SEAVIEW INVESTMENT MANAGERS LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$277,377
Net value change ($000)
+11,459 (4.3%)
New positions
12
Sold out positions
10
Turnover %
12.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITUB 8,929 NEW
AVGO 7,939 1392.8%
MU 6,067 798.3%
ASML 1,908 21.2%
TSM 1,542 16.5%
NEM 1,481 18.7%
NFLX 1,459 18.7%
AVDV 1,357 NEW
MCK 1,263 15.8%
NUE 1,150 14.2%
Top Reduces (Value $000, Stocks/ETFs)
UBER -8,087 -100.0%
HCA -8,012 -100.0%
ADBE -7,527 -94.8%
QQQ -1,638 -13.4%
JQUA -1,488 -47.4%
CRM -1,481 -100.0%
SPY -1,292 -11.7%
ORCL -916 -10.4%
CEG -728 -8.5%
MSFT -636 -7.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type