Twin Lakes Capital Management’s S&P Global SPGI Stock Holding History

Twin Lakes Capital Management’s Portfolio SPGI Stock Details SPGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.56K	Hold	8	–	–	﹤0.01%	200
2025 Q4	$4.37K	Hold	8	–	–	﹤0.01%	206
2025 Q3	$4.06K	Hold	8	–	–	﹤0.01%	207
2025 Q2	$4.39K	Hold	8	–	–	﹤0.01%	202
2025 Q1	$4.22K	Hold	8	–	–	﹤0.01%	201
2024 Q4	$4.13K	Hold	8	–	–	﹤0.01%	217
2024 Q3	$4.28K	Hold	8	–	–	﹤0.01%	217
2024 Q2	$3.69K	Hold	8	–	–	﹤0.01%	224
2024 Q1	$3.51K	Hold	8	–	–	﹤0.01%	224
2023 Q4	$3.63K	Hold	8	–	–	﹤0.01%	223
2023 Q3	$3K	Hold	8	–	–	﹤0.01%	234
2023 Q2	$3.29K	Hold	8	–	–	﹤0.01%	225
2023 Q1	$2.82K	Hold	8	–	–	﹤0.01%	226
2022 Q4	$2.74K	Hold	8	–	–	﹤0.01%	228
2022 Q3	$2K	Buy	+8	New	+$2.86K	﹤0.01%	243
2022 Q2	–	Sell	-8	Closed	-$3K	–	260
2022 Q1	$3K	Hold	8	–	–	﹤0.01%	248
2021 Q4	$4K	Hold	8	–	–	﹤0.01%	241
2021 Q3	$3K	Hold	8	–	–	﹤0.01%	239
2021 Q2	$3K	Hold	8	–	–	﹤0.01%	220
2021 Q1	$3K	Buy	+8	New	+$2.66K	﹤0.01%	211

Other funds holding SPGI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCI Fund Management London, United Kingdom $45.2B AUM 12.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Twin Lakes Capital Management's SPGI Position: Q1 2026 in Review

Twin Lakes Capital Management held its S&P Global (SPGI) position steady in Q1 2026 at 8 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Twin Lakes Capital Management first reported a position in SPGI in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.39K in Q2 2025. 2,105 funds tracked by Wall St. Rank hold SPGI as of Q1 2026.

Twin Lakes Capital Management held 8 shares of S&P Global worth $3.56K as of Q1 2026.
Twin Lakes Capital Management left its S&P Global share count unchanged in Q1 2026.
S&P Global made up ﹤0.01% of Twin Lakes Capital Management's portfolio in Q1 2026, its #200 holding.
Twin Lakes Capital Management first reported a position in S&P Global in Q1 2021 and has held it in 20 quarters since.
Twin Lakes Capital Management's S&P Global position peaked at $4.39K in Q2 2025.
2,105 funds tracked by Wall St. Rank held S&P Global as of Q1 2026.

Based on Twin Lakes Capital Management's 13F filing for Q1 2026, filed 18 May 2026.