Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$591.34M
Total Bought
$139.61M
Total Sold
$69.10M
Net Transaction
+$70.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TALEN ENERGY CORP(TLN)465,683449,115-16,56851,70080,05013.54%+28,350
EXELIXIS INC(EXEL)(Call)111,300907,900+796,6002,50123,560+21,059
EXELIXIS INC(EXEL)0453,103+453,103011,7581.99%+11,758
CORE SCIENTIFIC INC NEW(CORZ)6,239,5915,705,791-533,80058,02867,67111.44%+9,642
CONSTELLATION ENERGY CORP(CEG)025,000+25,00006,5011.10%+6,501
ARBUTUS BIOPHARMA CORP(ABUS)8,571,7518,387,388-184,36326,48732,2915.46%+5,805
CALUMET INC(CLMT)0310,007+310,00705,5240.93%+5,524
META PLATFORMS INC(META)30,95835,958+5,00015,61020,5843.48%+4,974
ROIVANT SCIENCES LTD(ROIV)10,318,7649,724,893-593,871109,069112,22518.98%+3,156
VISTRA CORP(VST)314,082252,666-61,41627,00529,9515.06%+2,946
SOTERA HEALTH CO(SHC)350,000400,000+50,0004,1556,6801.13%+2,526
HUT 8 CORP(HUT)0204,916+204,91602,5120.42%+2,512
PACIRA BIOSCIENCES INC(PCRX)(Put)0158,400+158,40002,384+2,384
IRIS ENERGY LTD
ORDINARY SHARES
0275,000+275,00002,3210.39%+2,321
BIT DIGITAL INC0412,414+412,41401,4480.24%+1,448
IMMUNOVANT INC(IMVT)692,406676,614-15,79218,28019,2903.26%+1,011
CORE SCIENTIFIC INC NEW(CORZ)280,248280,24801,2641,8860.32%+622
AVADEL PHARMACEUTICALS PLC2,115,2792,253,780+138,50129,74129,5585.00%-182
TERAWULF INC(WULF)500,000432,626-67,3742,2252,0250.34%-200
ESPERION THERAPEUTICS INC NE(ESPR)5,735,6606,584,278+848,61812,73310,8641.84%-1,869
CORE SCIENTIFIC INC NEW(CORZ)233,5400-233,5402,0250-2,025
ALPHABET INC(GOOG)49,37140,000-9,3718,9936,6341.12%-2,359
SONOS INC(SONO)703,928528,928-175,00010,3906,5011.10%-3,889
ARCUTIS BIOTHERAPEUTICS INC(ARQT)762,190312,122-450,0687,0882,9030.49%-4,186
ODYSSEY MARINE EXPL INC1,150,666100,000-1,050,6665,615830.01%-5,532
ESPERION THERAPEUTICS INC NE00018,8175,0420.85%-13,774
INDIVIOR PLC12,630,02613,030,027+400,001203,596127,04321.48%-76,553
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