Two Seas Capital LP Portfolio Holdings
Two Seas Capital LP
- $2.78 Billion
- Q1 2025
Two Seas Capital LP has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.78 Billion distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $102M, Immunovant, Inc. with a value of $45.2M, Sotera Health CO with a value of $38.7M, Arbutus Biopharma Corp with a value of $33M, and Vistra Corp. with a value of $24.8M.
Examining the 13F form we can see an increase of $2.17B in the current position value, from $611M to 2.78B.
Two Seas Capital LP is based out at Rye, NY
Below you can find more details about Two Seas Capital LP portfolio as well as his latest detailed transactions.
Portfolio value
$2.78 Billion
ETFs: $2.43 Billion
Healthcare: $244 Million
Utilities: $60.1 Million
Energy: $19.6 Million
Communication Services: $18.1 Million
Financial Services: $4.63 Million
Technology: $4.6 Million
Industrials: $1.02 Million
Other: $0
Stock Holdings Table ETFs Only
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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