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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
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 $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Two Seas Capital's IMVT Position: Q1 2026 in Review

Two Seas Capital increased its Immunovant (IMVT) stake by 12% in Q1 2026, buying an estimated $8.67M and bringing the position to 3,201,962 shares worth $79.5M. The position accounts for 1.11% of the portfolio, ranked #15.

Two Seas Capital first reported a position in IMVT in Q3 2023 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold IMVT as of Q1 2026.

  • Two Seas Capital held 3,201,962 shares of Immunovant worth $79.5M as of Q1 2026.
  • Two Seas Capital bought 335,000 Immunovant shares in Q1 2026, an estimated $8.67M.
  • Immunovant made up 1.11% of Two Seas Capital's portfolio in Q1 2026, its #15 holding.
  • Two Seas Capital first reported a position in Immunovant in Q3 2023 and has held it in 11 quarters since.
  • 215 funds tracked by Wall St. Rank held Immunovant as of Q1 2026.

Based on Two Seas Capital's 13F filing for Q1 2026, filed 15 May 2026.