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Disclosery

Two Seas Capital LP: IMVT position timeline

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

Two Seas Capital LP held 4,612,692 IMVT 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 4,612,692 shares
    Change vs previous 13F +1,464,187 shares

    6.21% of the 13F portfolio, value $155,816,736.

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

  2. period ended2026-06-30
    13F 3,148,505 shares
    Change vs previous 13F -53,457 shares

    4.63% of the 13F portfolio, value $121,311,898.

    13F-HR 0001315863-26-000584 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).

  3. period ended2026-03-31
    13F 3,201,962 shares
    Change vs previous 13F +335,000 shares

    3.67% of the 13F portfolio, value $79,536,736.

    13F-HR 0001315863-26-000426 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 ended2025-12-31
    13F 2,866,962 shares
    Change vs previous 13F +104,922 shares

    4.27% of the 13F portfolio, value $72,878,174.

    13F-HR 0001315863-26-000142 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).

  5. period ended2025-09-30
    13F 2,762,040 shares
    Change vs previous 13F +509,268 shares

    2.68% of the 13F portfolio, value $44,524,085.

    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).

  6. period ended2025-06-30
    13F 2,252,772 shares
    Change vs previous 13F +610,000 shares

    3.53% of the 13F portfolio, value $36,044,352.

    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).

  7. period ended2025-03-31
    13F 1,642,772 shares
    Change vs previous 13F +131,158 shares

    4.36% of the 13F portfolio, value $28,074,973.

    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).

  8. period ended2024-12-31
    13F/A 1,511,614 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $37,442,679.

    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).