Institutions / Two Seas Capital LP
Two Seas Capital LP
CIK 1823138 · Institution · as of Dec 31, 2025
Portfolio value
$1.71B
Positions
29
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 29 →
| Company | Value | % of portfolio |
|---|---|---|
| Core Scientific, Inc./tx | $247.68M | 14.5% |
| Roivant Sciences Ltd. | $212.48M | 12.4% |
| Indivior PLC | $183.32M | 10.7% |
| Talen Energy Corp | $146.93M | 8.6% |
| Calumet, Inc. /DE | $138.62M | 8.1% |
| Sotera Health Co | $77.83M | 4.6% |
| USA TODAY Co., Inc. | $74.95M | 4.4% |
| First Solar Inc | $74.26M | 4.3% |
| Immunovant, Inc.IMVT | $72.88M | 4.3% |
| Arbutus Biopharma CorpABUS | $60.55M | 3.5% |
| Terawulf Inc. | $51.74M | 3.0% |
| Esperion Therapeutics, Inc. | $44.04M | 2.6% |
| EchoStar CORP | $43.71M | 2.6% |
| Golar Lng Ltd | $43.57M | 2.6% |
| Vistra Corp. | $40.29M | 2.4% |
| FTAI Aviation Ltd | $36.66M | 2.1% |
| Nektar Therapeutics | $31.51M | 1.8% |
| Nebius Group N.V. | $28.83M | 1.7% |
| Hut 8 Corp. | $22.58M | 1.3% |
| Sable Offshore Corp. | $15.63M | 0.9% |
| Advisorshares Tr | $15.35M | 0.9% |
| Odyssey Marine Exploration IncOMEX | $10.16M | 0.6% |
| Meta Platforms Inc | $9.42M | 0.6% |
| CoreWeave, Inc. | $7.88M | 0.5% |
| Sonos Inc | $5.66M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.