Stock Taper 
TWIN TREE MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Western Digital Corporation | WDC | 5.64K | $3.6M |
 Cheniere Energy, Inc. | LNG | 5.52K | $1.32M |
 Tesla, Inc. | TSLA | 5.51K | $2.32M |
 Flex Ltd. | FLEX | 5.51K | $893.17K |
 Biogen Inc. | BIIB | 5.51K | $1.19M |
 NXP Semiconductors N.V. | NXPI | 5.27K | $1.48M |
 The Toronto-Dominion Bank | TD | 5.22K | $633.87K |
 Rockwell Automation, Inc. | ROK | 5.21K | $2.58M |
 CBRE Group, Inc. | CBRE | 5.17K | $695.81K |
 Global Payments Inc. | GPN | 5.16K | $374.63K |
 Wayfair Inc. | W | 5.11K | $472.08K |
 Arm Holdings plc American Depositary Shares | ARM | 5.1K | $1.81M |
 Seagate Technology Holdings plc | STX | 5.08K | $4.9M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 4.98K | $1.89M |
 Avis Budget Group, Inc. | CAR | 4.92K | $726.73K |
 Quanta Services, Inc. | PWR | 4.84K | $3.49M |
 Take-Two Interactive Software, Inc. | TTWO | 4.82K | $1.2M |
 Sempra | SRE | 4.8K | $445.1K |
 Roku, Inc. | ROKU | 4.76K | $657.68K |
 Bruker Corporation | BRKR | 4.71K | $283.33K |