Long-term investor
Seaview Investment Managers LLC @seaviewinvestmentmanager
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001832158).
Record
- Tracked since 2025-06-30 (448 days), 140 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +18.6% · all +18.6%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 4.1% · long · since 2025-06-30
- AMD · 3.8% · long · since 2025-06-30
- MU · 3.6% · long · since 2025-06-30
- TSM · 3.5% · long · since 2025-06-30
- ASML · 3.5% · long · since 2025-06-30
- 78462F103 · 3.5% · long · since 2025-06-30
- GOOGL · 3.4% · long · since 2025-06-30
- NVDA · 3.3% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- AVGO · 3.2% · long · since 2025-06-30
- APH · 3.1% · long · since 2026-06-30
- CAT · 3.0% · long · since 2026-06-30