Seaview Investment Managers LLC Portfolio Holdings

Seaview Investment Managers LLC

  • $451 Million
  • Q2 2025

Seaview Investment Managers LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $451 Million distributed in 341 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 $24.4M, Nvidia Corp with a value of $23.6M, Meta Platforms, Inc. with a value of $19.8M, Microsoft Corp with a value of $19.3M, and Spdr S&P 500 ETF Trust with a value of $17.4M.

Examining the 13F form we can see an increase of $109M in the current position value, from $342M to 451M.

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

Portfolio value $451 Million
Technology: $159 Million
ETFs: $99.3 Million
Communication Services: $61.2 Million
Financial Services: $44 Million
Healthcare: $35.5 Million
Consumer Cyclical: $20.8 Million
Utilities: $12.1 Million
Energy: $9.18 Million
Other: $10.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$23.6 Million 5.23% of portfolio
149,343
Q2 2025 Added 63.63%
$1.78T
$19.8 Million 4.38% of portfolio
26,785
Q2 2025 Added 50.15%
$3.95T
$19.3 Million 4.27% of portfolio
38,794
Q2 2025 Added 48.36%
$2.26T
$17.2 Million 3.81% of portfolio
78,482
Q2 2025 Added 42.95%
$1.21T
$16.4 Million 3.64% of portfolio
93,252
Q2 2025 Added 43.37%
$621B
$15.2 Million 3.37% of portfolio
31,334
Q2 2025 Added 46.82%
$684B
$14.8 Million 3.27% of portfolio
67,565
Q2 2025 Added 6.15%
$182B
$14.4 Million 3.18% of portfolio
154,078
Q2 2025 Added 12.43%
$545B
$13.8 Million 3.05% of portfolio
10,292
Q2 2025 Added 5.84%
$1.27T
$13.8 Million 3.05% of portfolio
60,903
Q2 2025 Added 6.29%
$282B
$13.6 Million 3.02% of portfolio
96,036
Q2 2025 Added 4.73%
$295B
$12.9 Million 2.86% of portfolio
16,100
Q2 2025 Added 6.24%
$111B
$12.1 Million 2.68% of portfolio
37,465
Q2 2025 Added 4.83%
$229B
$11.1 Million 2.45% of portfolio
81,373
Q2 2025 Added 3.9%
$232B
$11 Million 2.44% of portfolio
40,485
Q2 2025 Added 20.58%
$608B
$10.3 Million 2.29% of portfolio
13,246
Q2 2025 Added 5.7%
$112B
$10.3 Million 2.28% of portfolio
26,844
Q2 2025 Added 5.15%
$157B
$9.92 Million 2.2% of portfolio
25,634
Q2 2025 Added 5.51%
$55.9B
$9.71 Million 2.15% of portfolio
48,226
Q2 2025 Added 5.88%
$142B
$9.21 Million 2.04% of portfolio
34,518
Q2 2025 Added 5.25%
$53.7B
$7.72 Million 1.71% of portfolio
425,558
Q2 2025 Added 0.47%
$127B
$6.45 Million 1.43% of portfolio
23,417
Q2 2025 Added 1,987.08%
$79.5B
$6.19 Million 1.37% of portfolio
49,467
Q2 2025 Added 5.25%
$3.69T
$4.35 Million 0.96% of portfolio
21,210
Q2 2025 Added 1,059.65%
$0
$2.48 Million 0.55% of portfolio
97,920
Q2 2025 New
$52.5B
$2.27 Million 0.5% of portfolio
11,083
Q2 2025 Added 677.21%
$43.5B
$1.98 Million 0.44% of portfolio
22,086
Q2 2025 New
$367B
$1.61 Million 0.36% of portfolio
11,842
Q2 2025 Added 298.72%
$245B
$1.38 Million 0.31% of portfolio
4,437
Q2 2025 New
$551B
$1.41 Million 0.31% of portfolio
3,979
Q2 2025 New
$123B
$1.31 Million 0.29% of portfolio
8,728
Q2 2025 New
$36.7B
$1.31 Million 0.29% of portfolio
10,706
Q2 2025 Added 348.51%
$351B
$1.26 Million 0.28% of portfolio
6,787
Q2 2025 New
$323B
$1.23 Million 0.27% of portfolio
4,030
Q2 2025 Added 32.04%
$227B
$1.24 Million 0.27% of portfolio
3,886
Q2 2025 New
$281B
$1.21 Million 0.27% of portfolio
12,362
Q2 2025 New
$859B
$1.13 Million 0.25% of portfolio
3,911
Q2 2025 New
$439B
$1.01 Million 0.22% of portfolio
1,020
Q2 2025 New
$222B
$979,000 0.22% of portfolio
3,352
Q2 2025 New
$81.5B
$952,000 0.21% of portfolio
1,940
Q2 2025 New
$146B
$886,000 0.2% of portfolio
3,807
Q2 2025 New
$61.6B
$904,000 0.2% of portfolio
7,608
Q2 2025 New
$0
$841,000 0.19% of portfolio
68,777
Q2 2025 New
$85.6B
$851,000 0.19% of portfolio
2,575
Q2 2025 New
$368B
$858,000 0.19% of portfolio
5,391
Q2 2025 New
$442B
$873,000 0.19% of portfolio
8,099
Q2 2025 New
$0
$799,000 0.18% of portfolio
68,167
Q2 2025 New
$30.2B
$720,000 0.16% of portfolio
12,375
Q2 2025 New
$1.08T
$742,000 0.16% of portfolio
2,336
Q2 2025 Added 48.41%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $451 Million
  • Prior Value $342 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Seaview Investment Managers LLC Portfolio

Follow Seaview Investment Managers LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Seaview Investment Managers LLC, based on Form 13F filings with the SEC.

News

Stay updated on Seaview Investment Managers LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email