Stock Taper

TWIN LAKES CAPITAL MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Ameriprise Financial, Inc.AMP54$24.55K
Danaher CorporationDHR56$10.75K
Millrose Properties, Inc.MRP56$1.68K
MasterBrand, Inc.MBC63$649
Ferrari N.V.RACE65$24.16K
United Rentals, Inc.URI68$77.56K
Deere & CompanyDE68$43.13K
Comcast CorporationCMCSA71$1.74K
NetEase, Inc.NTES83$10.67K
The Coca-Cola CompanyKO100$8.13K
Lear CorporationLEA113$15.1K
Ryanair Holdings plcRYAAY114$7.38K
Lennar CorporationLEN116$10.54K
GE Vernova Inc.GEV135$158.61K
Shopify Inc.SHOP150$17.13K
CRH plcCRH152$16.24K
Regeneron Pharmaceuticals, Inc.REGN158$98.63K
Ross Stores, Inc.ROST193$41.17K
Celanese CorporationCE196$9.02K
Waste Management, Inc.WM207$46.15K