TWIN LAKES CAPITAL MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DE | 68 | $31.09K |
 | RACE | 65 | $31.50K |
 | MBC | 63 | $830 |
 | MRP | 56 | $1.88K |
 | DHR | 56 | $11.13K |
 | MGM | 53 | $1.84K |
 | AMP | 53 | $26.01K |
 | SPOT | 48 | $33.50K |
 | EL | 47 | $4.15K |
 | OGN | 41 | $436 |
 | LUMN | 28 | $173 |
 | FNV | 23 | $5.02K |
 | ESS | 23 | $6.05K |
 | SE | 20 | $3.58K |
 | MELI | 18 | $42.06K |
 | VLTO | 17 | $1.82K |
 | VEEV | 16 | $4.77K |
 | CRM | 8 | $1.91K |
 | SPGI | 8 | $4.06K |
 | EEFT | 8 | $702 |
Deere & Company
DE
Shares Held
68
Value
$31.09K
Ferrari N.V.
RACE
Shares Held
65
Value
$31.50K
MasterBrand, Inc.
MBC
Shares Held
63
Value
$830
Millrose Properties, Inc.
MRP
Shares Held
56
Value
$1.88K
Danaher Corporation
DHR
Shares Held
56
Value
$11.13K
MGM Resorts International
MGM
Shares Held
53
Value
$1.84K
Ameriprise Financial, Inc.
AMP
Shares Held
53
Value
$26.01K
Spotify Technology S.A.
SPOT
Shares Held
48
Value
$33.50K
The Estée Lauder Companies Inc.
EL
Shares Held
47
Value
$4.15K
Organon & Co.
OGN
Shares Held
41
Value
$436
Lumen Technologies, Inc.
LUMN
Shares Held
28
Value
$173
Franco-Nevada Corporation
FNV
Shares Held
23
Value
$5.02K
Essex Property Trust, Inc.
ESS
Shares Held
23
Value
$6.05K
Sea Limited
SE
Shares Held
20
Value
$3.58K
MercadoLibre, Inc.
MELI
Shares Held
18
Value
$42.06K
Veralto Corporation
VLTO
Shares Held
17
Value
$1.82K
Veeva Systems Inc.
VEEV
Shares Held
16
Value
$4.77K
Salesforce, Inc.
CRM
Shares Held
8
Value
$1.91K
S&P Global Inc.
SPGI
Shares Held
8
Value
$4.06K
Euronet Worldwide, Inc.
EEFT
Shares Held
8
Value
$702