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Two Seas Capital Lp
institutionele belegger · portefeuille $8.68 mld. · 47 posities · rapport per 30.09.2026
Aandelenposities rapport over 30.09.2026, ingediend op 06.10.2026; verandering — t.o.v. 30.06.2026 · 39
| Bedrijf | Aandelen | Waarde | % van de portefeuille | Verandering per Kwartaal |
|---|---|---|---|---|
| Calumet Specialty Products P… US:CLMT | 5 280 659 | $277 mln. | 11.02% | −1 339 049 |
| ROIVANT SCIENCES LTD CUSIP G76279101 | 7 325 356 | $268 mln. | 10.67% | −1 150 000 |
| NEKTAR THERAPEUTICS US:NKTR | 3 345 978 | $203 mln. | 8.07% | +253 744 |
| Core Scientific, Inc. US:CORZ | 11 425 928 | $183 mln. | 7.27% | +2 397 419 |
| Talen Energy Corporation US:TLN | 535 493 | $167 mln. | 6.67% | +28 285 |
| Immunovant, Inc. US:IMVT | 4 612 692 | $156 mln. | 6.21% | +1 464 187 |
| Indivior PLC US:INDV | 3 671 072 | $132 mln. | 5.24% | +191 579 |
| Sotera Health Co US:SHC | 6 111 053 | $113 mln. | 4.50% | +275 000 |
| SharonAI Holdings Inc. US:SHAZ | 1 945 876 | $106 mln. | 4.23% | +652 123 |
| USA TODAY Co., Inc. US:TDAY | 14 504 707 | $91.2 mln. | 3.63% | +434 396 |
| Cipher Digital Inc. US:CIFR | 4 354 745 | $68.9 mln. | 2.74% | +2 314 745 |
| ABIVAX US:ABVX · certificaat van aandelen | 676 589 | $67.0 mln. | 2.67% | +431 999 |
| First Solar Inc US:FSLR | 377 984 | $66.2 mln. | 2.64% | +250 000 |
| Sable Offshore Corp. US:SOC | 17 101 876 | $59.2 mln. | 2.36% | +8 724 240 |
| GOLAR LNG LTD CUSIP G9456A100 | 1 200 679 | $57.1 mln. | 2.27% | −21 100 |
| Solaris Energy Infrastructur… US:SEI | 786 838 | $56.0 mln. | 2.23% | nieuw |
| Vistra Corp. US:VST | 378 854 | $52.4 mln. | 2.09% | −51 767 |
| TERAWULF INC. US:WULF | 3 384 531 | $50.1 mln. | 2.00% | +891 392 |
| EchoStar Corporation US:ECHO | 544 646 | $48.7 mln. | 1.94% | +41 671 |
| Quantum Corporation US:QMCO | 1 490 992 | $47.3 mln. | 1.88% | −997 543 |
| FTAI AVIATION LTD CUSIP G3730V105 | 271 260 | $45.3 mln. | 1.80% | +22 298 |
| Arbutus Biopharma Corp US:ABUS | 8 143 994 | $38.9 mln. | 1.55% | −10 951 589 |
| UNIQURE NV CUSIP N90064101 | 1 324 022 | $32.0 mln. | 1.27% | −117 388 |
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 208 890 | $31.5 mln. | 1.26% | — |
| Hut 8 Corp. US:HUT | 347 942 | $30.0 mln. | 1.19% | +189 860 |
| STAAR Surgical Company US:STAA | 1 304 957 | $29.5 mln. | 1.18% | +240 568 |
| X-Energy, Inc. Class A US:XE | 1 394 413 | $19.8 mln. | 0.79% | +394 413 |
| Lucid Diagnostics Inc US:LUCD | 6 000 000 | $4.51 mln. | 0.18% | — |
| Odyssey Marine Exploration I… US:OMEX | 5 592 985 | $3.78 mln. | 0.15% | — |
| CORE SCIENTIFIC INC NEW CUSIP 21874A114 | 289 539 | $2.69 mln. | 0.11% | — |
| PAVmed Inc US:PAVM | 461 539 | $1.70 mln. | 0.07% | — |
| Fermi Inc. US:FRMI | 352 671 | $1.48 mln. | 0.06% | — |
| Applied Digital Corporation US:APLD | 50 000 | $1.22 mln. | 0.05% | nieuw |
| CORE SCIENTIFIC INC NEW CUSIP 21874A130 | 24 107 | $389 k | 0.02% | — |
| BITDEER TECHNOLOGIES GROUP CUSIP G11448100 | 0 (was 1 500 000) | — | — | verkocht |
| IREN LIMITED CUSIP Q4982L109 | 0 (was 140 000) | — | — | verkocht |
| CoreWeave, Inc. US:CRWV | 0 (was 153 139) | — | — | verkocht |
| Darling Ingredients Inc US:DAR | 0 (was 516 527) | — | — | verkocht |
| Sonos Inc US:SONO | 0 (was 710 612) | — | — | verkocht |
In bedrijven uit onze database 4
| Bedrijf | Belang | Aandelen | Rapportdatum |
|---|---|---|---|
| SharonAI Holdings Inc. | 16.6% | 1 293 753 | 2026-06-30 |
| NEKTAR THERAPEUTICS | 9.06% | 3 092 234 | 2026-06-30 |
| Quantum Corporation | 6.31% | 2 488 535 | 2026-06-30 |
| Core Scientific, Inc. | 2.81% | 9 028 509 | 2026-06-30 |
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