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 $334.8M across 93 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($13.7M, 4.11%), AMD ($12.7M, 3.81%), MU ($12.1M, 3.61%), TSM ($11.9M, 3.54%), ASML ($11.8M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $13.7M | 4.11% | 18,668 | Added |
| 2 | AMD | ADVANCED MICRO DEVICES INC | $12.7M | 3.81% | 21,945 | Trimmed |
| 3 | MU | MICRON TECHNOLOGY INC | $12.1M | 3.61% | 10,477 | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.9M | 3.54% | 24,839 | Trimmed |
| 5 | ASML | ASML HLDG NV | $11.8M | 3.52% | 5,930 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $11.7M | 3.49% | 15,635 | Added |
| 7 | GOOGL | ALPHABET INC | $11.3M | 3.37% | 31,567 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $11.1M | 3.33% | 55,710 | Added |
| 9 | AMZN | AMAZON COM INC | $10.7M | 3.19% | 44,883 | Added |
| 10 | AVGO | BROADCOM INC | $10.6M | 3.16% | 28,015 | Added |
| 11 | APH | AMPHENOL CORP | $10.3M | 3.08% | 58,507 | New |
| 12 | CAT | CATERPILLAR INC | $10.2M | 3.03% | 9,538 | New |
| 13 | META | META PLATFORMS INC | $10.1M | 3.02% | 17,979 | Added |
| 14 | MSFT | MICROSOFT CORP | $9.9M | 2.97% | 26,651 | Added |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $9.8M | 2.92% | 34,761 | Added |
| 16 | AAPL | APPLE INC | $9.7M | 2.90% | 33,564 | Added |
| 17 | ORCL | ORACLE CORP | $9.7M | 2.88% | 65,860 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $9.5M | 2.84% | 29,085 | Added |
| 19 | ABBV | ABBVIE INC | $9.5M | 2.84% | 37,773 | Trimmed |
| 20 | BAC | BANK OF AMER CORP | $9.5M | 2.83% | 166,509 | Trimmed |
| 21 | B | BARRICK MNG CORP | $9.5M | 2.83% | 257,663 | Added |
| 22 | GS | GOLDMAN SACHS GROUP INC | $9.2M | 2.76% | 9,129 | New |
| 23 | LLY | ELI LILLY & CO | $9.2M | 2.74% | 7,647 | New |
| 24 | NUE | NUCOR CORP | $9.1M | 2.72% | 40,955 | Trimmed |
| 25 | NFLX | NETFLIX INC. | $9.1M | 2.71% | 127,021 | Added |
Source: SEC Form 13F filings · as of 2026-06-30