TWINBEECH CAPITAL LP SNX — SYNNEX CORP

Ownership history in TWINBEECH CAPITAL LP  ·  7 quarters on record

AI Ownership Summary

TWINBEECH CAPITAL LP reported SYNNEX CORP (SNX) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.63% in 2025 Q4. The latest visible filing shows SNX at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SNX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TWINBEECH CAPITAL LP's position in SYNNEX CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNX was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNX stock page TWINBEECH CAPITAL LP fund profile TWINBEECH CAPITAL LP full holdings
How TWINBEECH CAPITAL LP held SNX — position size vs. price
% of Fund (quarterly)    SNX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 46.8% +12.7% ❌ 59,000 -51,937 -46.8% 0.63% $8.9M 2026-02-14 (Est.) $161.16
2025 Q1 ADDED — — — 110,937 +100,602 +973.4% 0.21% $11.5M 2025-05-15 $122.53
2024 Q3 REDUCED 23.1% -2.7% ✅ 10,335 -3,112 -23.1% 0.02% $1.2M 2024-11-14 $113.54
2024 Q2 REDUCED 74.6% +4.4% ❌ 13,447 -39,407 -74.6% 0.03% $1.6M 2024-08-14 $111.31
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SNX

As of 2026 Q1 — sorted by position size

Metropolis Capital Ltd 3Y 7Y 7.3% ENGLISH CAPITAL MANAGEMENT LLC 3.64% Sage Investment Counsel LLC 1.69% DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.6% HENNESSY ADVISORS INC 3Y 7Y 1.47% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 1.2% Ninety One UK Ltd 3Y 7Y 0.82% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.72% SG Capital Management LLC 3Y 7Y 0.57% GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 3Y 7Y 0.57%

FAQ About TWINBEECH CAPITAL LP and SNX

These are the practical questions this page is built to answer before you even open the full history table.

How long has TWINBEECH CAPITAL LP reported owning SNX?

TWINBEECH CAPITAL LP reported SNX across 4 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SNX position in TWINBEECH CAPITAL LP's portfolio?

The largest reported portfolio weight for SNX was 0.63% in 2025 Q4.

What is the latest reported SNX position on this page?

The most recent filing on this page is 2025 Q4, when TWINBEECH CAPITAL LP reported 59,000 shares, equal to 0.63% of portfolio, with an estimated market value of $8.9M.

What does the chart on this SNX ownership page compare?

The chart compares TWINBEECH CAPITAL LP's quarterly SNX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TWINBEECH CAPITAL LP time their SNX position?

Based on 13F filing dates vs. subsequent SNX price moves, TWINBEECH CAPITAL LP correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on SNX relative to SPY over the holding period was -13.8%.

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