Filed: 2/9/2026ACC: 0001832158-26-000001
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 71 equity positions with a total reported market value of $265.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
71
Positions
$265.92M
Total AUM (reported)
1.88M
Total Shares
Allocation by class
COM$161.02M60.6%
UNIT SER 1$12.18M4.6%
TR UNIT$11.01M4.1%
CAP STK CL A$9.66M3.6%
SPONSORED ADS$9.36M3.5%
N Y REGISTRY SHS$9.00M3.4%
CL A$8.75M3.3%
Portfolio Concentration
Top 3$32.85M12.4%
4–10$63.20M23.8%
11–25$121.30M45.6%
Rest$48.57M18.3%
Top 3 weight
12.4%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 1.88M
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
1.88M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole18
Shared0
Other53
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings71
Rows:
INVESCO QQQ TR
DFNDShares19.83K
TypeSH
Market value$12.18M
4.58%
Sole
0.00
Shared
0.00
None
19.83K
SPDR S&P 500 ETF TR
OTRShares16.14K
TypeSH
Market value$11.01M
4.14%
Sole
0.00
Shared
0.00
None
16.14K
ALPHABET INC
DFNDShares30.88K
TypeSH
Market value$9.66M
3.63%
Sole
0.00
Shared
0.00
None
30.88K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares30.81K
TypeSH
Market value$9.36M
3.52%
Sole
0.00
Shared
0.00
None
30.81K
NVIDIA CORPORATION
DFNDShares49.34K
TypeSH
Market value$9.20M
3.46%
Sole
0.00
Shared
0.00
None
49.34K
ADVANCED MICRO DEVICES INC
DFNDShares42.87K
TypeSH
Market value$9.18M
3.45%
Sole
0.00
Shared
0.00
None
42.87K
AMAZON COM INC
OTRShares39.10K
TypeSH
Market value$9.03M
3.39%
Sole
0.00
Shared
0.00
None
39.10K
ASML HOLDING N V
DFNDShares8.41K
TypeSH
Market value$9.00M
3.38%
Sole
0.00
Shared
0.00
None
8.41K
ORACLE CORP
DFNDShares45.30K
TypeSH
Market value$8.83M
3.32%
Sole
0.00
Shared
0.00
None
45.30K
MICROSOFT CORP
OTRShares17.77K
TypeSH
Market value$8.59M
3.23%
Sole
0.00
Shared
0.00
None
17.77K
CONSTELLATION ENERGY CORP
DFNDShares24.22K
TypeSH
Market value$8.56M
3.22%
Sole
0.00
Shared
0.00
None
24.22K
META PLATFORMS INC
DFNDShares12.79K
TypeSH
Market value$8.45M
3.18%
Sole
0.00
Shared
0.00
None
12.79K
BARRICK MNG CORP
OTRShares192.52K
TypeSH
Market value$8.38M
3.15%
Sole
0.00
Shared
0.00
None
192.52K
JPMORGAN CHASE & CO.
DFNDShares25.12K
TypeSH
Market value$8.09M
3.04%
Sole
0.00
Shared
0.00
None
25.12K
UBER TECHNOLOGIES INC
OTRShares98.98K
TypeSH
Market value$8.09M
3.04%
Sole
0.00
Shared
0.00
None
98.98K
BANK AMERICA CORP
SOLEShares146.98K
TypeSH
Market value$8.08M
3.04%
Sole
0.00
Shared
0.00
None
146.98K
NUCOR CORP
DFNDShares49.55K
TypeSH
Market value$8.08M
3.04%
Sole
0.00
Shared
0.00
None
49.55K
SCHWAB CHARLES CORP
SOLEShares80.34K
TypeSH
Market value$8.03M
3.02%
Sole
0.00
Shared
0.00
None
80.34K
MCKESSON CORP
DFNDShares9.78K
TypeSH
Market value$8.02M
3.02%
Sole
0.00
Shared
0.00
None
9.78K
HCA HEALTHCARE INC
DFNDShares17.16K
TypeSH
Market value$8.01M
3.01%
Sole
0.00
Shared
0.00
None
17.16K
AMERICAN EXPRESS CO
OTRShares21.48K
TypeSH
Market value$7.95M
2.99%
Sole
0.00
Shared
0.00
None
21.48K
ADOBE INC
DFNDShares22.69K
TypeSH
Market value$7.94M
2.99%
Sole
0.00
Shared
0.00
None
22.69K
NEWMONT CORP
DFNDShares79.50K
TypeSH
Market value$7.94M
2.99%
Sole
0.00
Shared
0.00
None
79.50K
ABBVIE INC
DFNDShares34.52K
TypeSH
Market value$7.89M
2.97%
Sole
0.00
Shared
0.00
None
34.52K
INTERNATIONAL BUSINESS MACHS
DFNDShares26.34K
TypeSH
Market value$7.80M
2.93%
Sole
0.00
Shared
0.00
None
26.34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRDFND | UNIT SER 1 | 19.83K | SH | $12.18M 4.58% | 0.00 | 0.00 | 19.83K |
SPDR S&P 500 ETF TROTR | TR UNIT | 16.14K | SH | $11.01M 4.14% | 0.00 | 0.00 | 16.14K |
ALPHABET INCDFND | CAP STK CL A | 30.88K | SH | $9.66M 3.63% | 0.00 | 0.00 | 30.88K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 30.81K | SH | $9.36M 3.52% | 0.00 | 0.00 | 30.81K |
NVIDIA CORPORATIONDFND | COM | 49.34K | SH | $9.20M 3.46% | 0.00 | 0.00 | 49.34K |
ADVANCED MICRO DEVICES INCDFND | COM | 42.87K | SH | $9.18M 3.45% | 0.00 | 0.00 | 42.87K |
AMAZON COM INCOTR | COM | 39.10K | SH | $9.03M 3.39% | 0.00 | 0.00 | 39.10K |
ASML HOLDING N VDFND | N Y REGISTRY SHS | 8.41K | SH | $9.00M 3.38% | 0.00 | 0.00 | 8.41K |
ORACLE CORPDFND | COM | 45.30K | SH | $8.83M 3.32% | 0.00 | 0.00 | 45.30K |
MICROSOFT CORPOTR | COM | 17.77K | SH | $8.59M 3.23% | 0.00 | 0.00 | 17.77K |
CONSTELLATION ENERGY CORPDFND | COM | 24.22K | SH | $8.56M 3.22% | 0.00 | 0.00 | 24.22K |
META PLATFORMS INCDFND | CL A | 12.79K | SH | $8.45M 3.18% | 0.00 | 0.00 | 12.79K |
BARRICK MNG CORPOTR | COM SHS | 192.52K | SH | $8.38M 3.15% | 0.00 | 0.00 | 192.52K |
JPMORGAN CHASE & CO.DFND | COM | 25.12K | SH | $8.09M 3.04% | 0.00 | 0.00 | 25.12K |
UBER TECHNOLOGIES INCOTR | COM | 98.98K | SH | $8.09M 3.04% | 0.00 | 0.00 | 98.98K |
BANK AMERICA CORPSOLE | COM | 146.98K | SH | $8.08M 3.04% | 0.00 | 0.00 | 146.98K |
NUCOR CORPDFND | COM | 49.55K | SH | $8.08M 3.04% | 0.00 | 0.00 | 49.55K |
SCHWAB CHARLES CORPSOLE | COM | 80.34K | SH | $8.03M 3.02% | 0.00 | 0.00 | 80.34K |
MCKESSON CORPDFND | COM | 9.78K | SH | $8.02M 3.02% | 0.00 | 0.00 | 9.78K |
HCA HEALTHCARE INCDFND | COM | 17.16K | SH | $8.01M 3.01% | 0.00 | 0.00 | 17.16K |
AMERICAN EXPRESS COOTR | COM | 21.48K | SH | $7.95M 2.99% | 0.00 | 0.00 | 21.48K |
ADOBE INCDFND | COM | 22.69K | SH | $7.94M 2.99% | 0.00 | 0.00 | 22.69K |
NEWMONT CORPDFND | COM | 79.50K | SH | $7.94M 2.99% | 0.00 | 0.00 | 79.50K |
ABBVIE INCDFND | COM | 34.52K | SH | $7.89M 2.97% | 0.00 | 0.00 | 34.52K |
INTERNATIONAL BUSINESS MACHSDFND | COM | 26.34K | SH | $7.80M 2.93% | 0.00 | 0.00 | 26.34K |
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