Twin Securities, Inc.: 13F holdings
CIK 13513512026Q2
| Positions | 11 |
|---|
| Reported value | $223.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 11 (-5 vs prior quarter) |
|---|
| Reported value | $223.5m (+8.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EA ELECTRONIC ARTS INC | 528,441 | $108.4m | 48.5% |
| WARNER BROS DISCOVERY INC | 807,012 | $21.5m | 9.6% |
| APOGEE THERAPEUTICS INC | 120,000 | $15.9m | 7.1% |
| ROKU ROKU INC | 105,660 | $14.6m | 6.5% |
| KVUE KENVUE INC | 754,977 | $14.4m | 6.5% |
| BLD TOPBUILD COR | 39,948 | $14.2m | 6.3% |
| SKYD PARAMOUNT SKYDANCE CORP | 334,724 | $3.3m | 1.5% |
| OGN ORGANON & CO | 175,100 | $2.4m | 1.1% |
| TIC TIC SOLUTIONS INC | 77,339 | $625,673 | 0.3% |
| ATRIUM THERAPEUTICS INC | 26,517 | $356,654 | 0.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1351351")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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