Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Two Seas Capital LP (CIK 1823138) reported $5.05B across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($1.94B, 38.51%), CORZ ($384.6M, 7.62%), ROIV ($352.4M, 6.98%), CLMT ($238.4M, 4.72%), NKTR ($215.9M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $1.94B | 38.51% | 2.6M | Trimmed |
| 2 | CORZ | CORE SCIENTIFIC INC NEW | $384.6M | 7.62% | 15.0M | Trimmed |
| 3 | ROIV | ROIVANT SCIENCES LTD | $352.4M | 6.98% | 10.0M | Trimmed |
| 4 | CLMT | CALUMET INC | $238.4M | 4.72% | 6.6M | Added |
| 5 | NKTR | NEKTAR THERAPEUTICS | $215.9M | 4.28% | 3.1M | Added |
| 6 | TLN | TALEN ENERGY CORP | $194.9M | 3.86% | 507,208 | Trimmed |
| 7 | INDV | INDIVIOR PHARMACEUTICALS INC | $142.8M | 2.83% | 3.5M | Trimmed |
| 8 | FSLR | FIRST SOLAR INC | $141.5M | 2.80% | 599,484 | Trimmed |
| 9 | IMVT | IMMUNOVANT INC | $121.3M | 2.40% | 3.1M | Trimmed |
| 10 | TDAY | USA TODAY CO INC | $120.3M | 2.38% | 14.1M | Added |
| 11 | SHAZ | SHARONAI HOLDINGS INC | $109.5M | 2.17% | 1.3M | Added |
| 12 | SHC | SOTERA HEALTH CO | $103.6M | 2.05% | 5.8M | Trimmed |
| 13 | WULF | TERAWULF INC | $103.6M | 2.05% | 4.2M | Added |
| 14 | ABUS | ARBUTUS BIOPHARMA CORP | $91.7M | 1.82% | 19.1M | Added |
| 15 | CIFR | CIPHER DIGITAL INC | $85.4M | 1.69% | 3.5M | Added |
| 16 | GLNG | GOLAR LNG LTD | $73.4M | 1.45% | 1.5M | Trimmed |
| 17 | VST | VISTRA CORP | $68.3M | 1.35% | 430,621 | Added |
| 18 | ABVX | ABIVAX SA | $68.1M | 1.35% | 510,990 | New |
| 19 | FTAI | FTAI AVIATION LTD | $67.4M | 1.33% | 248,962 | Trimmed |
| 20 | QURE | UNIQURE NV | $66.4M | 1.31% | 1.4M | Added |
| 21 | BTDR | BITDEER TECHNOLOGIES GROUP | $54.2M | 1.07% | 3.4M | Added |
| 22 | SATS | ECHOSTAR CORP | $51.1M | 1.01% | 502,975 | Trimmed |
| 23 | SPCX | SPACE EXPLORATION TECHN CORP | $35.7M | 0.71% | 208,890 | New |
| 24 | STAA | STAAR SURGICAL CO | $30.5M | 0.60% | 1.1M | Added |
| 25 | DAR | DARLING INGREDIENTS INC | $28.2M | 0.56% | 516,527 | Added |
Source: SEC Form 13F filings · as of 2026-06-30