§ 13F · FUND PROFILE
SEAVIEW INVESTMENT MANAGERS LLC.
AUM · $335M (13F)Positions · 257Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$44M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 13K | $10M | 3.0% | +2% |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 20K | $9M | 2.8% | −23% |
| 3 | AMD | ADVANCED MICRO DEVICES INC | 16K | $9M | 2.8% | −52% |
| 4 | ASML | ASML HLDG NV | 5K | $9M | 2.8% | −28% |
| 5 | GOOGL | ALPHABET INC | 25K | $9M | 2.7% | −5% |
| 6 | MU | MICRON TECHNOLOGY INC | 8K | $9M | 2.6% | −48% |
| 7 | NVDA | NVIDIA CORPORATION | 44K | $9M | 2.6% | +2% |
| 8 | APH | AMPHENOL CORP | 49K | $9M | 2.6% | NEW |
| 9 | AMZN | AMAZON COM INC | 36K | $9M | 2.6% | +3% |
| 10 | AVGO | BROADCOM INC | 22K | $8M | 2.5% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEAVIEW SIGNAL
AC read
SEAVIEW INVESTMENT MANAGERS LLC is a Other fund managing $335 million in assets. The fund runs a broad portfolio of 257 positions.
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