Stock Taper 
TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Optoelectronics, Inc. | AAOI | 1.55K | $229.8K |
 International Business Machines Corporation | IBM | 1.59K | $446.28K |
 Masco Corporation | MAS | 1.59K | $129.22K |
 Builders FirstSource, Inc. | BLDR | 1.61K | $144.51K |
 Generac Holdings Inc. | GNRC | 1.65K | $483.14K |
 Jefferies Financial Group Inc. | JEF | 1.74K | $87.17K |
 CAVA Group, Inc. | CAVA | 1.76K | $138.28K |
 XPO Logistics, Inc. | XPO | 1.77K | $362.95K |
 Intuitive Surgical, Inc. | ISRG | 1.77K | $704.29K |
 Howmet Aerospace Inc. | HWM | 1.78K | $478.03K |
 Xylem Inc. | XYL | 1.83K | $216.09K |
 Advanced Energy Industries, Inc. | AEIS | 1.88K | $700.25K |
 Modine Manufacturing Company | MOD | 1.93K | $514.28K |
 BrightSpring Health Services, Inc. Common Stock | BTSG | 1.94K | $134.95K |
 Jabil Inc. | JBL | 1.98K | $763.25K |
 The Carlyle Group Inc. | CG | 1.99K | $83.59K |
 The Mosaic Company | MOS | 2.05K | $43.4K |
 Keysight Technologies, Inc. | KEYS | 2.06K | $721.49K |
 Argan, Inc. | AGX | 2.07K | $1.65M |
 Quest Diagnostics Incorporated | DGX | 2.1K | $444.46K |