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两海资本 · 13F 持仓分析
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两海资本

Two Seas Capital LPNo.961
最新持仓市值 (Q2 2026)
$50.49亿
环比变动 Q1 2026
-$21.06亿-29.4%
持仓股票数
39
新买入
6
加仓
15
减仓
14
清仓
7
持股不变
4
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR标普500 ETFSPY
38.51%58.8%$19.44亿260.4万股$42.07亿646.9万股-386.5万股-59.75%减仓
CCORE SCIENTIFIC NEWCORZ
7.62%4.33%$3.85亿1,502.9万股$3.09亿2,068.6万股-565.7万股-27.35%减仓
ROIVANT SCIENCESROIV
6.98%3.9%$3.52亿995.8万股$2.79亿1,006.1万股-10.3万股-1.02%减仓
CCALUMETCLMT
4.72%2.99%$2.38亿662.0万股$2.14亿596.0万股+65.9万股+11.06%加仓
NEKTAR THERAPEUTICS COM NEWNKTR
4.28%1.97%$2.16亿309.2万股$1.41亿195.9万股+113.3万股+57.83%加仓
TTALEN ENERGYTLN
3.86%2.58%$1.95亿50.7万股$1.85亿57.9万股-7.2万股-12.42%减仓
IINDIVIOR PHARMACEUTICALSINDV
2.83%2.02%$1.43亿347.9万股$1.45亿474.7万股-126.7万股-26.69%减仓
FIRST SOLAR COMFSLR
2.8%2.1%$1.41亿59.9万股$1.50亿76.2万股-16.2万股-21.29%减仓
IIMMUNOVANTIMVT
2.4%1.11%$1.21亿314.9万股$7,953.7万320.2万股-5.3万股-1.67%减仓
UUSA TODAYTDAY
2.38%1.38%$1.20亿1,407.0万股$9,902.0万1,404.5万股+2.5万股+0.18%加仓
SSHARONAISHAZ
2.17%0.13%$1.10亿129.4万股$947.1万41.7万股+87.7万股+210.50%加仓
SOTERA HEALTHSHC
2.05%1.21%$1.04亿583.6万股$8,637.5万602.3万股-18.7万股-3.11%减仓
TTERAWULF COMWULF
2.05%0.81%$1.04亿419.3万股$5,806.6万402.4万股+16.9万股+4.20%加仓
ARBUTUS BIOPHARMAABUS
1.82%1.17%$9,165.9万1,909.6万股$8,350.9万1,855.8万股+53.8万股+2.90%加仓
CCIPHER DIGITALCIFR
1.69%0.37%$8,542.2万348.7万股$2,638.4万205.0万股+143.7万股+70.08%加仓
GOLAR LNG LTD SHSGLNG
1.45%1.15%$7,335.3万147.2万股$8,250.2万152.5万股-5.3万股-3.47%减仓
VistraVST
1.35%0.39%$6,830.9万43.1万股$2,790.1万18.6万股+24.5万股+132.02%加仓
ABIVAXABVX
1.35%$6,809.5万51.1万股$00股+51.1万股新买入
FFTAI AVIATIONFTAI
1.33%0.87%$6,735.2万24.9万股$6,259.9万25.6万股-6,545股-2.56%减仓
UNIQUREQURE
1.31%0.3%$6,639.1万144.1万股$2,125.5万130.0万股+14.1万股+10.88%加仓
BBITDEER TECHNOLOGIESBTDR
1.07%0.27%$5,423.6万341.8万股$1,923.8万222.4万股+119.4万股+53.66%加仓
EECHOSTAR CORP CLASS CLASS AECHO
1.01%1.24%$5,105.2万50.3万股$8,863.8万75.7万股-25.4万股-33.57%减仓
SSpaceXSPCX
0.71%$3,569.1万20.9万股$00股+20.9万股新买入
SSTAAR SURGICALSTAA
0.6%0.27%$3,053.7万106.4万股$1,939.1万103.7万股+2.7万股+2.64%加仓
DDARLING INGREDIENTSDAR
0.56%0.01%$2,821.3万51.7万股$102.2万1.7万股+50.0万股+3,025.35%加仓
QQuantum CorpQMCO
0.54%$2,737.4万248.9万股$00股+248.9万股新买入
SSABLE OFFSHORE CORP CLASS ASOC
0.51%1.27%$2,580.3万837.8万股$9,080.6万549.7万股+288.1万股+52.41%加仓
XX-ENERGY INCXE
0.36%$1,836.0万100.0万股$00股+100.0万股新买入
HHUT 8HUT
0.36%0.16%$1,825.0万15.8万股$1,172.8万25.0万股-9.2万股-36.77%减仓
CCOREWEAVE INC CLASS ACRWV
0.3%$1,524.3万15.3万股$00股+15.3万股新买入
AADVISORSHARES PURE US CANNABIS ETFMSOS
0.22%0.27%$1,130.5万222.5万股$1,962.3万552.8万股-330.2万股-59.74%减仓
SSONOSSONO
0.19%0.17%$961.5万71.1万股$1,231.9万91.9万股-20.9万股-22.70%减仓
LLUCID DIAGNOSTICS INC COMLUCD
0.13%0.05%$642.0万600.0万股$345.0万300.0万股+300.0万股+100.00%加仓
IRENIREN
0.13%$640.2万14.0万股$00股+14.0万股新买入
CCORE SCIENTIFIC INC NEW WT EXP 012327CORZW
0.11%0.04%$544.3万29.0万股$253.1万29.0万股00.00%持仓不变
OODYSSEY MARINE EXPLOMEX
0.09%0.07%$475.6万559.3万股$466.5万559.3万股00.00%持仓不变
FFERMIFRMI
0.06%<0.01%$323.0万35.3万股$14.7万2.5万股+32.7万股+1,298.88%加仓
PPAVMEDPAVM
0.05%0.07%$274.2万46.2万股$468.5万46.2万股00.00%持仓不变
CCORE SCIENTIFIC INC NEW WT EXP 012329CORZZ
0.01%0.01%$60.1万2.4万股$36.2万2.4万股00.00%持仓不变

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