Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Albemarle CorporationALB7.33K$990.04K
Strategy IncMSTR7.26K$631.37K
Booking Holdings Inc.BKNG6.96K$1.24M
Burlington Stores, Inc.BURL6.81K$2.16M
CubeSmartCUBE6.71K$266.7K
National Fuel Gas CompanyNFG6.69K$516.61K
Lam Research CorporationLRCX6.67K$2.89M
Valero Energy CorporationVLO6.62K$1.73M
Republic Services, Inc.RSG6.62K$1.41M
Analog Devices, Inc.ADI6.45K$2.56M
First Solar, Inc.FSLR6.43K$1.52M
Hudbay Minerals Inc.HBM6.25K$147.61K
British American Tobacco p.l.c.BTI6.17K$381.24K
TKO Group Holdings, Inc.TKO6.13K$1.23M
Tempus AI, Inc.TEM6.13K$354.88K
Lattice Semiconductor CorporationLSCC6.07K$927.7K
Apple Inc.AAPL6K$1.74M
Ciena CorporationCIEN6K$2.94M
AXT, Inc.AXTI5.87K$423.11K
Lennar CorporationLEN5.72K$517.97K