TSC
NKTR icon

Two Seas Capital’s Nektar Therapeutics NKTR Stock Holding History

Two Seas Capital’s Portfolio NKTR Stock Details NKTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216M Buy
3,092,234
+1,133,056
+58% +$82.9M 4.28% 5
2026
Q1 		$141M Buy
1,959,178
+1,213,993
+163% +$69.1M 1.97% 9
2025
Q4 		$31.5M Buy
+745,185
New +$41.7M 0.65% 23

Other funds holding NKTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $580M AUM 29.81% 1-Year Est. Return

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

Two Seas Capital increased its Nektar Therapeutics (NKTR) stake by 58% in Q2 2026, buying an estimated $82.9M and bringing the position to 3,092,234 shares worth $216M. The position accounts for 4.28% of the portfolio, ranked #5.

Two Seas Capital first reported a position in NKTR in Q4 2025 and has held it in 3 quarters since. 240 funds tracked by Wall St. Rank hold NKTR as of Q2 2026.

  • Two Seas Capital held 3,092,234 shares of Nektar Therapeutics worth $216M as of Q2 2026.
  • Two Seas Capital bought 1,133,056 Nektar Therapeutics shares in Q2 2026, an estimated $82.9M.
  • Nektar Therapeutics made up 4.28% of Two Seas Capital's portfolio in Q2 2026, its #5 holding.
  • Two Seas Capital first reported a position in Nektar Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 240 funds tracked by Wall St. Rank held Nektar Therapeutics as of Q2 2026.

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