SEAVIEW INVESTMENT MANAGERS LLC 13F Holdings

CIK 0001832158 · MIAMI, FL

As of Sep 30, 2025, SEAVIEW INVESTMENT MANAGERS LLC reported 211 positions worth $270.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
INVESCO QQQ TRUST SERIES 1QQQ—19,369 1.6M4.30%
SPDR S&P 500 ETF TRUSTSPY—15,750 0.5M3.88%
ASML HOLDING NVASMLTechnology10,689 0.3M3.82%
ALPHABET INCGOOGLEquity40,688$9.9M3.65%
BARRICK MINING CORPBBasic Materials299,242$9.8M3.62%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology34,779$9.7M3.59%
ORACLE CORPORCLTechnology33,620$9.5M3.49%
NVIDIA CORPNVDATechnology48,596$9.1M3.35%
MICROSOFT CORPMSFTTechnology16,980$8.8M3.25%
CONSTELLATION ENERGY CORPCEGUtilities25,824$8.5M3.14%
HCA HEALTHCARE INCHCAHealthcare19,766$8.4M3.11%
AMAZON.COM INCAMZNEquity38,223$8.4M3.10%
ALLSTATE CORPALLFinancial Services38,989$8.4M3.09%
UBER TECHNOLOGIES INCUBERTechnology84,682$8.3M3.07%
META PLATFORMS INCMETACommunication Services11,191$8.2M3.04%
ADVANCED MICRO DEVICES INCAMDEquity50,320$8.1M3.01%
ABBOTT LABORATORIESABTHealthcare60,759$8.1M3.01%
AMERICAN EXPRESS COAXPFinancial Services24,398$8.1M2.99%
BANK OF AMERICA CORPBACFinancial Services155,065$8.0M2.96%
ADOBE INCADBETechnology22,528$7.9M2.94%
NETFLIX INCNFLXCommunication Services6,434$7.7M2.85%
T-MOBILE US INCTMUSCommunication Services32,206$7.7M2.85%
NOVO NORDISK A SNVOHealthcare138,693$7.7M2.84%
SALESFORCE INCCRMTechnology32,289$7.7M2.83%
FISERV INCFISVTechnology56,989$7.3M2.71%