SG

Seaport Global Advisors, LLC

13F
Seaport Global Advisors, LLC
Last update 2024-11-14 49 Stocks (8 new)
Value $32.00 Mil Turnover 19 %
Countries:
Top Holdings: APP(4.15%)VST(3.56%)NVDA(3.52%)KKR(3.18%)PEGA(3.13%)
Summary Stock Picks Current Portfolio
Seaport Global Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
APP
AppLovin Corp
10,066
1,314.1
New Holding
4.150
+4.15%
0.000
+47.24%
+8.08%
118,435.4
Media - Diversified
VST
Vistra Corp
9,495
1,125.5
0%
3.560
0%
0.000
+68.10%
+37.56%
64,164.3
Utilities - Independent Power Producers
Utilities - Independent Power Producers
NVDA
NVIDIA Corp
9,180
1,114.8
-42.14%
3.520
-2.96%
0.000
+68.92%
+24.40%
4,073,453.7
Semiconductors
SHOP
Shopify Inc
13,672
1,095.7
0%
3.460
0%
0.000
+44.34%
+16.35%
159,224.4
Software
KKR
KKR & Co Inc
7,713
1,007.2
0%
3.180
0%
0.000
+41.96%
-1.71%
129,116.4
Asset Management
PEGA
Pegasystems Inc
27,150
992.2
-10.69%
3.130
-0.35%
0.020
+48.27%
+9.47%
8,715.7
Software
MELI
MercadoLibre Inc
477
978.8
-16.02%
3.090
-0.54%
0.000
+12.05%
+40.24%
120,899.0
Retail - Cyclical
ORCL
Oracle Corp
5,635
960.2
0%
3.030
0%
0.000
+87.53%
+44.06%
668,811.2
Software
TOST
Toast Inc
32,666
924.8
0%
2.920
0%
0.010
+39.35%
+30.67%
27,554.7
Software
REGN
Regeneron Pharmaceuticals Inc
839
882.0
0%
2.790
0%
0.000
-4.05%
-21.04%
60,561.1
Biotechnology

Seaport Global Advisors, LLC's Historical Top Holdings Breakdowns

Seaport Global Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APP
AppLovin Corp
2024-09-30
New Buy
New Buy
+4.15%
●
67.14 ($91.24) 130.71
$350.00
283.60%
New holding
10,066
10,066
NVDA
NVIDIA Corp
2024-09-30
Reduce
Reduce
-2.96%
●
98.91 ($118.12) 134.91
$167.03
41.41%
Reduce -42.14%
9,180
-6,687
CMG
Chipotle Mexican Grill Inc
2024-09-30
Sold Out
Sold Out
-2.93%
●
49.83 ($55.35) 62.75
$52.38
-5.37%
Sold Out
0
-13,050
META
Meta Platforms Inc
2024-09-30
Reduce
Reduce
-2.58%
●
453.41 ($514.55) 572.44
$704.81
36.98%
Reduce -48.37%
1,524
-1,428
U
Unity Software Inc
2024-09-30
New Buy
New Buy
+2.57%
●
13.93 ($17.27) 23.19
$34.23
98.20%
New holding
35,960
35,960
ALKS
Alkermes PLC
2024-09-30
New Buy
New Buy
+2.46%
●
23.01 ($26.66) 28.55
$27.03
1.39%
New holding
27,809
27,809
DASH
DoorDash Inc
2024-09-30
New Buy
New Buy
+2.36%
●
100.28 ($121.28) 143.93
$239.82
97.74%
New holding
5,231
5,231
LEN
Lennar Corp
2024-09-30
New Buy
New Buy
+2.28%
●
142.5 ($173.06) 192.45
$118.53
-31.51%
New holding
3,852
3,852
KBH
KB Home
2024-09-30
New Buy
New Buy
+2.20%
●
65.35 ($80.39) 89.63
$59.01
-26.60%
New holding
8,109
8,109
CSGP
CoStar Group Inc
2024-09-30
New Buy
New Buy
+1.89%
●
71.59 ($75.84) 79.61
$85.16
12.29%
New holding
7,946
7,946

Seaport Global Advisors, LLC Total Holding History ($B)

To

Seaport Global Advisors, LLC's Asset Allocation

To

Seaport Global Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Seaport Global Advisors, LLC's Hypothetical Growth since 2024-09-30

Seaport Global Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Seaport Global Advisors, LLC's Holdings Heat Map

Size field:

Seaport Global Advisors, LLC's Holdings Bubble Chart

Seaport Global Advisors, LLC News

  • 1

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