Fund Holdings — Two Seas Capital LP

Total Portfolio Value
$1.66B
Total Bought
$545.96M
Total Sold
$246.58M
Net Transaction
+$299.39M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CORE SCIENTIFIC INC NEW(CORZ)6,770,02715,363,978+8,593,951115,564275,63016.57%+160,065
INDIVIOR PLC11,407,79510,504,152-903,643168,151253,25515.22%+85,104
FIRST SOLAR INC(FSLR)10,000340,692+330,6921,65575,1334.52%+73,477
ROIVANT SCIENCES LTD(ROIV)10,598,04011,754,164+1,156,124119,440177,84110.69%+58,401
COREWEAVE INC(CRWV)0279,051+279,051038,1882.30%+38,188
CALUMET INC(CLMT)4,497,6095,752,538+1,254,92970,860104,9846.31%+34,124
TERAWULF INC(WULF)2,287,1003,851,188+1,564,08810,01743,9812.64%+33,963
AVADEL PHARMACEUTICALS PLC6,155,0745,369,082-785,99254,47281,9864.93%+27,513
TALEN ENERGY CORP(TLN)300,698266,888-33,81087,434113,5296.82%+26,095
FTAI AVIATION LTD(FTAI)178,844269,601+90,75720,57444,9862.70%+24,411
ECHOSTAR CORP(ECHO)0292,470+292,470022,3331.34%+22,333
GANNETT CO INC(TDAY)11,230,62114,180,621+2,950,00040,20658,5663.52%+18,360
ARBUTUS BIOPHARMA CORP(ABUS)10,443,31710,991,261+547,94432,27049,9003.00%+17,630
ESPERION THERAPEUTICS INC NE9,954,9759,749,724-205,2519,80025,8371.55%+16,037
NEBIUS GROUP N.V.(NBIS)250,000234,482-15,51813,83326,3251.58%+12,493
IMMUNOVANT INC(IMVT)2,252,7722,762,040+509,26836,04444,5242.68%+8,480
SOTERA HEALTH CO(SHC)4,020,8673,373,228-647,63944,71253,0613.19%+8,349
BITDEER TECHNOLOGIES GROUP(BTDR)0450,000+450,00007,6910.46%+7,691
ODYSSEY MARINE EXPL INC(OMEX)1,430,7694,570,011+3,139,2421,6888,9120.54%+7,223
ADVISORSHARES TR
PURE US CANN ETF
01,500,000+1,500,00007,1850.43%+7,185
GOLAR LNG LTD
SHS
909,3551,095,998+186,64337,45644,2892.66%+6,833
META PLATFORMS INC(META)15,06524,272+9,20711,11917,8251.07%+6,706
SONOS INC(SONO)281,042531,042+250,0003,0388,3900.50%+5,352
CIPHER MINING INC(CIFR)250,000462,000+212,0001,1955,8170.35%+4,622
LUCID DIAGNOSTICS INC(LUCD)03,000,000+3,000,00003,0300.18%+3,030
ANI PHARMACEUTICALS INC(ANIP)025,721+25,72102,3560.14%+2,356
GALAXY DIGITAL INC.(GLXY)035,000+35,00001,1830.07%+1,183
SABLE OFFSHORE CORP(SOC)441,677614,044+172,3679,70810,7210.64%+1,013
CORE SCIENTIFIC INC NEW(CORZ)24,10724,10704144320.03%+19
CORE SCIENTIFIC INC NEW(CORZ)336,378289,539-46,8393,6503,3670.20%-282
WOLFSPEED INC(WOLF)2,412,1110-2,412,1119620—-962
NRG ENERGY INC(NRG)15,0000-15,0002,4090—-2,409
BURFORD CAP LTD
ORD SHS
1,577,6701,602,067+24,39722,49819,1611.15%-3,337
APPLIED DIGITAL CORP500,0000-500,0005,0350—-5,035
ADAPTIMMUNE THERAPEUTICS PLC(ADAPY)22,580,7010-22,580,7015,4130—-5,413
ARDELYX INC1,539,4160-1,539,4166,0350—-6,035
PROSHARES TR500,0000-500,0009,7850—-9,785
VISTRA CORP(VST)231,257170,000-61,25744,82033,3062.00%-11,514
IREN LIMITED
ORDINARY SHARES
971,8910-971,89114,1600—-14,160
CONSTELLATION ENERGY CORP(CEG)47,6880-47,68815,3920—-15,392
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Two Seas Capital LP — 13F Holdings — Q3 2025 | TickerTrail