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Seascape Capital Management

CIK:0001418342
Investment Adviser
$400M AUM
96 holdings
Portsmouth, NH, United States
Founded:2003
6 employees
Latest filing:Sep 30, 2025

Seascape Capital Management, LLC is a boutique, independently owned investment advisory firm headquartered in Portsmouth, New Hampshire. Founded in April 2003, the firm provides discretionary investment management and comprehensive wealth planning services to high net worth individuals and their families. With a team of 6 employees, Seascape emphasizes a personalized approach, integrating investment strategy with each client’s holistic financial situation.

Investment Strategy

Seascape Capital Management provides discretionary portfolio management services, tailoring investment plans to each client's unique circumstances through an in-depth interview and planning process. The firm believes in delivering investment management within the broader context of a client’s entire wealth picture, integrating retirement, financial planning, and asset allocation. Portfolios are constructed for long-term growth and wealth preservation, often aggregating trades to ensure fairness, and primarily serving high net worth individuals. The firm is independent and places high importance on fiduciary responsibility and avoiding conflicts of interest, investing alongside clients in many cases.

Latest 13F Filing Activity

Seascape Capital Management filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $349M. The fund increased holdings in Applovin Corp., Monster Beverage Corp. New, Amphenol Corp. New among other positions. Seascape Capital Management reduced exposure to Church & Dwight Co. Inc., Centene Corp. Del, Restaurant Brands Intl Inc. among others.

Top Buys
A
APPAPPLOVIN CORP
+$5.9M
M
MNSTMONSTER BEVERAGE CORP NEW
+$4.3M
A
APHAMPHENOL CORP NEW
+$2.6M
G
GOOGLALPHABET INC
+$2.2M
E
EMXCISHARES INC
+$1.6M
Top Sells
C
CHDCHURCH & DWIGHT CO INC
-$3.7M
C
CNCCENTENE CORP DEL
-$2.5M
Q
QSRRESTAURANT BRANDS INTL INC
-$2.4M
K
KRKROGER CO
-$547.0K
M
MCKMCKESSON CORP
-$431.0K

Top Holdings

D
DBNDDOUBLELINE ETF TRUST
+8.3%$28.8M
F
FTCBFIRST TR EXCHANGE-TRADED FD
+8.1%$28.3M
E
EMXCISHARES INC
+5.8%$20.4M
G
GOVTISHARES TR
+3.2%$11.2M
A
APPAPPLOVIN CORP
+3.2%$11.1M

Equity Positions (95)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DOUBLELINE ETF TRUST8.25%$28.8M618,301$45.92$46.53+$1.0M
FIRST TR EXCHANGE-TRADED FD8.11%$28.3M1,326,054$21.01$21.31+$868.0K
ISHARES INC5.85%$20.4M301,937$52.68$67.51+$1.6M
ISHARES TR3.20%$11.2M482,606$22.74$23.12-$86.0K
APPLOVIN CORP3.19%$11.1M15,493$149.22$718.54+$5.9M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.0%
SEMICONDUCTORS & RELATED DEVICES
+4.8%
ELECTRIC SERVICES
+3.8%
NATIONAL COMMERCIAL BANKS
+3.7%
PHARMACEUTICAL PREPARATIONS
+3.6%