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Portfolio (Quarterly) Guide ↗

Twin Lakes Capital Management, LLC

· CIK 0001847794
13F Portfolio $220M AUM 221 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 20 Added 59 Reduced 8 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HHH HOWARD HUGHES HOLDINGS INC Real Estate 4,584.0 $290K 0.13% -2K -30.4% $63.26 +0.8%
42 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,731.0 $287K 0.13% -300.0 -6.0% $60.65 -3.9%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 3,894.0 $195K 0.09% -1K -22.8% $50.20 -6.8%
44 T AT&T INC Communication Services 5,778.0 $168K 0.08% -1K -18.1% $28.99 -15.7%
45 DOCU DOCUSIGN INC Technology 3,072.0 $146K 0.07% -71.0 -2.3% $47.41 +3.4%
46 PLD PROLOGIS INC. Real Estate 1,049.0 $139K 0.06% -64.0 -5.8% $132.18 +7.7%
47 REGN REGENERON PHARMACEUTICALS Healthcare 158.0 $122K 0.06% -107.0 -40.4% $772.37 -18.5%
48 MCD MCDONALDS CORP Consumer Cyclical 351.0 $109K 0.05% -58.0 -14.2% $310.40 -9.0%
49 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 323.0 $98K 0.04% -43.0 -11.8% $304.08 +4.6%
50 MRNA MODERNA INC Healthcare 1,231.0 $63K 0.03% -496.0 -28.7% $50.80 -5.3%
51 CCL CARNIVAL CORP Consumer Cyclical 2,010.0 $52K 0.02% -990.0 -33.0% $25.89 -7.7%
52 ROST ROSS STORES INC Consumer Cyclical 193.0 $42K 0.02% -77.0 -28.5% $216.63 -2.6%
53 BLOCK INC 600.0 $36K 0.02% -74.0 -11.0% $60.18
54 CSGP COSTAR GROUP INC Real Estate 619.0 $25K 0.01% -16.0 -2.5% $40.34 -17.7%
55 TDOC TELADOC HEALTH INC Healthcare 3,044.0 $17K 0.01% -98.0 -3.1% $5.45 +16.5%
56 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 5,669.0 $7K 0.00% -6K -51.0% $1.32 -12.9%
57 TME TENCENT MUSIC ENTMT GROUP Communication Services 786.0 $7K 0.00% -796.0 -50.3% $9.28 -2.4%
58 ALLO ALLOGENE THERAPEUTICS INC Healthcare 740.0 $2K 0.00% -1K -62.2% $2.44 -22.6%
59 BIOATLA INC 7,200.0 $1K 0.00% -2K -20.0% $0.16
Page 3 of 3  ·  59 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 34.6%
Financial Services 16.5%
Industrials 12.6%
Consumer Cyclical 10.5%
Healthcare 9.7%
Communication Services 6.2%
Energy 4.1%
Basic Materials 2.7%
Real Estate 1.9%
Consumer Defensive 1.1%