Filed: 5/13/2025ACC: 0001832158-25-000002
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $322.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$322.77M
Total AUM (reported)
2.66M
Total Shares
Allocation by class
COM$179.88M55.7%
UNIT SER 1$16.15M5.0%
TR UNIT$14.58M4.5%
CL B NEW$11.49M3.6%
CL A$11.00M3.4%
SPONSORED ADR$10.75M3.3%
CAP STK CL A$10.14M3.1%
Portfolio Concentration
Top 3$42.38M13.1%
4–10$74.94M23.2%
11–25$143.53M44.5%
Rest$61.91M19.2%
Top 3 weight
13.1%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 2.66M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.66M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole31
Shared0
Other48
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings79
Rows:
INVESCO QQQ TR
SOLEShares34.45K
TypeSH
Market value$16.15M
5.00%
Sole
0.00
Shared
0.00
None
34.45K
SPDR S&P 500 ETF TR
OTRShares26.06K
TypeSH
Market value$14.58M
4.52%
Sole
0.00
Shared
0.00
None
26.06K
BARRICK GOLD CORP
SOLEShares599.31K
TypeSH
Market value$11.65M
3.61%
Sole
0.00
Shared
0.00
None
599.31K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.58K
TypeSH
Market value$11.49M
3.56%
Sole
0.00
Shared
0.00
None
21.58K
T-MOBILE US INC
SOLEShares41.28K
TypeSH
Market value$11.01M
3.41%
Sole
0.00
Shared
0.00
None
41.28K
NOVARTIS AG
SOLEShares96.47K
TypeSH
Market value$10.75M
3.33%
Sole
0.00
Shared
0.00
None
96.47K
APPLE INC
OTRShares47.53K
TypeSH
Market value$10.56M
3.27%
Sole
0.00
Shared
0.00
None
47.53K
AMAZON COM INC
DFNDShares55.19K
TypeSH
Market value$10.50M
3.25%
Sole
0.00
Shared
0.00
None
55.19K
ELI LILLY & CO
SOLEShares12.51K
TypeSH
Market value$10.33M
3.20%
Sole
0.00
Shared
0.00
None
12.51K
META PLATFORMS INC
SOLEShares17.85K
TypeSH
Market value$10.29M
3.19%
Sole
0.00
Shared
0.00
None
17.85K
NVIDIA CORPORATION
SOLEShares94.69K
TypeSH
Market value$10.26M
3.18%
Sole
0.00
Shared
0.00
None
94.69K
UBER TECHNOLOGIES INC
OTRShares140.53K
TypeSH
Market value$10.24M
3.17%
Sole
0.00
Shared
0.00
None
140.53K
ALPHABET INC
SOLEShares65.59K
TypeSH
Market value$10.14M
3.14%
Sole
0.00
Shared
0.00
None
65.59K
ASML HOLDING N V
DFNDShares15.25K
TypeSH
Market value$10.10M
3.13%
Sole
0.00
Shared
0.00
None
15.25K
MICROSOFT CORP
OTRShares26.87K
TypeSH
Market value$10.09M
3.13%
Sole
0.00
Shared
0.00
None
26.87K
BROADCOM INC
OTRShares58.77K
TypeSH
Market value$9.84M
3.05%
Sole
0.00
Shared
0.00
None
58.77K
STRYKER CORPORATION
DFNDShares26.30K
TypeSH
Market value$9.79M
3.03%
Sole
0.00
Shared
0.00
None
26.30K
FISERV INC
DFNDShares43.63K
TypeSH
Market value$9.64M
2.99%
Sole
0.00
Shared
0.00
None
43.63K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares57.30K
TypeSH
Market value$9.51M
2.95%
Sole
0.00
Shared
0.00
None
57.30K
MICRON TECHNOLOGY INC
DFNDShares107.15K
TypeSH
Market value$9.31M
2.88%
Sole
0.00
Shared
0.00
None
107.15K
GOLDMAN SACHS GROUP INC
DFNDShares16.67K
TypeSH
Market value$9.10M
2.82%
Sole
0.00
Shared
0.00
None
16.67K
PROGRESSIVE CORP
SOLEShares31.98K
TypeSH
Market value$9.05M
2.80%
Sole
0.00
Shared
0.00
None
31.98K
ADOBE INC
SOLEShares23.58K
TypeSH
Market value$9.04M
2.80%
Sole
0.00
Shared
0.00
None
23.58K
BOOKING HOLDINGS INC
OTRShares1.90K
TypeSH
Market value$8.74M
2.71%
Sole
0.00
Shared
0.00
None
1.90K
INVESCO EXCHANGE TRADED FD T
SOLEShares50.09K
TypeSH
Market value$8.68M
2.69%
Sole
0.00
Shared
0.00
None
50.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 34.45K | SH | $16.15M 5.00% | 0.00 | 0.00 | 34.45K |
SPDR S&P 500 ETF TROTR | TR UNIT | 26.06K | SH | $14.58M 4.52% | 0.00 | 0.00 | 26.06K |
BARRICK GOLD CORPSOLE | COM | 599.31K | SH | $11.65M 3.61% | 0.00 | 0.00 | 599.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.58K | SH | $11.49M 3.56% | 0.00 | 0.00 | 21.58K |
T-MOBILE US INCSOLE | COM | 41.28K | SH | $11.01M 3.41% | 0.00 | 0.00 | 41.28K |
NOVARTIS AGSOLE | SPONSORED ADR | 96.47K | SH | $10.75M 3.33% | 0.00 | 0.00 | 96.47K |
APPLE INCOTR | COM | 47.53K | SH | $10.56M 3.27% | 0.00 | 0.00 | 47.53K |
AMAZON COM INCDFND | COM | 55.19K | SH | $10.50M 3.25% | 0.00 | 0.00 | 55.19K |
ELI LILLY & COSOLE | COM | 12.51K | SH | $10.33M 3.20% | 0.00 | 0.00 | 12.51K |
META PLATFORMS INCSOLE | CL A | 17.85K | SH | $10.29M 3.19% | 0.00 | 0.00 | 17.85K |
NVIDIA CORPORATIONSOLE | COM | 94.69K | SH | $10.26M 3.18% | 0.00 | 0.00 | 94.69K |
UBER TECHNOLOGIES INCOTR | COM | 140.53K | SH | $10.24M 3.17% | 0.00 | 0.00 | 140.53K |
ALPHABET INCSOLE | CAP STK CL A | 65.59K | SH | $10.14M 3.14% | 0.00 | 0.00 | 65.59K |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 15.25K | SH | $10.10M 3.13% | 0.00 | 0.00 | 15.25K |
MICROSOFT CORPOTR | COM | 26.87K | SH | $10.09M 3.13% | 0.00 | 0.00 | 26.87K |
BROADCOM INCOTR | COM | 58.77K | SH | $9.84M 3.05% | 0.00 | 0.00 | 58.77K |
STRYKER CORPORATIONDFND | COM | 26.30K | SH | $9.79M 3.03% | 0.00 | 0.00 | 26.30K |
FISERV INCDFND | COM | 43.63K | SH | $9.64M 2.99% | 0.00 | 0.00 | 43.63K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 57.30K | SH | $9.51M 2.95% | 0.00 | 0.00 | 57.30K |
MICRON TECHNOLOGY INCDFND | COM | 107.15K | SH | $9.31M 2.88% | 0.00 | 0.00 | 107.15K |
GOLDMAN SACHS GROUP INCDFND | COM | 16.67K | SH | $9.10M 2.82% | 0.00 | 0.00 | 16.67K |
PROGRESSIVE CORPSOLE | COM | 31.98K | SH | $9.05M 2.80% | 0.00 | 0.00 | 31.98K |
ADOBE INCSOLE | COM | 23.58K | SH | $9.04M 2.80% | 0.00 | 0.00 | 23.58K |
BOOKING HOLDINGS INCOTR | COM | 1.90K | SH | $8.74M 2.71% | 0.00 | 0.00 | 1.90K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 50.09K | SH | $8.68M 2.69% | 0.00 | 0.00 | 50.09K |
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