SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWG | 271K | $4.04M |
 | FLEX | 104K | $6.81M |
 | MNST | 66K | $4.76M |
 | ORLY | 54K | $4.96M |
 | NRG | 51K | $7.48M |
 | FTNT | 48K | $3.91M |
 | EW | 46K | $3.66M |
 | NVDA | 44K | $7.66M |
 | PHM | 43K | $5.10M |
 | AEP | 35K | $4.63M |
 | WSM | 34K | $6.17M |
 | ANET | 31K | $3.85M |
 | EHC | 30K | $2.88M |
 | VRT | 30K | $7.46M |
 | AAPL | 29K | $7.37M |
 | RIO | 29K | $2.67M |
 | ABBV | 28K | $6.14M |
 | RTX | 28K | $5.44M |
 | COF | 28K | $5.10M |
 | GOOGL | 28K | $7.99M |
NatWest Group plc
NWG
Shares Held
271K
Value
$4.04M
Flex Ltd.
FLEX
Shares Held
104K
Value
$6.81M
Monster Beverage Corporation
MNST
Shares Held
66K
Value
$4.76M
O'Reilly Automotive, Inc.
ORLY
Shares Held
54K
Value
$4.96M
NRG Energy, Inc.
NRG
Shares Held
51K
Value
$7.48M
Fortinet, Inc.
FTNT
Shares Held
48K
Value
$3.91M
Edwards Lifesciences Corporation
EW
Shares Held
46K
Value
$3.66M
NVIDIA Corporation
NVDA
Shares Held
44K
Value
$7.66M
PulteGroup, Inc.
PHM
Shares Held
43K
Value
$5.10M
American Electric Power Company, Inc.
AEP
Shares Held
35K
Value
$4.63M
Williams-Sonoma, Inc.
WSM
Shares Held
34K
Value
$6.17M
Arista Networks, Inc.
ANET
Shares Held
31K
Value
$3.85M
Encompass Health Corporation
EHC
Shares Held
30K
Value
$2.88M
Vertiv Holdings Co
VRT
Shares Held
30K
Value
$7.46M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.37M
Rio Tinto Group
RIO
Shares Held
29K
Value
$2.67M
AbbVie Inc.
ABBV
Shares Held
28K
Value
$6.14M
RTX Corporation
RTX
Shares Held
28K
Value
$5.44M
Capital One Financial Corporation
COF
Shares Held
28K
Value
$5.10M
Alphabet Inc.
GOOGL
Shares Held
28K
Value
$7.99M