Position in GFS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,318,366
+$3,135,688 QoQ
Shares Held
52,401
+97.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#107
of 439 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Derivatives in GFS
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$2,299,239
PutShares
27,900
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 Semiconductors
Technology · as of Jun 30, 2026Twin Tree Management, LP holds $44,792,174 across 22 Semiconductors names. GFS ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
15,809 | $5,971,849 | |
| 2 | NVDA |
Nvidia Corp
|
29,330 | $5,868,639 | |
| 3 | MU |
Micron Technology Inc
|
4,632 | $5,346,671 | |
| 4 | GFS |
GLOBALFOUNDRIES Inc.
This page
|
52,401 | $4,318,366 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,653 | $3,654,843 | |
| 6 | SMTC |
Semtech Corp
|
18,176 | $2,941,785 | |
| 7 | ADI |
Analog Devices Inc
|
6,447 | $2,560,554 | |
| 8 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
4,981 | $1,894,622 |
All Filings in GFS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,299,239 | 27,900 | Put | Sole | 2026-08-12 | |
| 2026-06-30 | $4,318,366 | 52,401 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,966,816 | 66,700 | Put | Sole | 2026-05-14 | |
| 2026-03-31 | $1,182,678 | 26,589 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $2,824,480 | 63,500 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $970,845 | 27,802 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $1,564,416 | 44,800 | Put | Sole | 2026-02-11 | |
| 2025-12-31 | $1,972,980 | 56,500 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $3,531,351 | 98,531 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $4,181,903 | 113,300 | Put | Sole | 2025-05-15 | |
| 2024-12-31 | $5,536,505 | 129,026 | Shares | Sole | 2025-02-10 | |
| 2024-12-31 | $8,612,037 | 200,700 | Put | Sole | 2025-02-10 | |
| 2024-09-30 | $2,838,067 | 70,511 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $3,517,850 | 87,400 | Put | Sole | 2024-11-13 | |
| 2024-03-31 | $132,724 | 2,547 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $789,254 | 13,024 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $290 | 5 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,949 | 727 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||