13F Insight
DOSSIER · 13F-HR · Q2 2026

SEAVIEW INVESTMENT MANAGERS LLC

$335M in tracked AUM across 257 positions as of Q2 2026.

SI
CIK 0001832158 · last filed Jun 30, 2026
Total AUM
$335M
as of Q2 2026
Holdings
257
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SEAVIEW INVESTMENT MANAGERS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$14M19K4.1%02
AMD
ADVANCED MICRO DEVICES INC
$13M22K3.8%03
MU
MICRON TECHNOLOGY INC
$12M10K3.6%04
TSM
TAIWAN SEMICONDUCTOR MANUFAC
$12M25K3.5%05
N07059210
ASML HLDG NV
$12M6K3.5%06
SPY
STATE STR SPDR S&P 500 ETF T
$12M16K3.5%07
GOOGL
ALPHABET INC
$11M32K3.4%08
NVDA
NVIDIA CORPORATION
$11M56K3.3%09
AMZN
AMAZON COM INC
$11M45K3.2%10
AVGO
BROADCOM INC
$11M28K3.2%

Filing history

2026Q2Jun 30
$335M▲ 20.7%
257 positionsView →2026Q1Mar 31
$277M▲ 4.3%
205 positionsView →2025Q4Dec 31
$266M▲ 72.0%
200 positionsView →2025Q3Sep 30
$155M▼ 67.2%
132 positionsView →2025Q2Jun 30
$472M▲ 46.2%
341 positionsLocked2025Q1Mar 31
$323M▼ 10.7%
220 positionsLocked2024Q4Dec 31
$362M▲ 8.7%
246 positionsLocked2024Q3Sep 30
$332M▲ 0.1%
196 positionsLocked2024Q2Jun 30
$332M▲ 0.0%
218 positionsLocked2024Q1Mar 31
$332M▲ 6.4%
208 positionsLocked2023Q4Dec 31
$312M▲ 4.3%
215 positionsLocked2023Q3Sep 30
$300M▼ 2.6%
235 positionsLocked
Showing 12 of 24