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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 47 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 SCHW CALL SCHWAB CHARLES CORP Financial Services 14,000.0 $1.4M 0.01% NEW $99.91 -9.8%
922 UPST UPSTART HLDGS INC Financial Services 31,817.0 $1.4M 0.01% NEW $43.73 -34.0%
923 TGT PUT TARGET CORP Consumer Defensive 14,200.0 $1.4M 0.01% NEW $97.75 +25.1%
924 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,826.0 $1.4M 0.01% NEW $287.25 +12.4%
925 F PUT FORD MTR CO Consumer Cyclical 105,400.0 $1.4M 0.01% NEW $13.12 +4.2%
926 NEU PUT NEWMARKET CORP Basic Materials 2,000.0 $1.4M 0.01% NEW $687.26 +4.8%
927 FOXA FOX CORP Communication Services 18,766.0 $1.4M 0.01% NEW $73.07 -12.1%
928 CPB CALL THE CAMPBELLS COMPANY Consumer Defensive 49,200.0 $1.4M 0.01% NEW $27.87 -28.1%
929 NUE PUT NUCOR CORP Basic Materials 8,400.0 $1.4M 0.01% NEW $163.11 +38.8%
930 WCC CALL WESCO INTL INC Industrials 5,600.0 $1.4M 0.01% NEW $244.64 +43.1%
931 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,655.0 $1.4M 0.01% NEW $293.57 +4.3%
932 SNPS CALL SYNOPSYS INC Technology 2,900.0 $1.4M 0.01% NEW $469.72 +6.2%
933 RGTI PUT RIGETTI COMPutING INC Technology 61,200.0 $1.4M 0.01% NEW $22.15 -23.8%
934 ODFL OLD DOMINION FREIGHT LINE IN Industrials 8,579.0 $1.3M 0.01% NEW $156.80 +32.5%
935 CALL GLOBUS MED INC 15,300.0 $1.3M 0.01% NEW $87.31
936 RIO CALL RIO TINTO PLC Basic Materials 16,500.0 $1.3M 0.01% NEW $80.03 +29.1%
937 DBX CALL DROPBOX INC Technology 47,300.0 $1.3M 0.01% NEW $27.80 -2.0%
938 WTW CALL WILLIS TOWERS WATSON PLC LTD Financial Services 4,000.0 $1.3M 0.01% NEW $328.60 -22.7%
939 VOO VANGUARD INDEX FDS 2,086.0 $1.3M 0.01% NEW $627.13 +8.9%
940 NVDA NVIDIA CORPORATION Technology 7,003.0 $1.3M 0.01% NEW $186.50 +17.7%
Page 47 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%