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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 35 of 62  ·  1,240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 3,745.0 $1.1M 0.02% -1K -22.4% $304.08 +6.1%
682 Z PUT ZILLOW GROUP INC Communication Services 27,400.0 $1.1M 0.02% -49K -64.1% $41.38 -11.9%
683 IONQ PUT IONQ INC Technology 38,900.0 $1.1M 0.02% -14K -26.5% $28.83 +104.3%
684 KGC PUT KINROSS GOLD CORP. Basic Materials 36,700.0 $1.1M 0.02% -457K -92.6% $30.52 -6.1%
685 AGI CALL ALAMOS GOLD INC. Basic Materials 25,200.0 $1.1M 0.02% NEW $44.43 -11.7%
686 AAL PUT AMERICAN AIRLINES GROUP INC Industrials 104,200.0 $1.1M 0.02% -874K -89.3% $10.74 +26.5%
687 DINO HF SINCLAIR CORP. Energy 17,929.0 $1.1M 0.02% NEW $62.39 +9.6%
688 LUV SOUTHWEST AIRLINES CO Industrials 29,654.0 $1.1M 0.02% NEW $37.57 +8.5%
689 DHI CALL D.R. HORTON INC. Consumer Cyclical 8,100.0 $1.1M 0.02% -7K -46.4% $137.22 +5.0%
690 BNTX BIONTECH SE Healthcare 12,493.0 $1.1M 0.02% NEW $88.88 +2.3%
691 ECL ECOLAB, INC. Basic Materials 4,173.0 $1.1M 0.02% NEW $266.02 -6.0%
692 FDX PUT FEDEX CORP Industrials 3,100.0 $1.1M 0.02% -5K -63.1% $356.18 +9.2%
693 LLY PUT LILLY(ELI) & CO Healthcare 1,200.0 $1.1M 0.02% -30K -96.1% $919.77 +13.3%
694 PIPR CALL PIPER SANDLER CO`S Financial Services 14,400.0 $1.1M 0.02% NEW $76.55 +4.6%
695 MHK MOHAWK INDUSTRIES, INC. Consumer Cyclical 11,118.0 $1.1M 0.02% NEW $98.46 +3.9%
696 TGT PUT TARGET CORP Consumer Defensive 9,000.0 $1.1M 0.02% -5K -36.6% $121.20 +0.9%
697 DAL CALL DELTA AIR LINES, INC. Industrials 16,300.0 $1.1M 0.02% -66K -80.1% $66.48 +13.8%
698 ALGN ALIGN TECHNOLOGY, INC. Healthcare 6,317.0 $1.1M 0.02% +5K +439.4% $171.43 -4.9%
699 KDP PUT KEURIG DR PEPPER INC Consumer Defensive 41,000.0 $1.1M 0.02% -56K -57.8% $26.33 +9.3%
700 CCL PUT CARNIVAL CORP. Consumer Cyclical 41,500.0 $1.1M 0.02% -58K -58.2% $25.88 +1.2%
Page 35 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%