Twin Tree Management, Lp Portfolio Stock Holdings

Twin Tree Management, Lp disclosed 385 stock positions valued at approximately $476.2 million in its latest SEC 13F filing. The largest holdings include ISHARES GOLD TRUST, SPDR GOLD TRUST, and SERVICENOW INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.

Report Period
March 31, 2026
No. of Stocks
385
Portfolio Value
$476.2M
Holdings by Sector
Twin Tree Management, Lp Portfolio Holdings in Q1 2026

378 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ISHARES GOLD TRUST IAUOther2.32%125,168+125,168+100.00%$11,034,811
SPDR GOLD TRUST GLDOther2.21%24,477+18,986+345.77%$10,532,209
SERVICENOW INC NOWTechnology2.18%99,199+89,751+949.95%$10,371,256
LYONDELLBASELL INDUSTRIES NVLYBOther1.87%110,313+54,875+98.98%$8,886,815
MICROSOFT CORPORATION MSFTTechnology1.80%23,093+23,093+100.00%$8,548,336
LULULEMON ATHLETICA INC. LULUConsumer Cyclical1.66%51,665+42,140+442.41%$7,909,912
VANECK ETF TRUST GDXOther1.56%80,951+49,912+160.80%$7,428,873
MICRON TECHNOLOGY INC. MUTechnology1.48%20,867-5,827-21.83%$7,049,707
KROGER CO. KRConsumer Defensive1.47%96,645+96,645+100.00%$6,993,232
MODERNA INC MRNAHealthcare1.34%125,203+57,026+83.64%$6,360,312
MCKESSON CORPORATION MCKHealthcare1.28%7,028+7,028+100.00%$6,081,750
CORNING, INC. GLWTechnology1.24%43,411-261,450-85.76%$5,902,594
SPDR SERIES TRUST XBIOther1.24%46,151+42,434+1141.62%$5,894,867
FERRARI N.V. RACEOther1.22%17,227-8,426-32.85%$5,830,478
SPDR SERIES TRUST XRTOther1.20%71,270+63,941+872.44%$5,735,097
CROWDSTRIKE HOLDINGS INC CRWDTechnology1.12%13,659+5,629+70.10%$5,332,610
NEXTPOWER INC. NXTTechnology1.04%41,278+41,278+100.00%$4,976,063
SPDR SERIES TRUST XOPOther0.98%25,656+25,656+100.00%$4,665,031
SELECT SECTOR SPDR TRUST (THXLEOther0.95%74,039+74,039+100.00%$4,535,629
SELECT SECTOR SPDR TRUST (THXLUOther0.95%98,694+72,958+283.49%$4,529,068
MARVELL TECHNOLOGY INC MRVLTechnology0.92%44,309+6,225+16.35%$4,388,807
ASML HOLDING NV ASMLOther0.91%3,296-2,193-39.95%$4,353,456
BERKSHIRE HATHAWAY INC. BRK-BFinancial Services0.90%8,980+8,980+100.00%$4,303,216
WESTLAKE CORPORATION WLKBasic Materials0.88%35,977+35,977+100.00%$4,202,833
DELL TECHNOLOGIES INC DELLTechnology0.88%25,606-43,449-62.92%$4,202,713
ARISTA NETWORKS INC ANETOther0.88%34,039+34,039+100.00%$4,179,308
RUBRIK INC. RBRKTechnology0.87%85,031+57,092+204.35%$4,163,968
EQUINIX INC EQIXReal Estate0.86%4,169+2,169+108.45%$4,086,621
ESTEE LAUDER COS., INC. ELConsumer Defensive0.85%56,234+56,234+100.00%$4,035,914
ARM HOLDINGS PLC. ARMTechnology0.75%23,659-117,420-83.23%$3,579,133
VERTEX PHARMACEUTICALS, INC.VRTXHealthcare0.73%7,769+7,769+100.00%$3,469,169
ROBINHOOD MARKETS INC HOODFinancial Services0.70%47,771+47,771+100.00%$3,310,530
META PLATFORMS INC METACommunication Services0.69%5,773+4,924+579.98%$3,302,907
JOHNSON & JOHNSON JNJHealthcare0.68%13,322-74,486-84.83%$3,256,430
DOLLAR TREE INC DLTRConsumer Defensive0.68%29,422+29,422+100.00%$3,222,003
ASTERA LABS INC. ALABTechnology0.67%29,227-3,171-9.79%$3,203,279
CF INDUSTRIES HOLDINGS INC CFBasic Materials0.67%24,648-12,091-32.91%$3,200,296
TESLA INC TSLAConsumer Cyclical0.64%8,217+8,217+100.00%$3,054,670
CORPAY INC. CPAYTechnology0.63%10,317+10,317+100.00%$3,002,144
TJX COMPANIES, INC. TJXConsumer Cyclical0.63%18,667+18,667+100.00%$2,981,120
TOYOTA MOTOR CORPORATION TMConsumer Cyclical0.61%14,039+14,039+100.00%$2,893,297
CHIPOTLE MEXICAN GRILL CMGConsumer Cyclical0.60%89,887+57,464+177.23%$2,877,283
BROADCOM INC AVGOTechnology0.60%9,233+9,233+100.00%$2,857,706
TORONTO DOMINION BANK TDFinancial Services0.60%30,568-4,348-12.45%$2,852,300
COINBASE GLOBAL INC COINFinancial Services0.55%15,105-111,875-88.10%$2,637,484
CHEWY INC CHWYConsumer Cyclical0.55%97,118+20,273+26.38%$2,622,186
VISTRA CORP VSTUtilities0.54%17,235+1,992+13.07%$2,590,938
SUNCOR ENERGY, INC. SUEnergy0.54%39,060+37,768+2923.22%$2,582,257
CIGNA GROUP (THE) CIHealthcare0.54%9,574+2,471+34.79%$2,553,865
PAYCHEX INC. PAYXTechnology0.52%26,959+26,959+100.00%$2,483,463
HEICO CORP. HEIIndustrials0.50%8,615+8,615+100.00%$2,362,233
COSTCO WHOLESALE CORP COSTConsumer Defensive0.48%2,283+2,283+100.00%$2,274,850
OCCIDENTAL PETROLEUM CORP. OXYEnergy0.48%34,977-26,749-43.34%$2,273,505
F5 INC FFIVTechnology0.48%7,829+7,829+100.00%$2,265,164
NIKE, INC. NKEConsumer Cyclical0.47%42,667-369,460-89.65%$2,253,671
GENERAC HOLDINGS INC GNRCIndustrials0.47%11,519+6,668+137.46%$2,250,006
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.47%6,580+4,776+264.75%$2,223,711
INTUITIVE SURGICAL INC ISRGHealthcare0.46%4,763+2,956+163.59%$2,195,695
INTERNATIONAL BUSINESS MACHIIBMTechnology0.46%9,038-147-1.60%$2,190,721
EOG RESOURCES, INC. EOGEnergy0.46%15,149+15,149+100.00%$2,190,091
ATI INC ATIIndustrials0.46%14,980+14,980+100.00%$2,178,991
ATLASSIAN CORPORATION TEAMTechnology0.45%31,211+16,205+107.99%$2,130,151
FRANCO-NEVADA CORPORATION FNVBasic Materials0.44%8,410+2,203+35.49%$2,077,691
SLB LTD. SLBEnergy0.44%40,400-100,439-71.31%$2,076,156
SAMSARA INC IOTTechnology0.43%65,174+63,380+3532.89%$2,065,364
GENERAL DYNAMICS CORP. GDIndustrials0.43%6,011+6,011+100.00%$2,063,095
PAYPAL HOLDINGS INC PYPLFinancial Services0.41%42,672-8,414-16.47%$1,930,055
ISHARES TRUST HDVOther0.40%14,162+14,162+100.00%$1,922,067
SNOWFLAKE INC SNOWTechnology0.40%12,742+10,033+370.36%$1,921,749
LAS VEGAS SANDS CORP LVSConsumer Cyclical0.40%35,372+35,372+100.00%$1,905,843
A.O. SMITH CORP. AOSIndustrials0.39%28,299+28,299+100.00%$1,866,036
ROCKET COMPANIES INC RKTFinancial Services0.39%129,673-2,036-1.55%$1,847,840
SPOTIFY TECHNOLOGY S.A. SPOTOther0.39%3,784+3,784+100.00%$1,834,899
TALEN ENERGY CORP TLNOther0.38%5,624+5,624+100.00%$1,795,350
AEROVIRONMENT INC. AVAVIndustrials0.38%9,793+9,601+5000.52%$1,792,609
STARBUCKS CORP. SBUXConsumer Cyclical0.38%20,005-35,598-64.02%$1,792,248
INGERSOLL-RAND INC IRIndustrials0.37%22,178+22,178+100.00%$1,776,901
CIENA CORP. CIENTechnology0.37%4,573-56,612-92.53%$1,775,376
ILLUMINA INC ILMNHealthcare0.37%14,283-15,367-51.83%$1,760,523
AXON ENTERPRISE INC AXONIndustrials0.36%4,066-7,750-65.59%$1,726,790
ELDORADO GOLD CORP. EGOBasic Materials0.36%50,241+41,441+470.92%$1,724,774
BHP GROUP LIMITED BHPBasic Materials0.35%22,757+22,757+100.00%$1,655,344
SAP SE SAPTechnology0.35%9,618-20,276-67.83%$1,646,698
TRADEWEB MARKETS INC TWFinancial Services0.34%13,818+13,818+100.00%$1,625,826
SPDR INDEX SHARES FUNDS FEZOther0.34%25,837+25,837+100.00%$1,603,961
ON SEMICONDUCTOR CORP. ONTechnology0.33%25,681-88,090-77.43%$1,590,167
PALANTIR TECHNOLOGIES INC PLTRTechnology0.33%10,750+10,750+100.00%$1,572,510
AMERICAN WATER WORKS CO. INCAWKUtilities0.32%11,263+10,288+1055.18%$1,532,782
SEAGATE TECHNOLOGY HOLDINGS STXOther0.32%3,853+3,853+100.00%$1,509,451
DOORDASH INC DASHCommunication Services0.31%9,943+8,743+728.58%$1,492,941
ALCOA CORP AABasic Materials0.31%22,325+15,995+252.69%$1,480,817
TAKE-TWO INTERACTIVE SOFTWARTTWOCommunication Services0.31%7,454+7,454+100.00%$1,472,165
BEST BUY CO. INC. BBYConsumer Cyclical0.31%22,682+13,161+138.23%$1,456,184
XPO INC XPOIndustrials0.30%7,460+7,460+100.00%$1,451,343
ALBEMARLE CORP. ALBBasic Materials0.30%8,060-10,946-57.59%$1,447,012
KRATOS DEFENSE & SECURITY SOKTOSIndustrials0.30%20,479+17,764+654.29%$1,443,974
LOGITECH INTERNATIONAL S.A. H50430232Other0.30%15,777+15,777+100.00%$1,437,600
SUPER MICRO COMPUTER INC SMCIOther0.30%62,355-232,948-78.88%$1,419,823
L3HARRIS TECHNOLOGIES INC LHXIndustrials0.30%4,104-551-11.84%$1,416,496
UBER TECHNOLOGIES INC UBERTechnology0.30%19,628+19,628+100.00%$1,411,842
Twin Tree Management, Lp Options Holdings in Q1 2026

838 options positions in the latest reporting period.

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QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026SPYSPDR S&P 500CALL521,900$339,412,460
Q1 2026QQQInvesco QQQ Trust, Series 1CALL427,700$246,859,883
Q1 2026SPYSPDR S&P 500PUT328,100$213,376,563
Q1 2026GLDSPDR Gold TrustPUT179,800$77,366,144
Q1 2026CSCOCisco Systems, Inc.CALL818,700$63,522,930
Q1 2026IWMiShares Russell 2000 ETFCALL247,600$61,404,800
Q1 2026AMZNAmazon.com, Inc.CALL213,800$44,528,127
Q1 2026SLViShares Silver TrustCALL639,800$43,595,972
Q1 2026IAUiShares Gold Trust Shares of thPUT478,500$42,184,562
Q1 2026NVDANVIDIA CorporationCALL237,100$41,350,239
Q1 2026QQQInvesco QQQ Trust, Series 1PUT65,300$37,689,854
Q1 2026AAPLApple Inc.CALL139,700$35,454,462
Q1 2026SLViShares Silver TrustPUT516,500$35,194,310
Q1 2026BMYBristol-Myers Squibb CompanyPUT560,100$33,970,066
Q1 2026MSFTMicrosoft CorporationPUT89,700$33,204,250
Q1 2026GDXVanEck Gold Miners ETFPUT344,000$31,568,879
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT63,700$30,525,041
Q1 2026EWCiShares MSCI Canada Index FundCALL526,500$28,846,935
Q1 2026GEVGE Vernova Inc.CALL31,000$27,059,901
Q1 2026ARMArm Holdings plcPUT172,800$26,141,184
Q1 2026TERTeradyne, Inc.PUT87,100$25,821,665
Q1 2026CSCOCisco Systems, Inc.PUT331,900$25,752,120
Q1 2026ORCLOracle CorporationPUT173,600$25,538,296
Q1 2026TDToronto Dominion Bank (The)CALL242,800$22,655,667
Q1 2026MUMicron Technology, Inc.PUT66,900$22,601,496
Q1 2026MKLMarkel Group Inc.CALL10,600$20,289,141
Q1 2026XOMExxon Mobil CorporationCALL118,000$20,019,880
Q1 2026COSTCostco Wholesale CorporationPUT19,800$19,729,314
Q1 2026GEVGE Vernova Inc.PUT22,600$19,727,541
Q1 2026CVNACarvana Co.CALL60,200$18,925,676
Q1 2026BMOBank Of MontrealPUT123,500$16,714,490
Q1 2026PGProcter & Gamble Company (The)CALL112,800$16,292,832
Q1 2026PMPhilip Morris International IncCALL96,900$16,021,446
Q1 2026AVGOBroadcom Inc.PUT51,000$15,785,010
Q1 2026MRVLMarvell Technology, Inc.PUT158,800$15,729,140
Q1 2026ASMLASMLPUT11,900$15,717,876
Q1 2026WPCW. P. Carey Inc. REITCALL228,900$15,556,044
Q1 2026GLDSPDR Gold TrustCALL35,900$15,447,411
Q1 2026PSAPublic StorageCALL55,900$15,142,192
Q1 2026GDXVanEck Gold Miners ETFCALL163,100$14,967,686
Q1 2026GWWW.W. Grainger, Inc.PUT13,600$14,835,017
Q1 2026PLTRPalantir Technologies Inc.PUT97,200$14,218,416
Q1 2026CCICrown Castle Inc.CALL174,600$14,196,726
Q1 2026MCDMcDonald's CorporationPUT44,700$13,892,313
Q1 2026WMTWalmart Inc.CALL111,700$13,882,076
Q1 2026GWWW.W. Grainger, Inc.CALL12,600$13,744,207
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT16,100$13,620,439
Q1 2026APHAmphenol CorporationPUT107,600$13,595,260
Q1 2026KRKroger Company (The)PUT186,100$13,466,196
Q1 2026ORCLOracle CorporationCALL91,500$13,460,565
Q1 2026TSLATesla, Inc.PUT36,000$13,383,000
Q1 2026MCKMcKesson CorporationPUT15,400$13,326,544
Q1 2026NOWServiceNow, Inc.PUT126,000$13,173,300
Q1 2026AAPLApple Inc.PUT50,900$12,917,911
Q1 2026ANETArista NetworksPUT104,000$12,769,120
Q1 2026CRWDCrowdStrike Holdings, Inc.PUT32,700$12,766,407
Q1 2026SLBSchlumberger N.V.PUT247,200$12,703,608
Q1 2026CVSCVS Health CorporationCALL175,900$12,633,138
Q1 2026DELLDell Technologies Inc.CALL76,200$12,506,706
Q1 2026LULUlululemon athletica inc.PUT81,400$12,462,340
Q1 2026PFEPfizer, Inc.CALL440,200$12,360,816
Q1 2026TMOThermo Fisher Scientific IncCALL24,500$12,042,485
Q1 2026GILDGilead Sciences, Inc.CALL86,300$12,027,631
Q1 2026VRTXVertex Pharmaceuticals IncorporPUT26,800$11,967,272
Q1 2026SHOPShopify Inc.PUT99,800$11,838,276
Q1 2026URIUnited Rentals, Inc.CALL16,100$11,729,816
Q1 2026WMTWalmart Inc.PUT94,100$11,694,748
Q1 2026METAMeta Platforms, Inc.CALL20,300$11,614,239
Q1 2026FFord Motor CompanyCALL1,004,200$11,588,468
Q1 2026HWMHowmet Aerospace Inc.CALL49,800$11,476,908
Q1 2026ULTAUlta Beauty, Inc.CALL21,800$11,395,078
Q1 2026MMM3M CompanyCALL78,200$11,356,986
Q1 2026DELLDell Technologies Inc.PUT69,100$11,341,383
Q1 2026NFLXNetflix, Inc.PUT116,700$11,220,705
Q1 2026FERGFerguson Enterprises Inc.PUT46,800$10,916,568
Q1 2026HEIHeico CorporationPUT39,700$10,885,740
Q1 2026ORealty Income CorporationCALL175,200$10,718,736
Q1 2026IBMInternational Business MachinesPUT42,800$10,374,292
Q1 2026DVYiShares Select Dividend ETFCALL67,700$10,250,457
Q1 2026CNQCanadian Natural Resources LimiPUT208,500$10,160,205
Q1 2026WCNWaste Connections, Inc.CALL62,500$10,152,500
Q1 2026ACNAccenture plcPUT50,800$10,073,132
Q1 2026TSNTyson Foods, Inc.CALL156,200$10,007,734
Q1 2026EXRExtra Space Storage IncCALL75,300$9,874,089
Q1 2026LKQLKQ CorporationCALL335,900$9,865,383
Q1 2026CRWDCrowdStrike Holdings, Inc.CALL24,600$9,604,086
Q1 2026SJMThe J.M. Smucker CompanyCALL99,000$9,547,560
Q1 2026NDAQNasdaq, Inc.CALL109,700$9,312,433
Q1 2026IBMInternational Business MachinesCALL38,100$9,235,059
Q1 2026VVisa Inc.PUT30,500$9,218,320
Q1 2026CCJCameco CorporationCALL83,900$9,112,379
Q1 2026WMWaste Management, Inc.CALL39,600$9,099,684
Q1 2026MOAltria Group, Inc.CALL137,400$9,067,026
Q1 2026SBUXStarbucks CorporationCALL100,600$9,012,754
Q1 2026BHPBHP Group LimitedPUT121,900$8,867,006
Q1 2026GISGeneral Mills, Inc.CALL235,300$8,757,866
Q1 2026ILMNIllumina, Inc.PUT70,800$8,726,808
Q1 2026METAMeta Platforms, Inc.PUT15,200$8,696,376
Q1 2026ALLAllstate Corporation (The)CALL41,900$8,687,546
Q1 2026DISWalt Disney Company (The)PUT89,900$8,664,562

Notional value represents the total exposure of the options position.