Fund HoldingsTwin Tree Management, LP

Total Portfolio Value
$45.33B
Total Bought
$43.25B
Total Sold
$50.31B
Net Transaction
-$7.07B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR GOLD TR(GLD)(Put)013,323,100+13,323,10002,740,828+2,740,828
SPDR S&P 500 ETF TR(SPY)(Call)04,805,200+4,805,20002,513,456+2,513,456
SPDR S&P 500 ETF TR(SPY)(Put)03,046,500+3,046,50001,593,533+1,593,533
ISHARES TR(Put)04,832,400+4,832,40001,016,254+1,016,254
INVESCO QQQ TR(Call)02,144,600+2,144,6000952,224+952,224
ISHARES GOLD TR(IAU)(Put)017,406,400+17,406,4000731,243+731,243
ISHARES TR(Call)02,891,600+2,891,6000608,103+608,103
ADVANCED MICRO DEVICES INC(AMD)(Put)02,900,500+2,900,5000523,511+523,511
BROADCOM INC(AVGO)(Put)0376,000+376,0000498,354+498,354
MICROSOFT CORP(MSFT)(Put)01,125,600+1,125,6000473,562+473,562
SUPER MICRO COMPUTER INC(SMCI)(Put)0437,400+437,4000441,787+441,787
NETFLIX INC(NFLX)(Put)0710,400+710,4000431,447+431,447
EXXON MOBIL CORP(Call)03,692,600+3,692,6000429,228+429,228
APPLE INC(AAPL)(Call)02,466,600+2,466,6000422,973+422,973
GRAINGER W W INC(GWW)(Put)0409,600+409,6000416,686+416,686
ALPHABET INC(GOOG)(Put)02,607,500+2,607,5000393,550+393,550
COLGATE PALMOLIVE CO(CL)(Call)04,123,700+4,123,7000371,339+371,339
SELECT SECTOR SPDR TR(Call)
ST STR TECHN ETF
01,761,600+1,761,6000366,888+366,888
AMERICAN TOWER CORP NEW(AMT)(Call)01,689,100+1,689,1000333,749+333,749
AMAZON COM INC(AMZN)(Call)01,840,900+1,840,9000332,062+332,062
AMERICAN ELEC PWR CO INC(Call)03,619,000+3,619,0000311,596+311,596
OCCIDENTAL PETE CORP(OXY)(Put)04,611,500+4,611,5000299,701+299,701
SELECT SECTOR SPDR TR(Call)
ST STR UTIL ETF
04,412,500+4,412,5000289,681+289,681
UNITED PARCEL SERVICE INC(UPS)(Call)01,923,100+1,923,1000285,830+285,830
ISHARES SILVER TR(SLV)(Put)012,390,100+12,390,1000281,875+281,875
ORACLE CORP(ORCL)(Put)02,083,300+2,083,3000261,683+261,683
SELECT SECTOR SPDR TR(Put)
ST STR ENERG ETF
02,692,300+2,692,3000254,180+254,180
SPDR GOLD TR(GLD)(Call)01,235,000+1,235,0000254,064+254,064
GENERAL MTRS CO(GM)(Put)05,466,700+5,466,7000247,915+247,915
PROCTER AND GAMBLE CO(PG)(Put)01,450,800+1,450,8000235,392+235,392
CATERPILLAR INC(CAT)(Call)0616,200+616,2000225,794+225,794
OCCIDENTAL PETE CORP(OXY)(Call)03,339,700+3,339,7000217,047+217,047
AIRBNB INC(Put)01,298,200+1,298,2000214,151+214,151
ADOBE INC(ADBE)(Put)0421,000+421,0000212,437+212,437
BLOCK INC(XYZ)(Put)02,354,700+2,354,7000199,161+199,161
DEERE & CO(DE)(Call)0482,600+482,6000198,223+198,223
APPLIED MATLS INC(Put)0944,700+944,7000194,825+194,825
TARGET CORP(TGT)(Put)01,096,700+1,096,7000194,346+194,346
MARVELL TECHNOLOGY INC(MRVL)(Put)02,717,200+2,717,2000192,595+192,595
ISHARES SILVER TR(SLV)(Call)08,451,700+8,451,7000192,276+192,276
AMAZON COM INC(AMZN)(Put)01,024,000+1,024,0000184,709+184,709
AT&T INC(T)(Put)010,413,200+10,413,2000183,272+183,272
EXXON MOBIL CORP(Put)01,570,700+1,570,7000182,578+182,578
INTEL CORP(INTC)(Put)04,011,600+4,011,6000177,192+177,192
THE CIGNA GROUP(CI)(Put)0461,300+461,3000167,540+167,540
ORACLE CORP(ORCL)(Call)01,304,600+1,304,6000163,871+163,871
BOEING CO(BA)(Call)0819,900+819,9000158,233+158,233
ASML HOLDING N V(Put)
N Y REGISTRY SHS
0162,800+162,8000157,993+157,993
DEVON ENERGY CORP NEW(DVN)(Call)03,104,600+3,104,6000155,789+155,789
PALANTIR TECHNOLOGIES INC(PLTR)(Put)06,664,100+6,664,1000153,341+153,341
CHEVRON CORP NEW(CVX)(Call)0964,400+964,4000152,124+152,124
THE CIGNA GROUP(CI)(Call)0416,900+416,9000151,414+151,414
NIKE INC(NKE)(Put)01,609,300+1,609,3000151,242+151,242
GRAINGER W W INC(GWW)(Call)0143,600+143,6000146,084+146,084
CVS HEALTH CORP(CVS)(Call)01,806,200+1,806,2000144,063+144,063
UBER TECHNOLOGIES INC(UBER)(Put)01,825,200+1,825,2000140,522+140,522
SPDR SER TR(Call)
ST STR SP REGBNK
02,787,100+2,787,1000140,135+140,135
SELECT SECTOR SPDR TR(Put)
ST STR UTIL ETF
02,119,500+2,119,5000139,145+139,145
JPMORGAN CHASE & CO(JPM)(Call)0687,000+687,0000137,606+137,606
NVIDIA CORPORATION(NVDA)(Call)0151,100+151,1000136,528+136,528
VANECK ETF TRUST(Put)
SEMICONDUCTR ETF
0605,100+605,1000136,141+136,141
VANECK ETF TRUST(Put)
GOLD MINERS ETF
04,304,500+4,304,5000136,108+136,108
SOUTHERN CO(SO)(Call)01,866,400+1,866,4000133,896+133,896
TARGET CORP(TGT)(Call)0755,100+755,1000133,811+133,811
PAYPAL HLDGS INC(PYPL)(Put)01,930,500+1,930,5000129,324+129,324
AT&T INC(T)(Call)07,281,400+7,281,4000128,153+128,153
SALESFORCE INC(CRM)(Put)0419,500+419,5000126,345+126,345
WORKDAY INC(WDAY)(Put)0456,400+456,4000124,483+124,483
VERIZON COMMUNICATIONS INC(VZ)(Call)02,895,900+2,895,9000121,512+121,512
CROWDSTRIKE HLDGS INC(CRWD)(Put)0367,200+367,2000117,721+117,721
DIAMONDBACK ENERGY INC(FANG)(Call)0593,600+593,6000117,634+117,634
NORTHROP GRUMMAN CORP(NOC)(Call)0244,900+244,9000117,224+117,224
ISHARES GOLD TR(IAU)(Call)02,770,800+2,770,8000116,401+116,401
QUALCOMM INC(QCOM)(Put)0673,500+673,5000114,024+114,024
META PLATFORMS INC(META)(Put)0227,800+227,8000110,615+110,615
GOLDMAN SACHS GROUP INC(GS)(Call)0261,200+261,2000109,101+109,101
VEEVA SYS INC(VEEV)(Put)0452,500+452,5000104,840+104,840
SNOWFLAKE INC(SNOW)(Put)0648,300+648,3000104,765+104,765
PROCTER AND GAMBLE CO(PG)(Call)0636,900+636,9000103,337+103,337
ARCHER DANIELS MIDLAND CO(Put)01,637,200+1,637,2000102,833+102,833
GENERAL MLS INC(GIS)(Call)01,458,800+1,458,8000102,072+102,072
DEXCOM INC(DXCM)(Call)0716,200+716,200099,337+99,337
BOEING CO(BA)(Put)0514,300+514,300099,255+99,255
GILEAD SCIENCES INC(GILD)(Call)01,354,500+1,354,500099,217+99,217
ADVANCED MICRO DEVICES INC(AMD)(Call)0547,700+547,700098,854+98,854
MICRON TECHNOLOGY INC(MU)(Put)0820,500+820,500096,729+96,729
BOSTON PROPERTIES INC(BXP)(Call)01,459,800+1,459,800095,340+95,340
NORFOLK SOUTHN CORP(NSC)(Put)0360,900+360,900091,983+91,983
NUCOR CORP(NUE)(Call)0462,400+462,400091,509+91,509
META PLATFORMS INC(META)(Call)0184,600+184,600089,638+89,638
TORONTO DOMINION BK ONT(TD)(Call)01,455,800+1,455,800087,901+87,901
SELECT SECTOR SPDR TR
ST STR FINL ETF
02,084,997+2,084,997087,8200.19%+87,820
DOLLAR GEN CORP NEW(DG)(Call)0561,300+561,300087,596+87,596
CHUBB LIMITED(Call)
COM
0337,200+337,200087,379+87,379
AIRBNB INC(Call)0523,000+523,000086,274+86,274
ONEOK INC NEW(OKE)(Call)01,065,500+1,065,500085,421+85,421
HCA HEALTHCARE INC(HCA)(Call)0255,200+255,200085,117+85,117
CLOUDFLARE INC(NET)(Put)0872,200+872,200084,455+84,455
SUPER MICRO COMPUTER INC(SMCI)094,949+94,949095,9010.21%+95,901
SCHWAB CHARLES CORP(SCHW)(Call)01,135,800+1,135,800082,164+82,164
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