SEC 13F Intelligence

Two Seas Capital LP / WULF

Two Seas Capital LP’s Terawulf Inc Position

Does Two Seas Capital LP own Terawulf Inc (WULF)? Yes — 4.02M shares worth $58M (+0.81% of its 13F portfolio) as of Q1 2026, down from 4.50M shares the prior filed quarter.

Position Value
$58M
Q1 2026
Shares
4.02M
% of Portfolio
+0.81%
Quarters Held
7
currently held

Position History WULF

Reported value by quarter
Q2 ’24: $2MQ2 ’24Q3 ’24: $2MQ3 ’24Q1 ’25: $585,233Q1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $44MQ3 ’25Q4 ’25: $52MQ4 ’25Q1 ’26: $58MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.02M$58M+0.81%
Q4 20254.50M$52M+1.07%
Q3 20253.85M$44M+0.71%
Q2 20252.29M$10M+0.17%
Q1 2025214.4K$585,233+0.02%
Q3 2024432.6K$2M+0.33%
Q2 2024500.0K$2M+0.36%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Two Seas Capital LP’s full portfolio or all institutional holders of WULF.