Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$2.62B
Total Bought
$565.78M
Total Sold
$290.64M
Net Transaction
+$275.14M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SHARONAI HOLDINGS INC(SHAZ)416,6661,293,753+877,0879,471109,5294.18%+100,058
NEKTAR THERAPEUTICS(NKTR)1,959,1783,092,234+1,133,056140,963215,8698.24%+74,906
UNIQURE NV(QURE)1,300,0001,441,410+141,41021,25566,3912.53%+45,136
IMMUNOVANT INC(IMVT)3,201,9623,148,505-53,45779,537121,3124.63%+41,775
ROIVANT SCIENCES LTD(ROIV)9,328,2918,475,356-852,935258,394299,94311.45%+41,549
VISTRA CORP(VST)185,597430,621+245,02427,90168,3092.61%+40,409
SPACE EXPLORATION TECHN CORP0208,890+208,890035,6911.36%+35,691
ABIVAX SA(ABVX)0244,590+244,590032,5941.24%+32,594
QUANTUM CORP(QMCO)02,488,535+2,488,535027,3741.04%+27,374
DARLING INGREDIENTS INC(DAR)16,527516,527+500,0001,02228,2131.08%+27,191
CALUMET INC(CLMT)5,960,2926,619,708+659,416213,974238,4429.10%+24,467
CIPHER DIGITAL INC(CIFR)2,050,0002,040,000-10,00026,38449,9801.91%+23,597
USA TODAY CO INC(TDAY)14,045,44314,070,311+24,86899,020120,3014.59%+21,281
X-ENERGY INC01,000,000+1,000,000018,3600.70%+18,360
SOTERA HEALTH CO(SHC)6,023,3715,836,053-187,31886,375103,5903.95%+17,215
COREWEAVE INC(CRWV)0153,139+153,139015,2430.58%+15,243
STAAR SURGICAL CO(STAA)1,036,9731,064,389+27,41619,39130,5371.17%+11,146
TALEN ENERGY CORP(TLN)579,129507,208-71,921184,875194,9007.44%+10,024
ARBUTUS BIOPHARMA CORP(ABUS)18,557,54319,095,583+538,04083,50991,6593.50%+8,150
HUT 8 CORP(HUT)250,000158,082-91,91811,72818,2500.70%+6,522
IREN LIMITED
ORDINARY SHARES
0140,000+140,00006,4020.24%+6,402
ECHOSTAR CORP(ECHO)382,135502,975+120,84044,73751,0521.95%+6,315
FTAI AVIATION LTD(FTAI)255,507248,962-6,54562,59967,3522.57%+4,752
BITDEER TECHNOLOGIES GROUP(BTDR)2,223,9991,500,000-723,99919,23823,8050.91%+4,567
TERAWULF INC(WULF)4,024,0052,493,139-1,530,86658,06661,5812.35%+3,514
FERMI INC(FRMI)25,211352,671+327,4601473,2300.12%+3,083
LUCID DIAGNOSTICS INC(LUCD)3,000,0006,000,000+3,000,0003,4506,4200.25%+2,970
CORE SCIENTIFIC INC NEW(CORZ)289,539289,53902,5315,4430.21%+2,913
CORE SCIENTIFIC INC NEW(CORZ)24,10724,10703626010.02%+239
ODYSSEY MARINE EXPL INC(OMEX)5,592,9855,592,98504,6654,7560.18%+92
INDIVIOR PHARMACEUTICALS INC(INDV)4,746,5103,479,493-1,267,017144,674142,7645.45%-1,910
PAVMED INC(PAVM)461,539461,53904,6852,7420.10%-1,943
SONOS INC(SONO)919,327710,612-208,71512,3199,6150.37%-2,704
GOLAR LNG LTD
SHS
1,274,7101,221,779-52,93168,97560,8932.32%-8,081
CORE SCIENTIFIC INC NEW(CORZ)16,151,8339,028,509-7,123,324241,631231,0408.82%-10,592
ADVISORSHARES TR
PURE US CANN ETF
3,302,4090-3,302,40911,7240-11,724
NEBIUS GROUP N.V.(NBIS)196,4750-196,47520,3860-20,386
TRANSALTA CORP(TAC)1,597,9000-1,597,90020,9320-20,932
FIRST SOLAR INC(FSLR)302,984127,984-175,00059,76730,1991.15%-29,568
ESPERION THERAPEUTICS INC NE11,394,8330-11,394,83331,2220-31,222
SABLE OFFSHORE CORP(SOC)5,496,7118,377,636+2,880,92590,80625,8030.98%-65,003
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