Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Hasbro, Inc.HAS3.94K$325.57K
Steel Dynamics, Inc.STLD3.89K$892.14K
Microchip Technology IncorporatedMCHP3.78K$344.92K
Dell Technologies Inc.DELL3.69K$1.59M
Celestica Inc.CLS3.65K$1.33M
BWX Technologies, Inc.BWXT3.64K$708.53K
PACCAR IncPCAR3.45K$414.29K
Kratos Defense & Security Solutions, Inc.KTOS3.43K$171.17K
Iamgold CorporationIAG3.32K$52.54K
Deere & CompanyDE3.25K$2.06M
Vail Resorts, Inc.MTN3.23K$439.08K
Natera, Inc.NTRA3.14K$852.62K
Madison Square Garden Sports Corp.MSGS3.11K$1.25M
CDW CorporationCDW3.08K$433.73K
Marvell Technology, Inc.MRVL3.07K$914.22K
Synaptics IncorporatedSYNA3.01K$374.43K
Sezzle Inc.SEZL2.96K$507.68K
Primo Brands CorporationPRMB2.95K$72.17K
Darden Restaurants, Inc.DRI2.85K$586.1K
DuPont de Nemours, Inc.DD2.77K$375.99K