SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWG | 301K | $4.26M |
 | FLEX | 109K | $6.31M |
 | RELX | 87K | $4.17M |
 | MNST | 64K | $4.33M |
 | NRG | 58K | $9.45M |
 | ORLY | 50K | $5.40M |
 | AZN | 48K | $3.66M |
 | NVDA | 44K | $8.28M |
 | FTNT | 43K | $3.64M |
 | PHM | 41K | $5.46M |
 | EW | 39K | $3.06M |
 | WSM | 34K | $6.57M |
 | AEP | 33K | $3.69M |
 | GOOGL | 30K | $7.39M |
 | AAPL | 30K | $7.60M |
 | VRT | 29K | $4.39M |
 | ANET | 28K | $4.15M |
 | COF | 28K | $6.05M |
 | ABBV | 28K | $6.37M |
 | RTX | 27K | $4.59M |
NatWest Group plc
NWG
Shares Held
301K
Value
$4.26M
Flex Ltd.
FLEX
Shares Held
109K
Value
$6.31M
RELX Plc
RELX
Shares Held
87K
Value
$4.17M
Monster Beverage Corporation
MNST
Shares Held
64K
Value
$4.33M
NRG Energy, Inc.
NRG
Shares Held
58K
Value
$9.45M
O'Reilly Automotive, Inc.
ORLY
Shares Held
50K
Value
$5.40M
AstraZeneca PLC
AZN
Shares Held
48K
Value
$3.66M
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$8.28M
Fortinet, Inc.
FTNT
Shares Held
43K
Value
$3.64M
PulteGroup, Inc.
PHM
Shares Held
41K
Value
$5.46M
Edwards Lifesciences Corporation
EW
Shares Held
39K
Value
$3.06M
Williams-Sonoma, Inc.
WSM
Shares Held
34K
Value
$6.57M
American Electric Power Company, Inc.
AEP
Shares Held
33K
Value
$3.69M
Alphabet Inc.
GOOGL
Shares Held
30K
Value
$7.39M
Apple Inc.
AAPL
Shares Held
30K
Value
$7.60M
Vertiv Holdings Co
VRT
Shares Held
29K
Value
$4.39M
Arista Networks, Inc.
ANET
Shares Held
28K
Value
$4.15M
Capital One Financial Corporation
COF
Shares Held
28K
Value
$6.05M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.37M
RTX Corporation
RTX
Shares Held
27K
Value
$4.59M