account_balance
Investment manager · 13F filer · SEC CIK 1823138
Two Seas Capital LP
Reported value$2.62Bas of Jun 30, 2026
Positions37 6 new, 4 sold out
Top 10 weight67.8%ROIV alone is 11%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ROIVRoivant Sciences Ltd
11.4%Trimmed −9%
CLMTCalumet Inc
9.1%Added +11%
CORZCore Scientific Inc New
8.8%Trimmed −44%
NKTRNektar Therapeutics
8.2%Added +58%
TLNTalen Energy Corp
7.4%Trimmed −12%
INDVIndivior Pharmaceuticals Inc
5.4%Trimmed −27%
IMVTImmunovant Inc
4.6%
TDAYUSA Today Co Inc
4.6%
SHAZSharonai Holdings Inc
4.2%Added +211%
SHCSotera Health Co
4.0%Trimmed −3%
ABUSArbutus Biopharma Corp
3.5%Added +3%
VSTVistra Corp
2.6%Added +132%
ROIVRoivant Sciences Ltd
11.4%Trimmed −9%
CLMTCalumet Inc
9.1%Added +11%
CORZ8.8%NKTR8.2%TLNTalen Energy Corp
7.4%Trimmed −12%
INDV5.4%IMVT4.6%TDAY4.6%SHAZ4.2%SHC4.0%ABUS3.5%VST2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ROIV Roivant Sciences Ltd 11.4% Trimmed −9%CLMT Calumet Inc 9.1% Added +11%CORZ Core Scientific Inc New 8.8% Trimmed −44%NKTR Nektar Therapeutics 8.2% Added +58%TLN Talen Energy Corp 7.4% Trimmed −12%INDV Indivior Pharmaceuticals Inc 5.4% Trimmed −27%IMVT Immunovant Inc 4.6% HeldTDAY USA Today Co Inc 4.6% HeldSHAZ Sharonai Holdings Inc 4.2% Added +211%SHC Sotera Health Co 4.0% Trimmed −3%ABUS Arbutus Biopharma Corp 3.5% Added +3%VST Vistra Corp 2.6% Added +132%
What changed