Twin Tree Management, LP

CIK 0001535588 · DALLAS, TX · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$5.31B
2026 Q2
Positions
1,357
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
17.5%
Est. Net Flow (Q)
2026 Q2

Portfolio Composition

Sector Allocation

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Option Positions

PUT 8.3%CALL 9.2%
SymbolCompanyTypeNotional Value% Port.
SPYSTATE STR SPDR S&P 500 ETF TCALL$286.9M5.40%
SPYSTATE STR SPDR S&P 500 ETF TPUT$227.2M4.28%
QQQINVESCO QQQ TRCALL$107.1M2.02%
ASMLASML HLDG NVPUT$52.7M0.99%
IWMISHARES TRCALL$51.1M0.96%
TDTORONTO DOMINION BK ONTCALL$44.9M0.85%
MSFTMICROSOFT CORPPUT$44.1M0.83%
ARMARM HOLDINGS PLCPUT$40.4M0.76%
XLESELECT SECTOR SPDR TRPUT$38.9M0.73%
AMZNAMAZON COM INCPUT$38.9M0.73%

13F reports options at notional share-equivalent value; premium cost and strikes are not disclosed.

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

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.