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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 33 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TS CALL TENARIS S.A. Energy 21,300.0 $1.2M 0.03% +21K +10000.0% $58.18 +4.3%
642 IESC CALL IES HOLDINGS INC Industrials 2,600.0 $1.2M 0.03% NEW $476.47 +36.0%
643 URI PUT UNITED RENTALS, INC. Industrials 1,700.0 $1.2M 0.03% -6K -77.3% $728.56 +28.5%
644 JOBY JOBY AVIATION INC Industrials 149,897.0 $1.2M 0.03% -74K -32.9% $8.26 +25.9%
645 OSK PUT OSHKOSH CORP Industrials 8,400.0 $1.2M 0.03% NEW $147.21 -13.6%
646 BCE PUT BCE INC Communication Services 48,900.0 $1.2M 0.03% -76K -60.8% $25.24 -3.4%
647 SPG CALL SIMON PROPERTY GROUP, INC. Real Estate 6,600.0 $1.2M 0.03% -41K -86.1% $186.53 +9.4%
648 CHTR PUT CHARTER COMMUNICATIONS INC. Communication Services 5,700.0 $1.2M 0.03% NEW $215.88 -31.0%
649 CSGP CALL COSTAR GROUP, INC. Real Estate 30,400.0 $1.2M 0.03% NEW $40.34 -15.9%
650 CVNA PUT CARVANA CO. Consumer Cyclical 3,900.0 $1.2M 0.03% -13K -76.9% $314.38 -79.5%
651 AWK CALL AMERICAN WATER WORKS CO. INC Utilities 9,000.0 $1.2M 0.03% -23K -71.5% $136.09 -9.0%
652 UPS UNITED PARCEL SERVICE, INC. Industrials 12,444.0 $1.2M 0.03% NEW $98.38 +0.5%
653 TXRH PUT TEXAS ROADHOUSE INC Consumer Cyclical 7,400.0 $1.2M 0.03% -16K -68.4% $165.14 +8.0%
654 JEF PUT JEFFERIES FINANCIAL GROUP IN Financial Services 29,600.0 $1.2M 0.03% NEW $41.27 +27.1%
655 CALL INGERSOLL-RAND INC 15,200.0 $1.2M 0.03% +9K +130.3% $80.12
656 NVMI PUT NOVA LTD Technology 2,800.0 $1.2M 0.03% -2K -41.7% $434.28 +14.3%
657 CHTR CHARTER COMMUNICATIONS INC. Communication Services 5,612.0 $1.2M 0.03% NEW $215.88 -31.0%
658 BAH CALL BOOZ ALLEN HAMILTON HOLDING Industrials 15,500.0 $1.2M 0.03% -21K -57.9% $78.03 -2.2%
659 ZTS CALL ZOETIS INC Healthcare 10,200.0 $1.2M 0.03% NEW $118.21 -32.6%
660 PEGA CALL PEGASYSTEMS INC. Technology 28,300.0 $1.2M 0.03% +5K +19.4% $42.56 -19.5%
Page 33 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%