808
2023 Q2	$3.16M	Buy	+91,283	New	+$3.9M	0.06%	323
2023 Q1	–	Sell	-48,788	Closed	-$2.18M	–	792
2022 Q4	$2.18M	Buy	+48,788	New	+$2.31M	0.04%	425
2021 Q4	–	Sell	-5,299	Closed	-$251K	–	718
2021 Q3	$251K	Buy	+5,299	New	+$295K	0.02%	520
2020 Q3	–	Sell	-10,100	Closed	-$794K	–	529
2020 Q2	$794K	Buy	+10,100	New	+$827K	0.17%	167

Other funds holding MRCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

TwinBeech Capital's MRCY Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Mercury Systems (MRCY) in Q2 2026: 2,346 shares worth $287K. The stake represents 0.05% of the portfolio and ranks #295 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in MRCY as recently as Q2 2023.

TwinBeech Capital first reported a position in MRCY in Q2 2020 and has held it in 5 quarters since. The position peaked at $3.16M in Q2 2023. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

TwinBeech Capital held 2,346 shares of Mercury Systems worth $287K as of Q2 2026.
Mercury Systems was a new TwinBeech Capital position in Q2 2026.
Mercury Systems made up 0.05% of TwinBeech Capital's portfolio in Q2 2026, its #295 holding.
TwinBeech Capital first reported a position in Mercury Systems in Q2 2020 and has held it in 5 quarters since.
TwinBeech Capital's Mercury Systems position peaked at $3.16M in Q2 2023.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.