TWIN TREE MANAGEMENT, LP

PrivateCIK: 1535588
Location

DALLAS, TX

657
Positions
$4.75B
Total AUM (reported)
43.61M
Total Shares

Allocation by class

TOTAL AUM$4.75B657 positions
COM$2.37B49.9%
TR UNIT$552.79M11.6%
UNIT SER 1$284.55M6.0%
CL A$244.26M5.1%
COM NEW$137.61M2.9%
GOLD SHS$103.35M2.2%
COM CL A$95.64M2.0%

Portfolio Concentration

Top 319.8%4–109.5%11–2511.1%Rest59.7%TOP 1029.3%0%100%
Top 3$940.68M19.8%
4–10$449.56M9.5%
11–25$524.88M11.1%
Rest$2.83B59.7%

Top 3 weight

19.8%

Top 10 weight

29.3%

Voting Authority Distribution

Total shares with voting rights: 43.61M

Sole

Full voting authority

43.61M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole657
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings657
Rows:

SPDR S&P 500 ETF TRUST

SOLE
TR UNIT
Shares850K
TypeSH
Market value$552.79M
11.64%
Sole
850K
Shared
0.00
None
0.00

INVESCO QQQ TRUST SERIES 1

SOLE
UNIT SER 1
Shares493K
TypeSH
Market value$284.55M
5.99%
Sole
493K
Shared
0.00
None
0.00

SPDR GOLD TRUST

SOLE
GOLD SHS
Shares240.18K
TypeSH
Market value$103.35M
2.18%
Sole
240.18K
Shared
0.00
None
0.00

CISCO SYSTEMS, INC.

SOLE
COM
Shares1.17M
TypeSH
Market value$90.53M
1.91%
Sole
1.17M
Shared
0.00
None
0.00

ISHARES SILVER TRUST

SOLE
ISHARES
Shares1.16M
TypeSH
Market value$79.16M
1.67%
Sole
1.16M
Shared
0.00
None
0.00

ISHARES TRUST

SOLE
RUSSELL 2000 ETF
Shares265K
TypeSH
Market value$65.72M
1.38%
Sole
265K
Shared
0.00
None
0.00

ISHARES GOLD TRUST

SOLE
ISHARES NEW
Shares660.57K
TypeSH
Market value$58.24M
1.23%
Sole
660.57K
Shared
0.00
None
0.00

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares588.05K
TypeSH
Market value$53.97M
1.14%
Sole
588.05K
Shared
0.00
None
0.00

AMAZON.COM INC.

SOLE
COM
Shares246.40K
TypeSH
Market value$51.32M
1.08%
Sole
246.40K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COM
Shares290.30K
TypeSH
Market value$50.63M
1.07%
Sole
290.30K
Shared
0.00
None
0.00

MICROSOFT CORPORATION

SOLE
COM
Shares131.09K
TypeSH
Market value$48.53M
1.02%
Sole
131.09K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares190.60K
TypeSH
Market value$48.37M
1.02%
Sole
190.60K
Shared
0.00
None
0.00

GE VERNOVA INC.

SOLE
COM
Shares53.60K
TypeSH
Market value$46.79M
0.99%
Sole
53.60K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC.

SOLE
CL B NEW
Shares89.08K
TypeSH
Market value$42.69M
0.90%
Sole
89.08K
Shared
0.00
None
0.00

ORACLE CORP.

SOLE
COM
Shares271.31K
TypeSH
Market value$39.91M
0.84%
Sole
271.31K
Shared
0.00
None
0.00

BRISTOL-MYERS SQUIBB CO.

SOLE
COM
Shares657.40K
TypeSH
Market value$39.87M
0.84%
Sole
657.40K
Shared
0.00
None
0.00

ARM HOLDINGS PLC.

SOLE
SPONSORED ADS
Shares227.66K
TypeSH
Market value$34.44M
0.73%
Sole
227.66K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC.

SOLE
COM
Shares91.87K
TypeSH
Market value$31.04M
0.65%
Sole
91.87K
Shared
0.00
None
0.00

ISHARES INC.

SOLE
MSCI CDA ETF
Shares526.50K
TypeSH
Market value$28.85M
0.61%
Sole
526.50K
Shared
0.00
None
0.00

W.W. GRAINGER INC.

SOLE
COM
Shares26.20K
TypeSH
Market value$28.58M
0.60%
Sole
26.20K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares170.91K
TypeSH
Market value$28.05M
0.59%
Sole
170.91K
Shared
0.00
None
0.00

CROWDSTRIKE HOLDINGS INC

SOLE
CL A
Shares70.96K
TypeSH
Market value$27.70M
0.58%
Sole
70.96K
Shared
0.00
None
0.00

ASML HOLDING NV

SOLE
N Y REGISTRY SHS
Shares20.70K
TypeSH
Market value$27.34M
0.58%
Sole
20.70K
Shared
0.00
None
0.00

TERADYNE, INC.

SOLE
COM
Shares89.84K
TypeSH
Market value$26.63M
0.56%
Sole
89.84K
Shared
0.00
None
0.00

BANK OF MONTREAL

SOLE
COM
Shares192.80K
TypeSH
Market value$26.09M
0.55%
Sole
192.80K
Shared
0.00
None
0.00
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