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Seaview Investment Managers Llc

Portfolio Manager
Seaview Investment Managers Llc
Performance
+4.42% (2025 Q4)
AUM (13F)
$277.38M
# of Holdings
73
Performance Rank
Allocation (Top 20)
66.65%

Seaview Investment Managers Llc Holdings Map

Top 50 Seaview Investment Managers Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ASML
ASML HLDG NV
3.93%8.3K$10.9M
-1.83%(-154)
2025-Q1: 16.0K shares2025-Q2: 16.1K shares2025-Q3: 10.7K shares2025-Q4: 8.4K shares2026-Q1: 8.3K shares
$758.00(+109.04%)
2026-03-31
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.93%32.3K$10.9M
+4.73%(+1.46K)
2025-Q1: 60.3K shares2025-Q2: 60.9K shares2025-Q3: 34.8K shares2025-Q4: 30.8K shares2026-Q1: 32.3K shares
$191.51(+118.12%)
2026-03-31
QQQ
INVESCO QQQ TR
3.8%18.3K$10.5M
-7.87%(-1.56K)
2025-Q1: 40.9K shares2025-Q2: 44.3K shares2025-Q3: 19.4K shares2025-Q4: 19.8K shares2026-Q1: 18.3K shares
$447.39(+60.89%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.5%14.9K$9.7M
-7.45%(-1.20K)
2025-Q1: 31.1K shares2025-Q2: 28.1K shares2025-Q3: 15.8K shares2025-Q4: 16.1K shares2026-Q1: 14.9K shares
$503.35(+48.64%)
2026-03-31
GOOGL
ALPHABET INC
3.43%33.1K$9.5M
+7.31%(+2.26K)
2025-Q1: 91.0K shares2025-Q2: 93.3K shares2025-Q3: 40.7K shares2025-Q4: 30.9K shares2026-Q1: 33.1K shares
$141.32(+183.80%)
2026-03-31
NVDA
NVIDIA CORPORATION
3.42%54.4K$9.5M
+10.34%(+5.10K)
2025-Q1: 153.3K shares2025-Q2: 149.3K shares2025-Q3: 48.6K shares2025-Q4: 49.3K shares2026-Q1: 54.4K shares
$84.57(+178.74%)
2026-03-31
NEM
NEWMONT CORP
3.4%87.0K$9.4M
+9.46%(+7.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 79.5K shares2026-Q1: 87.0K shares
$93.11(+24.93%)
2026-03-31
AMD
ADVANCED MICRO DEVICES INC
3.38%46.1K$9.4M
+7.59%(+3.25K)
2025-Q1: 3.3K shares2025-Q2: 96.0K shares2025-Q3: 50.3K shares2025-Q4: 42.9K shares2026-Q1: 46.1K shares
$128.94(+248.77%)
2026-03-31
MCK
MCKESSON CORP
3.35%10.7K$9.3M
+9.72%(+950)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 9.8K shares2026-Q1: 10.7K shares
$800.53(-6.66%)
2026-03-31
NFLX
NETFLIX INC.
3.33%96.2K$9.2M
+15.77%(+13.10K)
2025-Q1: 0 shares2025-Q2: 10.3K shares2025-Q3: 6.4K shares2025-Q4: 83.1K shares2026-Q1: 96.2K shares
$108.60(-19.95%)
2026-03-31

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