# SEAVIEW INVESTMENT MANAGERS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1832158. Source: https://holderbook.com/funds/1832158-seaview-investment-managers-llc/

- Reported value: $334.8M
- Positions: 93
- Weight of the ten largest: 35.1%
- Filed: 2026-07-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $13.7M | 18,668 | 4.1% | 13 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $12.7M | 21,945 | 3.8% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $12.1M | 10,477 | 3.6% | 18 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $11.9M | 24,839 | 3.5% | 7 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $11.8M | 5,930 | 3.5% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.7M | 15,635 | 3.5% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $11.3M | 31,567 | 3.4% | 24 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.1M | 55,710 | 3.3% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $10.7M | 44,883 | 3.2% | 24 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.6M | 28,015 | 3.2% | 14 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $10.3M | 58,507 | 3.1% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $10.2M | 9,538 | 3.0% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $10.1M | 17,979 | 3.0% | 24 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.9M | 26,651 | 3.0% | 24 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $9.8M | 34,761 | 2.9% | 3 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $9.7M | 33,564 | 2.9% | 24 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $9.7M | 65,860 | 2.9% | 10 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.5M | 29,085 | 2.8% | 3 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $9.5M | 37,773 | 2.8% | 3 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $9.5M | 166,509 | 2.8% | 4 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $9.5M | 257,663 | 2.8% | 5 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $9.2M | 9,129 | 2.8% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $9.2M | 7,647 | 2.7% | 1 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $9.1M | 40,955 | 2.7% | 3 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $9.1M | 127,021 | 2.7% | 5 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $9.0M | 93,748 | 2.7% | 1 |
| INVESCO EXCHANGE TRADED FD T | [XSMO](https://holderbook.com/stocks/XSMO/) | $5.7M | 61,072 | 1.7% | 4 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $5.1M | 13,911 | 1.5% | 24 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $3.5M | 34,047 | 1.1% | 3 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $2.5M | 3,765 | 0.7% | 22 |
| GLOBAL X FDS | [DTCR](https://holderbook.com/stocks/DTCR/) | $2.4M | 79,299 | 0.7% | 7 |
| TIDAL TRUST II | [CHAT](https://holderbook.com/stocks/CHAT/) | $2.3M | 23,646 | 0.7% | 3 |
| EA SERIES TRUST | [FRDM](https://holderbook.com/stocks/FRDM/) | $2.2M | 30,051 | 0.7% | 3 |
| ETF SER SOLUTIONS | [QTUM](https://holderbook.com/stocks/QTUM/) | $2.1M | 12,454 | 0.6% | 3 |
| J P MORGAN EXCHANGE TRADED F | [JQUA](https://holderbook.com/stocks/JQUA/) | $1.9M | 26,597 | 0.6% | 5 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $1.8M | 19,956 | 0.5% | 5 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $1.7M | 28,442 | 0.5% | 21 |
| FIRST TR EXCHANGE TRADED FD | [GRID](https://holderbook.com/stocks/GRID/) | $1.6M | 8,255 | 0.5% | 8 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $1.5M | 14,857 | 0.5% | 2 |
| SERIES PORTFOLIOS TR | [CLOZ](https://holderbook.com/stocks/CLOZ/) | $1.5M | 56,757 | 0.4% | 6 |
| ISHARES TR | [SHYG](https://holderbook.com/stocks/SHYG/) | $1.5M | 34,307 | 0.4% | 9 |
| ISHARES TR | [FALN](https://holderbook.com/stocks/FALN/) | $1.5M | 53,339 | 0.4% | 6 |
| INVESCO EXCH TRD SLF IDX FD | [BSJT](https://holderbook.com/stocks/BSJT/) | $1.4M | 67,629 | 0.4% | 4 |
| NEOS ETF TRUST | [SPYI](https://holderbook.com/stocks/SPYI/) | $1.4M | 26,386 | 0.4% | 7 |
| LEGG MASON ETF INVT | [LVHI](https://holderbook.com/stocks/LVHI/) | $1.4M | 34,425 | 0.4% | 7 |
| NEOS ETF TRUST | [QQQI](https://holderbook.com/stocks/QQQI/) | $1.3M | 23,618 | 0.4% | 4 |
| NEOS ETF TRUST | [IWMI](https://holderbook.com/stocks/IWMI/) | $1.3M | 23,887 | 0.4% | 2 |
| VANECK ETF TRUST | [NLR](https://holderbook.com/stocks/NLR/) | $1.3M | 10,907 | 0.4% | 5 |
| AMPLIFY ETF TR | [YYY](https://holderbook.com/stocks/YYY/) | $1.2M | 105,335 | 0.4% | 6 |
| PIMCO DYNAMIC INCOME FD | [PDI](https://holderbook.com/stocks/PDI/) | $1.2M | 69,738 | 0.3% | 3 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $1.0M | 31,115 | 0.3% | 7 |
| ABRDN PRECIOUS METALS BASKET | [GLTR](https://holderbook.com/stocks/GLTR/) | $702.3K | 3,877 | 0.2% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $658.2K | 1,565 | 0.2% | 3 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $501.4K | 1,157 | 0.1% | 7 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $491.9K | 9,200 | 0.1% | 2 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $482.5K | 500 | 0.1% | 1 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $468.5K | 1,910 | 0.1% | 1 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $436.6K | 1,012 | 0.1% | 2 |
| ISHARES TR | [REZ](https://holderbook.com/stocks/REZ/) | $436.5K | 4,610 | 0.1% | 7 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $382.9K | 2,736 | 0.1% | 14 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $377.5K | 1,116 | 0.1% | 6 |
| ROUNDHILL ETF TRUST | - | $374.9K | 5,077 | 0.1% | 1 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $366.9K | 990 | 0.1% | 11 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $365.6K | 1,072 | 0.1% | 1 |
| ENTREPRENEURSHARES SERIES TR | [XOVR](https://holderbook.com/stocks/XOVR/) | $365.0K | 17,339 | 0.1% | 2 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $329.7K | 456 | 0.1% | 1 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $328.9K | 431 | 0.1% | 1 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $321.9K | 504 | 0.1% | 2 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $315.9K | 3,424 | 0.1% | 3 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $315.3K | 3,376 | 0.1% | 3 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $310.6K | 411 | 0.1% | 3 |
| CREDO TECHNOLOGY GROUP HOLDI | [CRDO](https://holderbook.com/stocks/CRDO/) | $294.5K | 1,083 | 0.1% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $286.4K | 417 | 0.1% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JPIB](https://holderbook.com/stocks/JPIB/) | $284.7K | 5,888 | 0.1% | 6 |
| ISHARES INC | [CEMB](https://holderbook.com/stocks/CEMB/) | $283.6K | 6,212 | 0.1% | 6 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $282.5K | 3,418 | 0.1% | 6 |
| ISHARES TR | [IBDZ](https://holderbook.com/stocks/IBDZ/) | $282.4K | 10,841 | 0.1% | 6 |
| AST SPACEMOBILE INC | [ASTS](https://holderbook.com/stocks/ASTS/) | $274.0K | 3,084 | 0.1% | 1 |
| ATAIBECKLEY INC | [ATAI](https://holderbook.com/stocks/ATAI/) | $263.1K | 49,922 | 0.1% | 2 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $257.4K | 2,682 | 0.1% | 1 |
| SPDR SERIES TRUST | [SJNK](https://holderbook.com/stocks/SJNK/) | $250.1K | 9,990 | 0.1% | 2 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $248.3K | 514 | 0.1% | 1 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $241.9K | 974 | 0.1% | 8 |
| FIRST TR EXCH TRADED FD III | [FPE](https://holderbook.com/stocks/FPE/) | $237.6K | 13,287 | 0.1% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $230.7K | 1,977 | 0.1% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FDN](https://holderbook.com/stocks/FDN/) | $221.3K | 836 | 0.1% | 1 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $217.3K | 185 | 0.1% | 1 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $213.7K | 11,323 | 0.1% | 1 |
| VERTIV HOLDINGS CO | [VRT](https://holderbook.com/stocks/VRT/) | $212.3K | 634 | 0.1% | 2 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $210.3K | 706 | 0.1% | 1 |
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $201.6K | 1,180 | 0.1% | 1 |
| HERBALIFE LTD | [HLF](https://holderbook.com/stocks/HLF/) | $164.8K | 12,534 | 0.0% | 2 |
| ITAU UNIBANCO HLDG S A | [ITUB](https://holderbook.com/stocks/ITUB/) | $139.7K | 17,101 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +22.8% | +14.8% | +8.0% | 100% |
| Q1 2026 | -5.7% | -4.6% | -1.1% | 100% |
| Q4 2025 | +0.8% | +2.4% | -1.6% | 100% |
| Q3 2025 | +8.5% | +7.8% | +0.7% | 100% |
| Q2 2025 | +14.8% | +10.5% | +4.4% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.3% | 100% |
| Q4 2024 | +1.4% | +2.1% | -0.7% | 100% |
| Q3 2024 | +4.3% | +5.4% | -1.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $334.8M | 93 |
| Q1 2026 | $277.4M | 73 |
| Q4 2025 | $265.9M | 71 |
| Q3 2025 | $270.7M | 75 |
| Q2 2025 | $471.8M | 134 |
| Q1 2025 | $411.5M | 127 |
| Q4 2024 | $361.5M | 107 |
| Q3 2024 | $332.5M | 82 |
| Q2 2024 | $332.3M | 92 |
| Q1 2024 | $332.2M | 92 |
| Q4 2023 | $312.3M | 95 |
| Q3 2023 | $299.6M | 101 |