TWO SEAS CAPITAL LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ABUS | 18.56M | $83.51M |
 | CORZ | 16.15M | $241.63M |
 | ESPR | 11.39M | $31.22M |
 | ROIV | 9.33M | $258.39M |
 | SHC | 6.02M | $86.38M |
 | CLMT | 5.96M | $213.97M |
 | OMEX | 5.59M | $4.66M |
 | SOC | 5.50M | $90.81M |
 | INDV | 4.75M | $144.67M |
 | WULF | 4.02M | $58.07M |
 | IMVT | 3.20M | $79.54M |
 | LUCD | 3.00M | $3.45M |
 | BTDR | 2.22M | $19.24M |
 | CIFR | 2.05M | $26.38M |
 | NKTR | 1.96M | $140.96M |
 | TAC | 1.60M | $20.93M |
 | QURE | 1.30M | $21.25M |
 | GLNG | 1.27M | $68.97M |
 | STAA | 1.04M | $19.39M |
 | SONO | 919K | $12.32M |
Arbutus Biopharma Corporation
ABUS
Shares Held
18.56M
Value
$83.51M
Core Scientific, Inc.
CORZ
Shares Held
16.15M
Value
$241.63M
Esperion Therapeutics, Inc.
ESPR
Shares Held
11.39M
Value
$31.22M
Roivant Sciences Ltd.
ROIV
Shares Held
9.33M
Value
$258.39M
Sotera Health Company
SHC
Shares Held
6.02M
Value
$86.38M
Calumet, Inc.
CLMT
Shares Held
5.96M
Value
$213.97M
Odyssey Marine Exploration, Inc.
OMEX
Shares Held
5.59M
Value
$4.66M
Sable Offshore Corp.
SOC
Shares Held
5.50M
Value
$90.81M
Indivior Pharmaceuticals Inc
INDV
Shares Held
4.75M
Value
$144.67M
TeraWulf Inc.
WULF
Shares Held
4.02M
Value
$58.07M
Immunovant, Inc.
IMVT
Shares Held
3.20M
Value
$79.54M
Lucid Diagnostics Inc.
LUCD
Shares Held
3.00M
Value
$3.45M
Bitdeer Technologies Group
BTDR
Shares Held
2.22M
Value
$19.24M
Cipher Mining Inc.
CIFR
Shares Held
2.05M
Value
$26.38M
Nektar Therapeutics
NKTR
Shares Held
1.96M
Value
$140.96M
TransAlta Corporation
TAC
Shares Held
1.60M
Value
$20.93M
uniQure N.V.
QURE
Shares Held
1.30M
Value
$21.25M
Golar LNG Limited
GLNG
Shares Held
1.27M
Value
$68.97M
STAAR Surgical Company
STAA
Shares Held
1.04M
Value
$19.39M
Sonos, Inc.
SONO
Shares Held
919K
Value
$12.32M