Holdings
Seaview Investment Managers LLC
As of Jun 30, 2026, Seaview Investment Managers LLC reported 50 positions worth US$254M. Largest: Advanced Micro Devices Inc, Micron Technology, Inc. and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Advanced Micro Devices Inc | 21,945 | US$12.7M | −24,180 | Jun 30, 2026 |
| Micron Technology, Inc. | 10,477 | US$12.1M | −9,732 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 24,839 | US$11.9M | −7,432 | Jun 30, 2026 |
| Asml Holding Nv | 5,930 | US$11.8M | −2,328 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 31,567 | US$11.3M | −1,566 | Jun 30, 2026 |
| Nvidia Corporation | 55,710 | US$11.1M | +1,268 | Jun 30, 2026 |
| Amazon.com, Inc. | 44,883 | US$10.7M | +1,351 | Jun 30, 2026 |
| Broadcom Inc. | 28,015 | US$10.6M | +524 | Jun 30, 2026 |
| Amphenol Corporation | 58,507 | US$10.3M | new | Jun 30, 2026 |
| Caterpillar, Inc. | 9,538 | US$10.2M | new | Jun 30, 2026 |