Back to Twin Tree Management, LP

Twin Tree Management, LP

All holdings · as of Dec 31, 2025

350 positions

CompanyClassValueShares% of portfolio
ROGERS COMMUNICATIONS INC$5.26M139,3150.5%
Tapestry Inc$5.25M41,1190.5%
Okta, Inc.$5.21M60,3010.5%
OR ROYALTIES INC.$5.21M147,0930.5%
ISHARES INC$5.14M161,7300.5%
Insulet Corp$4.99M17,5600.5%
SPDR SERIES TRUST$4.85M74,8120.5%
STARBUCKS CORP$4.68M55,6030.5%
Amkor Technology Inc$4.63M117,3610.5%
ON HLDG AG$4.53M97,5420.5%
UiPath, Inc.$4.42M269,7540.5%
General Motors Co$4.42M54,3390.5%
ALAMOS GOLD INC NEW$4.39M113,7460.4%
Salesforce Inc$4.22M15,9430.4%
MCDONALD'S CORP$4.19M13,7200.4%
DECKERS OUTDOOR CORP$4.18M40,3590.4%
Rivian Automotive, Inc. / DE$3.95M200,4060.4%
GOLD FIELDS LTDGFIADR$3.94M90,2880.4%
Illumina Inc$3.89M29,6500.4%
FLEX LTD.$3.88M64,1590.4%
INVESCO QQQ TR$3.87M6,3050.4%
Eaton Corp plc$3.79M11,9130.4%
CrowdStrike Holdings, Inc.$3.76M8,0300.4%
SEZZLE INCSEZLCommon Stock$3.66M57,6730.4%
Palo Alto Networks Inc$3.66M19,8450.4%
MongoDB, Inc.$3.65M8,6980.4%
Constellation Energy Corp$3.56M10,0760.4%
Kenvue Inc.$3.46M200,6080.4%
AFFIRM HOLDINGS INC CLASS A$3.36M45,1430.3%
Gen Digital Inc.$3.30M121,5120.3%
TORONTO DOMINION BK ONT$3.29M34,9160.3%
FIRST HORIZON CORP$3.26M136,4840.3%
Marvell Technology, Inc.$3.24M38,0840.3%
CISCO SYSTEMS, INC.$3.14M40,7300.3%
Unity Software Inc.$3.04M68,7480.3%
LUMENTUM HLDGS INC$3.03M8,2270.3%
SHARKNINJA INC$3.03M27,0340.3%
PayPal Holdings, Inc.$2.98M51,0860.3%
Kinsale Capital Group, Inc.$2.96M7,5650.3%
Joby Aviation, Inc.$2.95M223,4420.3%
CARLISLE COMPANIES INC$2.90M9,0560.3%
CF Industries Holdings Inc$2.84M36,7390.3%
AGNICO EAGLE MINES LTD$2.80M16,5400.3%
AppLovin Corp$2.78M4,1200.3%
LKQ Corp$2.74M90,6620.3%
INTERNATIONAL BUSINESS MACHINES CORP$2.72M9,1850.3%
ALBEMARLE CORP$2.69M19,0060.3%
Archer Aviation Inc.$2.68M355,7510.3%
AUTOZONE INC$2.66M7850.3%
VANECK ETF TRUST$2.66M31,0390.3%
← PrevPage 2 of 7Next →