Seaview Investment Managers LLC reported 56 positions worth $261.71M for the quarter ended Jun 30, 2026, up 17.8% on the prior quarter. It opened 19 new positions, added to 16, trimmed 19 and exited 1. Its largest holding is Advanced Micro Devices Inc at 4.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| APH Amphenol Corp | +117.0K | – | $10.32M | 3.94% |
| CAT Caterpillar Inc | +9,538 | – | $10.16M | 3.88% |
| AAPL Apple Inc. | +32.1K | +2,219.6% | $9.29M | 3.71% |
| GS Goldman Sachs Group Inc | +9,129 | – | $9.23M | 3.53% |
| LLY ELI LILLY & Co | +7,647 | – | $9.17M | 3.5% |
| DIS Walt Disney Co | +93.7K | – | $9.02M | 3.45% |
| NFLX Netflix Inc | +30.8K | +32.0% | $2.20M | 3.47% |
| MSFT Microsoft Corp | +5,156 | +24.0% | $1.92M | 3.8% |
| META Meta Platforms, Inc. | +3,316 | +22.6% | $1.87M | 3.87% |
| ORCL Oracle Corp | +12.1K | +22.4% | $1.77M | 3.69% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | -24.2K | -52.4% | $14.05M | 4.87% |
| MU Micron Technology Inc | -9,732 | -48.2% | $11.23M | 4.62% |
| ITUB Itau Unibanco Holding S.A. | -1.05M | -98.4% | $8.57M | 0.053% |
| AXP American Express Co | -24.6K | -95.7% | $8.31M | 0.144% |
| SCHW Schwab Charles Corp | -87.9K | -96.2% | $8.11M | 0.121% |
| NEM NEWMONT Corp | -83.6K | -96.1% | $7.81M | 0.12% |
| MCK Mckesson Corp | -10.3K | -96.2% | $7.79M | 0.119% |
| CEG Constellation Energy Corp | -27.1K | -96.5% | $6.72M | 0.092% |
| ASML Asml Holding Nv | -2,328 | -28.2% | $4.63M | 4.51% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -7,432 | -23.0% | $3.55M | 4.53% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| APH Amphenol Corp | +117.0K | $10.32M | 3.94% |
| CAT Caterpillar Inc | +9,538 | $10.16M | 3.88% |
| GS Goldman Sachs Group Inc | +9,129 | $9.23M | 3.53% |
| LLY ELI LILLY & Co | +7,647 | $9.17M | 3.5% |
| DIS Walt Disney Co | +93.7K | $9.02M | 3.45% |
| STX Seagate Technology Holdings plc | +500 | $482.50K | 0.184% |
| NET Cloudflare, Inc. | +1,910 | $468.49K | 0.179% |
| PANW Palo Alto Networks Inc | +1,072 | $365.57K | 0.14% |
| AMAT Applied Materials Inc | +456 | $329.69K | 0.126% |
| CRWD CrowdStrike Holdings, Inc. | +1,724 | $328.91K | 0.126% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| ADBE Adobe Inc. | -1,708 | $415.06K | 0.187% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMD Advanced Micro Devices Inc | Technology | 21.9K | $12.75M | 4.87% | -24.2K | -52.4% | Reduced | 0% |
| 2 | MU Micron Technology Inc | Technology | 10.5K | $12.09M | 4.62% | -9,732 | -48.2% | Reduced | 0% |
| 3 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 24.8K | $11.86M | 4.53% | -7,432 | -23.0% | Reduced | 0% |
| 4 | ASML Asml Holding Nv | Technology | 5,930 | $11.80M | 4.51% | -2,328 | -28.2% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 31.6K | $11.28M | 4.31% | -1,566 | -4.7% | Reduced | 0% |
| 6 | NVDA Nvidia Corp | Technology | 55.7K | $11.15M | 4.26% | +1,268 | +2.3% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 44.9K | $10.70M | 4.09% | +1,351 | +3.1% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 28.0K | $10.58M | 4.04% | +524 | +1.9% | Added | 0% |
| 9 | APH Amphenol Corp | Industrials | 117.0K | $10.32M | 3.94% | +117.0K | – | New | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 9,538 | $10.16M | 3.88% | +9,538 | – | New | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 18.0K | $10.13M | 3.87% | +3,316 | +22.6% | Added | 0% |
| 12 | MSFT Microsoft Corp | Technology | 26.7K | $9.94M | 3.8% | +5,156 | +24.0% | Added | 0% |
| 13 | IBM International Business Machines Corp | Technology | 34.8K | $9.78M | 3.74% | +2,895 | +9.1% | Added | 0% |
| 14 | AAPL Apple Inc. | Technology | 33.6K | $9.71M | 3.71% | +32.1K | +2,219.6% | Added | 0% |
| 15 | ORCL Oracle Corp | Technology | 65.9K | $9.65M | 3.69% | +12.1K | +22.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Seaview Investment Managers.
As of its Q2 2026 13F filing, Seaview Investment Managers LLC’s five largest positions were Advanced Micro Devices Inc (AMD) at 4.9%, Micron Technology Inc (MU) at 4.6%, Taiwan Semiconductor Manufacturing Co Ltd (TSM) at 4.5%, Asml Holding Nv (ASML) at 4.5%, Alphabet Inc. (GOOGL) at 4.3% of the reported portfolio.
Seaview Investment Managers LLC reported a 13F portfolio worth $261.71M across 56 positions for Q2 2026. That is up 17.8% from the previous quarter.
Its largest purchases by value were Amphenol Corp ($10.32M), Caterpillar Inc ($10.16M), Apple Inc. ($9.29M). It opened 19 new positions.
Its largest sales by value were Advanced Micro Devices Inc ($14.05M), Micron Technology Inc ($11.23M), Itau Unibanco Holding S.A. ($8.57M). It exited 1 positions entirely.
From the Form 13F-HR reports Seaview Investment Managers LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.