Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Franco-Nevada CorporationFNV4.7K$979.88K
Zillow Group, Inc. Class AZG4.69K$147.03K
Visa Inc.V4.68K$1.6M
Micron Technology, Inc.MU4.63K$5.35M
Viasat, Inc.VSAT4.58K$411.15K
Motorola Solutions, Inc.MSI4.46K$1.85M
The Clorox CompanyCLX4.41K$420.41K
BXP, Inc.BXP4.4K$291.83K
ASML Holding N.V.ASML4.37K$8.7M
The Walt Disney CompanyDIS4.25K$409.54K
Linde plcLIN4.21K$2.19M
Axcelis Technologies, Inc.ACLS4.21K$797.39K
Comcast CorporationCMCSA4.09K$100.39K
Kodiak Gas Services, Inc.KGS4.07K$305.4K
Nutrien Ltd.NTR4.06K$255.32K
IQVIA Holdings Inc.IQV4.03K$779.45K
Rambus Inc.RMBS3.99K$529.9K
Entegris, Inc.ENTG3.99K$717.46K
Toast, Inc.TOST3.98K$110.86K
Iridium Communications Inc.IRDM3.98K$218.41K