SEAVIEW INVESTMENT MANAGERS LLC — 13F holdings

SEAVIEW INVESTMENT MANAGERS LLC reported 257 holdings worth $335M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $13.7M (4.1%)
  2. AMD ADVANCED MICRO DEVICES INC — $12.7M (3.8%)
  3. MU MICRON TECHNOLOGY INC — $12.1M (3.6%)
  4. TSM TAIWAN SEMICONDUCTOR MFG LTD — $11.9M (3.5%)
  5. ASML ASML HOLDING N V — $11.8M (3.5%)
  6. SPY SPDR S&P 500 ETF TR — $11.7M (3.5%)
  7. GOOGL ALPHABET INC — $11.3M (3.4%)
  8. NVDA NVIDIA CORPORATION — $11.1M (3.3%)
  9. AMZN AMAZON COM INC — $10.7M (3.2%)
  10. AVGO BROADCOM INC — $10.6M (3.2%)