Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$612.82M
Total Bought
$186.55M
Total Sold
$88.04M
Net Transaction
+$98.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
TALEN ENERGY CORP(TLN)0465,683+465,683051,7008.44%+51,700
CORE SCIENTIFIC INC NEW(CORZ)3,830,9676,239,591+2,408,62413,56258,0289.47%+44,467
AVADEL PHARMACEUTICALS PLC02,115,279+2,115,279029,7414.85%+29,741
ROIVANT SCIENCES LTD(ROIV)7,930,34910,318,764+2,388,41583,586109,06917.80%+25,483
VISTRA CORP(VST)197,353314,082+116,72913,74627,0054.41%+13,259
ARBUTUS BIOPHARMA CORP(ABUS)7,841,9278,571,751+729,82420,23226,4874.32%+6,255
ALPHABET INC(GOOG)24,37149,371+25,0003,6788,9931.47%+5,315
SONOS INC(SONO)403,653703,928+300,2757,69410,3901.70%+2,696
EXELIXIS INC(EXEL)(Call)0111,300+111,30002,501+2,501
TERAWULF INC(WULF)0500,000+500,00002,2250.36%+2,225
ESPERION THERAPEUTICS INC NE00016,88718,8173.07%+1,930
ESPERION THERAPEUTICS INC NE(ESPR)4,165,6575,735,660+1,570,00311,16412,7332.08%+1,569
CORE SCIENTIFIC INC NEW(CORZ)233,540233,54005632,0250.33%+1,462
ODYSSEY MARINE EXPL INC1,237,6151,150,666-86,9494,7155,6150.92%+900
CORE SCIENTIFIC INC NEW(CORZ)280,248280,24803731,2640.21%+891
IMMUNOVANT INC(IMVT)541,295692,406+151,11117,48918,2802.98%+790
SOTERA HEALTH CO(SHC)300,000350,000+50,0003,6034,1550.68%+552
META PLATFORMS INC(META)31,95830,958-1,00015,51815,6102.55%+91
TOURMALINE BIO INC21,8910-21,8915010-501
ARCUTIS BIOTHERAPEUTICS INC(ARQT)809,332762,190-47,1428,0207,0881.16%-932
AVADEL PHARMACEUTICALS PLC318,2400-318,2405,3750-5,375
INDIVIOR PLC13,251,00212,630,026-620,976283,836203,59633.22%-80,240
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