SEAVIEW INVESTMENT MANAGERS LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$359.6B
Holdings
86
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (86 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NDQINVESCO QQQ TR | 38,301 | $21.1B | 5.88% | |
| 2 | NVDANVIDIA CORPORATION | 91,267 | $14.4B | 4.01% | |
| 3 | ORCLORACLE CORP | 63,648 | $13.9B | 3.87% | |
| 4 | SPYSPDR S&P 500 ETF TR | 22,270 | $13.8B | 3.83% | |
| 5 | METAMETA PLATFORMS INC | 17,839 | $13.2B | 3.66% | |
| 6 | NFLXNETFLIX INC | 9,724 | $13.0B | 3.62% | |
| 7 | AMDADVANCED MICRO DEVICES INC | 91,699 | $13.0B | 3.62% | |
| 8 | MSFTMICROSOFT CORP | 26,149 | $13.0B | 3.62% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,298 | $13.0B | 3.61% | |
| 10 | UBERUBER TECHNOLOGIES INC | 137,045 | $12.8B | 3.56% | |
| 11 | ASMLASML HOLDING N V | 15,155 | $12.1B | 3.38% | |
| 12 | AMZNAMAZON COM INC | 54,900 | $12.0B | 3.35% | |
| 13 | BBARRICK MNG CORP | 570,826 | $11.9B | 3.31% | |
| 14 | CEGCONSTELLATION ENERGY CORP | 35,738 | $11.5B | 3.21% | |
| 15 | GOOGLALPHABET INC | 65,045 | $11.5B | 3.19% | |
| 16 | ABTABBOTT LABS | 78,316 | $10.7B | 2.96% | |
| 17 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,342 | $10.4B | 2.88% | |
| 18 | TMUST-MOBILE US INC | 41,064 | $9.8B | 2.72% | |
| 19 | HCAHCA HEALTHCARE INC | 25,529 | $9.8B | 2.72% | |
| 20 | LLYELI LILLY & CO | 12,532 | $9.8B | 2.72% | |
| 21 | ADBEADOBE INC | 24,295 | $9.4B | 2.61% | |
| 22 | ALSALLSTATE CORP | 45,548 | $9.2B | 2.55% | |
| 23 | CRMSALESFORCE INC | 33,576 | $9.2B | 2.55% | |
| 24 | HEFAISHARES TR | 236,194 | $9.0B | 2.49% | |
| 25 | PGRPROGRESSIVE CORP | 32,796 | $8.8B | 2.43% | |
| 26 | FISVFISERV INC | 47,000 | $8.1B | 2.25% | |
| 27 | ETENERGY TRANSFER L P | 423,549 | $7.7B | 2.14% | |
| 28 | XMMOINVESCO EXCHANGE TRADED FD T | 47,319 | $6.1B | 1.69% | |
| 29 | SPLVINVESCO EXCH TRADED FD TR II | 78,923 | $5.7B | 1.60% | |
| 30 | JQUAJ P MORGAN EXCHANGE TRADED F | 95,583 | $5.7B | 1.60% | |
| 31 | GQ9SPDR GOLD TR | 5,607 | $1.7B | 0.48% | |
| 32 | DTCRGLOBAL X FDS | 76,903 | $1.4B | 0.40% | |
| 33 | CIBRFIRST TR EXCHANGE TRADED FD | 16,197 | $1.2B | 0.34% | |
| 34 | BCCCGLOBAL X FDS | 28,029 | $1.2B | 0.34% | |
| 35 | AIQGLOBAL X FDS | 27,848 | $1.2B | 0.34% | |
| 36 | MOOVANECK ETF TRUST | 15,838 | $1.2B | 0.32% | |
| 37 | GRIDFIRST TR EXCHANGE TRADED FD | 7,866 | $1.1B | 0.30% | |
| 38 | SAPSAP SE | 3,052 | $928.1M | 0.26% | |
| 39 | IBITISHARES BITCOIN TRUST ETF | 14,292 | $874.8M | 0.24% | |
| 40 | CLOZSERIES PORTFOLIOS TR | 27,476 | $734.7M | 0.20% | |
| 41 | SJNKSPDR SERIES TRUST | 26,680 | $679.8M | 0.19% | |
| 42 | SHYGISHARES TR | 15,690 | $676.9M | 0.19% | |
| 43 | IBHHISHARES TR | 28,417 | $674.3M | 0.19% | |
| 44 | FALNISHARES TR | 24,775 | $672.4M | 0.19% | |
| 45 | SMHVANECK ETF TRUST | 2,274 | $634.2M | 0.18% | |
| 46 | ESPOVANECK ETF TRUST | 5,615 | $615.1M | 0.17% | |
| 47 | NLRVANECK ETF TRUST | 5,527 | $614.5M | 0.17% | |
| 48 | INDYISHARES TR | 11,027 | $599.6M | 0.17% | |
| 49 | EWGISHARES INC | 14,090 | $596.1M | 0.17% | |
| 50 | XLUSELECT SECTOR SPDR TR | 7,232 | $590.6M | 0.16% | |
| 51 | PPLTABRDN PLATINUM ETF TRUST | 4,759 | $584.7M | 0.16% | |
| 52 | JEPIJ P MORGAN EXCHANGE TRADED F | 9,976 | $567.1M | 0.16% | |
| 53 | RSPINVESCO EXCHANGE TRADED FD T | 3,078 | $559.4M | 0.16% | |
| 54 | ETNEATON CORP PLC | 1,559 | $556.5M | 0.15% | |
| 55 | TSLATESLA INC | 1,574 | $500.0M | 0.14% | |
| 56 | YYY*AMPLIFY ETF TR | 42,320 | $495.6M | 0.14% | |
| 57 | JEPQJ P MORGAN EXCHANGE TRADED F | 8,770 | $477.1M | 0.13% | |
| 58 | SPYINEOS ETF TRUST | 9,386 | $472.3M | 0.13% | |
| 59 | LVHILEGG MASON ETF INVT | 14,226 | $463.1M | 0.13% | |
| 60 | PLTRPALANTIR TECHNOLOGIES INC | 2,970 | $404.9M | 0.11% | |
| 61 | ADSKAUTODESK INC | 1,305 | $404.0M | 0.11% | |
| 62 | NOWSERVICENOW INC | 389 | $399.9M | 0.11% | |
| 63 | LRCXLAM RESEARCH CORP | 3,901 | $379.7M | 0.11% | |
| 64 | AAPLAPPLE INC | 1,829 | $375.3M | 0.10% | |
| 65 | IGIBISHARES TR | 6,850 | $365.0M | 0.10% | |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 1,739 | $355.9M | 0.10% | |
| 67 | IBMINTERNATIONAL BUSINESS MACHS | 1,067 | $314.5M | 0.09% | |
| 68 | CRWDCROWDSTRIKE HLDGS INC | 610 | $310.7M | 0.09% | |
| 69 | AVGOBROADCOM INC | 1,122 | $309.3M | 0.09% | |
| 70 | DELLDELL TECHNOLOGIES INC | 2,387 | $292.6M | 0.08% | |
| 71 | PANWPALO ALTO NETWORKS INC | 1,426 | $291.8M | 0.08% | |
| 72 | MARMARRIOTT INTL INC NEW | 990 | $270.5M | 0.08% | |
| 73 | SNPSSYNOPSYS INC | 502 | $257.4M | 0.07% | |
| 74 | VCITVANGUARD SCOTTSDALE FDS | 3,025 | $250.8M | 0.07% | |
| 75 | JPIBJ P MORGAN EXCHANGE TRADED F | 5,154 | $250.6M | 0.07% | |
| 76 | IBDZISHARES TR | 9,580 | $250.3M | 0.07% | |
| 77 | CEMBISHARES INC | 5,452 | $247.7M | 0.07% | |
| 78 | MUMICRON TECHNOLOGY INC | 1,886 | $232.4M | 0.06% | |
| 79 | VOOVANGUARD INDEX FDS | 383 | $217.6M | 0.06% | |
| 80 | REZISHARES TR | 2,635 | $217.0M | 0.06% | |
| 81 | SHELSHELL PLC | 3,077 | $216.7M | 0.06% | |
| 82 | GBTCGRAYSCALE BITCOIN TRUST ETF | 2,548 | $216.1M | 0.06% | |
| 83 | NKENIKE INC | 3,000 | $213.1M | 0.06% | |
| 84 | PEPPEPSICO INC | 1,555 | $205.3M | 0.06% | |
| 85 | XFEBFIRST TR EXCH TRADED FD III | 10,126 | $180.2M | 0.05% | |
| 86 | ATAIATAI LIFE SCIENCES NV | 49,922 | $109.3M | 0.03% |