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Two Seas Capital’s Immunovant IMVT Stock Holding History

Two Seas Capital’s Portfolio IMVT Stock Details IMVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121M Sell
3,148,505
-53,457
-2% -$1.63M 2.4% 9
2026
Q1 		$79.5M Buy
3,201,962
+335,000
+12% +$8.67M 1.11% 15
2025
Q4 		$72.9M Buy
2,866,962
+104,922
+4% +$2.34M 1.5% 13
2025
Q3 		$44.5M Buy
2,762,040
+509,268
+23% +$8.24M 0.71% 16
2025
Q2 		$36M Buy
2,252,772
+610,000
+37% +$9.22M 0.61% 16
2025
Q1 		$28.1M Buy
1,642,772
+131,158
+9% +$2.74M 0.88% 14
2024
Q4 		$37.4M Buy
1,511,614
+835,000
+123% +$23.7M 3.24% 12
2024
Q3 		$19.3M Sell
676,614
-15,792
-2% -$466K 3.13% 10
2024
Q2 		$18.3M Buy
692,406
+151,111
+28% +$4.3M 2.97% 9
2024
Q1 		$17.5M Buy
541,295
+342,543
+172% +$12.5M 3.43% 4
2023
Q4 		$8.37M Sell
198,752
-228,504
-53% -$8.41M 2.04% 8
2023
Q3 		$16.4M Buy
+427,256
New +$9.66M 3.3% 4

Other funds holding IMVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Seas Capital's IMVT Position: Q2 2026 in Review

Two Seas Capital reduced its Immunovant (IMVT) stake by 1.7% in Q2 2026, selling an estimated $1.63M and leaving 3,148,505 shares worth $121M. The position accounts for 2.4% of the portfolio, ranked #9.

Two Seas Capital first reported a position in IMVT in Q3 2023 and has held it in 12 quarters since. 226 funds tracked by Wall St. Rank hold IMVT as of Q2 2026.

  • Two Seas Capital held 3,148,505 shares of Immunovant worth $121M as of Q2 2026.
  • Two Seas Capital sold 53,457 Immunovant shares in Q2 2026, an estimated $1.63M.
  • Immunovant made up 2.4% of Two Seas Capital's portfolio in Q2 2026, its #9 holding.
  • Two Seas Capital first reported a position in Immunovant in Q3 2023 and has held it in 12 quarters since.
  • 226 funds tracked by Wall St. Rank held Immunovant as of Q2 2026.

Based on Two Seas Capital's 13F filing for Q2 2026, filed 12 Aug 2026.