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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$406B
$16.6 Million 4.13% of portfolio
153,293
Q1 2025 Added 61.89%
$631B
$16 Million 3.97% of portfolio
30,025
Q1 2025 Added 39.12%
$1.62T
$15.5 Million 3.86% of portfolio
26,960
Q1 2025 Added 51.02%
$3.39T
$14.9 Million 3.71% of portfolio
67,271
Q1 2025 Added 41.54%
$2.27T
$14.6 Million 3.62% of portfolio
76,645
Q1 2025 Added 38.87%
$3.75T
$14.4 Million 3.59% of portfolio
38,483
Q1 2025 Added 43.2%
$1.07T
$14.1 Million 3.5% of portfolio
91,028
Q1 2025 Added 38.78%
$113B
$13.8 Million 3.43% of portfolio
82,508
Q1 2025 Added 40.4%
$38.2B
$12.2 Million 3.02% of portfolio
626,084
Q1 2025 Added 4.47%
$748B
$11.7 Million 2.91% of portfolio
14,194
Q1 2025 Added 13.44%
$289B
$11.5 Million 2.87% of portfolio
43,303
Q1 2025 Added 4.91%
$264B
$11.2 Million 2.78% of portfolio
100,478
Q1 2025 Added 4.15%
$191B
$11.2 Million 2.77% of portfolio
153,320
Q1 2025 Added 9.1%
$318B
$10.6 Million 2.64% of portfolio
16,029
Q1 2025 Added 5.13%
$148B
$10.3 Million 2.55% of portfolio
27,575
Q1 2025 Added 4.84%
$1.2T
$10 Million 2.48% of portfolio
60,264
Q1 2025 Added 5.18%
$238B
$9.5 Million 2.36% of portfolio
17,388
Q1 2025 Added 4.33%
$174B
$9.47 Million 2.35% of portfolio
24,681
Q1 2025 Added 4.68%
$147B
$9.46 Million 2.35% of portfolio
33,419
Q1 2025 Added 4.51%
$225B
$9.18 Million 2.28% of portfolio
1,993
Q1 2025 Added 5.06%
$271B
$9.18 Million 2.28% of portfolio
34,209
Q1 2025 Added 6.1%
$636B
$8.97 Million 2.23% of portfolio
64,142
Q1 2025 Added 5.36%
$79.5B
$5.72 Million 1.42% of portfolio
45,704
Q1 2025 Added 4.75%
$0
$2.58 Million 0.64% of portfolio
107,420
Q1 2025 New
$40.1B
$1.69 Million 0.42% of portfolio
21,817
Q1 2025 New
$61.7B
$1.4 Million 0.35% of portfolio
8,186
Q1 2025 Added 438.91%
$337B
$1.35 Million 0.34% of portfolio
6,457
Q1 2025 New
$185B
$1.29 Million 0.32% of portfolio
8,591
Q1 2025 Added 452.48%
$585B
$1.28 Million 0.32% of portfolio
3,639
Q1 2025 New
$283B
$1.14 Million 0.28% of portfolio
2,179
Q1 2025 New
$32.8B
$1 Million 0.25% of portfolio
10,972
Q1 2025 Added 335.74%
$474B
$906,000 0.23% of portfolio
7,622
Q1 2025 New
$263B
$879,000 0.22% of portfolio
10,021
Q1 2025 Added 211.99%
$237B
$884,000 0.22% of portfolio
3,286
Q1 2025 New
$94.5B
$898,000 0.22% of portfolio
2,730
Q1 2025 New
$89.7B
$840,000 0.21% of portfolio
1,965
Q1 2025 New
$0
$794,000 0.2% of portfolio
68,527
Q1 2025 New
$373B
$804,000 0.2% of portfolio
4,723
Q1 2025 New
$831B
$776,000 0.19% of portfolio
3,166
Q1 2025 New
$159B
$765,000 0.19% of portfolio
2,457
Q1 2025 New
$219B
$675,000 0.17% of portfolio
9,184
Q1 2025 New
$113B
$684,000 0.17% of portfolio
4,894
Q1 2025 New
$216B
$704,000 0.17% of portfolio
2,254
Q1 2025 New
$0
$667,000 0.17% of portfolio
67,167
Q1 2025 New
$435B
$652,000 0.16% of portfolio
690
Q1 2025 New
$53.6B
$594,000 0.15% of portfolio
5,488
Q1 2025 New
$1.08T
$596,000 0.15% of portfolio
3,820
Q1 2025 New
$33.5B
$614,000 0.15% of portfolio
12,375
Q1 2025 Added 109.75%
$143B
$521,000 0.13% of portfolio
1,917
Q1 2025 Added 22.49%

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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