Stock Taper 
TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Alphabet Inc. | GOOGL | 16.93K | $6.05M |
 Applied Digital Corp. | APLD | 17.14K | $639.36K |
 V.F. Corporation | VFC | 17.17K | $286.41K |
 Rocket Lab USA, Inc. | RKLB | 17.2K | $1.75M |
 Ball Corporation | BALL | 18.13K | $1.13M |
 ConocoPhillips | COP | 18.17K | $1.89M |
 Semtech Corporation | SMTC | 18.18K | $2.94M |
 Agilent Technologies, Inc. | A | 18.36K | $2.44M |
 SM Energy Company | SM | 18.45K | $481.52K |
 Amrize Ltd | AMRZ | 18.46K | $983.76K |
 Coeur Mining, Inc. | CDE | 18.5K | $301.89K |
 On Holding AG | ONON | 18.52K | $655.91K |
 Comstock Resources, Inc. | CRK | 19.72K | $294.22K |
 Karman Holdings Inc. | KRMN | 19.81K | $989.12K |
 Adobe Inc. | ADBE | 19.86K | $4.07M |
 USA Rare Earth Inc | USAR | 20.02K | $432.14K |
 The J. M. Smucker Company | SJM | 20.39K | $2.29M |
 General Motors Company | GM | 20.66K | $1.59M |
 Ecolab Inc. | ECL | 21.5K | $5.99M |
 Unity Software Inc. | U | 21.58K | $616.84K |