13F Filings History of Twin Securities, Inc.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$261,072,235
Signature - Title
Brendan Donnelly - Chief Financial Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Twin Securities, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Twin Securities, Inc. reported 16 stock holdings with total value $261,072,235 as of Q4 2025. Top holdings included CYBR, EXAS, EA, WBD, and RNA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 16 $261,072,235 +$233,288,801 -$168,871,805 +$64,416,996 CYBR, EXAS, EA, WBD, RNA 13F-HR 17 Feb 2026, 09:59
Q3 2025 13 $198,471,684 +$148,638,018 -$65,005,597 +$83,632,421 VRNA, K, MRUS, COOP, CYBR 13F-HR 14 Nov 2025, 16:14
Q2 2025 11 $113,006,511 +$41,140,695 -$99,622,906 -$58,482,211 K, HES, BPMC, SGRY, SPR 13F-HR 14 Aug 2025, 16:10
Q1 2025 13 $174,090,881 +$133,142,942 -$130,058,576 +$3,084,366 ITCI, K, BECN, HES, HEES 13F-HR 15 May 2025, 16:14
Q4 2024 13 $169,579,701 +$101,456,511 -$18,032,064 +$83,424,447 JNPR, K, HCP, SMAR, HES 13F-HR 14 Feb 2025, 16:09
Q3 2024 12 $85,602,452 +$48,190,224 -$47,107,310 +$1,082,914 JNPR, EDR, HES, SMAR, SRCL 13F-HR 14 Nov 2024, 16:23
Q2 2024 12 $82,885,497 +$38,056,895 -$41,255,091 -$3,198,196 EDR, CERE, HES, X, HCP 13F-HR 14 Aug 2024, 16:08
Q1 2024 9 $86,137,974 +$58,714,981 -$64,225,607 -$5,510,626 EDR, PXD, X, SWAV, CERE 13F-HR 15 May 2024, 16:04
Q4 2023 8 $92,507,447 +$89,441,575 -$328,377,176 -$238,935,601 KRTX, X, CERE, SPLK, EDR 13F-HR 14 Feb 2024, 16:39
Q3 2023 6 $331,227,996 +$217,218,602 -$26,959,912 +$190,258,690 ATVI, HZNP, SGEN, VMW, SIMO 13F-HR 14 Nov 2023, 16:17
Q2 2023 8 $128,034,140 +$84,969,467 -$139,648,653 -$54,679,186 HZNP, SGEN, ISEE, DICE, NATI 13F-HR 14 Aug 2023, 16:16
Q1 2023 8 $181,238,000 +$140,018,240 -$68,133,273 +$71,884,967 SJR, HZNP, NATI, LSI, OSH 13F-HR 15 May 2023, 16:00
Q4 2022 14 $110,149,000 +$66,136,998 -$167,846,834 -$101,709,836 HZNP, AAWW, LHCG, SJR, SGFY 13F-HR 14 Feb 2023, 16:30
Q3 2022 19 $207,073,000 +$169,400,956 -$32,628,524 +$136,772,432 ZEN, GBT, CHNG, SJR, TWTR 13F-HR 14 Nov 2022, 16:32
Q2 2022 14 $75,227,000 +$58,460,033 -$107,985,632 -$49,525,599 SJR, COHR, SWX, ZEN, ATVI 13F-HR 15 Aug 2022, 16:00
Q1 2022 16 $127,212,000 +$108,053,851 -$141,732,000 -$33,678,149 PLAN, CERN, NLSN, VNE, T 13F-HR 16 May 2022, 16:00
Q4 2021 9 $160,603,000 +$120,360,943 -$114,357,441 +$6,003,502 XLNX, ATH, INFO, NUAN, CERN 13F-HR 14 Feb 2022, 16:58
Q3 2021 16 $146,316,000 +$118,393,489 -$236,802,000 -$118,408,511 KSU, WTW, XLNX, ADI, STMP 13F-HR 15 Nov 2021, 16:22
Q2 2021 18 $264,642,000 +$154,761,096 -$58,476,832 +$96,284,264 WORK, ALXN, MXIM, XLNX, KSU 13F-HR 16 Aug 2021, 16:14
Q1 2021 19 $155,810,000 +$116,267,849 -$97,028,953 +$19,238,896 WORK, ALXN, RP, IPHI, GWPH 13F-HR 17 May 2021, 16:00
Q4 2020 10 $141,419,000 +$106,231,709 -$101,596,000 +$4,635,709 TIF, WORK, XLNX, ACIA, CLGX 13F-HR 16 Feb 2021, 17:08
Q3 2020 13 $135,282,000 +$108,519,212 -$18,101,839 +$90,417,373 LVGO, IMMU, TIF, NAV, MNTA 13F-HR 16 Nov 2020, 16:03
Q2 2020 7 $47,012,000 +$33,456,432 -$151,366,001 -$117,909,569 TIF, PTLA, FSCT, ACIA, BMYRT 13F-HR 14 Aug 2020, 16:42
Q1 2020 10 $165,676,000 +$113,760,630 -$99,518,174 +$14,242,456 AGN, CY, TIF, MLNX, RARX 13F-HR 15 May 2020, 16:13
Q4 2019 11 $153,835,000 +$107,637,613 -$119,424,135 -$11,786,522 AGN, TIF, ZAYO, QGEN, MDCO 13F-HR 14 Feb 2020, 16:33
Q3 2019 9 $161,127,000 +$59,408,691 -$169,903,120 -$110,494,429 CELG, ONCE, ZAYO, AGN, MLNX 13F-HR 14 Nov 2019, 16:04
Q2 2019 11 $269,058,000 +$160,196,881 -$34,656,626 +$125,540,255 RHT, APC, ONCE, CELG, ZAYO 13F-HR 14 Aug 2019, 16:10
Q1 2019 9 $145,883,000 +$109,492,161 -$112,269,779 -$2,777,618 RHT, CVS, MLNX, CELG, IDTI 13F-HR 15 May 2019, 16:01
Q4 2018 11 $155,153,000 +$152,239,277 -$199,470,000 -$47,230,723 SHPG, CVS, ORBK, ARRS, UTX 13F-HR 14 Feb 2019, 16:14
Q3 2018 9 $204,076,000 +$83,773,274 -$170,894,090 -$87,120,816 AET, COL, ESRX, NXPI, FOXA 13F-HR 14 Nov 2018, 16:16
Q2 2018 10 $310,781,000 +$69,454,173 -$219,177,123 -$149,722,950 NXPI, AET, AABA, AKRXQ, ESRX 13F-HR 14 Aug 2018, 16:19
Q1 2018 14 $465,219,000 +$85,980,400 -$155,399,727 -$69,419,327 AET, NXPI, AABA, AKRXQ, TWX 13F-HR 15 May 2018, 16:03
Q4 2017 11 $581,063,000 +$204,221,908 -$252,867,735 -$48,645,827 AABA, AKRXQ, AET, TWX, NXPI 13F-HR 14 Feb 2018, 09:26
Q3 2017 19 $629,882,000 +$253,853,654 -$234,087,436 +$19,766,218 AABA, ALR, TWX, MON, AKRXQ 13F-HR 14 Nov 2017, 14:05
Q2 2017 14 $568,687,000 +$323,824,918 -$291,045,860 +$32,779,058 AABA, ALR, MBBYF, RAI, MON 13F-HR 14 Aug 2017, 16:48
Q1 2017 16 $512,163,000 +$149,335,857 -$228,861,343 -$79,525,486 YHOO, NXPI, RAI, MBBYF, ALR 13F-HR 15 May 2017, 16:02
Q4 2016 12 $551,511,000 +$266,096,602 -$198,139,533 +$67,957,069 STJ, YHOO, NXPI, ALR, RAI 13F-HR 14 Feb 2017, 16:56
Q3 2016 14 $507,333,000 +$270,032,213 -$184,893,796 +$85,138,417 LNKD, YHOO, STJ, ALR, MON 13F-HR 14 Nov 2016, 17:05
Q2 2016 16 $413,199,000 +$209,209,425 -$503,024,614 -$293,815,189 LNKD, ALR, YHOO, AKRXQ, EMC 13F-HR 15 Aug 2016, 16:03
Q1 2016 24 $700,776,000 +$383,710,381 -$236,235,484 +$147,474,897 TWC, BXLT, SNDK, AKRXQ, VER 13F-HR 16 May 2016, 16:17
Q4 2015 23 $568,442,000 +$213,916,442 -$162,763,700 +$51,152,742 TWC, AKRXQ, PRGO, VER, PCP 13F-HR 16 Feb 2016, 16:36
Q3 2015 23 $499,844,000 +$354,913,312 -$314,101,006 +$40,812,306 ALTR, VER, TWC, HTZ, PRGO 13F-HR 16 Nov 2015, 16:23
Q2 2015 20 $471,955,000 +$206,998,225 -$418,672,892 -$211,674,667 A309PS, T104PS, ALTR, HTZ, CTRX 13F-HR 14 Aug 2015, 16:29
Q1 2015 16 $702,974,000 +$460,615,225 -$250,067,350 +$210,547,875 SLXP, T104PS, A309PS, TWC, PCYC 13F-HR 15 May 2015, 16:02
Q4 2014 9 $484,564,000 +$185,124,104 -$103,459,794 +$81,664,310 T104PS, F113PS, TWC, HTZ, B108PS 13F-HR 17 Feb 2015, 09:21
Q3 2014 11 $432,700,000 +$170,354,349 -$216,051,172 -$45,696,823 T104PS, LAMR, HTZ, TWC, B108PS 13F-HR 13 Nov 2014, 16:19
Q2 2014 15 $498,221,000 +$196,127,057 -$153,748,420 +$42,378,637 T104PS, FRX, HTZ, F113PS, LAMR 13F-HR 13 Aug 2014, 17:01
Q1 2014 16 $451,164,000 +$288,320,754 -$270,808,599 +$17,512,155 T104PS, HTZ, MCK, LAMR, KN 13F-HR 14 May 2014, 16:11
Q4 2013 19 $432,640,000 $0 $0 $0 COLE, HTZ, APC, LNCOQ, MBI 13F-HR 13 Feb 2014, 16:03