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TwinBeech Capital LP
Jinghua Yan · Hedge Fund · Quant/Systematic
TwinBeech Capital LP is a New York-based quantitative investment management firm founded in 2018 by Jinghua Yan, a former portfolio manager at Cubist Systematic Strategies. Headquartered in Purchase, the firm operates as a hedge fund manager specializing in research-intensive, data-driven systematic trading. TwinBeech aims to generate attractive absolute and risk-adjusted returns by applying statistical quantitative techniques and proprietary software systems to identify patterns in vast historical datasets. The firm manages a diverse portfolio across multiple asset classes, employing both long and short positions to navigate complex market environments for its institutional clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +28.4% |
| YTD return | +15.6% |
| Sharpe ratio | 4.07 |
| Win rate | 49% |
| AUM | $0.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | N/A |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| CNC | Centene Corp | 7.9% | +26.3% |
| CRWD | Crowdstrike Holdings Inc | 6.9% | +42.3% |
| AXON | Axon Enterprise Inc. | 6.5% | +0.1% |
| GEN | Gen Digital Inc. | 5.5% | +15.3% |
| SSNC | SS&C Technologies Holdings Inc | 5.4% | +19.2% |
| FWONK | Liberty Media Corporation Series C Liberty Formula One Common Stock | 5.2% | +7.1% |
| AMGN | Amgen Inc | 5.2% | +12.7% |
| AME | Ametek Inc | 5.1% | +6.5% |
| BR | Broadridge Financial Solutions Inc | 5.1% | +8.2% |
| A | Agilent Technologies Inc | 5.0% | +17.4% |
| CMG | Chipotle Mexican Grill Inc | 4.9% | +1.2% |
| SYY | Sysco Corporation | 4.7% | +1.9% |
| TDY | Teledyne Technologies Incorporated | 4.4% | -1.8% |
| VTRS | Viatris Inc | 4.3% | +3.2% |
| SJM | The J. M. Smucker Company | 4.1% | +1.8% |
| UPS | United Parcel Service Inc | 4.1% | -5.8% |
| ES | Eversource Energy | 3.9% | -8.1% |
| EL | Estee Lauder Companies Inc | 3.8% | -4.1% |
| THC | Tenet Healthcare Corporation | 3.8% | -6.0% |
| CMCSA | Comcast Corp | 3.8% | -13.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | TDY | 4.4% → 4.4% |
| Sep 21, 2026 | SELL | SJM | 4.1% → 4.1% |
| Sep 21, 2026 | SELL | AME | 5.1% → 5.1% |
| Sep 21, 2026 | SELL | A | 5.0% → 5.0% |
| Sep 21, 2026 | BUY | ES | 3.9% → 3.9% |
Investment Style Analysis
TwinBeech Capital LP is widely recognized for employing a Quant/Systematic strategy. As of Sep 21, 2026, the firm oversees approximately $0.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Healthcare Plans sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, TwinBeech Capital LP made a significant move by reducing the position in TDY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
TwinBeech Capital's investment philosophy is centered on a research-intensive, data-driven systematic approach to trading and investment. The firm utilizes advanced statistical quantitative techniques and proprietary computer software to analyze large datasets and detect patterns in historical data, aiming to predict future market movements across a wide range of instruments. By maintaining broad discretionary authority and managing both long and short investment holdings, TwinBeech seeks to achieve superior risk-adjusted returns over a multi-year period. The strategy relies on rigorous quantitative analysis and the continuous refinement of technological infrastructure to adapt to evolving market conditions.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with TwinBeech Capital LP.
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Frequently asked questions
How is the simulated portfolio for TwinBeech Capital LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is TwinBeech Capital LP's largest holding?
As of the latest filing, TwinBeech Capital LP's top position is Centene Corp (CNC), representing 7.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is TwinBeech Capital LP's historical performance and risk profile?
Our simulation indicates a total return of +28.4% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 4.07, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does TwinBeech Capital LP primarily invest in?
TwinBeech Capital LP has a strong preference for the Software - Infrastructure sector, which makes up 12.5% of their disclosed assets. The portfolio also has exposure to Healthcare Plans, indicating a specific thematic focus.
Is TwinBeech Capital LP's portfolio concentrated or diversified?
TwinBeech Capital LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 21.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has TwinBeech Capital LP performed in 2026?
Our AI-simulated model portfolio for TwinBeech Capital LP tracks a Year-to-Date (YTD) return of +15.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jinghua Yan manage TwinBeech Capital LP directly?
Yes, Jinghua Yan serves as the key portfolio manager for TwinBeech Capital LP, overseeing the investment strategy and final capital allocation decisions.