Filed: 11/6/2025ACC: 0001832158-25-000007
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $270.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$270.75M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
COM$141.46M52.2%
UNIT SER 1$11.63M4.3%
TR UNIT$10.49M3.9%
N Y REGISTRY SHS$10.35M3.8%
CAP STK CL A$9.89M3.7%
COM SHS$9.81M3.6%
SPONSORED ADS$9.71M3.6%
Portfolio Concentration
Top 3$32.47M12.0%
4–10$65.23M24.1%
11–25$120.15M44.4%
Rest$52.90M19.5%
Top 3 weight
12.0%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 2.43M
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
2.43M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other45
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings75
Rows:
INVESCO QQQ TR
SOLEShares19.37K
TypeSH
Market value$11.63M
4.30%
Sole
0.00
Shared
0.00
None
19.37K
SPDR S&P 500 ETF TR
DFNDShares15.75K
TypeSH
Market value$10.49M
3.88%
Sole
0.00
Shared
0.00
None
15.75K
ASML HOLDING N V
DFNDShares10.69K
TypeSH
Market value$10.35M
3.82%
Sole
0.00
Shared
0.00
None
10.69K
ALPHABET INC
DFNDShares40.69K
TypeSH
Market value$9.89M
3.65%
Sole
0.00
Shared
0.00
None
40.69K
BARRICK MNG CORP
DFNDShares299.24K
TypeSH
Market value$9.81M
3.62%
Sole
0.00
Shared
0.00
None
299.24K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares34.78K
TypeSH
Market value$9.71M
3.59%
Sole
0.00
Shared
0.00
None
34.78K
ORACLE CORP
DFNDShares33.62K
TypeSH
Market value$9.46M
3.49%
Sole
0.00
Shared
0.00
None
33.62K
NVIDIA CORPORATION
SOLEShares48.60K
TypeSH
Market value$9.07M
3.35%
Sole
0.00
Shared
0.00
None
48.60K
MICROSOFT CORP
SOLEShares16.98K
TypeSH
Market value$8.79M
3.25%
Sole
0.00
Shared
0.00
None
16.98K
CONSTELLATION ENERGY CORP
DFNDShares25.82K
TypeSH
Market value$8.50M
3.14%
Sole
0.00
Shared
0.00
None
25.82K
HCA HEALTHCARE INC
SOLEShares19.77K
TypeSH
Market value$8.42M
3.11%
Sole
0.00
Shared
0.00
None
19.77K
AMAZON COM INC
SOLEShares38.22K
TypeSH
Market value$8.39M
3.10%
Sole
0.00
Shared
0.00
None
38.22K
ALLSTATE CORP
OTRShares38.99K
TypeSH
Market value$8.37M
3.09%
Sole
0.00
Shared
0.00
None
38.99K
UBER TECHNOLOGIES INC
OTRShares84.68K
TypeSH
Market value$8.30M
3.06%
Sole
0.00
Shared
0.00
None
84.68K
META PLATFORMS INC
SOLEShares11.19K
TypeSH
Market value$8.22M
3.04%
Sole
0.00
Shared
0.00
None
11.19K
ADVANCED MICRO DEVICES INC
SOLEShares50.32K
TypeSH
Market value$8.14M
3.01%
Sole
0.00
Shared
0.00
None
50.32K
ABBOTT LABS
SOLEShares60.76K
TypeSH
Market value$8.14M
3.01%
Sole
0.00
Shared
0.00
None
60.76K
AMERICAN EXPRESS CO
DFNDShares24.40K
TypeSH
Market value$8.10M
2.99%
Sole
0.00
Shared
0.00
None
24.40K
BANK AMERICA CORP
OTRShares155.06K
TypeSH
Market value$8.00M
2.95%
Sole
0.00
Shared
0.00
None
155.06K
ADOBE INC
SOLEShares22.53K
TypeSH
Market value$7.95M
2.94%
Sole
0.00
Shared
0.00
None
22.53K
NETFLIX INC
OTRShares6.43K
TypeSH
Market value$7.71M
2.85%
Sole
0.00
Shared
0.00
None
6.43K
T-MOBILE US INC
OTRShares32.21K
TypeSH
Market value$7.71M
2.85%
Sole
0.00
Shared
0.00
None
32.21K
NOVO-NORDISK A S
SOLEShares138.69K
TypeSH
Market value$7.70M
2.84%
Sole
0.00
Shared
0.00
None
138.69K
SALESFORCE INC
SOLEShares32.29K
TypeSH
Market value$7.65M
2.83%
Sole
0.00
Shared
0.00
None
32.29K
FISERV INC
OTRShares56.99K
TypeSH
Market value$7.35M
2.71%
Sole
0.00
Shared
0.00
None
56.99K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.37K | SH | $11.63M 4.30% | 0.00 | 0.00 | 19.37K |
SPDR S&P 500 ETF TRDFND | TR UNIT | 15.75K | SH | $10.49M 3.88% | 0.00 | 0.00 | 15.75K |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 10.69K | SH | $10.35M 3.82% | 0.00 | 0.00 | 10.69K |
ALPHABET INCDFND | CAP STK CL A | 40.69K | SH | $9.89M 3.65% | 0.00 | 0.00 | 40.69K |
BARRICK MNG CORPDFND | COM SHS | 299.24K | SH | $9.81M 3.62% | 0.00 | 0.00 | 299.24K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 34.78K | SH | $9.71M 3.59% | 0.00 | 0.00 | 34.78K |
ORACLE CORPDFND | COM | 33.62K | SH | $9.46M 3.49% | 0.00 | 0.00 | 33.62K |
NVIDIA CORPORATIONSOLE | COM | 48.60K | SH | $9.07M 3.35% | 0.00 | 0.00 | 48.60K |
MICROSOFT CORPSOLE | COM | 16.98K | SH | $8.79M 3.25% | 0.00 | 0.00 | 16.98K |
CONSTELLATION ENERGY CORPDFND | COM | 25.82K | SH | $8.50M 3.14% | 0.00 | 0.00 | 25.82K |
HCA HEALTHCARE INCSOLE | COM | 19.77K | SH | $8.42M 3.11% | 0.00 | 0.00 | 19.77K |
AMAZON COM INCSOLE | COM | 38.22K | SH | $8.39M 3.10% | 0.00 | 0.00 | 38.22K |
ALLSTATE CORPOTR | COM | 38.99K | SH | $8.37M 3.09% | 0.00 | 0.00 | 38.99K |
UBER TECHNOLOGIES INCOTR | COM | 84.68K | SH | $8.30M 3.06% | 0.00 | 0.00 | 84.68K |
META PLATFORMS INCSOLE | CL A | 11.19K | SH | $8.22M 3.04% | 0.00 | 0.00 | 11.19K |
ADVANCED MICRO DEVICES INCSOLE | COM | 50.32K | SH | $8.14M 3.01% | 0.00 | 0.00 | 50.32K |
ABBOTT LABSSOLE | COM | 60.76K | SH | $8.14M 3.01% | 0.00 | 0.00 | 60.76K |
AMERICAN EXPRESS CODFND | COM | 24.40K | SH | $8.10M 2.99% | 0.00 | 0.00 | 24.40K |
BANK AMERICA CORPOTR | COM | 155.06K | SH | $8.00M 2.95% | 0.00 | 0.00 | 155.06K |
ADOBE INCSOLE | COM | 22.53K | SH | $7.95M 2.94% | 0.00 | 0.00 | 22.53K |
NETFLIX INCOTR | COM | 6.43K | SH | $7.71M 2.85% | 0.00 | 0.00 | 6.43K |
T-MOBILE US INCOTR | COM | 32.21K | SH | $7.71M 2.85% | 0.00 | 0.00 | 32.21K |
NOVO-NORDISK A SSOLE | ADR | 138.69K | SH | $7.70M 2.84% | 0.00 | 0.00 | 138.69K |
SALESFORCE INCSOLE | COM | 32.29K | SH | $7.65M 2.83% | 0.00 | 0.00 | 32.29K |
FISERV INCOTR | COM | 56.99K | SH | $7.35M 2.71% | 0.00 | 0.00 | 56.99K |
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