account_balance
Investment manager · 13F filer · SEC CIK 1351351
Twin Securities, Inc.
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Reported value$196Mas of Jun 30, 2026
Positions11 6 new, 11 sold out
Top 10 weight99.9%EA alone is 55%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
EAElectronic Arts Inc
55.3%Added +18%
WBDWarner Bros Discovery Inc
11.0%Trimmed −38%
APGEApogee Therapeutics Inc
8.1%New
ROKURoku, Inc
7.5%New
KVUEKenvue Inc.
7.4%Added +57%
BLDTopbuild Cor
7.2%New
SKYDSkydance Corp
1.7%
OGN1.2%TICEAElectronic Arts Inc
55.3%Added +18%
WBDWarner Bros Discovery Inc
11.0%Trimmed −38%
APGEApogee Therapeutics Inc
8.1%New
ROKURoku, Inc
7.5%
KVUEKenvue Inc.
7.4%
BLDTopbuild Cor
7.2%New
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
EA Electronic Arts Inc 55.3% Added +18%
WBD Warner Bros Discovery Inc 11.0% Trimmed −38%
APGE Apogee Therapeutics Inc 8.1% New
ROKU Roku, Inc 7.5% NewKVUE Kenvue Inc. 7.4% Added +57%BLD Topbuild Cor 7.2% New
SKYD Skydance Corp 1.7% NewOGN Organon & Co. 1.2% NewTIC TIC Solutions, Inc. 0.3% HeldRNA Atrium Therapeutics, Inc. 0.2% Trimmed −47%NSC Norfolk Southern Corp 0.1% NewWhat changed
Biggest moves since Mar 31, 2026
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