Position in FSLR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$30,199,104
-$29,567,519 QoQ
Shares Held
127,984
-57.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#92
of 1,008 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FSLR Over Time
Shares Held
Position Value (USD)
Derivatives in FSLR
reported options exposure · as of Jun 30, 2026CallValue
$111,255,140
CallShares
471,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Solar
Technology · as of Jun 30, 2026Two Seas Capital LP holds $30,199,104 across 1 Solar name. FSLR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLR |
First Solar, Inc.
This page
|
127,984 | $30,199,104 |
All Filings in FSLR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,255,140 | 471,500 | Call | Sole | 2026-08-12 | |
| 2026-06-30 | $30,199,104 | 127,984 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $90,483,162 | 458,700 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $59,766,623 | 302,984 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $74,256,978 | 284,259 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $75,132,806 | 340,692 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,795,760 | 2,844,000 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $1,655,400 | 10,000 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||