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 $7.15B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($4.21B, 58.80%), CORZ ($309.5M, 4.33%), ROIV ($278.7M, 3.90%), XBI ($246.3M, 3.44%), AAPL ($215.7M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $4.21B | 58.80% | 6.5M | Added |
| 2 | CORZ | CORE SCIENTIFIC INC NEW | $309.5M | 4.33% | 20.7M | Trimmed |
| 3 | ROIV | ROIVANT SCIENCES LTD | $278.7M | 3.90% | 10.1M | Trimmed |
| 4 | XBI | SPDR SERIES TRUST | $246.3M | 3.44% | 1.9M | New |
| 5 | AAPL | APPLE INC | $215.7M | 3.02% | 850,000 | New |
| 6 | CLMT | CALUMET INC | $214.0M | 2.99% | 6.0M | Trimmed |
| 7 | TLN | TALEN ENERGY CORP | $184.9M | 2.58% | 579,129 | Added |
| 8 | FSLR | FIRST SOLAR INC | $150.2M | 2.10% | 761,684 | Added |
| 9 | INDIVIOR PHARMACEUTICALS INC | $144.7M | 2.02% | 4.7M | New | |
| 10 | NKTR | NEKTAR THERAPEUTICS | $141.0M | 1.97% | 2.0M | Added |
| 11 | GCI | USA TODAY CO INC | $99.0M | 1.38% | 14.0M | Trimmed |
| 12 | SOC | SABLE OFFSHORE CORP | $90.8M | 1.27% | 5.5M | Added |
| 13 | SATS | ECHOSTAR CORP | $88.6M | 1.24% | 757,135 | Added |
| 14 | SHC | SOTERA HEALTH CO | $86.4M | 1.21% | 6.0M | Added |
| 15 | ABUS | ARBUTUS BIOPHARMA CORP | $83.5M | 1.17% | 18.6M | Added |
| 16 | GLNG | GOLAR LNG LTD | $82.5M | 1.15% | 1.5M | Added |
| 17 | IMVT | IMMUNOVANT INC | $79.5M | 1.11% | 3.2M | Added |
| 18 | FTAI | FTAI AVIATION LTD | $62.6M | 0.87% | 255,507 | Added |
| 19 | WULF | TERAWULF INC | $58.1M | 0.81% | 4.0M | Trimmed |
| 20 | MRNA | MODERNA INC | $55.9M | 0.78% | 1.1M | New |
| 21 | ESPR | ESPERION THERAPEUTICS INC NE | $31.2M | 0.44% | 11.4M | Trimmed |
| 22 | VST | VISTRA CORP | $27.9M | 0.39% | 185,597 | Trimmed |
| 23 | CIFR | CIPHER DIGITAL INC | $26.4M | 0.37% | 2.0M | Added |
| 24 | QURE | UNIQURE NV | $21.3M | 0.30% | 1.3M | New |
| 25 | TAC | TRANSALTA CORP | $20.9M | 0.29% | 1.6M | New |
Source: SEC Form 13F filings · as of 2026-03-31