Position in NKTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$215,868,855
+$74,905,998 QoQ
Shares Held
3,092,234
+57.8% QoQ
Ownership
9.06%
of shares outstanding
% of Portfolio
8.26%
of 13F equity value
Holder Rank
#2
of 239 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NKTR Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Two Seas Capital LP holds $827,767,805 across 6 Biotechnology names. NKTR ranks #2 (26.1% 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
This page
|
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 NKTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,868,855 | 3,092,234 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $215,868,855 | 3,092,234 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $140,962,857 | 1,959,178 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,506,421 | 745,185 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||