Stock Taper 
TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 5.64K | $3.6M |
 Lennar Corporation | LEN | 5.72K | $517.97K |
 AXT, Inc. | AXTI | 5.87K | $423.11K |
 Ciena Corporation | CIEN | 6K | $2.94M |
 Apple Inc. | AAPL | 6K | $1.74M |
 Lattice Semiconductor Corporation | LSCC | 6.07K | $927.7K |
 Tempus AI, Inc. | TEM | 6.13K | $354.88K |
 TKO Group Holdings, Inc. | TKO | 6.13K | $1.23M |
 British American Tobacco p.l.c. | BTI | 6.17K | $381.24K |
 Hudbay Minerals Inc. | HBM | 6.25K | $147.61K |
 First Solar, Inc. | FSLR | 6.43K | $1.52M |
 Analog Devices, Inc. | ADI | 6.45K | $2.56M |
 Republic Services, Inc. | RSG | 6.62K | $1.41M |
 Valero Energy Corporation | VLO | 6.62K | $1.73M |
 Lam Research Corporation | LRCX | 6.67K | $2.89M |
 National Fuel Gas Company | NFG | 6.69K | $516.61K |
 CubeSmart | CUBE | 6.71K | $266.7K |
 Burlington Stores, Inc. | BURL | 6.81K | $2.16M |
 Booking Holdings Inc. | BKNG | 6.96K | $1.24M |
 Strategy Inc | MSTR | 7.26K | $631.37K |