Seaview Investment Managers LLC

13F filer · CIK 0001832158

Reported Jul 14, 2026

Net seller this quarter

13F portfolio value$335MU.S. long equity reported on 13F

Positions6420 new · 1 closed

Net flow last quarter-$11.1MBuys minus sells

Top 10 positions weight35.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 14, 202664 positions
QQQInvesco QQQ Trust, Series 1	$13.7M	4.11%	Not reported	+2.2%	Q3 2020
AMDAdvanced Micro Devices Inc	$12.7M	3.81%	0.00%	-52.4%	Q4 2024
MUMicron Technology Inc	$12.1M	3.61%	0.00%	-48.2%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$11.9M	3.54%	0.00%	-23.0%	Q4 2020
ASMLAsml Holding NV	$11.8M	3.52%	0.00%	-28.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$11.7M	3.49%	Not reported	+4.7%	Q3 2020
GOOGLAlphabet Inc.	$11.3M	3.37%	0.00%	-4.7%	Q3 2020
NVDANvidia Corp	$11.1M	3.33%	0.00%	+2.3%	Q4 2020
AMZNAmazon Com Inc	$10.7M	3.19%	0.00%	+3.1%	Q3 2020
AVGOBroadcom Inc.	$10.6M	3.16%	0.00%	+1.9%	Q1 2023
APHAmphenol Corp	$10.3M	3.08%	0.00%	New	Q2 2026
CATCaterpillar Inc	$10.2M	3.03%	0.00%	Not reported	Q3 2021
METAMeta Platforms, Inc.	$10.1M	3.02%	Not reported	+22.6%	Q3 2020
MSFTMicrosoft Corp	$9.94M	2.97%	0.00%	+24.0%	Q3 2020
IBMInternational Business Machines Corp	$9.78M	2.92%	0.00%	+9.1%	Q3 2020
AAPLApple Inc.	$9.71M	2.90%	0.00%	+2219.6%	Q3 2020
ORCLOracle Corp	$9.65M	2.88%	0.00%	+22.4%	Q3 2020
JPMJPMorgan Chase & Co	$9.52M	2.84%	0.00%	+1.7%	Q3 2020
ABBVAbbVie Inc.	$9.51M	2.84%	0.00%	-4.7%	Q3 2020
BACBank of America Corp	$9.49M	2.83%	0.00%	-0.8%	Q3 2020
BBarrick Mining Corp	$9.46M	2.83%	0.02%	+22.4%	Q2 2025
GSGoldman Sachs Group Inc	$9.23M	2.76%	0.00%	Not reported	Q4 2024
LLYELI LILLY & Co	$9.17M	2.74%	0.00%	Not reported	Q2 2024
NUENucor Corp	$9.12M	2.72%	0.02%	-25.0%	Q2 2021
NFLXNetflix Inc	$9.07M	2.71%	0.00%	+32.0%	Q3 2020
DISWalt Disney Co	$9.02M	2.69%	0.01%	Not reported	Q3 2020
GLDSPDR Gold Trust	$5.12M	1.53%	0.00%	+1.6%	Q3 2020
SMHMarket Vectors ETF Trust	$2.47M	0.74%	Not reported	+4.9%	Q1 2021
FRDMFreedom Environmental Services, Inc.	$2.19M	0.65%	Not reported	-2.5%	Q4 2025
QTUMQuantum Group Inc	$2.06M	0.62%	Not reported	+7.4%	Q4 2025
PDIPIMCO Dynamic Income Fund	$1.16M	0.35%	Not reported	+48.2%	Q4 2025
IBITiShares Bitcoin Trust ETF	$1.04M	0.31%	0.00%	+3.9%	Q4 2024
GLTRabrdn Precious Metals Basket ETF Trust	$702K	0.21%	0.03%	+8.7%	Q4 2025
TSLATesla, Inc.	$658K	0.20%	0.00%	+7.1%	Q4 2020
LRCXLam Research Corp	$501K	0.15%	0.00%	-14.7%	Q4 2020
SLViShares Silver Trust	$492K	0.15%	0.00%	-1.5%	Q2 2023
STXSeagate Technology Holdings plc	$483K	0.14%	0.00%	Not reported	Q3 2021
NETCloudflare, Inc.	$468K	0.14%	Not reported	New	Q2 2026
DELLDell Technologies Inc.	$437K	0.13%	0.00%	-21.3%	Q1 2025
CCitigroup Inc	$383K	0.11%	0.00%	+25.6%	Q3 2020
AXPAmerican Express Co	$377K	0.11%	0.00%	-95.7%	Q3 2020
DRAMU.S. Gold Corp.	$375K	0.11%	Not reported	New	Q2 2026
MARMarriott International Inc	$367K	0.11%	0.00%	Not reported	Q4 2023
PANWPalo Alto Networks Inc	$366K	0.11%	0.00%	Not reported	Q1 2025
AMATApplied Materials Inc	$330K	0.10%	0.00%	Not reported	Q3 2020
CRWDCrowdStrike Holdings, Inc.	$329K	0.10%	0.00%	Not reported	Q1 2025
WDCWestern Digital Corp	$322K	0.10%	0.00%	-35.5%	Q1 2026
SCHWSchwab Charles Corp	$316K	0.09%	0.00%	-96.3%	Q3 2020
NEMNEWMONT Corp	$315K	0.09%	0.00%	-96.1%	Q4 2025
MCKMckesson Corp	$311K	0.09%	0.00%	-96.2%	Q4 2025

Q1 2026Reported May 14, 202645 positions
ASMLAsml Holding NV	$10.9M	3.93%	0.00%	-1.8%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$10.9M	3.93%	0.00%	+4.7%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$10.5M	3.80%	Not reported	-7.9%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$9.72M	3.50%	Not reported	-7.5%	Q3 2020
GOOGLAlphabet Inc.	$9.53M	3.43%	0.00%	+7.3%	Q3 2020
NVDANvidia Corp	$9.49M	3.42%	0.00%	+10.3%	Q4 2020
NEMNEWMONT Corp	$9.42M	3.40%	0.01%	+9.5%	Q4 2025
AMDAdvanced Micro Devices Inc	$9.38M	3.38%	0.00%	+7.6%	Q4 2024
MCKMckesson Corp	$9.28M	3.35%	0.01%	+9.7%	Q4 2025
NFLXNetflix Inc	$9.25M	3.33%	0.00%	+15.8%	Q3 2020
NUENucor Corp	$9.23M	3.33%	0.02%	+10.2%	Q2 2021
AMZNAmazon Com Inc	$9.07M	3.27%	0.00%	+11.3%	Q3 2020
ITUBItau Unibanco Holding S.A.	$8.93M	3.22%	0.02%	Not reported	Q3 2020
ABBVAbbVie Inc.	$8.62M	3.11%	0.00%	+14.8%	Q3 2020
SCHWSchwab Charles Corp	$8.58M	3.09%	0.01%	+13.6%	Q3 2020
BBarrick Mining Corp	$8.58M	3.09%	0.01%	+9.3%	Q2 2025
AVGOBroadcom Inc.	$8.51M	3.07%	0.00%	+1570.2%	Q1 2023
JPMJPMorgan Chase & Co	$8.41M	3.03%	0.00%	+13.9%	Q3 2020
METAMeta Platforms, Inc.	$8.39M	3.02%	Not reported	+14.6%	Q3 2020
BACBank of America Corp	$8.18M	2.95%	0.00%	+14.2%	Q3 2020
MSFTMicrosoft Corp	$7.96M	2.87%	0.00%	+21.0%	Q3 2020
ORCLOracle Corp	$7.91M	2.85%	0.00%	+18.8%	Q3 2020
CEGConstellation Energy Corp	$7.83M	2.82%	0.01%	+15.8%	Q3 2024
AXPAmerican Express Co	$7.77M	2.80%	0.00%	+19.5%	Q3 2020
IBMInternational Business Machines Corp	$7.72M	2.78%	0.00%	+21.0%	Q3 2020
MUMicron Technology Inc	$6.83M	2.46%	0.00%	+659.2%	Q1 2022
GLDSPDR Gold Trust	$5.89M	2.12%	0.00%	+6.5%	Q3 2020
FRDMFreedom Environmental Services, Inc.	$1.68M	0.61%	Not reported	-2.2%	Q4 2025
SMHMarket Vectors ETF Trust	$1.38M	0.50%	Not reported	+6.5%	Q1 2021
QTUMQuantum Group Inc	$1.24M	0.45%	Not reported	+7.9%	Q4 2025
IBITiShares Bitcoin Trust ETF	$1.15M	0.41%	0.00%	+43.0%	Q4 2024
PDIPIMCO Dynamic Income Fund	$805K	0.29%	Not reported	+118.3%	Q4 2025
GLTRabrdn Precious Metals Basket ETF Trust	$780K	0.28%	0.03%	+19.6%	Q4 2025
SLViShares Silver Trust	$637K	0.23%	0.00%	Not reported	Q2 2023
TSLATesla, Inc.	$544K	0.20%	0.00%	+29.6%	Q4 2020
ADBEAdobe Inc.	$415K	0.15%	0.00%	-92.5%	Q3 2020
AAPLApple Inc.	$367K	0.13%	0.00%	Not reported	Q3 2020
MARMarriott International Inc	$324K	0.12%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$290K	0.10%	0.00%	-10.8%	Q4 2020
CCitigroup Inc	$247K	0.09%	0.00%	Not reported	Q3 2020
VRTVertiv Holdings Co	$220K	0.08%	0.00%	Not reported	Q4 2024
WDCWestern Digital Corp	$211K	0.08%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$211K	0.08%	0.00%	Not reported	Q1 2025
HLFHerbalife Ltd.	$185K	0.07%	0.01%	New	Q1 2026
ATAIAtaiBeckley Inc.	$177K	0.06%	0.01%	New	Q1 2026
Q4 2025Reported Feb 9, 202642 positions
QQQInvesco QQQ Trust, Series 1	$12.2M	4.58%	Not reported	+2.4%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$11M	4.14%	Not reported	+2.5%	Q3 2020
GOOGLAlphabet Inc.	$9.66M	3.63%	0.00%	-24.1%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.36M	3.52%	0.00%	-11.4%	Q4 2020
NVDANvidia Corp	$9.2M	3.46%	0.00%	+1.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$9.18M	3.45%	0.00%	-14.8%	Q4 2024
AMZNAmazon Com Inc	$9.03M	3.39%	0.00%	+2.3%	Q3 2020
ASMLAsml Holding NV	$9M	3.38%	0.00%	-21.3%	Q1 2022
ORCLOracle Corp	$8.83M	3.32%	0.00%	+34.7%	Q3 2020
MSFTMicrosoft Corp	$8.59M	3.23%	0.00%	+4.7%	Q3 2020
CEGConstellation Energy Corp	$8.56M	3.22%	0.01%	-6.2%	Q3 2024
METAMeta Platforms, Inc.	$8.45M	3.18%	Not reported	+14.3%	Q3 2020
BBarrick Mining Corp	$8.38M	3.15%	0.01%	-35.7%	Q2 2025
JPMJPMorgan Chase & Co	$8.09M	3.04%	0.00%	Not reported	Q3 2020
UBERUber Technologies, Inc	$8.09M	3.04%	0.00%	+16.9%	Q4 2024
BACBank of America Corp	$8.08M	3.04%	0.00%	-5.2%	Q3 2020
NUENucor Corp	$8.08M	3.04%	0.02%	Not reported	Q2 2021
SCHWSchwab Charles Corp	$8.03M	3.02%	0.00%	Not reported	Q3 2020
MCKMckesson Corp	$8.02M	3.02%	0.01%	New	Q4 2025
HCAHCA Healthcare, Inc.	$8.01M	3.01%	0.01%	-13.2%	Q2 2025
AXPAmerican Express Co	$7.95M	2.99%	0.00%	-12.0%	Q3 2020
ADBEAdobe Inc.	$7.94M	2.99%	0.01%	+0.7%	Q3 2020
NEMNEWMONT Corp	$7.94M	2.99%	0.01%	New	Q4 2025
ABBVAbbVie Inc.	$7.89M	2.97%	0.00%	Not reported	Q3 2020
IBMInternational Business Machines Corp	$7.8M	2.93%	0.00%	Not reported	Q3 2020
NFLXNetflix Inc	$7.79M	2.93%	0.00%	+29.2%	Q3 2020
GLDSPDR Gold Trust	$5.1M	1.92%	0.00%	+120.3%	Q3 2020
FRDMFreedom Environmental Services, Inc.	$1.62M	0.61%	Not reported	New	Q4 2025
CRMSalesforce, Inc.	$1.48M	0.56%	0.00%	-82.7%	Q3 2020
SMHMarket Vectors ETF Trust	$1.21M	0.46%	Not reported	+47.6%	Q1 2021
QTUMQuantum Group Inc	$1.18M	0.44%	Not reported	New	Q4 2025
IBITiShares Bitcoin Trust ETF	$1.04M	0.39%	0.00%	+22.4%	Q4 2024
MUMicron Technology Inc	$760K	0.29%	0.00%	-4.9%	Q1 2022
GLTRabrdn Precious Metals Basket ETF Trust	$613K	0.23%	0.02%	New	Q4 2025
AVGOBroadcom Inc.	$570K	0.21%	0.00%	-5.9%	Q1 2023
TSLATesla, Inc.	$507K	0.19%	0.00%	Not reported	Q4 2020
AAPLApple Inc.	$393K	0.15%	0.00%	Not reported	Q3 2020
PDIPIMCO Dynamic Income Fund	$382K	0.14%	Not reported	New	Q4 2025
MARMarriott International Inc	$307K	0.12%	0.00%	Not reported	Q4 2023
LRCXLam Research Corp	$260K	0.10%	0.00%	-23.6%	Q4 2020
CCitigroup Inc	$254K	0.10%	0.00%	Not reported	Q3 2020
ABTAbbott Laboratories	$209K	0.08%	0.00%	-97.3%	Q2 2025
Q3 2025Reported Nov 6, 202541 positions
QQQInvesco QQQ Trust, Series 1	$11.6M	4.30%	Not reported	-56.3%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$10.5M	3.88%	Not reported	-44.0%	Q3 2020
ASMLAsml Holding NV	$10.3M	3.82%	0.00%	-33.6%	Q1 2022
GOOGLAlphabet Inc.	$9.89M	3.65%	0.00%	-56.4%	Q3 2020
BBarrick Mining Corp	$9.81M	3.62%	0.02%	-51.6%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$9.71M	3.59%	0.00%	-42.9%	Q4 2020
ORCLOracle Corp	$9.46M	3.49%	0.00%	-50.2%	Q3 2020
NVDANvidia Corp	$9.07M	3.35%	0.00%	-67.5%	Q4 2020
MSFTMicrosoft Corp	$8.79M	3.25%	0.00%	-56.2%	Q3 2020
CEGConstellation Energy Corp	$8.5M	3.14%	0.01%	-31.1%	Q3 2024
HCAHCA Healthcare, Inc.	$8.42M	3.11%	0.01%	-26.4%	Q2 2025
AMZNAmazon Com Inc	$8.39M	3.10%	0.00%	-51.3%	Q3 2020
ALLAllstate Corp	$8.37M	3.09%	0.01%	-19.2%	Q2 2025
UBERUber Technologies, Inc	$8.3M	3.06%	0.00%	-45.0%	Q4 2024
METAMeta Platforms, Inc.	$8.22M	3.04%	Not reported	-58.2%	Q3 2020
AMDAdvanced Micro Devices Inc	$8.14M	3.01%	0.00%	-47.6%	Q4 2024
ABTAbbott Laboratories	$8.14M	3.01%	0.00%	-25.3%	Q2 2025
AXPAmerican Express Co	$8.1M	2.99%	0.00%	+527.8%	Q3 2020
BACBank of America Corp	$8M	2.95%	0.00%	Not reported	Q3 2020
ADBEAdobe Inc.	$7.95M	2.94%	0.01%	-12.1%	Q3 2020
NFLXNetflix Inc	$7.71M	2.85%	0.00%	-37.5%	Q3 2020
TMUST-Mobile US, Inc.	$7.71M	2.85%	0.00%	-25.8%	Q3 2024
NVONovo Nordisk A S	$7.7M	2.84%	Not reported	Not reported	Q4 2023
CRMSalesforce, Inc.	$7.65M	2.83%	0.00%	-20.2%	Q3 2020
FISVFiserv Inc	$7.35M	2.71%	0.01%	+15.2%	Q1 2025
ETEnergy Transfer LP	$4.79M	1.77%	0.01%	-34.4%	Q4 2020
SAPSap SE	$3.14M	1.16%	0.00%	+191.4%	Q4 2024
GLDSPDR Gold Trust	$2.08M	0.77%	0.00%	-43.1%	Q3 2020
AIQAlliance HealthCare Services, Inc	$1.38M	0.51%	0.26%	-8.2%	Q2 2023
IBITiShares Bitcoin Trust ETF	$1.11M	0.41%	0.00%	-26.2%	Q4 2024
SMHMarket Vectors ETF Trust	$745K	0.28%	Not reported	-11.3%	Q1 2021
PPLTabrdn Platinum ETF Trust	$730K	0.27%	0.04%	+5.5%	Q2 2025
AVGOBroadcom Inc.	$577K	0.21%	0.00%	-92.5%	Q1 2023
MUMicron Technology Inc	$468K	0.17%	0.00%	-2.4%	Q1 2022
AAPLApple Inc.	$368K	0.14%	0.00%	-93.2%	Q3 2020
LRCXLam Research Corp	$266K	0.10%	0.00%	-62.5%	Q4 2020
MARMarriott International Inc	$258K	0.10%	0.00%	-1.6%	Q4 2023
ETNEaton Corp plc	$251K	0.09%	0.00%	-66.4%	Q1 2025
GBTCGrayscale Bitcoin Trust ETF	$229K	0.08%	0.00%	-15.2%	Q4 2020
CCitigroup Inc	$221K	0.08%	0.00%	-45.8%	Q3 2020
NKENIKE, Inc.	$209K	0.08%	0.00%	-31.7%	Q3 2021

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