Stock Taper 
SEASCAPE CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QUALCOMM Incorporated | QCOM | 26.89K | $4.97M |
 Amphenol Corporation | APH | 26.22K | $4.62M |
 Booking Holdings Inc. | BKNG | 25.18K | $4.49M |
 AstraZeneca PLC | AZN | 24.3K | $4.61M |
 Prologis, Inc. | PLD | 22.34K | $3.03M |
 CDW Corporation | CDW | 21.33K | $3M |
 JPMorgan Chase & Co. | JPM | 21.11K | $6.91M |
 Affiliated Managers Group, Inc. | AMG | 18.72K | $6.33M |
 AMETEK, Inc. | AME | 18.25K | $4.42M |
 Visa Inc. | V | 16.89K | $5.8M |
 KLA Corporation | KLAC | 16.38K | $4.94M |
 NXP Semiconductors N.V. | NXPI | 14.84K | $4.17M |
 HCA Healthcare, Inc. | HCA | 14.35K | $5.59M |
 AppLovin Corporation | APP | 13.19K | $6.8M |
 Caterpillar Inc. | CAT | 12.51K | $13.32M |
 Aon plc | AON | 11.68K | $3.87M |
 Advanced Micro Devices, Inc. | AMD | 9.53K | $5.53M |
 Microsoft Corporation | MSFT | 9.16K | $3.42M |
 Broadcom Inc. | AVGO | 8.71K | $3.29M |
 Meta Platforms, Inc. | META | 6.33K | $3.57M |