Two Seas Capital
$2.4B Assets Reported
37 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CORZ | CORE SCIENTIFIC INC NEW | 20,685,833 | $309M | 12.8% |
| ROIV | ROIVANT SCIENCES LTD | 10,060,591 | $279M | 11.6% |
| CLMT | CALUMET INC | 5,960,292 | $214M | 8.9% |
| TLN | TALEN ENERGY CORP | 579,129 | $185M | 7.7% |
| FSLR | FIRST SOLAR INC | 761,684 | $150M | 6.2% |
| INDV | INDIVIOR PHARMACEUTICALS INC | 4,746,510 | $145M | 6.0% |
| NKTR | NEKTAR THERAPEUTICS | 1,959,178 | $141M | 5.8% |
| TDAY | USA TODAY CO INC | 14,045,443 | $99M | 4.1% |
| SOC | SABLE OFFSHORE CORP | 5,496,711 | $91M | 3.8% |
| SATS | ECHOSTAR CORP | 757,135 | $89M | 3.7% |
Track Two Seas Capital's 13F portfolio: $2.4B in reported holdings, 37 positions. Top holdings, AUM, and quarterly changes on SentiSense.