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Gurus
Event Driven
TWIN SECURITIES, INC. (Data extracted from 13F, 13D, 13G and Form 4)

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TWIN SECURITIES, INC.

AUM: $224.33 M

13-F Portfolio Value: $206.10 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 97.61%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
RNA	AVIDITY BIOSCIENCES INC				-365,144	Exited		13F
DAY	DAYFORCE INC				-39,241	Exited		13F
CDTX	CIDARA THERAPEUTICS INC				-4,900	Exited		13F
CFLT	CONFLUENT INC				-505,486	Exited		13F
EXAS	EXACT SCIENCES CORP				-483,589	Exited		13F
MLYS	MINERALYS THERAPEUTICS INC				-16,737	Exited		13F
NSC	NORFOLK SOUTHN CORP				-25,200	Exited		13F
WBD	WARNER BROS DISCOVERY INC (Call)				-20,100	Exited		13F
CYBR	CYBERARK SOFTWARE LTD				-133,145	Exited		13F