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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
+17.65%
1 Year Est. Return
+47.2%
3 Year Est. Return
+148.09%
5 Year Est. Return
+188.34%
10 Year Est. Return
–
AUM
$472M
AUM Growth
+$60.3M
Cap. Flow
+$3.99M
Cap. Flow %
0.85%
Top 10 Hldgs %
38.68%
Holding
154
New
27
Increased
64
Reduced
34
Closed
20

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$11.6M
2
ABT icon
Abbott
ABT
+$10.7M
3
AMD icon
Advanced Micro Devices
AMD
+$10.1M
4
HCA icon
HCA Healthcare
HCA
+$9.67M
5
ALL icon
Allstate
ALL
+$9.62M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$12.8M
2
NVS icon
Novartis
NVS
+$11.2M
3
MU icon
Micron Technology
MU
+$10.3M
4
SYK icon
Stryker
SYK
+$10.1M
5
GS icon
Goldman Sachs
GS
+$9.82M

Sector Composition

Rank Sector Weight
1 Technology 34.34%
2 Communication Services 12.97%
3 Financials 8.48%
4 Healthcare 7.52%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLRE icon
151
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.65B
– –
-34,144
Closed -$1.43M
XLV icon
152
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
– –
-9,581
Closed -$1.4M
STI icon
153
Solidion Technology
STI
$61.3M
– –
-1,884
Closed -$11.4K
TEM
154
Tempus AI
TEM
$9.39B
– –
-4,882
Closed -$236K
3 4 5 6
7

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MAM
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PHWM
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HFS
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SG
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WHGC
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Seaview Investment Managers's Q2 2025 Portfolio in Review

As of Q2 2025, Seaview Investment Managers held 154 positions worth $472M, up 15% from $411M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Seaview Investment Managers's Q2 2025 filing shows 27 new, 64 increased, 34 reduced and 20 closed positions. Its largest new stake was Netflix: 102,920 shares worth $13.8M. The largest sale was Broadcom, an estimated $12.8M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 35% a quarter earlier, followed by Communication Services and Financials.

  • Seaview Investment Managers's largest Q2 2025 buy was Netflix: 102,920 shares worth $13.8M.
  • Seaview Investment Managers added most to Advanced Micro Devices in Q2 2025, an estimated $10.1M increase.
  • Seaview Investment Managers's biggest Q2 2025 reduction was Broadcom, cutting an estimated $12.8M.
  • Seaview Investment Managers fully exited Novartis in Q2 2025, selling an estimated $11.2M.
  • Seaview Investment Managers's ten largest holdings make up 39% of its $472M portfolio in Q2 2025.
  • Seaview Investment Managers opened 27 new positions and closed 20 in Q2 2025.
  • Seaview Investment Managers's portfolio value rose 15% quarter-over-quarter to $472M.

Based on Seaview Investment Managers's 13F filing for Q2 2025, filed 12 Aug 2025.