Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Somnigroup International IncSGI13.18K$1.03M
Lululemon Athletica Inc.LULU13.05K$1.49M
Brookfield Asset Management Ltd.BAM13.02K$583.99K
CoreWeave, Inc. Class A Common StockCRWV12.84K$1.28M
The Procter & Gamble CompanyPG12.76K$1.87M
Coinbase Global, Inc.COIN12.74K$1.86M
F5, Inc.FFIV12.62K$5.25M
Blackstone Inc.BX12.46K$1.47M
OR Royalties Inc.OR11.79K$373.01K
Intuit Inc.INTU11.65K$3.04M
Loews CorporationL11.62K$1.32M
Applied Materials, Inc.AMAT11.24K$8.13M
Union Pacific CorporationUNP11.23K$3.05M
American Express CompanyAXP11K$3.72M
Canadian Natural Resources LimitedCNQ10.96K$433.12K
DexCom, Inc.DXCM10.72K$722.06K
Open Text CorporationOTEX10.45K$231.49K
Coherent, Inc.COHR10.42K$4.11M
Regions Financial CorporationRF10.39K$313.87K
Kinross Gold CorporationKGC10.16K$239.96K