Position in FORM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,554,199
New position
Shares Held
9,718
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#215
of 508 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in FORM
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$191,916
PutShares
1,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Twin Tree Management, LP holds $26,006,335 across 12 Semiconductor Equipment & Materials names. FORM ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
4,373 | $8,699,820 | |
| 2 | AMAT |
Applied Materials Inc /De
|
11,241 | $8,127,243 | |
| 3 | LRCX |
Lam Research Corp
|
6,671 | $2,890,744 | |
| 4 | FORM |
Formfactor Inc
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|
9,718 | $1,554,199 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
13,202 | $1,138,408 | |
| 6 | TER |
Teradyne, Inc
|
2,134 | $1,032,514 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
4,209 | $797,395 | |
| 8 | ENTG |
Entegris Inc
|
3,989 | $717,461 |
All Filings in FORM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,554,199 | 9,718 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $191,916 | 1,200 | Put | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||