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Two Seas Capital LP

Position in WULF — Terawulf Inc.

CIK 1823138 RYE, NY

Position in WULF

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$61,580,533
+$3,514,141 QoQ
Shares Held
2,493,139
-38.0% QoQ
Ownership
0.500%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#41
of 496 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in WULF Over Time

Shares Held

Position Value (USD)

Derivatives in WULF

reported options exposure · as of Jun 30, 2026
CallValue
$41,990,000
CallShares
1,700,000
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 Capital Markets

Financial Services · as of Jun 30, 2026

Two Seas Capital LP holds $86,232,509 across 3 Capital Markets names. WULF ranks #1 (71.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WULF
Terawulf Inc.
This page
2,493,139 $61,580,533

All Filings in WULF

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $61,580,533 2,493,139
2026-06-30 $41,990,000 1,700,000
2026-03-31 $58,066,392 4,024,005
2025-12-31 $51,737,103 4,502,794
2025-09-30 $43,980,566 3,851,188
2025-06-30 $10,017,498 2,287,100
2025-03-31 $585,232 214,371
2024-09-30 $2,024,689 432,626
2024-06-30 $2,225,000 500,000