TWO SEAS CAPITAL LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SATS | 292K | $22.33M |
 | CORZW | 290K | $3.37M |
 | CRWV | 279K | $38.19M |
 | FTAI | 270K | $44.99M |
 | TLN | 267K | $113.53M |
 | VST | 170K | $33.31M |
 | GLXY | 35K | $1.18M |
 | ANIP | 26K | $2.36M |
 | META | 24K | $17.82M |
 | CORZZ | 24K | $432.48K |
EchoStar Corporation
SATS
Shares Held
292K
Value
$22.33M
Core Scientific, Inc.
CORZW
Shares Held
290K
Value
$3.37M
CoreWeave, Inc. Class A Common Stock
CRWV
Shares Held
279K
Value
$38.19M
FTAI Aviation Ltd.
FTAI
Shares Held
270K
Value
$44.99M
Talen Energy Corporation
TLN
Shares Held
267K
Value
$113.53M
Vistra Corp.
VST
Shares Held
170K
Value
$33.31M
Galaxy Digital
GLXY
Shares Held
35K
Value
$1.18M
ANI Pharmaceuticals, Inc.
ANIP
Shares Held
26K
Value
$2.36M
Meta Platforms, Inc.
META
Shares Held
24K
Value
$17.82M
Core Scientific, Inc. Tranche 2 Warrants
CORZZ
Shares Held
24K
Value
$432.48K