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Portfolio (Quarterly) Guide ↗

Twin Tree Management, LP

· CIK 0001535588
13F Portfolio $11.5B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1351 New
Page 30 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GSK CALL GSK PLC Healthcare 83,300.0 $4.1M 0.04% NEW $49.04 +5.1%
582 W CALL WAYFAIR INC Consumer Cyclical 40,400.0 $4.1M 0.04% NEW $100.41 -35.5%
583 BX PUT BLACKSTONE INC Financial Services 26,300.0 $4.1M 0.04% NEW $154.14 -23.1%
584 TEM CALL TEMPUS AI INC Healthcare 68,600.0 $4.1M 0.04% NEW $59.05 -22.3%
585 WST CALL WEST PHARMACEUTICAL SVSC INC Healthcare 14,700.0 $4.0M 0.04% NEW $275.14 +11.0%
586 BCE CALL BCE INC Communication Services 168,500.0 $4.0M 0.04% NEW $23.82 +2.4%
587 DOC CALL HEALTHPEAK PROPERTIES INC Real Estate 249,600.0 $4.0M 0.04% NEW $16.08 +22.1%
588 IMO PUT IMPERIAL OIL LTD Energy 46,200.0 $4.0M 0.04% NEW $86.31 +55.1%
589 KTOS CALL KRATOS DEFENSE & SEC SOLUTIO Industrials 52,500.0 $4.0M 0.04% NEW $75.91 -28.0%
590 EIX CALL EDISON INTL Utilities 66,300.0 $4.0M 0.04% NEW $60.02 +17.2%
591 DSGX CALL DESCARTES SYS GROUP INC Technology 45,200.0 $4.0M 0.04% NEW $87.66 -19.3%
592 VFC CALL V F CORP Consumer Cyclical 218,900.0 $4.0M 0.04% NEW $18.08 -10.3%
593 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 200,406.0 $4.0M 0.03% NEW $19.71 -30.3%
594 SNPS PUT SYNOPSYS INC Technology 8,400.0 $3.9M 0.03% NEW $469.72 +6.2%
595 CHWY PUT CHEWY INC Consumer Cyclical 119,300.0 $3.9M 0.03% NEW $33.05 -39.7%
596 GFI GOLD FIELDS LTD Basic Materials 90,288.0 $3.9M 0.03% NEW $43.66 -8.2%
597 EXPE PUT EXPEDIA GROUP INC Consumer Cyclical 13,900.0 $3.9M 0.03% NEW $283.31 -23.0%
598 RKT CALL ROCKET COS INC Financial Services 201,400.0 $3.9M 0.03% NEW $19.36 -29.6%
599 ILMN ILLUMINA INC Healthcare 29,650.0 $3.9M 0.03% NEW $131.16 +10.4%
600 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 23,400.0 $3.9M 0.03% NEW $166.00 +7.4%
Page 30 of 68  ·  1,351 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 14.1%
Consumer Cyclical 12.6%
Basic Materials 11.5%
Healthcare 9.2%
Industrials 7.0%
Communication Services 3.6%
Energy 3.6%
Consumer Defensive 3.3%
Utilities 1.2%