TWO SEAS CAPITAL LP

PrivateCIK: 1823138
Location

RYE, NY

40
Positions
$7.15B
Total AUM (reported)
146M
Total Shares

Allocation by class

TOTAL AUM$7.15B40 positions
TR UNIT$4.21B58.8%
COM$1.82B25.5%
SHS$445.03M6.2%
STATE STREET SPD$246.26M3.4%
COM NEW$145.63M2.0%
COM SHS$90.81M1.3%
CL A$88.64M1.2%

Portfolio Concentration

Top 367.0%4–1018.1%11–2512.8%Rest2.1%TOP 1085.1%0%100%
Top 3$4.79B67.0%
4–10$1.30B18.1%
11–25$914.63M12.8%
Rest$148.23M2.1%

Top 3 weight

67.0%

Top 10 weight

85.1%

Voting Authority Distribution

Total shares with voting rights: 146M

Sole

Full voting authority

146M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole40
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings40
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares6.47M
TypeSH
Market value$4.21B
58.80%
Sole
6.47M
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares20.69M
TypeSH
Market value$309.46M
4.33%
Sole
20.69M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares10.06M
TypeSH
Market value$278.68M
3.90%
Sole
10.06M
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares1.93M
TypeSH
Market value$246.26M
3.44%
Sole
1.93M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares850K
TypeSH
Market value$215.72M
3.02%
Sole
850K
Shared
0.00
None
0.00

CALUMET INC

SOLE
COM
Shares5.96M
TypeSH
Market value$213.97M
2.99%
Sole
5.96M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares579.13K
TypeSH
Market value$184.88M
2.58%
Sole
579.13K
Shared
0.00
None
0.00

FIRST SOLAR INC

SOLE
COM
Shares761.68K
TypeSH
Market value$150.25M
2.10%
Sole
761.68K
Shared
0.00
None
0.00

INDIVIOR PHARMACEUTICALS INC

SOLE
COM
Shares4.75M
TypeSH
Market value$144.67M
2.02%
Sole
4.75M
Shared
0.00
None
0.00

NEKTAR THERAPEUTICS

SOLE
COM NEW
Shares1.96M
TypeSH
Market value$140.96M
1.97%
Sole
1.96M
Shared
0.00
None
0.00

USA TODAY CO INC

SOLE
COM
Shares14.05M
TypeSH
Market value$99.02M
1.38%
Sole
14.05M
Shared
0.00
None
0.00

SABLE OFFSHORE CORP

SOLE
COM SHS
Shares5.50M
TypeSH
Market value$90.81M
1.27%
Sole
5.50M
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares757.13K
TypeSH
Market value$88.64M
1.24%
Sole
757.13K
Shared
0.00
None
0.00

SOTERA HEALTH CO

SOLE
COM
Shares6.02M
TypeSH
Market value$86.38M
1.21%
Sole
6.02M
Shared
0.00
None
0.00

ARBUTUS BIOPHARMA CORP

SOLE
COM
Shares18.56M
TypeSH
Market value$83.51M
1.17%
Sole
18.56M
Shared
0.00
None
0.00

GOLAR LNG LTD

SOLE
SHS
Shares1.52M
TypeSH
Market value$82.50M
1.15%
Sole
1.52M
Shared
0.00
None
0.00

IMMUNOVANT INC

SOLE
COM
Shares3.20M
TypeSH
Market value$79.54M
1.11%
Sole
3.20M
Shared
0.00
None
0.00

FTAI AVIATION LTD

SOLE
SHS
Shares255.51K
TypeSH
Market value$62.60M
0.87%
Sole
255.51K
Shared
0.00
None
0.00

TERAWULF INC

SOLE
COM
Shares4.02M
TypeSH
Market value$58.07M
0.81%
Sole
4.02M
Shared
0.00
None
0.00

MODERNA INC

SOLE
COM
Shares1.10M
TypeSH
Market value$55.88M
0.78%
Sole
1.10M
Shared
0.00
None
0.00

ESPERION THERAPEUTICS INC NE

SOLE
COM
Shares11.39M
TypeSH
Market value$31.22M
0.44%
Sole
11.39M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares185.60K
TypeSH
Market value$27.90M
0.39%
Sole
185.60K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares2.05M
TypeSH
Market value$26.38M
0.37%
Sole
2.05M
Shared
0.00
None
0.00

UNIQURE NV

SOLE
SHS
Shares1.30M
TypeSH
Market value$21.25M
0.30%
Sole
1.30M
Shared
0.00
None
0.00

TRANSALTA CORP

SOLE
COM
Shares1.60M
TypeSH
Market value$20.93M
0.29%
Sole
1.60M
Shared
0.00
None
0.00
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