Fund HoldingsTwin Tree Management, LP

Total Portfolio Value
$52.36B
Total Bought
$22.70B
Total Sold
$15.24B
Net Transaction
+$7.45B
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR GOLD TR(GLD)(Put)015,731,300+15,731,30003,007,353+3,007,353
EDWARDS LIFESCIENCES CORP(Call)03,642,800+3,642,8000888,855+888,855
BROADCOM INC(AVGO)(Put)0619,100+619,1000691,070+691,070
INTUITIVE SURGICAL INC(Put)02,615,600+2,615,6000592,953+592,953
GENERAL MTRS CO(Put)
PUT
09,195,300+9,195,3000330,295+330,295
COLGATE PALMOLIVE CO(CL)(Call)04,063,000+4,063,0000323,862+323,862
AMAZON COM INC(Call)02,562,700+2,562,7000389,377+389,377
NVIDIA CORPORATION(NVDA)(Put)0943,100+943,1000467,042+467,042
BLOCK INC(XYZ)(Put)03,244,800+3,244,8000250,985+250,985
AMERICAN ELEC PWR CO INC(Call)02,724,100+2,724,1000221,251+221,251
GRAINGER W W INC(GWW)(Put)0250,500+250,5000207,587+207,587
MICROSOFT CORP(MSFT)(Call)01,003,900+1,003,9000377,507+377,507
NIKE INC(NKE)(Put)02,935,500+2,935,5000318,707+318,707
SELECT SECTOR SPDR TR(Call)
CALL
05,546,200+5,546,2000357,527+357,527
NORTHROP GRUMMAN CORP(NOC)(Call)0417,200+417,2000195,308+195,308
INTEL CORP(INTC)(Put)4,640,9006,739,600+2,098,700164,984338,665+173,681
CATERPILLAR INC(CAT)(Call)0735,600+735,6000217,495+217,495
GRAINGER W W INC(GWW)(Call)0201,800+201,8000167,230+167,230
AT&T INC(T)(Put)011,163,900+11,163,9000187,330+187,330
SELECT SECTOR SPDR TR(Put)
PUT
02,561,900+2,561,9000349,392+349,392
ADVANCED MICRO DEVICES INC(Put)03,210,200+3,210,2000473,216+473,216
ISHARES TR0986,583+986,5830198,0170.38%+198,017
ISHARES TR(Call)05,071,300+5,071,3000695,427+695,427
OCCIDENTAL PETE CORP(OXY)(Put)03,172,100+3,172,1000189,406+189,406
SNOWFLAKE INC(SNOW)(Put)01,276,100+1,276,1000253,944+253,944
SOUTHERN CO(SO)(Call)02,233,500+2,233,5000156,613+156,613
ISHARES TR(Put)0302,800+302,8000144,626+144,626
DEERE & CO(DE)(Put)0593,300+593,3000237,243+237,243
SPDR SER TR(Put)
PUT
1,723,1004,104,800+2,381,70071,974215,215+143,241
OCCIDENTAL PETE CORP(OXY)(Call)03,217,400+3,217,4000192,111+192,111
CHUBB LIMITED(Call)
CALL
0588,400+588,4000132,978+132,978
COSTCO WHSL CORP NEW(COST)(Put)0199,200+199,2000131,488+131,488
NORTHROP GRUMMAN CORP(NOC)(Put)0277,700+277,7000130,002+130,002
AMERICAN TOWER CORP NEW(AMT)(Call)1,620,7001,813,300+192,600266,524391,455+124,931
ISHARES GOLD TR(IAU)(Put)11,006,20013,004,300+1,998,100385,107507,558+122,451
THE CIGNA GROUP(Call)0396,200+396,2000118,642+118,642
ISHARES SILVER TR(SLV)(Call)5,002,50010,013,500+5,011,000101,751218,094+116,343
LOCKHEED MARTIN CORP(LMT)(Put)0254,000+254,0000115,123+115,123
SHERWIN WILLIAMS CO(SHW)(Call)165,200491,100+325,90042,134153,174+111,040
THE CIGNA GROUP(Put)0367,600+367,6000110,078+110,078
AT&T INC(T)(Call)5,562,90011,508,300+5,945,40083,555193,109+109,555
ISHARES TR(Call)0572,500+572,5000108,154+108,154
ZSCALER INC(ZS)(Put)0812,000+812,0000179,907+179,907
LINDE PLC(LIN)(Call)0270,000+270,0000110,892+110,892
SELECT SECTOR SPDR TR(Call)
CALL
0572,000+572,0000102,279+102,279
ISHARES TR(Call)0562,900+562,900093,010+93,010
STARBUCKS CORP(SBUX)(Put)0962,200+962,200092,381+92,381
MEDTRONIC PLC(MDT)(Put)02,028,100+2,028,1000167,075+167,075
NUCOR CORP(NUE)(Call)0815,400+815,4000141,912+141,912
BURLINGTON STORES INC(BURL)(Put)0462,500+462,500089,947+89,947
DEXCOM INC(DXCM)(Call)0677,200+677,200084,034+84,034
NVIDIA CORPORATION(NVDA)(Call)0387,200+387,2000191,749+191,749
US BANCORP DEL(Call)2,567,2003,879,000+1,311,80084,872167,883+83,011
UNITEDHEALTH GROUP INC(Call)
CALL
0460,600+460,6000242,492+242,492
VERIZON COMMUNICATIONS INC(VZ)(Put)03,005,100+3,005,1000113,292+113,292
SPDR GOLD TR(GLD)(Call)683,3001,029,900+346,600117,152196,886+79,734
BHP GROUP LTD(Put)01,554,100+1,554,1000106,161+106,161
BHP GROUP LTD(Call)1,650,7002,465,800+815,10093,892168,439+74,547
VERTEX PHARMACEUTICALS INC(Put)
PUT
0182,400+182,400074,217+74,217
SPDR SER TR
ST STR SP BIOT
0858,485+858,485076,6540.15%+76,654
ADOBE INC(ADBE)(Call)0138,600+138,600082,689+82,689
HOME DEPOT INC(HD)(Call)0746,300+746,3000258,630+258,630
ALLSTATE CORP(Call)0522,300+522,300073,112+73,112
LULULEMON ATHLETICA INC(LULU)(Put)0186,700+186,700095,458+95,458
COINBASE GLOBAL INC(COIN)(Call)682,700712,100+29,40051,257123,848+72,591
RIO TINTO PLC(RIO)(Call)01,155,500+1,155,500086,039+86,039
PROCTER AND GAMBLE CO(PG)(Call)0480,600+480,600070,427+70,427
ISHARES TR(Put)02,705,000+2,705,0000542,921+542,921
DELTA AIR LINES INC DEL(DAL)(Put)01,704,700+1,704,700068,580+68,580
VANECK ETF TRUST
GOLD MINERS ETF
03,025,062+3,025,062093,8070.18%+93,807
PALANTIR TECHNOLOGIES INC(PLTR)(Put)3,938,7007,607,000+3,668,30063,019130,612+67,593
WESCO INTL INC(WCC)(Call)0475,800+475,800082,732+82,732
SALESFORCE INC(CRM)(Call)0404,300+404,3000106,388+106,388
AMGEN INC(AMGN)0274,593+274,593079,0880.15%+79,088
MEDTRONIC PLC(MDT)(Call)01,709,000+1,709,0000140,787+140,787
AFFIRM HLDGS INC(AFRM)(Put)2,014,0002,215,000+201,00042,838108,845+66,007
ADVANCED MICRO DEVICES INC(Call)0598,000+598,000088,151+88,151
SHERWIN WILLIAMS CO(Put)0210,700+210,700065,717+65,717
DEXCOM INC(DXCM)(Put)0518,900+518,900064,390+64,390
STRYKER CORPORATION(SYK)(Call)0210,400+210,400063,006+63,006
BANK AMERICA CORP(Put)1,494,0003,078,500+1,584,50040,906103,653+62,747
ENPHASE ENERGY INC(ENPH)(Put)0471,100+471,100062,251+62,251
INTEL CORP(INTC)(Call)2,576,3003,053,100+476,80091,587153,418+61,831
DAVITA INC(DVA)(Call)0665,500+665,500069,718+69,718
NEXTERA ENERGY INC(Call)
CALL
01,007,600+1,007,600061,202+61,202
NETFLIX INC(NFLX)(Call)0208,800+208,8000101,661+101,661
ABBVIE INC(ABBV)(Put)0376,600+376,600058,362+58,362
ROSS STORES INC(ROST)(Put)0419,100+419,100057,999+57,999
CITIGROUP INC(C)01,337,537+1,337,537068,8030.13%+68,803
WELLTOWER INC(WELL)(Call)0769,700+769,700069,404+69,404
GOLDMAN SACHS GROUP INC(GS)0197,807+197,807076,3080.15%+76,308
ALBEMARLE CORP(Put)0428,700+428,700061,939+61,939
CLOUDFLARE INC(NET)(Call)0860,200+860,200071,620+71,620
GENERAL MTRS CO(Call)
CALL
01,515,700+1,515,700054,444+54,444
BANK AMERICA CORP1,217,6302,604,854+1,387,22433,33987,7050.17%+54,367
PPG INDS INC(Call)0507,000+507,000075,822+75,822
STARBUCKS CORP(SBUX)0649,549+649,549062,3630.12%+62,363
TECK RESOURCES LTD(TECK)(Put)01,224,100+1,224,100051,743+51,743
NIKE INC(NKE)(Call)1,771,9002,036,000+264,100169,429221,049+51,619
BURLINGTON STORES INC(BURL)(Call)0263,200+263,200051,187+51,187
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