SEAVIEW INVESTMENT MANAGERS LLC
•CIK: 1832158•Filing: Q4 2025
**SEAVIEW INVESTMENT MANAGERS LLC** manages $266M across a diversified portfolio of 71 positions. The fund exhibits a clear technology and semiconductor tilt, evidenced by top holdings including NDQ ($12.2M) and SPY ($11.0M). Significant allocations are maintained across mega-cap tech names such as GOOGL ($9.7M), TSM ($9.4M), and NVDA ($9.2M). This concentrated exposure suggests a strategic focus on high-growth, market-leading technology infrastructure.
Total AUM
$265.9M
QoQ Performance
-1.8%
Positions
58
Top 10 Concentration
36.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ4.6%
SPY4.1%
GOOGL3.6%
TSM3.5%
NVDA3.5%
AMD3.5%
AMZN3.4%
ASML3.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.7%
Technology27.2%
Financial12.1%
Consumer6.7%
ETF4.2%
Healthcare3.0%
Materials3.0%
Communication2.9%
🚪 Exited Positionssold since Q3 2025
+13 more exited positions
Changes from Q3 2025
NEW14 new positions
↑15 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023