Universe · entity
Two Seas Capital LP
Institutional manager (13F) · CIK 1823138
13F holdings · as of 2026-03-31 · top 35 · reported portfolio $2.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ROIVANT SCIENCES LTD | $258M | 9,328,291 |
| 2 | CORE SCIENTIFIC INC NEW | $242M | 16,151,833 |
| 3 | CALUMET INC | $214M | 5,960,292 |
| 4 | TALEN ENERGY CORP | $185M | 579,129 |
| 5 | INDIVIOR PHARMACEUTICALS INC | $145M | 4,746,510 |
| 6 | NEKTAR THERAPEUTICS | $141M | 1,959,178 |
| 7 | USA TODAY CO INC | $99M | 14,045,443 |
| 8 | SABLE OFFSHORE CORP | $91M | 5,496,711 |
| 9 | SOTERA HEALTH CO | $86M | 6,023,371 |
| 10 | ARBUTUS BIOPHARMA CORP | $84M | 18,557,543 |
| 11 | IMMUNOVANT INC | $80M | 3,201,962 |
| 12 | GOLAR LNG LTD | $69M | 1,274,710 |
| 13 | FTAI AVIATION LTD | $63M | 255,507 |
| 14 | FIRST SOLAR INC | $60M | 302,984 |
| 15 | TERAWULF INC | $58M | 4,024,005 |
| 16 | ECHOSTAR CORP | $45M | 382,135 |
| 17 | ESPERION THERAPEUTICS INC NE | $31M | 11,394,833 |
| 18 | VISTRA CORP | $28M | 185,597 |
| 19 | CIPHER DIGITAL INC | $26M | 2,050,000 |
| 20 | UNIQURE NV | $21M | 1,300,000 |
| 21 | TRANSALTA CORP | $21M | 1,597,900 |
| 22 | NEBIUS GROUP N.V. | $20M | 196,475 |
| 23 | STAAR SURGICAL CO | $19M | 1,036,973 |
| 24 | BITDEER TECHNOLOGIES GROUP | $19M | 2,223,999 |
| 25 | SONOS INC | $12M | 919,327 |
| 26 | HUT 8 CORP | $12M | 250,000 |
| 27 | ADVISORSHARES TR | $12M | 3,302,409 |
| 28 | SHARONAI HOLDINGS INC | $9M | 416,666 |
| 29 | PAVMED INC | $5M | 461,539 |
| 30 | ODYSSEY MARINE EXPL INC | $5M | 5,592,985 |
| 31 | LUCID DIAGNOSTICS INC | $3M | 3,000,000 |
| 32 | CORE SCIENTIFIC INC NEW | $3M | 289,539 |
| 33 | DARLING INGREDIENTS INC | $1M | 16,527 |
| 34 | CORE SCIENTIFIC INC NEW | $362k | 24,107 |
| 35 | FERMI INC | $147k | 25,211 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.