SEAVIEW INVESTMENT MANAGERS LLC

Q3 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$394,523
Net value change ($000)
+59,701 (17.8%)
New positions
19
Sold out positions
10
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
CSCO 9,754 NEW
MU 6,774 56.0%
VFLO 5,845 NEW
MSFT 4,767 48.0%
META 4,391 43.4%
NVDA 4,373 39.2%
AAPL 2,936 30.2%
SPY 2,896 24.8%
AVDV 2,601 169.9%
DIS 2,451 27.2%
Top Reduces (Value $000, Stocks/ETFs)
IBM -9,539 -97.6%
XSMO -5,718 -100.0%
PDI -1,165 -100.0%
GLTR -702 -100.0%
NET -468 -100.0%
ROUNDHILL ETF TRUST -375 -100.0%
ASTS -274 -100.0%
ATAI -263 -100.0%
SMH -258 -10.4%
BABA -257 -100.0%
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