Two Seas Capital Lp Top Holdings and 13F Report (2024) → The #1 Crypto That You Don’t Own… Yet (From Crypto 101 Media) (Ad) About Two Seas Capital LpInvestment ActivityTwo Seas Capital Lp has $510.54 million in total holdings as of March 31, 2024.Two Seas Capital Lp owns shares of 18 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 13.18% of the portfolio was purchased this quarter.About 9.37% of the portfolio was sold this quarter.This quarter, Two Seas Capital Lp has purchased 12 new stocks and bought additional shares in 4 stocks.Two Seas Capital Lp sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Indivior $283,836,474Roivant Sciences $83,585,878Arbutus Biopharma $20,232,172Immunovant $17,489,241ESPERION THERAPEUTICS INC NE $16,886,844 Largest New Holdings this Quarter Vistra $13,745,636 HoldingCORE SCIENTIFIC INC NEW $13,561,623 HoldingArcutis Biotherapeutics $8,020,480 HoldingAvadel Pharmaceuticals $5,375,074 HoldingAlphabet $3,678,315 Holding Largest Purchases this Quarter Vistra 197,353 shares (about $13.75M)CORE SCIENTIFIC INC NEW 3,830,967 shares (about $13.56M)Immunovant 255,943 shares (about $8.27M)Arcutis Biotherapeutics 809,332 shares (about $8.02M)Avadel Pharmaceuticals 318,240 shares (about $5.38M) Largest Sales this Quarter Indivior 559,891 shares (about $11.99M)Esperion Therapeutics 3,520,463 shares (about $9.43M)Roivant Sciences 577,874 shares (about $6.09M)Arbutus Biopharma 1,200,000 shares (about $3.10M)Odyssey Marine Exploration 134,259 shares (about $511.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTwo Seas Capital Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorINDVIndivior$283,836,474$11,992,866 ▼-4.1%13,251,00255.6%MedicalROIVRoivant Sciences$83,585,878$6,090,792 ▼-6.8%7,930,34916.4%MedicalABUSArbutus Biopharma$20,232,172$3,096,000 ▼-13.3%7,841,9274.0%MedicalIMVTImmunovant$17,489,241$8,269,518 ▲89.7%541,2953.4%MedicalESPERION THERAPEUTICS INC NE$16,886,844$2,527,000 ▲17.6%20,315,0003.3%NOTE 4.000%11/1METAMeta Platforms$15,518,166$2,808,109 ▲22.1%31,9583.0%Computer and TechnologyVSTVistra$13,745,636$13,745,636 ▲New Holding197,3532.7%UtilitiesCORE SCIENTIFIC INC NEW$13,561,623$13,561,623 ▲New Holding3,830,9672.7%COMESPREsperion Therapeutics$11,163,961$9,434,841 ▼-45.8%4,165,6572.2%MedicalARQTArcutis Biotherapeutics$8,020,480$8,020,480 ▲New Holding809,3321.6%MedicalSONOSonos$7,693,626$4,267,934 ▲124.6%403,6531.5%Consumer DiscretionaryAVDLAvadel Pharmaceuticals$5,375,074$5,375,074 ▲New Holding318,2401.1%MedicalOMEXOdyssey Marine Exploration$4,715,313$511,527 ▼-9.8%1,237,6150.9%TransportationGOOGLAlphabet$3,678,315$3,678,315 ▲New Holding24,3710.7%Computer and TechnologySHCSotera Health$3,603,000$3,603,000 ▲New Holding300,0000.7%MedicalCORE SCIENTIFIC INC NEW$562,831$562,831 ▲New Holding233,5400.1%*W EXP 01/23/202TOURMALINE BIO INC$501,304$501,304 ▲New Holding21,8910.1%COMCORE SCIENTIFIC INC NEW$372,730$372,730 ▲New Holding280,2480.1%*W EXP 01/23/202MMM3M$0$15,828,333 ▼-100.0%00.0%Multi-Sector ConglomeratesHTZHertz Global$0$801,983 ▼-100.0%00.0%TransportationHTZWWHertz Global$0$92,289 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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