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TWO SEAS CAPITAL LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nektar TherapeuticsNKTR3.09M$215.87M
Immunovant, Inc.IMVT3.15M$121.31M
Indivior Pharmaceuticals IncINDV3.48M$142.76M
Sotera Health CompanySHC5.84M$103.59M
Sable Offshore Corp.SOC8.38M$25.8M
Roivant Sciences Ltd.ROIV8.48M$299.94M
Core Scientific, Inc.CORZ9.03M$231.04M
Arbutus Biopharma CorpABUS19.1M$91.66M