Two Seas Capital LP Portfolio Holdings
Two Seas Capital LP
- $297 Million
- Q3 2024
Two Seas Capital LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $297 Million distributed in 27 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Roivant Sciences Ltd. with a value of $112M, Arbutus Biopharma Corp with a value of $32.3M, Vistra Corp. with a value of $30M, Meta Platforms, Inc. with a value of $20.6M, and Immunovant, Inc. with a value of $18.6M.
Examining the 13F form we can see an increase of $47.2M in the current position value, from $250M to 297M.
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
$297 Million
Healthcare: $221 Million
Utilities: $36.5 Million
Communication Services: $27.2 Million
Technology: $6.5 Million
Financial Services: $5.79 Million
Industrials: $83,000