Institutions / Twin Securities, Inc. / Activity
Activity — Twin Securities, Inc.
23 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | M2682V108 Common stock | $-59.39M | -133K -100.00% | 0 | high |
| Q1 2026 as of | Exit | Exact Sciences Corp. Common stock | $-49.11M | -484K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Electronic Arts Inc. Common stock | $42.22M | +207K +86.36% | 446,948 45.04% of portfolio | medium |
| Q1 2026 as of | Add | Clearwater Analytics Holdings, Inc. Common stock | $26.36M | +1.1M +2260.57% | 1,164,090 13.61% of portfolio | medium |
| Q1 2026 as of | Exit | Avidity Biosciences, Inc. Common stock | $-26.34M | -365K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Confluent, Inc. Common stock | $-15.29M | -505K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Norfolk Southern Corp Common stock | $-7.28M | -25K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Hologic Inc Common stock | $7.14M | +95K +111.84% | 179,036 6.69% of portfolio | medium |
| Q1 2026 as of | New | Arcellx, Inc. Common stock | $6.20M | +54K | 53,982 3.06% of portfolio | medium |
| Q1 2026 as of | New | Terns Pharmaceuticals, Inc. Common stock | $6.11M | +116K | 115,958 3.02% of portfolio | medium |
| Q1 2026 as of | New | Apellis Pharmaceuticals, Inc. Common stock | $5.13M | +127K | 127,440 2.53% of portfolio | medium |
| Q1 2026 as of | Add | Warner Bros. Discovery, Inc. Common stock | $5.08M | +185K +16.59% | 1,299,915 17.64% of portfolio | medium |
| Q1 2026 as of | New | Revolution Medicines, Inc. Common stock | $3.75M | +39K | 38,593 1.86% of portfolio | low |
| Q1 2026 as of | Exit | Dayforce, Inc. Common stock | $-2.71M | -39K -100.00% | 0 | low |
| Q1 2026 as of | Trim | Surgery Partners, Inc. Common stock | $-1.91M | -160K -94.11% | 10,025 0.06% of portfolio | low |
| Q1 2026 as of | New | Onestream, Inc. Common stock | $1.45M | +60K | 60,372 0.72% of portfolio | low |
| Q1 2026 as of | Add | Kenvue Inc. Common stock | $1.29M | +75K +18.48% | 480,517 4.09% of portfolio | low |
| Q1 2026 as of | New | Take Two Interactive Software Inc Common stock | $1.28M | +7K | 6,500 0.63% of portfolio | low |
| Q1 2026 as of | Exit | 171757206 Common stock | $-1.08M | -5K -100.00% | 0 | low |
| Q1 2026 as of | New | Day One Biopharmaceuticals, Inc. Common stock | $678.1K | +32K | 31,626 0.34% of portfolio | low |
| Q1 2026 as of | New | Atrium Therapeutics, Inc. Common stock | $667.3K | +50K | 49,913 0.33% of portfolio | low |
| Q1 2026 as of | Exit | MLYS Mineralys Therapeutics Inc Common Stock | $-607.4K | -17K -100.00% | 0 | low |
| Q1 2026 as of | Add | G5784H106 Common stock | $5.9K | +350 +2.40% | 14,920 0.12% of portfolio | low |