TWIN SECURITIES, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WBD | 1.11M | $32.13M |
 | CFLT | 505K | $15.29M |
 | EXAS | 484K | $49.11M |
 | KVUE | 406K | $7.00M |
 | RNA | 365K | $26.34M |
 | EA | 240K | $49.01M |
 | SGRY | 170K | $2.63M |
 | CYBR | 133K | $59.39M |
 | HOLX | 85K | $6.30M |
 | TIC | 77K | $781.90K |
 | CWAN | 49K | $1.19M |
 | NSC | 25K | $7.28M |
 | MLYS | 17K | $607.39K |
 | MANU | 15K | $231.95K |
 | CDTX | 5K | $1.08M |
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.11M
Value
$32.13M
Confluent, Inc.
CFLT
Shares Held
505K
Value
$15.29M
Exact Sciences Corporation
EXAS
Shares Held
484K
Value
$49.11M
Kenvue Inc.
KVUE
Shares Held
406K
Value
$7.00M
Avidity Biosciences, Inc.
RNA
Shares Held
365K
Value
$26.34M
Electronic Arts Inc.
EA
Shares Held
240K
Value
$49.01M
Surgery Partners, Inc.
SGRY
Shares Held
170K
Value
$2.63M
CyberArk Software Ltd.
CYBR
Shares Held
133K
Value
$59.39M
Hologic, Inc.
HOLX
Shares Held
85K
Value
$6.30M
TIC Solutions, Inc.
TIC
Shares Held
77K
Value
$781.90K
Clearwater Analytics Holdings, Inc.
CWAN
Shares Held
49K
Value
$1.19M
Norfolk Southern Corporation
NSC
Shares Held
25K
Value
$7.28M
Mineralys Therapeutics, Inc.
MLYS
Shares Held
17K
Value
$607.39K
Manchester United plc
MANU
Shares Held
15K
Value
$231.95K
Cidara Therapeutics, Inc.
CDTX
Shares Held
5K
Value
$1.08M