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
2023 Q3	–	Sell	-10,000	Closed	-$1.3M	–	13
2023 Q2	$1.3M	Buy	+10,000	New	+$1.27M	0.72%	9

Other funds holding EA

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Twin Securities's EA Position: Q1 2026 in Review

Twin Securities increased its Electronic Arts (EA) stake by 86% in Q1 2026, buying an estimated $41.8M and bringing the position to 446,948 shares worth $91.1M. The position accounts for 44.21% of the portfolio, ranked #1.

Twin Securities first reported a position in EA in Q4 2025 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold EA as of Q1 2026.

Twin Securities held 446,948 shares of Electronic Arts worth $91.1M as of Q1 2026.
Twin Securities bought 207,112 Electronic Arts shares in Q1 2026, an estimated $41.8M.
Electronic Arts made up 44.21% of Twin Securities's portfolio in Q1 2026, its #1 holding.
Twin Securities first reported a position in Electronic Arts in Q4 2025 and has held it in 2 quarters since.
1,023 funds tracked by Wall St. Rank held Electronic Arts as of Q1 2026.

Based on Twin Securities's 13F filing for Q1 2026, filed 15 May 2026.