account_balance
Investment manager · 13F filer · SEC CIK 1832158
Seaview Investment Managers LLC
Reported value$395Mas of Sep 30, 2026
Positions102 19 new, 10 sold out
Top 10 weight36.7%MU alone is 5%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MUMicron Technology Inc
4.8%Added +69%
NVDANVIDIA Corp
3.9%Added +22%
QQQInvesco QQQ Tr
3.8%Added +8%
MSFTMicrosoft Corp
3.7%Added +8%
SPYSPDR S&P 500 ETF Trust
3.7%Added +22%
METAMeta Platforms, Inc.
3.7%Added +11%
AMDAdvanced Micro Devices Inc
3.6%Added +5%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%Added +12%
AAPLApple Inc.
3.2%Added +13%
AMZNAmazon.com Inc
3.1%Added +10%
GOOGLAlphabet Inc.
3.1%Added +12%
ASMLASML Holding NV
3.1%Added +12%
MUMicron Technology Inc
4.8%+69%
NVDANVIDIA Corp
3.9%
QQQInvesco QQQ Tr
3.8%
MSFTMicrosoft Corp
3.7%+8%
SPYSPDR S&P 500 ETF Trust
3.7%+22%
METAMeta Platforms, Inc.
3.7%+11%
AMDAdvanced Micro Devices Inc
3.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.2%
AAPLApple Inc.
3.2%
AMZNAmazon.com Inc
3.1%
GOOGLAlphabet Inc.
3.1%
ASMLASML Holding NV
3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MU Micron Technology Inc 4.8% Added +69%NVDA NVIDIA Corp 3.9% Added +22%
QQQ Invesco QQQ Tr 3.8% Added +8%
MSFT Microsoft Corp 3.7% Added +8%SPY SPDR S&P 500 ETF Trust 3.7% Added +22%META Meta Platforms, Inc. 3.7% Added +11%AMD Advanced Micro Devices Inc 3.6% Added +5%TSM Taiwan Semiconductor Manufacturing Co Ltd 3.2% Added +12%AAPL Apple Inc. 3.2% Added +13%AMZN Amazon.com Inc 3.1% Added +10%GOOGL Alphabet Inc. 3.1% Added +12%ASML ASML Holding NV 3.1% Added +12%What changed
Biggest moves since Jun 30, 2026
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