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, 2026No. of Stocks:
41Est. Stock Holding Value:
$2,620,184,082Top 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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