SEAVIEW INVESTMENT MANAGERS LLC

CIK 0001832158 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

SEAVIEW INVESTMENT MANAGERS LLC reported 93 positions worth $334.8M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: QQQ (4.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$334.8M
2026 Q2
Positions
93
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.1%
Est. Net Flow (Q)
2026 Q2
10 / 93 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$13.7M4.11%18,668
2AMDADVANCED MICRO DEVICES INCSH$12.7M3.81%21,945
3MUMICRON TECHNOLOGY INCSH$12.1M3.61%10,477
4TSMTAIWAN SEMICONDUCTOR MANUFACSH$11.9M3.54%24,839
5ASMLASML HLDG NVSH$11.8M3.52%5,930
6SPYSTATE STR SPDR S&P 500 ETF TSH$11.7M3.49%15,635
7GOOGLALPHABET INCSH$11.3M3.37%31,567
8NVDANVIDIA CORPORATIONSH$11.1M3.33%55,710
9AMZNAMAZON COM INCSH$10.7M3.19%44,883
10AVGOBROADCOM INCSH$10.6M3.16%28,015

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SEAVIEW INVESTMENT MANAGERS LLC hold as of Q2 2026?

SEAVIEW INVESTMENT MANAGERS LLC reported 93 positions worth $334.8M in its Q2 2026 13F filing. Largest positions: QQQ (4.1%), AMD (3.8%), MU (3.6%), TSM (3.5%) and ASML (3.5%).

What did SEAVIEW INVESTMENT MANAGERS LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SEAVIEW INVESTMENT MANAGERS LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.