§ 13F · FUND PROFILE
SEAVIEW INVESTMENT MANAGERS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271M (13F)Positions · 211Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 25K | $9M | 3.1% | +5% |
| 2 | ASML | ASML HLDG NV | 6K | $9M | 3.1% | −2% |
| 3 | NEM | NEWMONT CORP | 69K | $8M | 2.7% | +9% |
| 4 | NVDA | NVIDIA CORPORATION | 43K | $7M | 2.7% | +10% |
| 5 | MCK | MCKESSON CORP | 9K | $7M | 2.7% | +10% |
| 6 | NUE | NUCOR CORP | 44K | $7M | 2.7% | +10% |
| 7 | NFLX | NETFLIX INC. | 76K | $7M | 2.6% | +16% |
| 8 | AMD | ADVANCED MICRO DEVICES INC | 36K | $7M | 2.6% | +8% |
| 9 | QQQ | INVESCO QQQ TR | 13K | $7M | 2.6% | −8% |
| 10 | GOOGL | ALPHABET INC | 25K | $7M | 2.6% | +7% |
§ 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 $271 million in assets. The fund runs a broad portfolio of 211 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed