Twin Securities, Inc.
17 holdingsFiling period: 2026-03-31Current AUM: $216.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EA | ELECTRONIC ARTS INC | 446.9K | $91.1M | $93.8M | 43.41% | +207.1K | 2026-03-31 |
| 2 | WBD | WARNER BROS DISCOVERY INC | 1.30M | $35.7M | $34.2M | 15.82% | +164.8K | 2026-03-31 |
| 3 | CWAN | CLEARWATER ANALYTICS HLDGS I | 1.16M | $27.5M | $27.5M | 12.74% | +1.11M | 2026-03-31 |
| 4 | HO1 | HOLOGIC INC | 179.0K | $13.5M | $13.5M | 6.26% | +94.5K | 2026-03-31 |
| 5 | KVUE | KENVUE INC | 480.5K | $8.3M | $9.2M | 4.28% | +74.9K | 2026-03-31 |
| 6 | RVMD | REVOLUTION MEDICINES INC | 77.6K | $7.5M | $14.5M | 6.73% | -- | 2026-03-31 |
| 7 | ACLXGBX | ARCELLX INC | 54.0K | $6.2M | $6.2M | 2.87% | -- | 2026-03-31 |
| 8 | TERN | TERNS PHARMACEUTICALS INC | 116.0K | $6.1M | $6.1M | 2.83% | -- | 2026-03-31 |
| 9 | APLS | APELLIS PHARMACEUTICALS INC | 127.4K | $5.1M | $5.1M | 2.37% | -- | 2026-03-31 |
| 10 | K4F | ONESTREAM INC | 60.4K | $1.4M | $1.4M | 0.67% | -- | 2026-03-31 |
| 11 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 6.5K | $1.3M | $1.6M | 0.73% | -- | 2026-03-31 |
| 12 | DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | 31.6K | $678K | $678K | 0.31% | -- | 2026-03-31 |
| 13 | RNA | ATRIUM THERAPEUTICS INC | 49.9K | $667K | $566K | 0.26% | -- | 2026-03-31 |
| 14 | RNA | ATRIUM THERAPEUTICS INC | 49.9K | $667K | $566K | 0.26% | -- | 2026-03-31 |
| 15 | TIC | TIC SOLUTIONS INC | 77.3K | $508K | $564K | 0.26% | -- | 2026-03-31 |
| 16 | — | MANCHESTER UTD PLC NEW | 14.9K | $250K | $250K | 0.12% | +350 | 2026-03-31 |
| 17 | SGRY | SURGERY PARTNERS INC | 10.0K | $119K | $154K | 0.07% | -160,233 | 2026-03-31 |
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