T
Two Seas Capital LP
Hedge Fund • Event Driven
Two Seas Capital LP is an Event Driven Hedge Fund based in Rye, NY led by Sina Nmn Toussi, managing $1.7B across 32 long positions as of Q3 2025 with 42% Healthcare concentration, 75% concentrated in top 10 holdings, and 17% allocation to CORZ.
CIOSina Nmn Toussi
- Portfolio Value
- $1.7B
- Positions
- 32
- Top Holding
- CORZ at 16.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Two Seas Capital LP's portfolio (74.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $275.6M | 16.57% | +$154.2M Bought | 5.00% 15.4M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $253.3M | 15.22% | -$21.8M Sold | 8.42% 10.5M shares | |
Biotechnology Healthcare | $177.8M | 10.69% | +$17.5M Bought | 1.72% 11.8M shares | |
Unknown Unknown | $113.5M | 6.82% | -$14.4M Sold | 0.58% 266.9K shares | |
Oil & Gas Exploration & Production Energy | $105.0M | 6.31% | +$22.9M Bought | 6.63% 5.8M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $82.0M | 4.93% | -$12.0M Sold | 5.53% 5.4M shares | |
Solar Energy | $75.1M | 4.52% | +$72.9M Bought | 0.32% 340.7K shares | |
Publishing Communication Services | $58.6M | 3.52% | +$12.2M Bought | 9.67% 14.2M shares | |
Medical - Diagnostics & Research Healthcare | $53.1M | 3.19% | -$10.2M Sold | 1.19% 3.4M shares | |
Biotechnology Healthcare | $49.9M | 3.00% | +$2.5M Bought | 5.73% 11.0M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Two Seas Capital LP's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Two Seas Capital LP
GthenA