Filed: 5/14/2026ACC: 0001832158-26-000002
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $277.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$277.38M
Total AUM (reported)
3.21M
Total Shares
Allocation by class
COM$154.98M55.9%
N Y REGISTRY SHS$10.91M3.9%
SPONSORED ADS$10.91M3.9%
UNIT SER 1$10.54M3.8%
TR UNIT$9.72M3.5%
CAP STK CL A$9.53M3.4%
COM SHS$8.94M3.2%
Portfolio Concentration
Top 3$32.36M11.7%
4–10$66.07M23.8%
11–25$125.68M45.3%
Rest$53.26M19.2%
Top 3 weight
11.7%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 3.21M
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
3.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole21
Shared0
Other52
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
ASML HLDG NV
DFNDShares8.26K
TypeSH
Market value$10.91M
3.93%
Sole
0.00
Shared
0.00
None
8.26K
TAIWAN SEMICONDUCTOR MANUFAC
OTRShares32.27K
TypeSH
Market value$10.91M
3.93%
Sole
0.00
Shared
0.00
None
32.27K
INVESCO QQQ TR
OTRShares18.27K
TypeSH
Market value$10.54M
3.80%
Sole
0.00
Shared
0.00
None
18.27K
STATE STR SPDR S&P 500 ETF T
DFNDShares14.94K
TypeSH
Market value$9.72M
3.50%
Sole
0.00
Shared
0.00
None
14.94K
ALPHABET INC
SOLEShares33.13K
TypeSH
Market value$9.53M
3.43%
Sole
0.00
Shared
0.00
None
33.13K
NVIDIA CORPORATION
SOLEShares54.44K
TypeSH
Market value$9.49M
3.42%
Sole
0.00
Shared
0.00
None
54.44K
NEWMONT CORP
OTRShares87.02K
TypeSH
Market value$9.42M
3.40%
Sole
0.00
Shared
0.00
None
87.02K
ADVANCED MICRO DEVICES INC
SOLEShares46.13K
TypeSH
Market value$9.38M
3.38%
Sole
0.00
Shared
0.00
None
46.13K
MCKESSON CORP
DFNDShares10.73K
TypeSH
Market value$9.28M
3.35%
Sole
0.00
Shared
0.00
None
10.73K
NETFLIX INC.
OTRShares96.20K
TypeSH
Market value$9.25M
3.33%
Sole
0.00
Shared
0.00
None
96.20K
NUCOR CORP
SOLEShares54.59K
TypeSH
Market value$9.23M
3.33%
Sole
0.00
Shared
0.00
None
54.59K
AMAZON COM INC
OTRShares43.53K
TypeSH
Market value$9.07M
3.27%
Sole
0.00
Shared
0.00
None
43.53K
ITAU UNIBANCO HLDG S A
OTRShares1.07M
TypeSH
Market value$8.93M
3.22%
Sole
0.00
Shared
0.00
None
1.07M
ABBVIE INC
OTRShares39.64K
TypeSH
Market value$8.62M
3.11%
Sole
0.00
Shared
0.00
None
39.64K
SCHWAB CHARLES CORP
OTRShares91.28K
TypeSH
Market value$8.58M
3.09%
Sole
0.00
Shared
0.00
None
91.28K
BARRICK MNG CORP
DFNDShares210.47K
TypeSH
Market value$8.58M
3.09%
Sole
0.00
Shared
0.00
None
210.47K
BROADCOM INC
SOLEShares27.49K
TypeSH
Market value$8.51M
3.07%
Sole
0.00
Shared
0.00
None
27.49K
JPMORGAN CHASE & CO
OTRShares28.60K
TypeSH
Market value$8.41M
3.03%
Sole
0.00
Shared
0.00
None
28.60K
META PLATFORMS INC
DFNDShares14.66K
TypeSH
Market value$8.39M
3.02%
Sole
0.00
Shared
0.00
None
14.66K
BANK AMERICA CORP
SOLEShares167.87K
TypeSH
Market value$8.18M
2.95%
Sole
0.00
Shared
0.00
None
167.87K
MICROSOFT CORP
DFNDShares21.50K
TypeSH
Market value$7.96M
2.87%
Sole
0.00
Shared
0.00
None
21.50K
ORACLE CORP
DFNDShares53.79K
TypeSH
Market value$7.91M
2.85%
Sole
0.00
Shared
0.00
None
53.79K
CONSTELLATION ENERGY CORP
DFNDShares28.04K
TypeSH
Market value$7.83M
2.82%
Sole
0.00
Shared
0.00
None
28.04K
AMERICAN EXPRESS CO
DFNDShares25.67K
TypeSH
Market value$7.77M
2.80%
Sole
0.00
Shared
0.00
None
25.67K
INTERNATIONAL BUSINESS MACHS
SOLEShares31.87K
TypeSH
Market value$7.72M
2.78%
Sole
0.00
Shared
0.00
None
31.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ASML HLDG NVDFND | N Y REGISTRY SHS | 8.26K | SH | $10.91M 3.93% | 0.00 | 0.00 | 8.26K |
TAIWAN SEMICONDUCTOR MANUFACOTR | SPONSORED ADS | 32.27K | SH | $10.91M 3.93% | 0.00 | 0.00 | 32.27K |
INVESCO QQQ TROTR | UNIT SER 1 | 18.27K | SH | $10.54M 3.80% | 0.00 | 0.00 | 18.27K |
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 14.94K | SH | $9.72M 3.50% | 0.00 | 0.00 | 14.94K |
ALPHABET INCSOLE | CAP STK CL A | 33.13K | SH | $9.53M 3.43% | 0.00 | 0.00 | 33.13K |
NVIDIA CORPORATIONSOLE | COM | 54.44K | SH | $9.49M 3.42% | 0.00 | 0.00 | 54.44K |
NEWMONT CORPOTR | COM | 87.02K | SH | $9.42M 3.40% | 0.00 | 0.00 | 87.02K |
ADVANCED MICRO DEVICES INCSOLE | COM | 46.13K | SH | $9.38M 3.38% | 0.00 | 0.00 | 46.13K |
MCKESSON CORPDFND | COM | 10.73K | SH | $9.28M 3.35% | 0.00 | 0.00 | 10.73K |
NETFLIX INC.OTR | COM | 96.20K | SH | $9.25M 3.33% | 0.00 | 0.00 | 96.20K |
NUCOR CORPSOLE | COM | 54.59K | SH | $9.23M 3.33% | 0.00 | 0.00 | 54.59K |
AMAZON COM INCOTR | COM | 43.53K | SH | $9.07M 3.27% | 0.00 | 0.00 | 43.53K |
ITAU UNIBANCO HLDG S AOTR | SPON ADR REP PFD | 1.07M | SH | $8.93M 3.22% | 0.00 | 0.00 | 1.07M |
ABBVIE INCOTR | COM | 39.64K | SH | $8.62M 3.11% | 0.00 | 0.00 | 39.64K |
SCHWAB CHARLES CORPOTR | COM | 91.28K | SH | $8.58M 3.09% | 0.00 | 0.00 | 91.28K |
BARRICK MNG CORPDFND | COM SHS | 210.47K | SH | $8.58M 3.09% | 0.00 | 0.00 | 210.47K |
BROADCOM INCSOLE | COM | 27.49K | SH | $8.51M 3.07% | 0.00 | 0.00 | 27.49K |
JPMORGAN CHASE & COOTR | COM | 28.60K | SH | $8.41M 3.03% | 0.00 | 0.00 | 28.60K |
META PLATFORMS INCDFND | CL A | 14.66K | SH | $8.39M 3.02% | 0.00 | 0.00 | 14.66K |
BANK AMERICA CORPSOLE | COM | 167.87K | SH | $8.18M 2.95% | 0.00 | 0.00 | 167.87K |
MICROSOFT CORPDFND | COM | 21.50K | SH | $7.96M 2.87% | 0.00 | 0.00 | 21.50K |
ORACLE CORPDFND | COM | 53.79K | SH | $7.91M 2.85% | 0.00 | 0.00 | 53.79K |
CONSTELLATION ENERGY CORPDFND | COM | 28.04K | SH | $7.83M 2.82% | 0.00 | 0.00 | 28.04K |
AMERICAN EXPRESS CODFND | COM | 25.67K | SH | $7.77M 2.80% | 0.00 | 0.00 | 25.67K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 31.87K | SH | $7.72M 2.78% | 0.00 | 0.00 | 31.87K |
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