Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEAVIEW INVESTMENT MANAGERS LLC (CIK 1832158) reported $277.4M across 72 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($10.9M, 3.93%), ASML ($10.9M, 3.93%), QQQ ($10.5M, 3.80%), SPY ($9.7M, 3.50%), GOOGL ($9.5M, 3.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $10.9M | 3.93% | 32,271 | Added |
| 2 | ASML | ASML HLDG NV | $10.9M | 3.93% | 8,258 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $10.5M | 3.80% | 18,267 | Trimmed |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $9.7M | 3.50% | 14,939 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $9.5M | 3.43% | 33,133 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $9.5M | 3.42% | 54,442 | Added |
| 7 | NEM | NEWMONT CORP | $9.4M | 3.40% | 87,023 | Added |
| 8 | AMD | ADVANCED MICRO DEVICES INC | $9.4M | 3.38% | 46,125 | Added |
| 9 | MCK | MCKESSON CORP | $9.3M | 3.35% | 10,726 | Added |
| 10 | NUE | NUCOR CORP | $9.2M | 3.33% | 54,588 | Added |
| 11 | NFLX | NETFLIX INC. | $9.2M | 3.33% | 96,201 | Added |
| 12 | AMZN | AMAZON COM INC | $9.1M | 3.27% | 43,532 | Added |
| 13 | ITUB | ITAU UNIBANCO HLDG S A | $8.9M | 3.22% | 1.1M | New |
| 14 | ABBV | ABBVIE INC | $8.6M | 3.11% | 39,636 | Added |
| 15 | SCHW | SCHWAB CHARLES CORP | $8.6M | 3.09% | 91,275 | Added |
| 16 | B | BARRICK MNG CORP | $8.6M | 3.09% | 210,471 | Added |
| 17 | AVGO | BROADCOM INC | $8.5M | 3.07% | 27,491 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $8.4M | 3.03% | 28,599 | Added |
| 19 | META | META PLATFORMS INC | $8.4M | 3.02% | 14,663 | Added |
| 20 | BAC | BANK AMERICA CORP | $8.2M | 2.95% | 167,869 | Added |
| 21 | MSFT | MICROSOFT CORP | $8.0M | 2.87% | 21,495 | Added |
| 22 | ORCL | ORACLE CORP | $7.9M | 2.85% | 53,793 | Added |
| 23 | CEG | CONSTELLATION ENERGY CORP | $7.8M | 2.82% | 28,035 | Added |
| 24 | AXP | AMERICAN EXPRESS CO | $7.8M | 2.80% | 25,673 | Added |
| 25 | IBM | INTERNATIONAL BUSINESS MACHS | $7.7M | 2.78% | 31,866 | Added |
Source: SEC Form 13F filings · as of 2026-03-31