Fund HoldingsTwo Seas Capital LP

Total Portfolio Value
$846.30M
Total Bought
$569.08M
Total Sold
$84.92M
Net Transaction
+$484.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)0200,000+200,0000117,216+117,216
INVESCO QQQ TR(Put)0199,000+199,0000101,735+101,735
TALEN ENERGY CORP(TLN)(Call)0350,000+350,000070,515+70,515
TALEN ENERGY CORP(TLN)449,115568,475+119,36080,050114,53113.53%+34,480
CALUMET INC(CLMT)310,0071,783,334+1,473,3275,52439,2694.64%+33,745
SOTERA HEALTH CO(SHC)400,0002,896,136+2,496,1366,68039,6194.68%+32,939
INDIVIOR PLC13,030,02712,457,514-572,513127,043154,84718.30%+27,804
VISTRA CORP(VST)252,666379,085+126,41929,95152,2646.18%+22,313
CORE SCIENTIFIC INC NEW(CORZ)5,705,7916,232,888+527,09767,67187,57210.35%+19,901
IMMUNOVANT INC(IMVT)676,6141,511,614+835,00019,29037,4434.42%+18,152
AVADEL PHARMACEUTICALS PLC2,253,7804,296,449+2,042,66929,55845,1565.34%+15,597
CONSTELLATION ENERGY CORP(CEG)25,00098,463+73,4636,50122,0272.60%+15,527
GANNETT CO INC(TDAY)(Call)02,520,800+2,520,800012,755+12,755
ARDELYX INC01,855,337+1,855,33709,4071.11%+9,407
BITDEER TECHNOLOGIES GROUP(BTDR)0433,028+433,02809,3841.11%+9,384
CALUMET INC(CLMT)(Call)0400,000+400,00008,808+8,808
ROIVANT SCIENCES LTD(ROIV)9,724,89310,167,807+442,914112,225120,28514.21%+8,060
ADAPTIMMUNE THERAPEUTICS PLC014,835,146+14,835,14607,9920.94%+7,992
HUT 8 CORP(HUT)204,916476,808+271,8922,5129,7701.15%+7,258
IREN LIMITED
ORDINARY SHARES
275,000860,000+585,0002,3218,4451.00%+6,124
APPLIED DIGITAL CORP0662,587+662,58705,0620.60%+5,062
SABLE OFFSHORE CORP0158,518+158,51803,6300.43%+3,630
ESPERION THERAPEUTICS INC NE(ESPR)6,584,2786,230,871-353,40710,86413,7081.62%+2,844
GANNETT CO INC(TDAY)0500,000+500,00002,5300.30%+2,530
ODYSSEY MARINE EXPL INC100,0002,549,049+2,449,049831,8350.22%+1,753
SONOS INC(SONO)528,928528,92806,5017,9550.94%+1,455
BIT DIGITAL INC412,414662,414+250,0001,4481,9410.23%+493
CORE SCIENTIFIC INC NEW(CORZ)280,248280,24801,8862,3120.27%+426
ESPERION THERAPEUTICS INC NE0005,0425,1620.61%+120
ALPHABET INC(GOOG)40,00025,000-15,0006,6344,7330.56%-1,901
TERAWULF INC(WULF)432,6260-432,6262,0250-2,025
PACIRA BIOSCIENCES INC(PCRX)(Put)158,4000-158,4002,3840-2,384
ARCUTIS BIOTHERAPEUTICS INC(ARQT)312,1220-312,1222,9030-2,903
ARBUTUS BIOPHARMA CORP(ABUS)8,387,3888,740,956+353,56832,29128,5833.38%-3,709
META PLATFORMS INC(META)35,95818,516-17,44220,58410,8411.28%-9,742
EXELIXIS INC(EXEL)453,1030-453,10311,7580-11,758
EXELIXIS INC(EXEL)(Call)907,9000-907,90023,5600-23,560
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