SEAVIEW INVESTMENT MANAGERS LLC: 13F holdings
CIK 18321582026Q2
| Positions | 93 |
|---|
| Reported value | $334.8m |
|---|
| Filed | 2026-07-14 |
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Change since last quarter
| Positions | 93 (+20 vs prior quarter) |
|---|
| Reported value | $334.8m (+20.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 18,668 | $13.7m | 4.1% |
| AMD ADVANCED MICRO DEVICES INC | 21,945 | $12.7m | 3.8% |
| MU MICRON TECHNOLOGY INC | 10,477 | $12.1m | 3.6% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 24,839 | $11.9m | 3.5% |
| ASML HLDG NV | 5,930 | $11.8m | 3.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,635 | $11.7m | 3.5% |
| GOOGL ALPHABET INC | 31,567 | $11.3m | 3.4% |
| NVDA NVIDIA CORPORATION | 55,710 | $11.1m | 3.3% |
| AMZN AMAZON COM INC | 44,883 | $10.7m | 3.2% |
| AVGO BROADCOM INC | 28,015 | $10.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1832158")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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