Filed: 8/12/2025ACC: 0001832158-25-000004
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $359.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$359.59M
Total AUM (reported)
3.13M
Total Shares
Allocation by class
COM$191.60M53.3%
UNIT SER 1$21.13M5.9%
CL A$14.15M3.9%
TR UNIT$13.76M3.8%
SPONSORED ADS$12.98M3.6%
N Y REGISTRY SHS$12.15M3.4%
COM SHS$11.88M3.3%
Portfolio Concentration
Top 3$49.46M13.8%
4–10$91.73M25.5%
11–25$154.87M43.1%
Rest$63.53M17.7%
Top 3 weight
13.8%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 3.13M
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
3.13M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole29
Shared0
Other57
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
INVESCO QQQ TR
OTRShares38.30K
TypeSH
Market value$21.13M
5.88%
Sole
0.00
Shared
0.00
None
38.30K
NVIDIA CORPORATION
SOLEShares91.27K
TypeSH
Market value$14.42M
4.01%
Sole
0.00
Shared
0.00
None
91.27K
ORACLE CORP
DFNDShares63.65K
TypeSH
Market value$13.92M
3.87%
Sole
0.00
Shared
0.00
None
63.65K
SPDR S&P 500 ETF TR
OTRShares22.27K
TypeSH
Market value$13.76M
3.83%
Sole
0.00
Shared
0.00
None
22.27K
META PLATFORMS INC
SOLEShares17.84K
TypeSH
Market value$13.17M
3.66%
Sole
0.00
Shared
0.00
None
17.84K
NETFLIX INC
DFNDShares9.72K
TypeSH
Market value$13.02M
3.62%
Sole
0.00
Shared
0.00
None
9.72K
ADVANCED MICRO DEVICES INC
SOLEShares91.70K
TypeSH
Market value$13.01M
3.62%
Sole
0.00
Shared
0.00
None
91.70K
MICROSOFT CORP
SOLEShares26.15K
TypeSH
Market value$13.01M
3.62%
Sole
0.00
Shared
0.00
None
26.15K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares57.30K
TypeSH
Market value$12.98M
3.61%
Sole
0.00
Shared
0.00
None
57.30K
UBER TECHNOLOGIES INC
OTRShares137.04K
TypeSH
Market value$12.79M
3.56%
Sole
0.00
Shared
0.00
None
137.04K
ASML HOLDING N V
SOLEShares15.15K
TypeSH
Market value$12.15M
3.38%
Sole
0.00
Shared
0.00
None
15.15K
AMAZON COM INC
SOLEShares54.90K
TypeSH
Market value$12.04M
3.35%
Sole
0.00
Shared
0.00
None
54.90K
BARRICK MNG CORP
DFNDShares570.83K
TypeSH
Market value$11.88M
3.31%
Sole
0.00
Shared
0.00
None
570.83K
CONSTELLATION ENERGY CORP
SOLEShares35.74K
TypeSH
Market value$11.53M
3.21%
Sole
0.00
Shared
0.00
None
35.74K
ALPHABET INC
DFNDShares65.05K
TypeSH
Market value$11.46M
3.19%
Sole
0.00
Shared
0.00
None
65.05K
ABBOTT LABS
SOLEShares78.32K
TypeSH
Market value$10.65M
2.96%
Sole
0.00
Shared
0.00
None
78.32K
BERKSHIRE HATHAWAY INC DEL
SOLEShares21.34K
TypeSH
Market value$10.37M
2.88%
Sole
0.00
Shared
0.00
None
21.34K
T-MOBILE US INC
SOLEShares41.06K
TypeSH
Market value$9.78M
2.72%
Sole
0.00
Shared
0.00
None
41.06K
HCA HEALTHCARE INC
OTRShares25.53K
TypeSH
Market value$9.78M
2.72%
Sole
0.00
Shared
0.00
None
25.53K
ELI LILLY & CO
OTRShares12.53K
TypeSH
Market value$9.77M
2.72%
Sole
0.00
Shared
0.00
None
12.53K
ADOBE INC
SOLEShares24.30K
TypeSH
Market value$9.40M
2.61%
Sole
0.00
Shared
0.00
None
24.30K
ALLSTATE CORP
OTRShares45.55K
TypeSH
Market value$9.17M
2.55%
Sole
0.00
Shared
0.00
None
45.55K
SALESFORCE INC
DFNDShares33.58K
TypeSH
Market value$9.16M
2.55%
Sole
0.00
Shared
0.00
None
33.58K
ISHARES TR
DFNDShares236.19K
TypeSH
Market value$8.97M
2.49%
Sole
0.00
Shared
0.00
None
236.19K
PROGRESSIVE CORP
DFNDShares32.80K
TypeSH
Market value$8.75M
2.43%
Sole
0.00
Shared
0.00
None
32.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TROTR | UNIT SER 1 | 38.30K | SH | $21.13M 5.88% | 0.00 | 0.00 | 38.30K |
NVIDIA CORPORATIONSOLE | COM | 91.27K | SH | $14.42M 4.01% | 0.00 | 0.00 | 91.27K |
ORACLE CORPDFND | COM | 63.65K | SH | $13.92M 3.87% | 0.00 | 0.00 | 63.65K |
SPDR S&P 500 ETF TROTR | TR UNIT | 22.27K | SH | $13.76M 3.83% | 0.00 | 0.00 | 22.27K |
META PLATFORMS INCSOLE | CL A | 17.84K | SH | $13.17M 3.66% | 0.00 | 0.00 | 17.84K |
NETFLIX INCDFND | COM | 9.72K | SH | $13.02M 3.62% | 0.00 | 0.00 | 9.72K |
ADVANCED MICRO DEVICES INCSOLE | COM | 91.70K | SH | $13.01M 3.62% | 0.00 | 0.00 | 91.70K |
MICROSOFT CORPSOLE | COM | 26.15K | SH | $13.01M 3.62% | 0.00 | 0.00 | 26.15K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 57.30K | SH | $12.98M 3.61% | 0.00 | 0.00 | 57.30K |
UBER TECHNOLOGIES INCOTR | COM | 137.04K | SH | $12.79M 3.56% | 0.00 | 0.00 | 137.04K |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 15.15K | SH | $12.15M 3.38% | 0.00 | 0.00 | 15.15K |
AMAZON COM INCSOLE | COM | 54.90K | SH | $12.04M 3.35% | 0.00 | 0.00 | 54.90K |
BARRICK MNG CORPDFND | COM SHS | 570.83K | SH | $11.88M 3.31% | 0.00 | 0.00 | 570.83K |
CONSTELLATION ENERGY CORPSOLE | COM | 35.74K | SH | $11.53M 3.21% | 0.00 | 0.00 | 35.74K |
ALPHABET INCDFND | CAP STK CL A | 65.05K | SH | $11.46M 3.19% | 0.00 | 0.00 | 65.05K |
ABBOTT LABSSOLE | COM | 78.32K | SH | $10.65M 2.96% | 0.00 | 0.00 | 78.32K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 21.34K | SH | $10.37M 2.88% | 0.00 | 0.00 | 21.34K |
T-MOBILE US INCSOLE | COM | 41.06K | SH | $9.78M 2.72% | 0.00 | 0.00 | 41.06K |
HCA HEALTHCARE INCOTR | COM | 25.53K | SH | $9.78M 2.72% | 0.00 | 0.00 | 25.53K |
ELI LILLY & COOTR | COM | 12.53K | SH | $9.77M 2.72% | 0.00 | 0.00 | 12.53K |
ADOBE INCSOLE | COM | 24.30K | SH | $9.40M 2.61% | 0.00 | 0.00 | 24.30K |
ALLSTATE CORPOTR | COM | 45.55K | SH | $9.17M 2.55% | 0.00 | 0.00 | 45.55K |
SALESFORCE INCDFND | COM | 33.58K | SH | $9.16M 2.55% | 0.00 | 0.00 | 33.58K |
ISHARES TRDFND | HDG MSCI EAFE | 236.19K | SH | $8.97M 2.49% | 0.00 | 0.00 | 236.19K |
PROGRESSIVE CORPDFND | COM | 32.80K | SH | $8.75M 2.43% | 0.00 | 0.00 | 32.80K |
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