Position in IMVT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$121,311,897
+$41,775,161 QoQ
Shares Held
3,148,505
-1.7% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#13
of 226 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IMVT Over Time
Shares Held
Position Value (USD)
Derivatives in IMVT
reported options exposure · as of Dec 31, 2023CallValue
$3,648,458
CallShares
86,600
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 Biotechnology
Healthcare · as of Jun 30, 2026Two Seas Capital LP holds $827,767,805 across 6 Biotechnology names. IMVT ranks #3 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROIV |
Roivant Sciences Ltd.
|
8,475,356 | $299,942,848 | |
| 2 | NKTR |
Nektar Therapeutics
|
3,092,234 | $215,868,855 | |
| 3 | IMVT |
Immunovant, Inc.
This page
|
3,148,505 | $121,311,897 | |
| 4 | ABUS |
Arbutus Biopharma Corp
|
19,095,583 | $91,658,798 | |
| 5 | QURE |
uniQure N.V.
|
1,441,410 | $66,391,344 | |
| 6 | ABVX |
Abivax S.A.
|
244,590 | $32,594,063 |
All Filings in IMVT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $121,311,897 | 3,148,505 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $79,536,736 | 3,201,962 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $72,878,174 | 2,866,962 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $44,524,084 | 2,762,040 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,044,352 | 2,252,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $28,074,973 | 1,642,772 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $37,442,678 | 1,511,614 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $19,290,265 | 676,614 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,279,518 | 692,406 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,489,241 | 541,295 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,373,421 | 198,752 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $3,648,458 | 86,600 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $3,324,574 | 86,600 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $16,402,357 | 427,256 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||