SI

SEAVIEW INVESTMENT MANAGERS LLC

13F
SEAVIEW INVESTMENT MANAGERS LLC
Last update 2025-05-13 127 Stocks (40 new)
Value $411.00 Mil Turnover 26 %
Countries:
Top Holdings: QQQ(4.66%)SPY(4.23%)NVDA(4.04%)BRK.B(3.89%)META(3.78%)
Summary Stock Picks Current Portfolio
SEAVIEW INVESTMENT MANAGERS LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ 		INVESCO QQQ Trust
40,894
19,176.0
+36.47%
4.660
+1.25%
0.010
+6.91%
+3.63%
336,590.0
 
SPY 		SPDR S&P 500 ETF Trust
31,142
17,420.5
+10.72%
4.230
+0.41%
0.000
+3.85%
+2.22%
610,927.4
 
NVDA 		NVIDIA Corp
153,293
16,613.9
+56.75%
4.040
+1.46%
0.000
+21.43%
+4.88%
3,434,631.4
Semiconductors
BRK.B 		Berkshire Hathaway Inc
30,025
15,990.7
+32.97%
3.890
+0.96%
0.000
-0.56%
+8.78%
1,063,427.4
Insurance
META 		Meta Platforms Inc
26,960
15,538.7
+38.63%
3.780
+1.05%
0.000
+6.96%
+16.91%
1,719,573.5
Interactive Media
AAPL 		Apple Inc
67,271
14,942.9
+40.19%
3.630
+1.04%
0.000
-13.67%
-18.58%
3,037,947.0
Hardware
AMZN 		Amazon.com Inc
76,645
14,582.5
+31.35%
3.540
+0.84%
0.000
+1.95%
-5.30%
2,205,759.5
Retail - Cyclical
MSFT 		Microsoft Corp
38,483
14,446.3
+43.52%
3.510
+1.06%
0.000
+19.76%
+10.63%
3,452,639.6
Software
GOOGL 		Alphabet Inc
91,028
14,076.6
+37.39%
3.420
+0.93%
0.000
-2.07%
-11.58%
2,037,276.7
Interactive Media
AVGO 		Broadcom Inc
82,508
13,814.3
+38.94%
3.360
+0.94%
0.000
+39.30%
+12.65%
1,224,269.9
Semiconductors

SEAVIEW INVESTMENT MANAGERS LLC's Historical Top Holdings Breakdowns

SEAVIEW INVESTMENT MANAGERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
COP 		ConocoPhillips2025-03-31Sold Out
-2.65%
●
88.6 ($99.73) 105.85
$86.16
-13.61%
Sold Out
0
-96,540
WMT 		Walmart Inc2025-03-31Reduce
-2.54%
●
84.5 ($93.81) 105.05
$99.95
6.55%
Reduce -91.03%
10,021
-101,709
FI 		Fiserv Inc2025-03-31New Buy
+2.45%
●
200.51 ($218.93) 237.79
$164.40
-24.91%
New holding
45,704
45,704
PGR 		Progressive Corp2025-03-31New Buy
+2.30%
●
235.61 ($261.55) 291.22
$284.78
8.88%
New holding
33,419
33,419
UNH 		UnitedHealth Group Inc2025-03-31Reduce
-2.18%
●
461.52 ($511.2) 548.18
$301.07
-41.11%
Reduce -87.71%
2,179
-15,548
XMMO 		Invesco S&P MidCap Momentum ETF2025-03-31Reduce
-1.52%
●
110.9 ($123.2) 132.93
$125.94
2.23%
Reduce -93.51%
3,091
-44,553
NVDA 		NVIDIA Corp2025-03-31Add
+1.46%
●
106.98 ($126.74) 149.43
$140.84
11.12%
Add 56.75%
153,293
55,498
QQQ 		INVESCO QQQ Trust2025-03-31Add
+1.25%
●
468.34 ($508.07) 539.52
$528.98
4.12%
Add 36.47%
40,894
10,928
MSFT 		Microsoft Corp2025-03-31Add
+1.06%
●
375.39 ($407.71) 447.2
$464.43
13.91%
Add 43.52%
38,483
11,669
META 		Meta Platforms Inc2025-03-31Add
+1.05%
●
576.36 ($645.17) 736.67
$683.89
6.00%
Add 38.63%
26,960
7,512

SEAVIEW INVESTMENT MANAGERS LLC Total Holding History ($B)

To

SEAVIEW INVESTMENT MANAGERS LLC's Asset Allocation

To

SEAVIEW INVESTMENT MANAGERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SEAVIEW INVESTMENT MANAGERS LLC's Hypothetical Growth since 2025-03-31

SEAVIEW INVESTMENT MANAGERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SEAVIEW INVESTMENT MANAGERS LLC's Holdings Heat Map

Size field:

SEAVIEW INVESTMENT MANAGERS LLC's Holdings Bubble Chart

SEAVIEW INVESTMENT MANAGERS LLC News

  • 1

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