CIK 1823138
Two Seas Capital LP
Institutional 13F holdings & portfolio
Holdings
32
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–32 of 32
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 900K | $1M+ | SH (Put) |
| IWM | ISHARES TR | 1.1M | $1M+ | SH (Put) |
| CORZ | CORE SCIENTIFIC INC NEW | 17.0M | $1M+ | SH |
| ROIV | ROIVANT SCIENCES LTD | 9.8M | $1M+ | SH |
| INDV | INDIVIOR PLC | 5.1M | $1M+ | SH |
| TLN | TALEN ENERGY CORP | 392K | $1M+ | SH |
| CLMT | CALUMET INC | 7.0M | $1M+ | SH |
| SHC | SOTERA HEALTH CO | 4.4M | $1M+ | SH |
| TDAY | USA TODAY CO INC | 14.6M | $1M+ | SH |
| FSLR | FIRST SOLAR INC | 284K | $1M+ | SH |
| IMVT | IMMUNOVANT INC | 2.9M | $1M+ | SH |
| ABUS | ARBUTUS BIOPHARMA CORP | 12.6M | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 1.2M | $1M+ | SH (Put) |
| WULF | TERAWULF INC | 4.5M | $1M+ | SH |
| ESPR | ESPERION THERAPEUTICS INC NE | 11.9M | $1M+ | SH |
| SATS | ECHOSTAR CORP | 402K | $1M+ | SH |
| GLNG | GOLAR LNG LTD | 1.2M | $1M+ | SH |
| VST | VISTRA CORP | 250K | $1M+ | SH |
| FTAI | FTAI AVIATION LTD | 186K | $1M+ | SH |
| NKTR | NEKTAR THERAPEUTICS | 745K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 344K | $1M+ | SH |
| HUT | HUT 8 CORP | 492K | $1M+ | SH |
| SOC | SABLE OFFSHORE CORP | 1.7M | $1M+ | SH |
| MSOS | ADVISORSHARES TR | 3.3M | $1M+ | SH |
| OMEX | ODYSSEY MARINE EXPL INC | 5.2M | $1M+ | SH |
| META | META PLATFORMS INC | 14K | $1M+ | SH |
| CRWV | COREWEAVE INC | 110K | $1M+ | SH |
| SONO | SONOS INC | 322K | $1M+ | SH |
| CIFR | CIPHER MINING INC | 306K | $1M+ | SH |
| LUCD | LUCID DIAGNOSTICS INC | 3.0M | $1M+ | SH |
| CORZW | CORE SCIENTIFIC INC NEW | 290K | $1M+ | SH |
| CORZZ | CORE SCIENTIFIC INC NEW | 24K | $100K–$500K | SH |