Two Seas Capital LP
RYE NY · SEC CIK 0001823138
$50.49亿2026Q2 申报市值
47持仓数
72.5%前十大占比 · 第一大 38.5%
9 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NKTR 加仓+$7,909.86万
SHAZ 加仓+$7,425.42万
VST 加仓+$3,886.82万
SPCX 新建仓+$3,569.09万
ABVX 新建仓+$3,259.41万
2026Q2 卖出最多 按季末市值估算
CORZ 减仓-$1.82亿
SUPN 减仓-$5,198.57万
FSLR 减仓-$4,129.30万
WULF 减仓-$3,781.24万
ESPERION THERAPE 清仓-$3,122.18万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $19.44亿 | 38.51% | 2,603,500 | -3,865,100 | -59.8% | -$28.86亿 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $3.00亿 | 5.94% | 8,475,356 | -852,935 | -9.1% | -$3,018.54万 | 减仓 |
| CLMT | CALUMET INC | $2.38亿 | 4.72% | 6,619,708 | 659,416 | 11.1% | $2,375.22万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $2.31亿 | 4.58% | 9,028,509 | -7,123,324 | -44.1% | -$1.82亿 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $2.16亿 | 4.28% | 3,092,234 | 1,133,056 | 57.8% | $7,909.86万 | 加仓 |
| TLN | TALEN ENERGY CORP | $1.95亿 | 3.86% | 507,208 | -71,921 | -12.4% | -$2,763.64万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $1.54亿 | 3.04% | 6,000,000 | 3,466,000 | 136.8% | $8,869.49万 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $1.43亿 | 2.83% | 3,479,493 | -1,267,017 | -26.7% | -$5,198.57万 | 减仓 |
| IMVT | IMMUNOVANT INC | $1.21亿 | 2.40% | 3,148,505 | -53,457 | -1.7% | -$205.97万 | 减仓 |
| TDAY | USA TODAY CO INC | $1.20亿 | 2.38% | 14,070,311 | 24,868 | 0.2% | $21.26万 | 加仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $1.11亿 | 2.20% | 471,500 | 12,800 | 2.8% | $302.03万 | 加仓 |
| SHAZ | SHARONAI HOLDINGS INC | $1.10亿 | 2.17% | 1,293,753 | 877,087 | 210.5% | $7,425.42万 | 加仓 |
| SHC | SOTERA HEALTH CO | $1.04亿 | 2.05% | 5,836,053 | -187,318 | -3.1% | -$332.49万 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $9,165.88万 | 1.82% | 19,095,583 | 538,040 | 2.9% | $258.26万 | 加仓 |
| VST | VISTRA CORP | $6,830.94万 | 1.35% | 430,621 | 245,024 | 132.0% | $3,886.82万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $6,735.17万 | 1.33% | 248,962 | -6,545 | -2.6% | -$177.06万 | 减仓 |
| QURE | UNIQURE NV | $6,639.13万 | 1.31% | 1,441,410 | 141,410 | 10.9% | $651.33万 | 加仓 |
| WULF | TERAWULF INC | $6,158.05万 | 1.22% | 2,493,139 | -1,530,866 | -38.0% | -$3,781.24万 | 减仓 |
| GLNG | GOLAR LNG LTD | $6,089.35万 | 1.21% | 1,221,779 | -52,931 | -4.2% | -$263.81万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD 看涨期权 | $5,246.92万 | 1.04% | 1,482,600 | 750,300 | 102.5% | $2,655.31万 | 加仓 |
| ECHO | ECHOSTAR CORP | $5,105.20万 | 1.01% | 502,975 | 120,840 | 31.6% | $1,226.53万 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $4,998.00万 | 0.99% | 2,040,000 | -10,000 | -0.5% | -$24.50万 | 减仓 |
| WULF | TERAWULF INC 看涨期权 | $4,199.00万 | 0.83% | 1,700,000 | 1,700,000 | — | $4,199.00万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,569.09万 | 0.71% | 208,890 | 208,890 | — | $3,569.09万 | 新建仓 |
| ABVX | ABIVAX SA 看涨期权 | $3,550.05万 | 0.70% | 266,400 | 266,400 | — | $3,550.05万 | 新建仓 |
| CIFR | CIPHER DIGITAL INC 看涨期权 | $3,544.17万 | 0.70% | 1,446,600 | 1,446,600 | — | $3,544.17万 | 新建仓 |
| ABVX | ABIVAX SA | $3,259.41万 | 0.65% | 244,590 | 244,590 | — | $3,259.41万 | 新建仓 |
| STAA | STAAR SURGICAL CO | $3,053.73万 | 0.60% | 1,064,389 | 27,416 | 2.6% | $78.66万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP 看涨期权 | $3,043.07万 | 0.60% | 1,917,500 | 1,917,500 | — | $3,043.07万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $3,019.91万 | 0.60% | 127,984 | -175,000 | -57.8% | -$4,129.30万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $2,821.27万 | 0.56% | 516,527 | 500,000 | 3,025.4% | $2,731.00万 | 加仓 |
| QMCO | QUANTUM CORP | $2,737.39万 | 0.54% | 2,488,535 | 2,488,535 | — | $2,737.39万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $2,580.31万 | 0.51% | 8,377,636 | 2,880,925 | 52.4% | $887.32万 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $2,380.50万 | 0.47% | 1,500,000 | -723,999 | -32.6% | -$1,148.99万 | 减仓 |
| XE | X-ENERGY INC | $1,836.00万 | 0.36% | 1,000,000 | 1,000,000 | — | $1,836.00万 | 新建仓 |
| HUT | HUT 8 CORP | $1,824.98万 | 0.36% | 158,082 | -91,918 | -36.8% | -$1,061.15万 | 减仓 |
| CRWV | COREWEAVE INC | $1,524.35万 | 0.30% | 153,139 | 43,139 | 39.2% | $429.41万 | 重新持有 |
| GLNG | GOLAR LNG LTD 看涨期权 | $1,246.00万 | 0.25% | 250,000 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR 看涨期权 | $1,130.45万 | 0.22% | 2,225,300 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $961.46万 | 0.19% | 710,612 | -208,715 | -22.7% | -$282.39万 | 减仓 |
| — | LUCID DIAGNOSTICS INC | $642.00万 | 0.13% | 6,000,000 | 3,000,000 | 100.0% | $321.00万 | 加仓 |
| IREN | IREN LIMITED | $640.22万 | 0.13% | 140,000 | 140,000 | — | $640.22万 | 新建仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $544.33万 | 0.11% | 289,539 | 0 | 0.0% | — | 不变 |
| — | ODYSSEY MARINE EXPL INC | $475.63万 | 0.09% | 5,592,985 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $323.05万 | 0.06% | 352,671 | 327,460 | 1,298.9% | $299.95万 | 加仓 |
| — | PAVMED INC | $274.15万 | 0.05% | 461,539 | 0 | 0.0% | — | 不变 |
| — | CORE SCIENTIFIC INC NEW | $60.05万 | 0.01% | 24,107 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST 看跌期权 | $0 | 0.00% | 0 | -1,928,000 | -100.0% | -$2.46亿 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -850,000 | -100.0% | -$2.16亿 | 清仓 |
| MRNA | MODERNA INC 看跌期权 | $0 | 0.00% | 0 | -1,100,000 | -100.0% | -$5,588.00万 | 清仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $0 | 0.00% | 0 | -375,000 | -100.0% | -$4,390.12万 | 清仓 |
| — | ESPERION THERAPEUTICS INC NE | $0 | 0.00% | 0 | -11,394,833 | -100.0% | -$3,122.18万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看跌期权 | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$2,992.00万 | 清仓 |
| TAC | TRANSALTA CORP | $0 | 0.00% | 0 | -1,597,900 | -100.0% | -$2,093.25万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -196,475 | -100.0% | -$2,038.62万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,921.00万 | 清仓 |
| MSOS | ADVISORSHARES TR | $0 | 0.00% | 0 | -3,302,409 | -100.0% | -$1,172.36万 | 清仓 |