Position in PATH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$120,657
-$9,627,976 QoQ
Shares Held
11,100
-98.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 525 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATH Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWINBEECH CAPITAL LP holds $22,395,412 across 14 Software - Infrastructure names. PATH ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPAY |
Corpay, Inc.
|
16,300 | $5,432,301 | |
| 2 | ORCL |
Oracle Corp
|
30,547 | $4,476,662 | |
| 3 | NTAP |
NetApp, Inc.
|
21,001 | $3,250,114 | |
| 4 | DOX |
Amdocs Ltd
|
59,167 | $2,990,300 | |
| 5 | VRSN |
Verisign Inc/Ca
|
7,715 | $1,940,785 | |
| 6 | AKAM |
Akamai Technologies Inc
|
7,984 | $943,788 | |
| 7 | S |
SentinelOne, Inc.
|
44,978 | $763,276 | |
| 8 | NN |
Nextnav Inc.
|
38,100 | $679,323 |
All Filings in PATH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,657 | 11,100 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $9,748,633 | 761,612 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $462,876 | 20,418 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,256,100 | 815,463 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,556,356 | 202,526 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $4,732,674 | 260,180 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,847,397 | 131,885 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,313,179 | 30,447 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||