Twin Securities, Inc.

CIK 0001351351 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Twin Securities, Inc. reported 13 positions worth $223.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: EA* (48.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$223.5M
2026 Q2
Positions
13
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.5%
Est. Net Flow (Q)
2026 Q2
10 / 13 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1EA*ELECTRONIC ARTS INCSH$108.4M48.49%528,441
2WBDWARNER BROS DISCOVERY INCSH$21.5M9.63%807,012
3WBDWARNER BROS DISCOVERY INCPUT$20.3M9.06%759,600
403770N101APOGEE THERAPEUTICS INCSH$15.9M7.13%120,000
5ROKUROKU INCSH$14.6M6.53%105,660
6KVUEKENVUE INCSH$14.4M6.46%754,977
7BLD*TOPBUILD CORSH$14.2M6.34%39,948
8EA*ELECTRONIC ARTS INCPUT$7.4M3.29%35,900
9PSKYPARAMOUNT SKYDANCE CORPSH$3.3M1.48%334,724
10OGNORGANON & COSH$2.4M1.06%175,100

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Twin Securities, Inc. hold as of Q2 2026?

Twin Securities, Inc. reported 13 positions worth $223.5M in its Q2 2026 13F filing. Largest positions: EA* (48.5%), WBD (9.6%), WBD (9.1%), APOGEE THERAPEUTICS INC (7.1%) and ROKU (6.5%).

What did Twin Securities, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Twin Securities, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.