Stock Taper 
TWO SEAS CAPITAL LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Solar, Inc. | FSLR | 127.98K | $30.2M |
 IREN Limited | IREN | 140K | $6.4M |
 CoreWeave, Inc. Class A Common Stock | CRWV | 153.14K | $15.24M |
 Hut 8 Corp. | HUT | 158.08K | $18.25M |
 Space Exploration Technologies Corp. | SPCX | 208.89K | $35.69M |
 Abivax S.A. | ABVX | 244.59K | $32.59M |
 FTAI Aviation Ltd. | FTAI | 248.96K | $67.35M |
 Core Scientific, Inc. | CORZW | 289.54K | $5.44M |
 Fermi Inc. Common Stock | FRMI | 352.67K | $3.23M |
 Vistra Corp. | VST | 430.62K | $68.31M |
 Talen Energy Corporation | TLN | 507.21K | $194.9M |
 Darling Ingredients Inc. | DAR | 516.53K | $28.21M |
 Sonos, Inc. | SONO | 710.61K | $9.61M |
 X-Energy, Inc. Class A Common Stock | XE | 1M | $18.36M |
 STAAR Surgical Company | STAA | 1.06M | $30.54M |
 Golar LNG Limited | GLNG | 1.22M | $60.89M |
 uniQure N.V. | QURE | 1.44M | $66.39M |
 Bitdeer Technologies Group | BTDR | 1.5M | $23.8M |
 Cipher Mining Inc. | CIFR | 2.04M | $49.98M |
 TeraWulf Inc. | WULF | 2.49M | $61.58M |