Two Seas Capital LP - Portfolio Stock Holdings
Two Seas Capital LP disclosed 39 stock positions in a recent SEC 13F filing. $2,510,588,216 of stock holdings were filed, with the largest holdings including CLMT, ROIV, and NKTR. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
39Est. Stock Holding Value:
$2,510,588,216Top Stock Holdings By Sector
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Portfolio Stock Holdings - Two Seas Capital LP
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Portfolio Options Holdings - Two Seas Capital LP
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