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Seaview Investment Managers Portfolio holdings

AUM $335M
1-Year Est. Return 47.2%
This Fund
S&P 500
This Quarter Est. Return
+33.64%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$335M
AUM Growth
+$57.4M
Cap. Flow
-$2.71M
Cap. Flow %
-0.81%
Top 10 Hldgs %
35.13%
Holding
94
New
21
Increased
40
Reduced
28
Closed
1

Top Buys

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$9.56M
2
AAPL icon
Apple
AAPL
+$9.19M
3
GS icon
Goldman Sachs
GS
+$8.9M
4
APH icon
Amphenol
APH
+$8.43M
5
CAT icon
Caterpillar
CAT
+$8.38M

Top Sells

Rank Stock Value
1
AMD icon
Advanced Micro Devices
AMD
+$9.91M
2
NEM icon
Newmont
NEM
+$9.11M
3
ITUB icon
Itaú Unibanco
ITUB
+$8.69M
4
MCK icon
McKesson
MCK
+$8.18M
5
SCHW
Charles Schwab
SCHW
+$8.01M

Sector Composition

Rank Sector Weight
1 Technology 37.07%
2 Miscellaneous 24.02%
3 Communication Services 11.8%
4 Financials 8.8%
5 Healthcare 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCIT icon
76
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
$283K 0.08%
3,418
-66
-2% -$5.45K
IBDZ
77
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$877M
$282K 0.08%
10,841
-165
-1% -$4.3K
ASTS icon
78
AST SpaceMobile
ASTS
$17.4B
$274K 0.08%
+3,084
New +$269K
ATAI icon
79
AtaiBeckley Inc
ATAI
$2.7B
$263K 0.08%
49,922
– –
BABA icon
80
Alibaba
BABA
$296B
$257K 0.08%
+2,682
New +$336K
SJNK icon
81
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$250K 0.07%
9,990
-47
-0.5% -$1.18K
ALAB icon
82
Astera Labs
ALAB
$50.2B
$248K 0.07%
+514
New +$136K
CEG icon
83
Constellation Energy
CEG
$98.1B
$242K 0.07%
974
-27,061
-97% -$7.62M
FPE icon
84
First Trust Preferred Securities and Income ETF
FPE
$6.3B
$238K 0.07%
13,287
-110
-0.8% -$1.98K
PLTR icon
85
Palantir
PLTR
$448B
$231K 0.07%
+1,977
New +$270K
FDN icon
86
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.43B
$221K 0.07%
+836
New +$221K
GEV icon
87
GE Vernova
GEV
$243B
$217K 0.06%
+185
New +$189K
PSLV icon
88
Sprott Physical Silver Trust
PSLV
$13.8B
$214K 0.06%
+11,323
New +$267K
VRT icon
89
Vertiv
VRT
$99B
$212K 0.06%
634
-242
-28% -$76.8K
MRVL icon
90
Marvell Technology
MRVL
$195B
$210K 0.06%
+706
New +$142K
SPCX
91
SpaceX
SPCX
$1.87T
$202K 0.06%
+1,180
New +$200K
HLF icon
92
Herbalife
HLF
$1.3B
$165K 0.05%
12,534
– –
ITUB icon
93
Itaú Unibanco
ITUB
$82.7B
$140K 0.04%
17,101
-1,048,385
-98% -$8.69M
ADBE icon
94
Adobe
ADBE
$116B
– –
-1,708
Closed -$415K
1 2 3
4

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SS
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BIA
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PI
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TODC
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PAP
Persistent Asset Partners Hong Kong $335M AUM 275.57% 1-Year Est. Return
AWS
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JWM
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Seaview Investment Managers's Q2 2026 Portfolio in Review

As of Q2 2026, Seaview Investment Managers held 94 positions worth $335M, up 21% from $277M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

Seaview Investment Managers's Q2 2026 filing shows 21 new, 40 increased, 28 reduced and 1 closed positions. Its largest new stake was Walt Disney: 93,748 shares worth $9.02M. The largest sale was Advanced Micro Devices, an estimated $9.91M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, up from 29% a quarter earlier, followed by Miscellaneous and Communication Services.

  • Seaview Investment Managers's largest Q2 2026 buy was Walt Disney: 93,748 shares worth $9.02M.
  • Seaview Investment Managers added most to Apple in Q2 2026, an estimated $9.19M increase.
  • Seaview Investment Managers's biggest Q2 2026 reduction was Advanced Micro Devices, cutting an estimated $9.91M.
  • Seaview Investment Managers fully exited Adobe in Q2 2026, selling an estimated $415K.
  • Seaview Investment Managers's ten largest holdings make up 35% of its $335M portfolio in Q2 2026.
  • Seaview Investment Managers opened 21 new positions and closed 1 in Q2 2026.
  • Seaview Investment Managers's portfolio value rose 21% quarter-over-quarter to $335M.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.