Position in MRNA
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$0
New position
Shares Held
0
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Derivatives in MRNA
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$55,880,000
PutShares
1,100,000
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.
| # | 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.
|
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 MRNA
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,880,000 | 1,100,000 | Put | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||