SEAVIEW INVESTMENT MANAGERS LLC — 13F Holdings & Portfolio
CIK 1832158 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$277.4M
Long-equity book
Holdings
205
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+12 / −10 / ↑38 / ↓8
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- BROADCOM INC$7.9M +1393.6%
- MICRON TECHNOLOGY INC$6.1M +798.6%
- ASML HLDG NV$1.9M +21.2%
- TAIWAN SEMICONDUCTOR MANUFAC$1.5M +16.5%
- NEWMONT CORP$1.5M +18.7%
Top Trims
- ADOBE INC-$7.5M -94.8%
- INVESCO QQQ TR-$1.6M -13.4%
- J P MORGAN EXCHANGE TRADED F-$1.5M -47.5%
- STATE STR SPDR S&P 500 ETF T-$1.3M -11.7%
- ORACLE CORP-$916.1K -10.4%
New Positions
- ITAU UNIBANCO HLDG S A$8.9M
- AMERICAN CENTY ETF TR$1.4M
- NEOS ETF TRUST$754.1K
- ISHARES SILVER TR$636.6K
- ENTREPRENEURSHARES SERIES TR$292.9K
Exited Positions
- UBER TECHNOLOGIES INC$8.1M
- HCA HEALTHCARE INC$8.0M
- SALESFORCE INC$1.5M
- INVESCO EXCHANGE TRADED FD T$505.0K
- ISHARES TR$409.0K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $8.6M | 3.09% | 25,391 | SH |
| 2 | ASML HLDG NV | ASML | N07059210 | $8.5M | 3.07% | 6,441 | SH |
| 3 | NEWMONT CORP | NEM | 651639106 | $7.5M | 2.71% | 69,483 | SH |
| 4 | NVIDIA CORPORATION | NVDA | 67066G104 | $7.4M | 2.68% | 42,703 | SH |
| 5 | MCKESSON CORP | MCK | 58155Q103 | $7.4M | 2.67% | 8,548 | SH |
| 6 | NUCOR CORP | NUE | 670346105 | $7.4M | 2.66% | 43,618 | SH |
| 7 | NETFLIX INC. | NFLX | 64110L106 | $7.3M | 2.64% | 76,259 | SH |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $7.3M | 2.64% | 36,030 | SH |
| 9 | INVESCO QQQ TR | QQQ | 46090E103 | $7.3M | 2.63% | 12,624 | SH |
| 10 | ALPHABET INC | GOOGL | 02079K305 | $7.3M | 2.62% | 25,292 | SH |
| 11 | ITAU UNIBANCO HLDG S A | ITUB | 465562106 | $7.2M | 2.59% | 856,441 | SH |
| 12 | AMAZON COM INC | AMZN | 023135106 | $7.0M | 2.53% | 33,685 | SH |
| 13 | ABBVIE INC | ABBV | 00287Y109 | $6.8M | 2.47% | 31,469 | SH |
| 14 | SCHWAB CHARLES CORP | SCHW | 808513105 | $6.8M | 2.47% | 72,760 | SH |
| 15 | BARRICK MNG CORP | B | 06849F108 | $6.7M | 2.42% | 164,718 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $6.7M | 2.42% | 22,805 | SH |
| 17 | BROADCOM INC | AVGO | 11135F101 | $6.6M | 2.39% | 21,447 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $6.6M | 2.39% | 11,579 | SH |
| 19 | BANK AMERICA CORP | BAC | 060505104 | $6.5M | 2.35% | 133,698 | SH |
| 20 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $6.5M | 2.33% | 9,958 | SH |
| 21 | ORACLE CORP | ORCL | 68389X105 | $6.2M | 2.25% | 42,412 | SH |
| 22 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $6.2M | 2.23% | 25,532 | SH |
| 23 | AMERICAN EXPRESS CO | AXP | 025816109 | $6.2M | 2.23% | 20,439 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $6.2M | 2.22% | 16,627 | SH |
| 25 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $6.2M | 2.22% | 22,035 | SH |
| 26 | MICRON TECHNOLOGY INC | MU | 595112103 | $5.3M | 1.90% | 15,638 | SH |
| 27 | SPDR GOLD TR | GLD | 78463V107 | $5.0M | 1.81% | 11,662 | SH |
| 28 | INVESCO EXCHANGE TRADED FD T | XSMO | 46137V498 | $3.4M | 1.24% | 45,338 | SH |
| 29 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.4M | 0.87% | 3,711 | SH |
| 30 | INVESCO QQQ TR | QQQ | 46090E103 | $2.3M | 0.83% | 3,996 | SH |
| 31 | ISHARES TR | EFA | 464287465 | $2.3M | 0.82% | 23,370 | SH |
| 32 | GLOBAL X FDS | DTCR | 37954Y236 | $1.6M | 0.58% | 67,520 | SH |
| 33 | ASML HLDG NV | ASML | N07059210 | $1.3M | 0.46% | 968 | SH |
| 34 | VANECK ETF TRUST | SMH | 92189F676 | $1.3M | 0.46% | 3,304 | SH |
| 35 | TIDAL TRUST II | CHAT | 88636J600 | $1.2M | 0.45% | 19,995 | SH |
| 36 | GLOBAL X FDS | PAVE | 37954Y673 | $1.2M | 0.44% | 24,125 | SH |
| 37 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.2M | 0.44% | 3,601 | SH |
| 38 | VANECK ETF TRUST | NLR | 92189F601 | $1.2M | 0.44% | 9,092 | SH |
| 39 | EA SERIES TRUST | FRDM | 02072L607 | $1.2M | 0.43% | 21,650 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $1.2M | 0.42% | 4,055 | SH |
| 41 | ETF SER SOLUTIONS | QTUM | 26922A420 | $1.1M | 0.41% | 10,666 | SH |
| 42 | ASML HLDG NV | ASML | N07059210 | $1.1M | 0.40% | 849 | SH |
| 43 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $1.1M | 0.40% | 3,279 | SH |
| 44 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $1.1M | 0.39% | 6,674 | SH |
| 45 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.39% | 3,786 | SH |
| 46 | J P MORGAN EXCHANGE TRADED F | JQUA | 46641Q761 | $1.1M | 0.39% | 17,681 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.1M | 0.38% | 6,049 | SH |
| 48 | AMAZON COM INC | AMZN | 023135106 | $1.1M | 0.38% | 5,049 | SH |
| 49 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $1.0M | 0.38% | 5,160 | SH |
| 50 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $1.0M | 0.37% | 16,199 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $277.4M | 205 | 0001832158-26-000002 |
| 2025-12-31 | 2026-02-09 | $265.9M | 200 | 0001832158-26-000001 |
| 2025-09-30 | 2025-11-06 | $270.7M | 211 | 0001832158-25-000007 |