Twin Securities, Inc.
- SEC CIK
- 0001351351
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 16, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 16
- +7 vs. Q4 2021
- Portfolio value
- $127.2M
- −$33.4M (−20.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLANAnaplan, Inc. | COM | 424,112 | $27.6M | 21.7% | +424,112 | New | History |
| CERNCERNER Corp | COM | 235,500 | $22.0M | 17.3% | +83,400+54.8% | Added | History |
| NLSNNielsen Holdings plc | SHS EUR | 628,651 | $17.1M | 13.5% | +628,651 | New | History |
| VNEArriver Holdco, Inc. | COM | 418,448 | $15.4M | 12.1% | +287,753+220.2% | Added | History |
| TAT&T Inc. | Stock | 416,248 | $9.84M | 7.7% | +416,248 | New | History |
| ZNGAZynga Inc | CL A | 1,028,293 | $9.50M | 7.5% | +1,028,293 | New | History |
| ATVIActivision Blizzard, Inc. | COM | 72,817 | $5.83M | 4.6% | +72,817 | New | History |
| Coherent Inc192479103 | COM | 19,576 | $5.35M | 4.2% | +19,576 | New | – |
| MNTVMomentive Global Inc. | COM | 272,001 | $4.42M | 3.5% | +272,001 | New | History |
| FLOWSPX FLOW, Inc. | COM | 42,855 | $3.69M | 2.9% | +42,855 | New | History |
| TSEMTower Semiconductor Ltd | SHS NEW | 62,783 | $3.04M | 2.4% | +62,783 | New | History |
| Cornerstone Building Brands, Inc.21925D109 | COM | 85,800 | $2.09M | 1.6% | +85,800 | New | – |
| POLYPlantronics Inc | COM | 16,769 | $661.0K | 0.5% | +16,769 | New | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 16,101 | $401.0K | 0.3% | +16,101 | New | History |
| ScION Tech Growth IG31067120 | UNIT 12/17/2025 | 10,899 | $108.0K | 0.1% | 00.0% | Unchanged | – |
| Avanti Acquisition CorpG0682V109 | SHS CL A | 10,000 | $99.0K | 0.1% | +10,000 | New | – |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q4 2021 (6)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| XLNXXilinx Inc | COM | 394,426 | $83.6M | 52.1% | History |
| Athene Holding Ltd.G0684D107 | CL A | 221,029 | $18.4M | 11.5% | – |
| INFOIHS Markit Ltd. | SHS | 125,322 | $16.7M | 10.4% | History |
| NUANNuance Communications, Inc. | COM | 284,573 | $15.7M | 9.8% | History |
| WTWWillis Towers Watson PLC | SHS | 30,252 | $7.18M | 4.5% | History |
| Cohn Robbins Holdings CorpG23726105 | COM CL A | 10,000 | $98.0K | 0.1% | – |