TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JOBY | 150K | $1.24M |
 | RKT | 130K | $1.85M |
 | MRNA | 125K | $6.36M |
 | LYB | 110K | $8.89M |
 | NOW | 99K | $10.37M |
 | CHWY | 97K | $2.62M |
 | KR | 97K | $6.99M |
 | CMG | 90K | $2.88M |
 | RIVN | 86K | $1.30M |
 | RBRK | 85K | $4.16M |
 | RIOT | 75K | $921.05K |
 | IOT | 65K | $2.07M |
 | PATH | 65K | $719.00K |
 | SMR | 65K | $700.74K |
 | SMCI | 62K | $1.42M |
 | KHC | 60K | $1.35M |
 | EL | 56K | $4.04M |
 | LULU | 52K | $7.91M |
 | EGO | 50K | $1.72M |
 | RGTI | 49K | $690.19K |
Joby Aviation, Inc.
JOBY
Shares Held
150K
Value
$1.24M
Rocket Companies, Inc.
RKT
Shares Held
130K
Value
$1.85M
Moderna, Inc.
MRNA
Shares Held
125K
Value
$6.36M
LyondellBasell Industries N.V.
LYB
Shares Held
110K
Value
$8.89M
ServiceNow, Inc.
NOW
Shares Held
99K
Value
$10.37M
Chewy, Inc.
CHWY
Shares Held
97K
Value
$2.62M
The Kroger Co.
KR
Shares Held
97K
Value
$6.99M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
90K
Value
$2.88M
Rivian Automotive, Inc.
RIVN
Shares Held
86K
Value
$1.30M
Rubrik, Inc.
RBRK
Shares Held
85K
Value
$4.16M
Riot Platforms, Inc.
RIOT
Shares Held
75K
Value
$921.05K
Samsara Inc.
IOT
Shares Held
65K
Value
$2.07M
UiPath Inc.
PATH
Shares Held
65K
Value
$719.00K
NuScale Power Corporation
SMR
Shares Held
65K
Value
$700.74K
Super Micro Computer, Inc.
SMCI
Shares Held
62K
Value
$1.42M
The Kraft Heinz Company
KHC
Shares Held
60K
Value
$1.35M
The Estée Lauder Companies Inc.
EL
Shares Held
56K
Value
$4.04M
Lululemon Athletica Inc.
LULU
Shares Held
52K
Value
$7.91M
Eldorado Gold Corporation
EGO
Shares Held
50K
Value
$1.72M
Rigetti Computing, Inc.
RGTI
Shares Held
49K
Value
$690.19K