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TWO SEAS CAPITAL LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Arbutus Biopharma CorpABUS19.1M$91.66M
Core Scientific, Inc.CORZ9.03M$231.04M
Roivant Sciences Ltd.ROIV8.48M$299.94M
Sable Offshore Corp.SOC8.38M$25.8M
Sotera Health CompanySHC5.84M$103.59M
Indivior Pharmaceuticals IncINDV3.48M$142.76M
Immunovant, Inc.IMVT3.15M$121.31M
Nektar TherapeuticsNKTR3.09M$215.87M
TeraWulf Inc.WULF2.49M$61.58M
Cipher Mining Inc.CIFR2.04M$49.98M
Bitdeer Technologies GroupBTDR1.5M$23.8M
uniQure N.V.QURE1.44M$66.39M
Golar LNG LimitedGLNG1.22M$60.89M
STAAR Surgical CompanySTAA1.06M$30.54M
X-Energy, Inc. Class A Common StockXE1M$18.36M
Sonos, Inc.SONO710.61K$9.61M
Darling Ingredients Inc.DAR516.53K$28.21M
Talen Energy CorporationTLN507.21K$194.9M
Vistra Corp.VST430.62K$68.31M
Fermi Inc. Common StockFRMI352.67K$3.23M