StockDriftsStockDriftsTop 49 Seaport Global Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 4.15% | 10.1K | $1.3M | new | — | 2024-09-30 | |
| VST | VISTRA CORP | 3.56% | 9.5K | $1.1M | +0.00%(+0) | — | 2024-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.52% | 9.2K | $1.1M | -42.14%(-6.69K) | — | 2024-09-30 | |
| SHOP | SHOPIFY INC | 3.46% | 13.7K | $1.1M | +0.00%(+0) | — | 2024-09-30 | |
| KKR | KKR & CO INC | 3.18% | 7.7K | $1.0M | +0.00%(+0) | — | 2024-09-30 | |
| PEGA | PEGASYSTEMS INC | 3.13% | 13.6K | $992K | -10.69%(-1.62K) | — | 2024-09-30 | |
| MELI | MERCADOLIBRE INC | 3.09% | 477 | $979K | -16.02%(-91) | — | 2024-09-30 | |
| ORCL | ORACLE CORP | 3.03% | 5.6K | $960K | +0.00%(+0) | — | 2024-09-30 | |
| TOST | TOAST INC | 2.92% | 32.7K | $925K | +0.00%(+0) | — | 2024-09-30 | |
| REGN | REGENERON PHARMACEUTICALS | 2.79% | 839 | $882K | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Seaport Global Advisors, Llc reports $31.65M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are APP (4.2%), VST (3.6%) and NVDA (3.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seaport Global Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911018). View Seaport Global Advisors, Llc’s 13F filings on SEC