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 Q3	$203M	Buy	3,345,978 +253,744	+8%	+$17.8M	2.33%	6
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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Two Seas Capital's NKTR Position: Q3 2026 in Review

Two Seas Capital increased its Nektar Therapeutics (NKTR) stake by 8.2% in Q3 2026, buying an estimated $17.8M and bringing the position to 3,345,978 shares worth $203M. The position accounts for 2.33% of the portfolio, ranked #6.

Two Seas Capital first reported a position in NKTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $216M in Q2 2026. 6 funds tracked by Wall St. Rank hold NKTR as of Q3 2026.

Two Seas Capital held 3,345,978 shares of Nektar Therapeutics worth $203M as of Q3 2026.
Two Seas Capital bought 253,744 Nektar Therapeutics shares in Q3 2026, an estimated $17.8M.
Nektar Therapeutics made up 2.33% of Two Seas Capital's portfolio in Q3 2026, its #6 holding.
Two Seas Capital first reported a position in Nektar Therapeutics in Q4 2025 and has held it in 4 quarters since.
Two Seas Capital's Nektar Therapeutics position peaked at $216M in Q2 2026.
6 funds tracked by Wall St. Rank held Nektar Therapeutics as of Q3 2026.

Based on Two Seas Capital's 13F filing for Q3 2026, filed 6 Oct 2026.