Institutions / Seaview Investment Managers LLC

Seaview Investment Managers LLC

CIK 1832158 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$265.92M
Positions
71
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Invesco Qqq Trโ€”$12.18M19,8284.6%
SPDR S&P 500 ETF Trโ€”$11.01M16,1414.1%
Alphabet Inc.โ€”$9.66M30,8753.6%
Taiwan Semiconductor Manufacturing Co LtdTSMADR$9.36M30,8133.5%
NVIDIA Corpโ€”$9.20M49,3393.5%
Advanced Micro Devices Incโ€”$9.18M42,8733.5%
Amazon.com Incโ€”$9.03M39,1053.4%
Asml Holding N Vโ€”$9.00M8,4123.4%
Oracle Corpโ€”$8.83M45,3013.3%
Microsoft Corpโ€”$8.59M17,7693.2%
Constellation Energy Corpโ€”$8.56M24,2213.2%
Meta Platforms Incโ€”$8.45M12,7943.2%
Barrick Mng Corpโ€”$8.38M192,5183.2%
JPMorgan Chase & Coโ€”$8.09M25,1183.0%
Uber Technologies, Incโ€”$8.09M98,9763.0%
Bank of America Corp /Deโ€”$8.08M146,9793.0%
Nucor Corpโ€”$8.08M49,5463.0%
Schwab Charles Corpโ€”$8.03M80,3453.0%
McKesson Corpโ€”$8.02M9,7763.0%
HCA Healthcare, Inc.โ€”$8.01M17,1603.0%
American Express Coโ€”$7.95M21,4763.0%
Adobe Inc.โ€”$7.94M22,6943.0%
Newmont Corpโ€”$7.94M79,5053.0%
AbbVie Inc.โ€”$7.89M34,5173.0%
International Business Machines Corpโ€”$7.80M26,3352.9%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.