Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$510.54M
Total Bought
$69.40M
Total Sold
$121.13M
Net Transaction
-$51.73M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
INDIVIOR PLC13,810,89313,251,002-559,891210,892283,83655.60%+72,944
VISTRA CORP(VST)0197,353+197,353013,7462.69%+13,746
CORE SCIENTIFIC INC NEW(CORZ)03,830,967+3,830,967013,5622.66%+13,562
IMMUNOVANT INC(IMVT)198,752541,295+342,5438,37317,4893.43%+9,116
ARCUTIS BIOTHERAPEUTICS INC(ARQT)0809,332+809,33208,0201.57%+8,020
ESPERION THERAPEUTICS INC NE00010,04116,8873.31%+6,846
META PLATFORMS INC(META)26,17531,958+5,7839,26515,5183.04%+6,253
AVADEL PHARMACEUTICALS PLC0318,240+318,24005,3751.05%+5,375
SONOS INC(SONO)179,732403,653+223,9213,0817,6941.51%+4,613
ALPHABET INC(GOOG)024,371+24,37103,6780.72%+3,678
SOTERA HEALTH CO(SHC)0300,000+300,00003,6030.71%+3,603
CORE SCIENTIFIC INC NEW(CORZ)0233,540+233,54005630.11%+563
TOURMALINE BIO INC021,891+21,89105010.10%+501
CORE SCIENTIFIC INC NEW(CORZ)0280,248+280,24803730.07%+373
HERTZ GLOBAL HLDGS INC16,8410-16,841920-92
HERTZ GLOBAL HLDGS INC77,1880-77,1888020-802
ODYSSEY MARINE EXPL INC1,371,8741,237,615-134,2596,3794,7150.92%-1,664
ARBUTUS BIOPHARMA CORP(ABUS)9,041,9277,841,927-1,200,00022,60520,2323.96%-2,373
IMMUNOVANT INC(IMVT)(Call)86,6000-86,6003,6480-3,648
ESPERION THERAPEUTICS INC NE(ESPR)7,686,1204,165,657-3,520,46322,98111,1642.19%-11,818
ROIVANT SCIENCES LTD(ROIV)8,508,2237,930,349-577,87495,54783,58616.37%-11,961
3M CO(MMM)144,7890-144,78915,8280-15,828
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