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Portfolio (Quarterly) Guide ↗

Twin Tree Management, LP

· CIK 0001535588
13F Portfolio $4.7B AUM 1,240 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 455 New 205 Added 559 Reduced 566 Exited
Page 20 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 KDP CALL KEURIG DR PEPPER INC Consumer Defensive 103,400.0 $2.7M 0.06% -132K -56.1% $26.33 +9.3%
382 CI CALL CIGNA GROUP (THE) Healthcare 10,200.0 $2.7M 0.06% -49K -82.7% $266.75 +5.7%
383 CRDO PUT CREDO TECHNOLOGY GROUP HOLDI Technology 28,600.0 $2.7M 0.06% +24K +521.7% $93.87 +106.0%
384 ODFL CALL OLD DOMINION FREIGHT LINE, I Industrials 13,700.0 $2.7M 0.06% -22K -62.1% $195.40 +6.3%
385 CELH PUT CELSIUS HOLDINGS INC Consumer Defensive 75,300.0 $2.7M 0.06% +15K +24.1% $35.48 -16.3%
386 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 18,200.0 $2.7M 0.06% -83K -82.0% $146.28 -6.2%
387 COIN COINBASE GLOBAL INC Financial Services 15,105.0 $2.6M 0.06% -112K -88.1% $174.61 +10.9%
388 CEG CALL CONSTELLATION ENERGY CORPORA Utilities 9,400.0 $2.6M 0.06% -59K -86.3% $279.25 +2.4%
389 CHWY CHEWY INC Consumer Cyclical 97,118.0 $2.6M 0.06% +20K +26.4% $27.00 -26.2%
390 PSA PUT PUBLIC STORAGE Real Estate 9,600.0 $2.6M 0.06% +8K +405.3% $270.88 +11.8%
391 DECK PUT DECKERS OUTDOOR CORP. Consumer Cyclical 25,900.0 $2.6M 0.06% -141K -84.4% $100.09 +2.5%
392 VST VISTRA CORP Utilities 17,235.0 $2.6M 0.06% +2K +13.1% $150.33 -4.2%
393 JPM CALL JPMORGAN CHASE & CO. Financial Services 8,800.0 $2.6M 0.06% -232K -96.3% $294.16 +3.0%
394 CELH CALL CELSIUS HOLDINGS INC Consumer Defensive 72,800.0 $2.6M 0.05% NEW $35.48 -16.3%
395 SU SUNCOR ENERGY, INC. Energy 39,060.0 $2.6M 0.05% +38K +2923.2% $66.11 +2.6%
396 TXN CALL TEXAS INSTRUMENTS INC. Technology 13,200.0 $2.6M 0.05% -44K -77.0% $194.14 +57.0%
397 EIX PUT EDISON INTERNATIONAL Utilities 34,900.0 $2.6M 0.05% -22K -39.0% $73.18 -3.9%
398 CI CIGNA GROUP (THE) Healthcare 9,574.0 $2.6M 0.05% +2K +34.8% $266.75 +5.7%
399 AVAV PUT AEROVIRONMENT INC. Industrials 13,900.0 $2.5M 0.05% +12K +717.6% $183.05 -10.9%
400 KEYS CALL KEYSIGHT TECHNOLOGIES INC Technology 9,000.0 $2.5M 0.05% NEW $282.37 +19.5%
Page 20 of 62  ·  1,240 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 31.7%
Consumer Cyclical 12.2%
Financial Services 10.8%
Industrials 10.4%
Healthcare 8.7%
Basic Materials 8.5%
Consumer Defensive 5.8%
Energy 3.9%
Communication Services 3.7%
Utilities 2.9%