Seaport Global Advisors, LLC 13F Holdings

CIK 0001911018 · BOSTON, MA

As of Sep 30, 2024, Seaport Global Advisors, LLC reported 49 positions worth $31.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology10,066 .3M4.15%
VISTRA CORPVSTUtilities9,495 .1M3.56%
NVIDIA CORPNVDATechnology9,180 .1M3.52%
SHOPIFY INCSHOPTechnology13,672 .1M3.46%
KKR & CO INCKKRFinancial Services7,713 .0M3.18%
PEGASYSTEMS INCPEGATechnology13,575$992.2K3.13%
MERCADOLIBRE INCMELIConsumer Cyclical477$978.8K3.09%
ORACLE CORPORCLTechnology5,635$960.2K3.03%
TOAST INCTOSTTechnology32,666$924.8K2.92%
REGENERON PHARMACEUTICALS INCREGNHealthcare839$882.0K2.79%
META PLATFORMS INCMETACommunication Services1,524$872.4K2.76%
SPOTIFY TECHNOLOGY SASPOTCommunication Services2,349$865.7K2.73%
UNITY SOFTWARE INCUTechnology35,960$813.4K2.57%
ALKERMES PLCALKSHealthcare27,809$778.4K2.46%
CORPAY INCCPAYTechnology2,470$772.5K2.44%
DOORDASH INCDASHCommunication Services5,231$746.6K2.36%
SALESFORCE INCCRMTechnology2,715$743.1K2.35%
CLEAN HARBORS INCCLHIndustrials3,044$735.8K2.32%
RESMED INCRMDHealthcare3,005$733.6K2.32%
LENNAR CORPLENConsumer Cyclical3,852$722.2K2.28%
ALPHABET INCGOOGLEquity4,350$721.4K2.28%
KB HOMEKBHConsumer Cyclical8,109$694.9K2.20%
MEDPACE HOLDINGS INCMEDPHealthcare1,981$661.3K2.09%
TWIST BIOSCIENCE CORPTWSTHealthcare14,212$642.1K2.03%
SYNOPSYS INCSNPSTechnology1,263$639.6K2.02%