StockDriftsStockDriftsTop 50 Seaview Investment Managers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 4.11% | 18.7K | $13.7M | +2.20%(+401) | $451.68(+62.17%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 3.81% | 21.9K | $12.7M | -52.42%(-24.18K) | $128.94(+297.29%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 3.61% | 10.5K | $12.1M | -48.16%(-9.73K) | $282.87(+258.75%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.54% | 24.8K | $11.9M | -23.03%(-7.43K) | $191.51(+122.90%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.52% | 5.9K | $11.8M | -28.19%(-2.33K) | $758.00(+146.41%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.49% | 15.6K | $11.7M | +4.66%(+696) | $511.63(+51.54%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.37% | 31.6K | $11.3M | -4.73%(-1.57K) | $141.32(+143.92%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.33% | 55.7K | $11.1M | +2.33%(+1.27K) | $86.81(+160.42%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.19% | 44.9K | $10.7M | +3.10%(+1.35K) | $170.41(+54.06%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.16% | 28.0K | $10.6M | +1.91%(+524) | $314.27(+25.29%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +24.63% | +93.59% | +14.56% | +97.36% |
| Top 20 Holdings Unweighted | +24.44% | +92.71% | +14.37% | +95.72% |
Seaview Investment Managers LLC reports $334.82M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (4.1%), AMD (3.8%) and MU (3.6%). The top 20 holdings account for 64.44% of reported assets. Its disclosed equity book has returned +93.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Seaview Investment Managers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1832158). View Seaview Investment Managers LLC’s 13F filings on SEC