TwinBeech Capital’s Sensata Technologies ST Stock Holding History

TwinBeech Capital’s Portfolio ST Stock Details ST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.82M	Buy	+80,109	New	+$3.62M	0.69%	52
2026 Q1	–	Sell	-55,100	Closed	-$1.83M	–	814
2025 Q4	$1.83M	Sell	55,100 -102,318	-65%	-$3.27M	0.13%	205
2025 Q3	$4.81M	Buy	+157,418	New	+$4.97M	0.19%	148
2025 Q2	–	Sell	-211,151	Closed	-$5.12M	–	962
2025 Q1	$5.12M	Buy	211,151 +20,573	+11%	+$570K	0.09%	240
2024 Q4	$5.22M	Sell	190,578 -114,425	-38%	-$3.72M	0.09%	215
2024 Q3	$10.9M	Buy	305,003 +231,586	+315%	+$8.62M	0.21%	140
2024 Q2	$2.75M	Buy	+73,417	New	+$2.83M	0.05%	294
2024 Q1	–	Sell	-174,053	Closed	-$6.54M	–	834
2023 Q4	$6.54M	Buy	+174,053	New	+$6.02M	0.11%	233
2023 Q3	–	Sell	-253,558	Closed	-$11.4M	–	885
2023 Q2	$11.4M	Buy	+253,558	New	+$11.1M	0.23%	136
2023 Q1	–	Sell	-334,327	Closed	-$13.5M	–	878
2022 Q4	$13.5M	Buy	+334,327	New	+$13.9M	0.26%	109
2022 Q2	–	Sell	-7,077	Closed	-$360K	–	721
2022 Q1	$360K	Buy	+7,077	New	+$403K	0.02%	415
2021 Q4	–	Sell	-38,139	Closed	-$2.09M	–	796
2021 Q3	$2.09M	Buy	+38,139	New	+$2.19M	0.15%	211
2021 Q2	–	Sell	-28,961	Closed	-$1.68M	–	641
2021 Q1	$1.68M	Buy	+28,961	New	+$1.67M	0.25%	130

Other funds holding ST

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

Jupiter Topco New York $245B AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

TwinBeech Capital's ST Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Sensata Technologies (ST) in Q2 2026: 80,109 shares worth $3.82M. The stake represents 0.69% of the portfolio and ranks #52 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in ST as recently as Q4 2025.

TwinBeech Capital first reported a position in ST in Q1 2021 and has held it in 13 quarters since. The position peaked at $13.5M in Q4 2022. 468 funds tracked by Wall St. Rank hold ST as of Q2 2026.

TwinBeech Capital held 80,109 shares of Sensata Technologies worth $3.82M as of Q2 2026.
Sensata Technologies was a new TwinBeech Capital position in Q2 2026.
Sensata Technologies made up 0.69% of TwinBeech Capital's portfolio in Q2 2026, its #52 holding.
TwinBeech Capital first reported a position in Sensata Technologies in Q1 2021 and has held it in 13 quarters since.
TwinBeech Capital's Sensata Technologies position peaked at $13.5M in Q4 2022.
468 funds tracked by Wall St. Rank held Sensata Technologies as of Q2 2026.

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