The Analysis of Twin Securities, Inc.'s Holdings

Currently, Twin Securities, Inc. holds 16 types of securities in its portfolio with a total value $261.1M. In the most recent quarter, they have increased their positions in EXAS (+483.6K shares, valued at $49.1M), EA (+239.8K shares, valued at $49.0M), CYBR (+86.3K shares, valued at $38.5M); decreased their positions in TIC (-45.7K shares, valued at $462.2K), MANU (-193 shares, valued at $3.1K); initiated new positions in EXAS (+483.6K shares, valued at $49.1M), EA (+239.8K shares, valued at $49.0M), RNA (+365.1K shares, valued at $26.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CYBR CYBERARK SOFTWARE LTD133.1K shares184.42%2025-12-312026-02-17

EXAS EXACT SCIENCES CORP483.6K sharesnew addition2025-12-312026-02-17

EA ELECTRONIC ARTS INC239.8K sharesnew addition2025-12-312026-02-17

WBD WARNER BROS DISCOVERY INC1.1M shares773.02%2025-12-312026-02-17

RNA AVIDITY BIOSCIENCES INC365.1K sharesnew addition2025-12-312026-02-17

CFLT CONFLUENT INC505.5K sharesnew addition2025-12-312026-02-17

NSC NORFOLK SOUTHN CORP25.2K sharesnew addition2025-12-312026-02-17

KVUE KENVUE INC405.6K sharesnew addition2025-12-312026-02-17

Sponsored

HOLX HOLOGIC INC84.5K sharesnew addition2025-12-312026-02-17

DAY DAYFORCE INC39.2K sharesnew addition2025-12-312026-02-17

SGRY SURGERY PARTNERS INC170.3K shares19.17%2025-12-312026-02-17

CWAN CLEARWATER ANALYTICS HLDGS I49.3K sharesnew addition2025-12-312026-02-17

CIDARA THERAPEUTICS INC CIDARA THERAPEUTICS INC4.9K sharesnew addition2025-12-312026-02-17

TIC TIC SOLUTIONS INC77.3K shares-37.15%2025-12-312026-02-17

MLYS MINERALYS THERAPEUTICS INC16.7K sharesnew addition2025-12-312026-02-17

MANU MANCHESTER UTD PLC NEW14.6K shares-1.31%2025-12-312026-02-17