Seaview Investment Managers LLC Portfolio Holdings

Seaview Investment Managers LLC

  • $403 Million
  • Q1 2025

Seaview Investment Managers LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $403 Million distributed in 314 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $19.2M, Spdr S&P 500 ETF Trust with a value of $17.4M, Nvidia Corp with a value of $16.6M, Berkshire Hathaway Inc Class B with a value of $16M, and Meta Platforms, Inc. with a value of $15.5M.

Examining the 13F form we can see an increase of $87.2M in the current position value, from $315M to 403M.

Below you can find more details about Seaview Investment Managers LLC portfolio as well as his latest detailed transactions.

Portfolio value $403 Million
Technology: $140 Million
ETFs: $90.2 Million
Financial Services: $42.9 Million
Communication Services: $41.8 Million
Healthcare: $38.5 Million
Consumer Cyclical: $26.5 Million
Basic Materials: $16.6 Million
Consumer Defensive: $3.93 Million
Other: $2.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.2 Million 4.76% of portfolio
40,894
Q1 2025 Added 18.71%
$0
$17.4 Million 4.33% of portfolio
31,142
Q1 2025 Added 19.48%
$363B
$16.6 Million 4.13% of portfolio
153,293
Q1 2025 Added 61.89%
$648B
$16 Million 3.97% of portfolio
30,025
Q1 2025 Added 39.12%
$1.57T
$15.5 Million 3.86% of portfolio
26,960
Q1 2025 Added 51.02%
$3.16T
$14.9 Million 3.71% of portfolio
67,271
Q1 2025 Added 41.54%
$2.17T
$14.6 Million 3.62% of portfolio
76,645
Q1 2025 Added 38.87%
$3.58T
$14.4 Million 3.59% of portfolio
38,483
Q1 2025 Added 43.2%
$993B
$14.1 Million 3.5% of portfolio
91,028
Q1 2025 Added 38.78%
$102B
$13.8 Million 3.43% of portfolio
82,508
Q1 2025 Added 40.4%
$37.3B
$12.2 Million 3.02% of portfolio
626,084
Q1 2025 Added 4.47%
$746B
$11.7 Million 2.91% of portfolio
14,194
Q1 2025 Added 13.44%
$275B
$11.5 Million 2.87% of portfolio
43,303
Q1 2025 Added 4.91%
$249B
$11.2 Million 2.78% of portfolio
100,478
Q1 2025 Added 4.15%
$165B
$11.2 Million 2.77% of portfolio
153,320
Q1 2025 Added 9.1%
$303B
$10.6 Million 2.64% of portfolio
16,029
Q1 2025 Added 5.13%
$1.11T
$10 Million 2.48% of portfolio
60,264
Q1 2025 Added 5.18%
$132B
$9.85 Million 2.45% of portfolio
113,410
Q1 2025 Added 5.85%
$0
$9.75 Million 2.42% of portfolio
56,282
Q1 2025 Added 12.37%
$217B
$9.5 Million 2.36% of portfolio
17,388
Q1 2025 Added 4.33%
$176B
$9.47 Million 2.35% of portfolio
24,681
Q1 2025 Added 4.68%
$152B
$9.46 Million 2.35% of portfolio
33,419
Q1 2025 Added 4.51%
$0
$9.44 Million 2.34% of portfolio
260,138
Q1 2025 Added 9.96%
$210B
$9.18 Million 2.28% of portfolio
1,993
Q1 2025 Added 5.06%
$260B
$9.18 Million 2.28% of portfolio
34,209
Q1 2025 Added 6.1%
$569B
$8.97 Million 2.23% of portfolio
64,142
Q1 2025 Added 5.36%
$0
$8.69 Million 2.16% of portfolio
47,690
Q1 2025 Added 11.89%
$79.5B
$5.72 Million 1.42% of portfolio
45,704
Q1 2025 Added 4.75%
$107B
$2.92 Million 0.73% of portfolio
10,140
Q1 2025 Added 78.52%
$0
$2.58 Million 0.64% of portfolio
107,420
Q1 2025 New
$41.1B
$1.69 Million 0.42% of portfolio
21,817
Q1 2025 New
$0
$1.47 Million 0.36% of portfolio
10,466
Q1 2025 Added 26.55%
$59.8B
$1.4 Million 0.35% of portfolio
8,186
Q1 2025 Added 438.91%
$0
$1.43 Million 0.35% of portfolio
34,144
Q1 2025 Added 5.89%
$0
$1.4 Million 0.35% of portfolio
9,581
Q1 2025 Added 15.99%
$328B
$1.35 Million 0.34% of portfolio
6,457
Q1 2025 New
$0
$1.34 Million 0.33% of portfolio
13,120
Q1 2025 Added 5.11%
$0
$1.32 Million 0.33% of portfolio
34,883
Q1 2025 Added 6.01%
$0
$1.27 Million 0.32% of portfolio
9,061
Q1 2025 Added 6.21%
$178B
$1.29 Million 0.32% of portfolio
8,591
Q1 2025 Added 452.48%
$557B
$1.28 Million 0.32% of portfolio
3,639
Q1 2025 New
$0
$1.29 Million 0.32% of portfolio
18,840
Q1 2025 Added 5.89%
$0
$1.22 Million 0.3% of portfolio
33,402
Q1 2025 Added 6.51%
$0
$1.17 Million 0.29% of portfolio
5,533
Q1 2025 Added 5.23%
$0
$1.15 Million 0.29% of portfolio
10,205
Q1 2025 Added 7.04%
$287B
$1.14 Million 0.28% of portfolio
2,179
Q1 2025 New
$30.2B
$1 Million 0.25% of portfolio
10,972
Q1 2025 Added 335.74%
$472B
$906,000 0.23% of portfolio
7,622
Q1 2025 New
$258B
$879,000 0.22% of portfolio
10,021
Q1 2025 Added 211.99%

Summary

  • Portfolio
  • No. of Stocks 314
  • Current Value $403 Million
  • Prior Value $315 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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