Seaview Investment Managers LLC holds a diversified book of 93 reported positions worth $334.8M as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Amphenol Corp-CL A and trimmed Advanced Micro Devices. Their largest long position is Invesco QQQ Trust Series 1 at 4% of the reported non-option book. Cloning the disclosed picks since 2025 would be +29% (+21.2%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +41.6%, a 12.3-point gap that is the cost of the ~14-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Seaview Investment Managers LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~14 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
+2 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Seaview Investment Managers LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $639.5M |
| Prospect Hill Management, LLC | 9 / 80 | $235.3M |
| Howard Hughes Medical Institute | 18 / 80 | $405.5M |
| Ketron Financial | 19 / 80 | $279.8M |
| Draper Asset Management, LLC | 9 / 80 | $169.6M |
| 9823 Capital, L.P. | 10 / 80 | $126.7M |
| VectorGlobal IAG, Inc. | 70 / 80 | $327.3M |
| Parametrica Management Ltd | 10 / 80 | $107.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Seaview Investment Managers LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $13.7M | 18.7K | 4.1% | ▲+2.2% Added · +401 sh | |
| 2 | Advanced Micro Devices Inc COM | $12.7M | 21.9K | 3.8% | ▼−52% Reduced · −24K sh | |
| 3 | Micron Technology Inc COM | $12.1M | 10.5K | 3.6% | ▼−48% Reduced · −10K sh | |
| 4 | Taiwan Semiconductor Manufac SPONSORED ADS | $11.9M | 24.8K | 3.5% | ▼−23% Reduced · −7K sh | |
| 5 | ASML Hldg NV N Y REGISTRY SHS | $11.8M | 5.9K | 3.5% | ▼−28% Reduced · −2K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $11.7M | 15.6K | 3.5% | ▲+4.7% Added · +696 sh | |
| 7 | Alphabet Inc CAP STK CL A | $11.3M | 31.6K | 3.4% | ▼−4.7% Reduced · −2K sh | |
| 8 | Nvidia Corporation COM | $11.1M | 55.7K | 3.3% | ▲+2.3% Added · +1K sh | |
| 9 | Amazon Com Inc COM | $10.7M | 44.9K | 3.2% | ▲+3.1% Added · +1K sh | |
| 10 | Broadcom Inc COM | $10.6M | 28.0K | 3.2% | ▲+1.9% Added · +524 sh | |
| 11 | Amphenol Corp CL A | $10.3M | 58.5K | 3.1% | ▲New New position | |
| 12 | Caterpillar Inc COM | $10.2M | 9.5K | 3.0% | ▲New New position | |
| 13 | Meta Platforms Inc CL A | $10.1M | 18.0K | 3.0% | ▲+23% Added · +3K sh | |
| 14 | Microsoft Corp COM | $9.9M | 26.7K | 3.0% | ▲+24% Added · +5K sh | |
| 15 | International Business Machs COM | $9.8M | 34.8K | 2.9% | ▲+9.1% Added · +3K sh | |
| 16 | Apple Inc COM | $9.7M | 33.6K | 2.9% | ▲23× Added · +32K sh | |
| 17 | Oracle Corp COM | $9.7M | 65.9K | 2.9% | ▲+22% Added · +12K sh | |
| 18 | JPMorgan Chase & Co COM | $9.5M | 29.1K | 2.8% | ▲+1.7% Added · +486 sh | |
| 19 | Abbvie Inc COM | $9.5M | 37.8K | 2.8% | ▼−4.7% Reduced · −2K sh | |
| 20 | Bank Of Amer Corp COM | $9.5M | 166.5K | 2.8% | ▼−0.8% Reduced · −1K sh | |
| 21 | Barrick MNG Corp COM SHS | $9.5M | 257.7K | 2.8% | ▲+22% Added · +47K sh | |
| 22 | Goldman Sachs Group Inc COM | $9.2M | 9.1K | 2.8% | ▲New New position | |
| 23 | Eli Lilly & Co COM | $9.2M | 7.6K | 2.7% | ▲New New position | |
| 24 | Nucor Corp COM | $9.1M | 41.0K | 2.7% | ▼−25% Reduced · −14K sh | |
| 25 | Netflix Inc. COM | $9.1M | 127.0K | 2.7% | ▲+32% Added · +31K sh | |
| 26 | Disney Walt Co COM | $9.0M | 93.7K | 2.7% | ▲New New position | |
| 27 | Invesco Exchange Traded FD T S&P SMLCP MOMENT | $5.7M | 61.1K | 1.7% | ▲+2.6% Added · +2K sh | |
| 28 | SPDR Gold TR GOLD SHS | $5.1M | 13.9K | 1.5% | ▲+1.6% Added · +219 sh | |
| 29 | Ishares TR MSCI EAFE ETF | $3.5M | 34.0K | 1.1% | ▲+2.5% Added · +815 sh | |
| 30 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.5M | 3.8K | 0.7% | ▲+4.9% Added · +177 sh | |
| 31 | Global X FDS DATA CTR DIG ETF | $2.4M | 79.3K | 0.7% | ▲+9.4% Added · +7K sh | |
| 32 | Tidal Trust II ROUNDHILL GENER | $2.3M | 23.6K | 0.7% | ▲+8.0% Added · +2K sh | |
| 33 | Ea Series Trust FREEDOM 100 EM | $2.2M | 30.1K | 0.7% | ▼−2.5% Reduced · −773 sh | |
| 34 | ETF Ser Solutions DEFIA QUANT ETF | $2.1M | 12.5K | 0.6% | ▲+7.4% Added · +856 sh | |
| 35 | J P Morgan Exchange Traded F US QUALTY FCTR | $1.9M | 26.6K | 0.6% | ▼−1.0% Reduced · −270 sh | |
| 36 | First TR Exchange-Traded FD NASDAQ CYB ETF | $1.8M | 20.0K | 0.5% | ▲+13% Added · +2K sh | |
| 37 | Global X FDS US INFR DEV ETF | $1.7M | 28.4K | 0.5% | ▲+8.2% Added · +2K sh | |
| 38 | First TR Exchange-Traded FD NASDQ CLN EDGE | $1.6M | 8.3K | 0.5% | ▲+12% Added · +906 sh | |
| 39 | American Centy ETF TR INTL SMCP VLU | $1.5M | 14.9K | 0.5% | ▲+9.4% Added · +1K sh | |
| 40 | Series Portfolios TR ELDRIDGE BBB B | $1.5M | 56.8K | 0.4% | ▲+32% Added · +14K sh | |
| 41 | Ishares TR 0-5YR HI YL CP | $1.5M | 34.3K | 0.4% | ▲+38% Added · +9K sh | |
| 42 | Ishares TR FALN ANGLS USD | $1.5M | 53.3K | 0.4% | ▲+36% Added · +14K sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 HG | $1.4M | 67.6K | 0.4% | ▲+39% Added · +19K sh | |
| 44 | NEOS ETF Trust NEOS S&P 500 HI | $1.4M | 26.4K | 0.4% | ▲+42% Added · +8K sh | |
| 45 | Legg Mason ETF Invt FRANKLIN INTL LW | $1.4M | 34.4K | 0.4% | ▲+44% Added · +11K sh | |
| 46 | NEOS ETF Trust NASDAQ 100 HIGH | $1.3M | 23.6K | 0.4% | ▲+47% Added · +8K sh | |
| 47 | NEOS ETF Trust RUSS 2000 HI ETF | $1.3M | 23.9K | 0.4% | ▲+50% Added · +8K sh | |
| 48 | Vaneck ETF Trust URANI NUCLE ETF | $1.3M | 10.9K | 0.4% | ▲+10% Added · +1K sh | |
| 49 | Amplify ETF TR CEF HIGH INCOME | $1.2M | 105.3K | 0.4% | ▲+46% Added · +33K sh | |
| 50 | Pimco Dynamic Income FD SHS | $1.2M | 69.7K | 0.3% | ▲+48% Added · +23K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1832158/holdings"
Use Arkolith to show SEAVIEW INVESTMENT MANAGERS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 14d | 257 | $334.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 205 | $277.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 200 | $265.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 211 | $270.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 341 | $471.8M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 314 | $411.5M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.