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Disclosery

Two Seas Capital LP: APLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Two Seas Capital LP on APLD, newest first. How the timeline and the estimate are built.

Two Seas Capital LP held 50,000 APLD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 50,000 shares
    Change vs previous 13F +50,000 shares

    0.05% of the 13F portfolio, value $1,218,500.

    13F-HR 0001315863-26-000719 filed by Two Seas Capital LP
    Accepted , ingested

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -500,000 shares

    13F-HR 0001315863-25-000810 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 500,000 shares
    Change vs previous 13F +500,000 shares

    0.49% of the 13F portfolio, value $5,035,000.

    13F-HR 0001315863-25-000601 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -662,587 shares

    13F-HR 0001315863-25-000402 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F/A 662,587 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,062,165.

    13F-HR/A 0001315863-25-000188 filed by Two Seas Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).