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Twin Peaks Capital - Q2 2026 13F Filings

TW

Twin Peaks Capital LTD

CIK: 0002153025
Address: Hong Kong Hong Kong Suite 2201, South Island Place 8 Wong Chuk Hang Road, Southern District
$203.01 M
Portfolio Value
21
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 09/16/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Asset Allocation

Stocks/ETFs
+51.70%
$144.86 M 71.36%
Options
+19.27%
$58.15 M 28.64%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Twin Peaks Capital Q2 2026 Filing Summary

Twin Peaks Capital LTD filed its 13F report for Q2 2026 on September 16, 2026. The portfolio totaled 203.01 M reflecting a +40.74% change from the prior quarter, spanning 21 assets. Allocations were 71.4% Equities, 28.6% Options, and 0.0% Debt. The top 10 holdings comprised 94.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 3 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Twin Peaks Capital’s Q2 2026 Filing

Twin Peaks Capital submitted their Form 13F-HR for the Q2 2026 period on 09/16/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Twin Peaks Capital reported a managed portfolio value of 203.01 M, consisting of 21 individual positions.

This page displays the raw filing documents. To see which stocks Twin Peaks Capital bought or sold during Q2 2026, please visit Twin Peaks Capital's Portfolio Analysis page.