Skip to Main Content

Two Seas Capital LP - Portfolio Stock Holdings

Two Seas Capital LP disclosed 41 stock positions in a recent SEC 13F filing. $2,620,184,082 of stock holdings were filed, with the largest holdings including ROIV, CLMT, and CORZ. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $2,821,372,428 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

41

Est. Stock Holding Value:

$2,620,184,082

Top Stock Holdings By Sector

Loading Graph...

Portfolio Stock Holdings - Two Seas Capital LP

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

Loading Fund Data...

Portfolio Options Holdings - Two Seas Capital LP

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

Loading Fund Options Data...


Note: Options holding values may be affected by fund filing errors.