Two Seas Capital LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Two Seas Capital LP held in its portfolio 31 assets valued at $4,853,386,111 (i.e. $4.85B).

The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($2.53B), CORE SCIENTIFIC INC NEW ($374.61M), and ROIVANT SCIENCES LTD ($265.33M).

The chart below shows the top 10 valuable assets, and the table below shows the top 31 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Two Seas Capital LP Portfolio
SPDR S&P 500 ETF TR
CORE SCIENTIFIC INC NEW
ROIVANT SCIENCES LTD
ISHARES TR
INDIVIOR PLC
CALUMET INC
TALEN ENERGY CORP
HUT 8 CORP
SOTERA HEALTH CO
USA TODAY CO INC
Two Seas Capital LP - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR S&P 500 ETF TR 3707000 2527877440 TR UNIT
CORE SCIENTIFIC INC NEW 25728821 374611634 COM
ROIVANT SCIENCES LTD 12227391 265334385 SHS
ISHARES TR 1050000 258468000 RUSSELL 2000 ETF
INDIVIOR PLC 5109198 183318024 ORD
CALUMET INC 8098229 160911810 COM
TALEN ENERGY CORP 391974 146927534 COM
HUT 8 CORP 2244000 103089360 COM
SOTERA HEALTH CO 4412106 77829550 COM
USA TODAY CO INC 14552621 74945998 COM
FIRST SOLAR INC 284259 74256979 COM
IMMUNOVANT INC 2866962 72878174 COM
ARBUTUS BIOPHARMA CORP 12589158 60553850 COM
ISHARES BITCOIN TRUST ETF 1218000 60473700 SHS BEN INT
TERAWULF INC 4502794 51737103 COM
ESPERION THERAPEUTICS INC NE 11902521 44039328 COM
ECHOSTAR CORP 402135 43712075 CL A
GOLAR LNG LTD 1170998 43572836 SHS
VISTRA CORP 249707 40285230 COM
FTAI AVIATION LTD 186209 36655242 SHS
ADVISORSHARES TR 6827709 32226786 PURE US CANNABIS
NEKTAR THERAPEUTICS 745185 31506422 COM NEW
NEBIUS GROUP N.V. 344482 28834866 SHS CLASS A
SABLE OFFSHORE CORP 1733239 15633816 COM SHS
ODYSSEY MARINE EXPL INC 5185029 10162657 COM NEW
META PLATFORMS INC 14272 9420804 CL A
COREWEAVE INC 110000 7877100 COM CL A
SONOS INC 322462 5662433 COM
CIPHER MINING INC 305756 4512959 COM
LUCID DIAGNOSTICS INC 3000000 3270000 COM
CORE SCIENTIFIC INC NEW 313646 2800016 *W EXP 01/23/202