SEAVIEW INVESTMENT MANAGERS LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$322.8B
Holdings
79
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 34,450 | $16.2B | 5.00% | |
| 2 | SPYSPDR S&P 500 ETF TR | 26,064 | $14.6B | 4.52% | |
| 3 | ABXBARRICK GOLD CORP | 599,310 | $11.7B | 3.61% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,582 | $11.5B | 3.56% | |
| 5 | TMUST-MOBILE US INC | 41,277 | $11.0B | 3.41% | |
| 6 | NVSNNOVARTIS AG | 96,470 | $10.8B | 3.33% | |
| 7 | AAPLAPPLE INC | 47,527 | $10.6B | 3.27% | |
| 8 | AMZNAMAZON COM INC | 55,192 | $10.5B | 3.25% | |
| 9 | LLYELI LILLY & CO | 12,512 | $10.3B | 3.20% | |
| 10 | METAMETA PLATFORMS INC | 17,852 | $10.3B | 3.19% | |
| 11 | NVDANVIDIA CORPORATION | 94,689 | $10.3B | 3.18% | |
| 12 | UBERUBER TECHNOLOGIES INC | 140,531 | $10.2B | 3.17% | |
| 13 | GOOGLALPHABET INC | 65,592 | $10.1B | 3.14% | |
| 14 | ASMLASML HOLDING N V | 15,247 | $10.1B | 3.13% | |
| 15 | MSFTMICROSOFT CORP | 26,873 | $10.1B | 3.13% | |
| 16 | AVGOBROADCOM INC | 58,767 | $9.8B | 3.05% | |
| 17 | SYKSTRYKER CORPORATION | 26,301 | $9.8B | 3.03% | |
| 18 | FISVFISERV INC | 43,633 | $9.6B | 2.99% | |
| 19 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,296 | $9.5B | 2.95% | |
| 20 | MUMICRON TECHNOLOGY INC | 107,147 | $9.3B | 2.88% | |
| 21 | GSGOLDMAN SACHS GROUP INC | 16,666 | $9.1B | 2.82% | |
| 22 | PGRPROGRESSIVE CORP | 31,978 | $9.1B | 2.80% | |
| 23 | ADBEADOBE INC | 23,577 | $9.0B | 2.80% | |
| 24 | BKNGBOOKING HOLDINGS INC | 1,897 | $8.7B | 2.71% | |
| 25 | RSPINVESCO EXCHANGE TRADED FD T | 50,085 | $8.7B | 2.69% | |
| 26 | CRMSALESFORCE INC | 32,241 | $8.7B | 2.68% | |
| 27 | HEFAISHARES TR | 236,572 | $8.6B | 2.66% | |
| 28 | ORCLORACLE CORP | 60,879 | $8.5B | 2.64% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 42,621 | $8.3B | 2.56% | |
| 30 | GQ9SPDR GOLD TR | 5,680 | $1.6B | 0.51% | |
| 31 | XLRESELECT SECTOR SPDR TR | 32,244 | $1.3B | 0.42% | |
| 32 | SKYYFIRST TR EXCHANGE TRADED FD | 12,482 | $1.3B | 0.40% | |
| 33 | BCCCGLOBAL X FDS | 32,905 | $1.2B | 0.38% | |
| 34 | AIRRFIRST TR EXCHANGE TRADED FD | 17,792 | $1.2B | 0.38% | |
| 35 | XLVSELECT SECTOR SPDR TR | 8,260 | $1.2B | 0.37% | |
| 36 | IAIISHARES TR | 8,531 | $1.2B | 0.37% | |
| 37 | IYWISHARES TR | 8,270 | $1.2B | 0.36% | |
| 38 | AIQGLOBAL X FDS | 31,359 | $1.1B | 0.35% | |
| 39 | SMHVANECK ETF TRUST | 5,258 | $1.1B | 0.34% | |
| 40 | GRIDFIRST TR EXCHANGE TRADED FD | 9,534 | $1.1B | 0.33% | |
| 41 | CLOZSERIES PORTFOLIOS TR | 27,177 | $722.1M | 0.22% | |
| 42 | HIGHSIMPLIFY EXCHANGE TRADED FUN | 30,656 | $672.6M | 0.21% | |
| 43 | SJNKSPDR SER TR | 26,631 | $670.0M | 0.21% | |
| 44 | SHYGISHARES TR | 15,598 | $663.2M | 0.21% | |
| 45 | IBHHISHARES TR | 28,089 | $656.2M | 0.20% | |
| 46 | FALNISHARES TR | 24,312 | $651.3M | 0.20% | |
| 47 | NTRNUTRIEN LTD | 12,375 | $614.1M | 0.19% | |
| 48 | JEPIJ P MORGAN EXCHANGE TRADED F | 10,353 | $591.6M | 0.18% | |
| 49 | YYY*AMPLIFY ETF TR | 44,530 | $508.1M | 0.16% | |
| 50 | LVHILEGG MASON ETF INVT | 15,404 | $498.6M | 0.15% | |
| 51 | SPYINEOS ETF TRUST | 10,072 | $482.3M | 0.15% | |
| 52 | JEPQJ P MORGAN EXCHANGE TRADED F | 9,308 | $482.0M | 0.15% | |
| 53 | CFCF INDS HLDGS INC | 6,000 | $468.9M | 0.15% | |
| 54 | ETNEATON CORP PLC | 1,565 | $425.4M | 0.13% | |
| 55 | ADSKAUTODESK INC | 1,395 | $365.2M | 0.11% | |
| 56 | NOWSERVICENOW INC | 417 | $332.0M | 0.10% | |
| 57 | IBITISHARES BITCOIN TRUST ETF | 6,459 | $302.3M | 0.09% | |
| 58 | LRCXLAM RESEARCH CORP | 4,003 | $291.0M | 0.09% | |
| 59 | IBMINTERNATIONAL BUSINESS MACHS | 1,153 | $286.7M | 0.09% | |
| 60 | WMTWALMART INC | 3,212 | $282.0M | 0.09% | |
| 61 | XMMOINVESCO EXCHANGE TRADED FD T | 2,378 | $270.5M | 0.08% | |
| 62 | DTCRGLOBAL X FDS | 16,326 | $265.5M | 0.08% | |
| 63 | PANWPALO ALTO NETWORKS INC | 1,519 | $259.2M | 0.08% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 3,053 | $257.7M | 0.08% | |
| 65 | CEGCONSTELLATION ENERGY CORP | 1,272 | $256.5M | 0.08% | |
| 66 | REZISHARES TR | 2,895 | $250.2M | 0.08% | |
| 67 | ETENERGY TRANSFER L P | 12,794 | $237.8M | 0.07% | |
| 68 | MARMARRIOTT INTL INC NEW | 990 | $235.8M | 0.07% | |
| 69 | PEPPEPSICO INC | 1,555 | $233.2M | 0.07% | |
| 70 | AMDADVANCED MICRO DEVICES INC | 2,256 | $231.8M | 0.07% | |
| 71 | SNPSSYNOPSYS INC | 537 | $230.3M | 0.07% | |
| 72 | DELLDELL TECHNOLOGIES INC | 2,518 | $229.5M | 0.07% | |
| 73 | SHELSHELL PLC | 3,077 | $225.5M | 0.07% | |
| 74 | CRWDCROWDSTRIKE HLDGS INC | 625 | $220.4M | 0.07% | |
| 75 | VCITVANGUARD SCOTTSDALE FDS | 2,608 | $213.2M | 0.07% | |
| 76 | IBDZISHARES TR | 8,245 | $212.6M | 0.07% | |
| 77 | CEMBISHARES INC | 4,697 | $212.2M | 0.07% | |
| 78 | JPIBJ P MORGAN EXCHANGE TRADED F | 4,410 | $211.2M | 0.07% | |
| 79 | ATAIATAI LIFE SCIENCES NV | 49,922 | $67.9M | 0.02% |