Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
SAP SESAP1.15K$176.46K
Norwegian Cruise Line Holdings Ltd.NCLH1.18K$24.93K
Dropbox, Inc.DBX1.19K$32.72K
SharkNinja, Inc.SN1.24K$188.66K
Littelfuse, Inc.LFUS1.25K$566.89K
The Timken CompanyTKR1.26K$183.1K
Vertiv Holdings CoVRT1.31K$438.61K
Duolingo, Inc.DUOL1.34K$154.47K
Equinix, Inc.EQIX1.38K$1.44M
Vicor CorporationVICR1.39K$527.13K
Cirrus Logic, Inc.CRUS1.4K$208.54K
Thermo Fisher Scientific Inc.TMO1.42K$709.93K
FTAI Aviation Ltd.FTAI1.42K$384.15K
Lincoln Electric Holdings, Inc.LECO1.45K$384.46K
ACM Research, Inc.ACMR1.47K$186.15K
Booz Allen Hamilton Holding CorporationBAH1.47K$89.19K
Phillips Edison & Co.PECO1.53K$63.64K
NRG Energy, Inc.NRG1.53K$223.76K
Waste Management, Inc.WM1.53K$342.12K
Regal Rexnord CorporationRRX1.54K$367.76K