Institutional Fund
Seaview Investment Managers LLC
Miami, FLCIK 18321587 filings on record
Portfolio Value
$277.38M
Q1 2026
Holdings
73
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+4.3%
from $265.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Asml Holding N V3.9%
- Taiwan Semiconductor Mfg Ltd3.9%
- Invesco Qqq Tr3.8%
- Spdr S&P 500 ETF Tr3.5%
- Alphabet Inc3.4%
- Nvidia Corporation3.4%
- Other78.0%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Asml Holding N V | 8.3K | $10.91M | 3.9% | −154 | Reduced |
| 2 | Taiwan Semiconductor Mfg Ltd | 32.3K | $10.91M | 3.9% | +1.5K | Added |
| 3 | Invesco Qqq Tr | 18.3K | $10.54M | 3.8% | −1.6K | Reduced |
| 4 | Spdr S&P 500 ETF Tr | 14.9K | $9.72M | 3.5% | −1.2K | Reduced |
| 5 | Alphabet Inc | 33.1K | $9.53M | 3.4% | +2.3K | Added |
| 6 | Nvidia Corporation | 54.4K | $9.49M | 3.4% | +5.1K | Added |
| 7 | Newmont Corp | 87.0K | $9.42M | 3.4% | +7.5K | Added |
| 8 | Advanced Micro Devices Inc | 46.1K | $9.38M | 3.4% | +3.3K | Added |
| 9 | Mckesson Corp | 10.7K | $9.28M | 3.3% | +950 | Added |
| 10 | Netflix Inc | 96.2K | $9.25M | 3.3% | +13.1K | Added |
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