Seaview Investment Managers LLC
Seaview Investment Managers LLC reported 257 holdings worth US$335M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Seaview Investment Managers LLC reported 257 holdings worth US$335M as of Jun 30, 2026. Largest: Advanced Micro Devices Inc, Micron Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 257
- Value as reported
- US$335M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Advanced Micro Devices Inc | 21,945 | US$12.7M | 3.8% |
| Micron Technology, Inc. | 10,477 | US$12.1M | 3.6% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,839 | US$11.9M | 3.5% |
| Asml Holding Nv | 5,930 | US$11.8M | 3.5% |
| Alphabet Inc (google) Class C | 31,567 | US$11.3M | 3.4% |
| Nvidia Corporation | 55,710 | US$11.1M | 3.3% |
| Amazon.com, Inc. | 44,883 | US$10.7M | 3.2% |
| Broadcom Inc. | 28,015 | US$10.6M | 3.2% |
| Amphenol Corporation | 58,507 | US$10.3M | 3.1% |
| Caterpillar, Inc. | 9,538 | US$10.2M | 3.0% |
| Meta Platforms, Inc. | 17,979 | US$10.1M | 3.0% |
| Microsoft Corp. | 26,651 | US$9.94M | 3.0% |
| International Business Machines Corporation | 34,761 | US$9.78M | 2.9% |
| Apple Inc | 33,564 | US$9.71M | 2.9% |
| Oracle Corporation | 65,860 | US$9.65M | 2.9% |
| Jp Morgan Chase & Co. | 29,085 | US$9.52M | 2.8% |
| Abbvie Inc. | 37,773 | US$9.51M | 2.8% |
| Bank Of America Corporation | 167K | US$9.49M | 2.8% |
| Barrick Mining Corporation | 258K | US$9.46M | 2.8% |
| Goldman Sachs Group, Inc. (the) | 9,129 | US$9.23M | 2.8% |
| Eli Lilly And Company | 7,647 | US$9.17M | 2.7% |
| Nucor Corporation | 40,955 | US$9.12M | 2.7% |
| Netflix, Inc. | 127K | US$9.07M | 2.7% |
| Walt Disney Company (the) | 93,748 | US$9.02M | 2.7% |
| Tesla, Inc. | 1,565 | US$658K | 0.20% |
| Lam Research Corporation | 1,157 | US$501K | 0.15% |
| Cloudflare, Inc. | 1,910 | US$468K | 0.14% |
| Dell Technologies Inc. | 1,012 | US$437K | 0.13% |
| Citigroup, Inc. | 2,736 | US$383K | 0.11% |
| American Express Company | 1,116 | US$377K | 0.11% |
| Marriott International | 990 | US$367K | 0.11% |
| Palo Alto Networks, Inc. | 1,072 | US$366K | 0.11% |
| Applied Materials, Inc. | 456 | US$330K | 0.10% |
| Crowdstrike Holdings, Inc. | 431 | US$329K | 0.10% |
| Western Digital Corporation | 504 | US$322K | 0.10% |
| Charles Schwab Corporation (the) | 3,424 | US$316K | 0.09% |
| Newmont Corporation | 3,376 | US$315K | 0.09% |
| Mckesson Corporation | 411 | US$311K | 0.09% |
| Credo Technology Group Holding Ltd | 1,083 | US$295K | 0.09% |
| Ast Spacemobile, Inc. | 3,084 | US$274K | 0.08% |
| Ataibeckley Inc. | 49,922 | US$263K | 0.08% |
| Astera Labs, Inc. | 514 | US$248K | 0.07% |
| Constellation Energy Corporation | 974 | US$242K | 0.07% |
| Palantir Technologies Inc. | 1,977 | US$231K | 0.07% |
| Ge Vernova Inc. | 185 | US$217K | 0.06% |
| Vertiv Holdings, Llc | 634 | US$212K | 0.06% |
| Marvell Technology, Inc. | 706 | US$210K | 0.06% |
| Space Exploration Technologies Corp | 1,180 | US$202K | 0.06% |
| Herbalife Ltd. | 12,534 | US$165K | 0.05% |
| Itau Unibanco Holding S.a. | 17,101 | US$140K | 0.04% |
| Adobe Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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