Ownership history in Twin Tree Management, LP Β· 37 quarters on record
This page tracks every 13F SEC filing in which Twin Tree Management, LP reported a position in VERISIGN INC (VRSN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Twin Tree Management, LP underperformed the S&P 500 by β4.4% annually on this VRSN position. Timing score: 36% (13/36 decisions correct). Average cost basis: $177.68. Maximum drawdown during holding period: β26.5%.
β οΈ Trailed SPY by 4.4% ann. on this position.
36 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
13 of 36 add/trim decisions correct
Best entry: $75.13 (2016 Q4) Β· Worst: $286.02 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 17 trims. Bought during 6 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size