Stock Taper 
SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NatWest Group plc | NWG | 275.5K | $4.86M |
 Flex Ltd. | FLEX | 100.56K | $16.3M |
 Monster Beverage Corporation | MNST | 66.47K | $6.39M |
 O'Reilly Automotive, Inc. | ORLY | 54.87K | $5.05M |
 NRG Energy, Inc. | NRG | 50.41K | $7.36M |
 Fortinet, Inc. | FTNT | 48.48K | $7.45M |
 NVIDIA Corporation | NVDA | 44.32K | $8.87M |
 PulteGroup, Inc. | PHM | 44.22K | $6.07M |
 American Electric Power Company, Inc. | AEP | 36.46K | $4.99M |
 Williams-Sonoma, Inc. | WSM | 33.98K | $7.92M |
 Bunge Global S.A. | BG | 33.82K | $3.61M |
 Arista Networks, Inc. | ANET | 31.44K | $5.34M |
 Encompass Health Corporation | EHC | 31.12K | $3.15M |
 Vertiv Holdings Co | VRT | 29.53K | $9.89M |
 Apple Inc. | AAPL | 29.2K | $8.45M |
 Rio Tinto Group | RIO | 29.14K | $2.77M |
 AbbVie Inc. | ABBV | 28.8K | $7.25M |
 RTX Corporation | RTX | 28.55K | $5.42M |
 Alphabet Inc. | GOOGL | 27.77K | $9.92M |
 Capital One Financial Corporation | COF | 27.39K | $5.5M |