Twin Securities, Inc.
12 holdingsFiling period: 2026-06-30Current AUM: $227.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | EA | ELECTRONIC ARTS INC | 564.3K | $115.7M | $115.7M | 50.90% | +117.4K | 2026-06-30 |
| 2 | WBD | WARNER BROS DISCOVERY INC | 1.57M | $41.8M | $43.9M | 19.31% | +266.7K | 2026-06-30 |
| 3 | APGE | APOGEE THERAPEUTICS INC | 120.0K | $15.9M | $15.9M | 7.01% | -- | 2026-06-30 |
| 4 | ROKU | ROKU INC | 105.7K | $14.6M | $16.5M | 7.28% | -- | 2026-06-30 |
| 5 | KVUE | KENVUE INC | 755.0K | $14.4M | $13.5M | 5.95% | +274.5K | 2026-06-30 |
| 6 | BLD | TOPBUILD COR | 39.9K | $14.2M | $14.2M | 6.23% | -- | 2026-06-30 |
| 7 | PSKY | PARAMOUNT SKYDANCE CORP | 334.7K | $3.3M | $3.7M | 1.62% | -- | 2026-06-30 |
| 8 | OGN | ORGANON & CO | 175.1K | $2.4M | $2.4M | 1.05% | -- | 2026-06-30 |
| 9 | TIC | TIC SOLUTIONS INC | 77.3K | $625K | $742K | 0.33% | -- | 2026-06-30 |
| 10 | RNA | ATRIUM THERAPEUTICS INC | 26.5K | $356K | $267K | 0.12% | -23,396 | 2026-06-30 |
| 11 | RNA | ATRIUM THERAPEUTICS INC | 26.5K | $356K | $267K | 0.12% | -23,396 | 2026-06-30 |
| 12 | NSC | NORFOLK SOUTHN CORP | 652 | $205K | $209K | 0.09% | -- | 2026-06-30 |
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