Filed: 7/14/2026ACC: 0001832158-26-000003
📋 What this filing means
SEAVIEW INVESTMENT MANAGERS LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $334.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$334.82M
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$184.55M55.1%
CL A$21.37M6.4%
UNIT SER 1$13.75M4.1%
SPONSORED ADS$12.12M3.6%
N Y REGISTRY SHS$11.80M3.5%
TR UNIT$11.68M3.5%
CAP STK CL A$11.28M3.4%
Portfolio Concentration
Top 3$38.59M11.5%
4–10$79.04M23.6%
11–25$144.25M43.1%
Rest$72.93M21.8%
Top 3 weight
11.5%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 2.38M
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
2.38M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole36
Shared0
Other57
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:
INVESCO QQQ TR
SOLEShares18.67K
TypeSH
Market value$13.75M
4.11%
Sole
0.00
Shared
0.00
None
18.67K
ADVANCED MICRO DEVICES INC
DFNDShares21.95K
TypeSH
Market value$12.75M
3.81%
Sole
0.00
Shared
0.00
None
21.95K
MICRON TECHNOLOGY INC
SOLEShares10.48K
TypeSH
Market value$12.09M
3.61%
Sole
0.00
Shared
0.00
None
10.48K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares24.84K
TypeSH
Market value$11.86M
3.54%
Sole
0.00
Shared
0.00
None
24.84K
ASML HLDG NV
SOLEShares5.93K
TypeSH
Market value$11.80M
3.52%
Sole
0.00
Shared
0.00
None
5.93K
STATE STR SPDR S&P 500 ETF T
OTRShares15.63K
TypeSH
Market value$11.68M
3.49%
Sole
0.00
Shared
0.00
None
15.63K
ALPHABET INC
OTRShares31.57K
TypeSH
Market value$11.28M
3.37%
Sole
0.00
Shared
0.00
None
31.57K
NVIDIA CORPORATION
DFNDShares55.71K
TypeSH
Market value$11.15M
3.33%
Sole
0.00
Shared
0.00
None
55.71K
AMAZON COM INC
SOLEShares44.88K
TypeSH
Market value$10.70M
3.19%
Sole
0.00
Shared
0.00
None
44.88K
BROADCOM INC
OTRShares28.02K
TypeSH
Market value$10.58M
3.16%
Sole
0.00
Shared
0.00
None
28.02K
AMPHENOL CORP
OTRShares58.51K
TypeSH
Market value$10.32M
3.08%
Sole
0.00
Shared
0.00
None
58.51K
CATERPILLAR INC
DFNDShares9.54K
TypeSH
Market value$10.16M
3.03%
Sole
0.00
Shared
0.00
None
9.54K
META PLATFORMS INC
DFNDShares17.98K
TypeSH
Market value$10.13M
3.02%
Sole
0.00
Shared
0.00
None
17.98K
MICROSOFT CORP
OTRShares26.65K
TypeSH
Market value$9.94M
2.97%
Sole
0.00
Shared
0.00
None
26.65K
INTERNATIONAL BUSINESS MACHS
SOLEShares34.76K
TypeSH
Market value$9.78M
2.92%
Sole
0.00
Shared
0.00
None
34.76K
APPLE INC
SOLEShares33.56K
TypeSH
Market value$9.71M
2.90%
Sole
0.00
Shared
0.00
None
33.56K
ORACLE CORP
DFNDShares65.86K
TypeSH
Market value$9.65M
2.88%
Sole
0.00
Shared
0.00
None
65.86K
JPMORGAN CHASE & CO
OTRShares29.09K
TypeSH
Market value$9.52M
2.84%
Sole
0.00
Shared
0.00
None
29.09K
ABBVIE INC
OTRShares37.77K
TypeSH
Market value$9.51M
2.84%
Sole
0.00
Shared
0.00
None
37.77K
BANK OF AMER CORP
OTRShares166.51K
TypeSH
Market value$9.49M
2.83%
Sole
0.00
Shared
0.00
None
166.51K
BARRICK MNG CORP
SOLEShares257.66K
TypeSH
Market value$9.46M
2.83%
Sole
0.00
Shared
0.00
None
257.66K
GOLDMAN SACHS GROUP INC
DFNDShares9.13K
TypeSH
Market value$9.23M
2.76%
Sole
0.00
Shared
0.00
None
9.13K
ELI LILLY & CO
SOLEShares7.65K
TypeSH
Market value$9.17M
2.74%
Sole
0.00
Shared
0.00
None
7.65K
NUCOR CORP
DFNDShares40.95K
TypeSH
Market value$9.12M
2.72%
Sole
0.00
Shared
0.00
None
40.95K
NETFLIX INC.
SOLEShares127.02K
TypeSH
Market value$9.07M
2.71%
Sole
0.00
Shared
0.00
None
127.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 18.67K | SH | $13.75M 4.11% | 0.00 | 0.00 | 18.67K |
ADVANCED MICRO DEVICES INCDFND | COM | 21.95K | SH | $12.75M 3.81% | 0.00 | 0.00 | 21.95K |
MICRON TECHNOLOGY INCSOLE | COM | 10.48K | SH | $12.09M 3.61% | 0.00 | 0.00 | 10.48K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 24.84K | SH | $11.86M 3.54% | 0.00 | 0.00 | 24.84K |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 5.93K | SH | $11.80M 3.52% | 0.00 | 0.00 | 5.93K |
STATE STR SPDR S&P 500 ETF TOTR | TR UNIT | 15.63K | SH | $11.68M 3.49% | 0.00 | 0.00 | 15.63K |
ALPHABET INCOTR | CAP STK CL A | 31.57K | SH | $11.28M 3.37% | 0.00 | 0.00 | 31.57K |
NVIDIA CORPORATIONDFND | COM | 55.71K | SH | $11.15M 3.33% | 0.00 | 0.00 | 55.71K |
AMAZON COM INCSOLE | COM | 44.88K | SH | $10.70M 3.19% | 0.00 | 0.00 | 44.88K |
BROADCOM INCOTR | COM | 28.02K | SH | $10.58M 3.16% | 0.00 | 0.00 | 28.02K |
AMPHENOL CORPOTR | CL A | 58.51K | SH | $10.32M 3.08% | 0.00 | 0.00 | 58.51K |
CATERPILLAR INCDFND | COM | 9.54K | SH | $10.16M 3.03% | 0.00 | 0.00 | 9.54K |
META PLATFORMS INCDFND | CL A | 17.98K | SH | $10.13M 3.02% | 0.00 | 0.00 | 17.98K |
MICROSOFT CORPOTR | COM | 26.65K | SH | $9.94M 2.97% | 0.00 | 0.00 | 26.65K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 34.76K | SH | $9.78M 2.92% | 0.00 | 0.00 | 34.76K |
APPLE INCSOLE | COM | 33.56K | SH | $9.71M 2.90% | 0.00 | 0.00 | 33.56K |
ORACLE CORPDFND | COM | 65.86K | SH | $9.65M 2.88% | 0.00 | 0.00 | 65.86K |
JPMORGAN CHASE & COOTR | COM | 29.09K | SH | $9.52M 2.84% | 0.00 | 0.00 | 29.09K |
ABBVIE INCOTR | COM | 37.77K | SH | $9.51M 2.84% | 0.00 | 0.00 | 37.77K |
BANK OF AMER CORPOTR | COM | 166.51K | SH | $9.49M 2.83% | 0.00 | 0.00 | 166.51K |
BARRICK MNG CORPSOLE | COM SHS | 257.66K | SH | $9.46M 2.83% | 0.00 | 0.00 | 257.66K |
GOLDMAN SACHS GROUP INCDFND | COM | 9.13K | SH | $9.23M 2.76% | 0.00 | 0.00 | 9.13K |
ELI LILLY & COSOLE | COM | 7.65K | SH | $9.17M 2.74% | 0.00 | 0.00 | 7.65K |
NUCOR CORPDFND | COM | 40.95K | SH | $9.12M 2.72% | 0.00 | 0.00 | 40.95K |
NETFLIX INC.SOLE | COM | 127.02K | SH | $9.07M 2.71% | 0.00 | 0.00 | 127.02K |
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