SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWG | 272K | $4.76M |
 | FLEX | 104K | $6.27M |
 | RELX | 90K | $3.64M |
 | MNST | 65K | $4.99M |
 | ORLY | 53K | $4.86M |
 | NRG | 51K | $8.16M |
 | AZN | 48K | $4.44M |
 | FTNT | 47K | $3.73M |
 | EW | 44K | $3.77M |
 | NVDA | 44K | $8.15M |
 | PHM | 43K | $5.00M |
 | AEP | 35K | $4.00M |
 | WSM | 34K | $6.03M |
 | ANET | 30K | $3.99M |
 | VRT | 30K | $4.80M |
 | EHC | 29K | $3.12M |
 | AAPL | 29K | $7.85M |
 | ABBV | 28K | $6.38M |
 | GOOGL | 28K | $8.72M |
 | COF | 28K | $6.72M |
NatWest Group plc
NWG
Shares Held
272K
Value
$4.76M
Flex Ltd.
FLEX
Shares Held
104K
Value
$6.27M
RELX Plc
RELX
Shares Held
90K
Value
$3.64M
Monster Beverage Corporation
MNST
Shares Held
65K
Value
$4.99M
O'Reilly Automotive, Inc.
ORLY
Shares Held
53K
Value
$4.86M
NRG Energy, Inc.
NRG
Shares Held
51K
Value
$8.16M
AstraZeneca PLC
AZN
Shares Held
48K
Value
$4.44M
Fortinet, Inc.
FTNT
Shares Held
47K
Value
$3.73M
Edwards Lifesciences Corporation
EW
Shares Held
44K
Value
$3.77M
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$8.15M
PulteGroup, Inc.
PHM
Shares Held
43K
Value
$5.00M
American Electric Power Company, Inc.
AEP
Shares Held
35K
Value
$4.00M
Williams-Sonoma, Inc.
WSM
Shares Held
34K
Value
$6.03M
Arista Networks, Inc.
ANET
Shares Held
30K
Value
$3.99M
Vertiv Holdings Co
VRT
Shares Held
30K
Value
$4.80M
Encompass Health Corporation
EHC
Shares Held
29K
Value
$3.12M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.85M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.38M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$8.72M
Capital One Financial Corporation
COF
Shares Held
28K
Value
$6.72M