Seaview Investment Managers LLC 13F Holdings · Q2 2026
Seaview Investment Managers LLC reported 93 securities worth $334.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: QQQ (4.11%), AMD (3.81%), MU (3.61%). Among its top 25 positions this quarter: 4 new, 13 added, 8 trimmed.
| 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 | ABBV | ABBVIE INC | $9.5M | 2.84% | 37,773 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $9.5M | 2.84% | 29,085 | Added |
| 20 | B | BARRICK MNG CORP | $9.5M | 2.83% | 257,663 | Added |
| 21 | BAC | BANK OF AMER CORP | $9.5M | 2.83% | 166,509 | Trimmed |
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR