Twin Securities’s Electronic Arts EA Stock Holding History

Twin Securities’s Portfolio EA Stock Details EA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.36M	Buy	+35,900	New	+$7.27M	3.29%	8

Other funds holding EA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Twin Securities's EA Position: Q2 2026 in Review

Twin Securities increased its Electronic Arts (EA) stake by 18% in Q2 2026, buying an estimated $16.5M and bringing the position to 528,441 shares worth $108M. The position accounts for 48.49% of the portfolio, ranked #1.

Twin Securities first reported a position in EA in Q4 2025 and has held it in 3 quarters since. 1,007 funds tracked by Wall St. Rank hold EA as of Q2 2026.

Twin Securities held 528,441 shares of Electronic Arts worth $108M as of Q2 2026.
Twin Securities bought 81,493 Electronic Arts shares in Q2 2026, an estimated $16.5M.
Electronic Arts made up 48.49% of Twin Securities's portfolio in Q2 2026, its #1 holding.
Twin Securities first reported a position in Electronic Arts in Q4 2025 and has held it in 3 quarters since.
1,007 funds tracked by Wall St. Rank held Electronic Arts as of Q2 2026.

Based on Twin Securities's 13F filing for Q2 2026, filed 14 Aug 2026.