Twin Securities, Inc.
Hedge Fund • Event Driven
Twin Securities, Inc. is an Event Driven Hedge Fund based in New York, NY led by David Joel Simon, reporting $271.4M in AUM as of Q3 2025 with 99% concentrated in top 10 holdings and 27% allocation to VRNA.
PresidentDavid Joel Simon
- Portfolio Value
- $198.5M
- Positions
- 13
- Top Holding
- VRNA at 26.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Twin Securities, Inc.'s portfolio (98.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $53.5M | 26.94% | +$53.5M New | — 501.1K shares | |
Packaged Foods Consumer Defensive | $45.4M | 22.88% | +$10.3M Bought | 0.16% 553.7K shares | |
Biotechnology Healthcare | $29.2M | 14.72% | +$29.2M New | 0.41% 310.3K shares | |
Financial - Mortgages Financial Services | $25.8M | 13.00% | +$25.8M New | 0.19% 122.4K shares | |
Software - Infrastructure Technology | $22.6M | 11.40% | +$22.6M New | 0.09% 46.8K shares | |
Aerospace & Defense Industrials | $10.0M | 5.03% | +$182.9K Bought | 0.22% 258.4K shares | |
Medical - Care Facilities Healthcare | $3.1M | 1.56% | -$8.0M Sold | 0.11% 142.9K shares | |
Information Technology Services Technology | $2.5M | 1.26% | +$2.5M New | 0.08% 32.8K shares | |
Entertainment Communication Services | $2.5M | 1.26% | +$2.5M Bought | 0.01% 127.7K shares | |
Unknown Unknown | $1.6M | 0.83% | -$4.1M Sold | 0.06% 123.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Twin Securities, Inc.'s latest filing
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Market Value
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Net Flows % of MV
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Twin Securities, Inc.
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