Two Seas Capital LP Purchases and Sells in Q1 2024

Two Seas Capital LP

$195 Million
Q1 2024

Top Buys

Incresed Positions

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IMVT	343K + 172.35%	$30.27 - $43.79 $10.4M - $15M	541K $17.5M
META	5.78K + 22.09%	$344.47 - $512.19 $1.99M - $2.96M	32K $15.5M
SONO	224K + 124.59%	$15.17 - $19.51 $3.4M - $4.37M	404K $7.69M
ESPERION THERAPEUTICS INC NE	3.04M + 17.6%	N/A	20.3M $0

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VST	197K New	$38.07 - $71.2 $7.51M - $14.1M	197K $13.7M
ARQT	809K New	$3.25 - $11.77 $2.63M - $9.53M	809K $8.02M
AVDL	318K New	$12.55 - $17.22 $3.99M - $5.48M	318K $5.38M
GOOGL	24.4K New	$131.4 - $153.51 $3.2M - $3.74M	24.4K $3.68M
SHC	300K New	$11.3 - $17.34 $3.39M - $5.2M	300K $3.6M
CORE SCIENTIFIC INC NEW	234K New	N/A	234K $0

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ROIV	-578K - 6.79%	$9.87 - $11.8 $5.7M - $6.82M	7.93M $83.6M
ESPR	-3.52M - 45.8%	$2.02 - $3.02 $7.11M - $10.6M	4.17M $11.2M
ABUS	-1.2M - 13.27%	$2.26 - $2.92 $2.71M - $3.5M	7.84M $20.2M
OMEX	-134K - 9.79%	$3.81 - $4.76 $512K - $639K	1.24M $4.72M
INDIVIOR PLC	-560K - 4.05%	N/A	13.3M $0

Activity Summary All Purchases 13 New Holdings 9 Increased Positions 4 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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