Stock Taper

TWIN TREE MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Teradyne, Inc.TER2.13K$1.03M
Quest Diagnostics IncorporatedDGX2.1K$444.46K
Argan, Inc.AGX2.07K$1.65M
Keysight Technologies, Inc.KEYS2.06K$721.49K
The Mosaic CompanyMOS2.05K$43.4K
The Carlyle Group Inc.CG1.99K$83.59K
Jabil Inc.JBL1.98K$763.25K
BrightSpring Health Services, Inc. Common StockBTSG1.94K$134.95K
Modine Manufacturing CompanyMOD1.93K$514.28K
Advanced Energy Industries, Inc.AEIS1.88K$700.25K
Xylem Inc.XYL1.83K$216.09K
Howmet Aerospace Inc.HWM1.78K$478.03K
Intuitive Surgical, Inc.ISRG1.77K$704.29K
XPO Logistics, Inc.XPO1.77K$362.95K
CAVA Group, Inc.CAVA1.76K$138.28K
Jefferies Financial Group Inc.JEF1.74K$87.17K
Generac Holdings Inc.GNRC1.65K$483.14K
Builders FirstSource, Inc.BLDR1.61K$144.51K
Masco CorporationMAS1.59K$129.22K
International Business Machines CorporationIBM1.59K$446.28K