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 Market Cap. of $200 Billions or more

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%
$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%
$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%
$314B
$10.3 Million 2.29% of portfolio
43,403
Q2 2025 Added 5.7%
$3.69T
$4.35 Million 0.96% of portfolio
21,210
Q2 2025 Added 1,059.65%
$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
$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
$368B
$858,000 0.19% of portfolio
5,391
Q2 2025 New
$442B
$873,000 0.19% of portfolio
8,099
Q2 2025 New
$1.08T
$742,000 0.16% of portfolio
2,336
Q2 2025 Added 48.41%
$1.24T
$662,000 0.15% of portfolio
3,737
Q2 2025 New
$210B
$423,000 0.09% of portfolio
1,435
Q2 2025 Added 34.49%
$258B
$383,000 0.08% of portfolio
5,445
Q2 2025 Added 76.96%
$324B
$353,000 0.08% of portfolio
3,119
Q2 2025 New
$254B
$312,000 0.07% of portfolio
442
Q2 2025 New
$306B
$228,000 0.05% of portfolio
3,224
Q2 2025 New
$202B
$221,000 0.05% of portfolio
1,680
Q2 2025 Added 8.04%
$207B
$203,000 0.04% of portfolio
1,645
Q2 2025 New

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
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