StockDriftsStockDriftsTop 50 Twin Tree Management, LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST | 2.32% | 125.2K | $11.0M | new | $52.42(+47.88%) | 2026-03-31 | |
| GLD | SPDR GOLD TRUST | 2.21% | 24.5K | $10.5M | +345.77%(+18.99K) | $376.36(+0.47%) | 2026-03-31 | |
| NOW | SERVICENOW INC | 2.18% | 99.2K | $10.4M | +949.95%(+89.75K) | $132.67(-19.86%) | 2026-03-31 | |
| LYB | LYONDELLBASELL INDUSTRIES NV | 1.87% | 110.3K | $8.9M | +98.98%(+54.88K) | $60.22(-11.40%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 1.8% | 23.1K | $8.5M | new | $408.66(-4.45%) | 2026-03-31 | |
| LULU | LULULEMON ATHLETICA INC. | 1.66% | 51.7K | $7.9M | +442.41%(+42.14K) | $197.93(-40.17%) | 2026-03-31 | |
| GDX | VANECK ETF TRUST | 1.56% | 81.0K | $7.4M | +160.80%(+49.91K) | $69.02(+13.63%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC. | 1.48% | 20.9K | $7.0M | -21.83%(-5.83K) | $131.69(+640.81%) | 2026-03-31 | |
| KR | KROGER CO. | 1.47% | 96.6K | $7.0M | new | $64.61(-9.89%) | 2026-03-31 | |
| MRNA | MODERNA INC | 1.34% | 125.2K | $6.4M | +83.64%(+57.03K) | $34.52(+131.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +25.73% | +98.76% |
| Top 20 Holdings Unweighted | +24.69% | +93.88% |
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