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Portfolio (Quarterly) Guide ↗

SEAVIEW INVESTMENT MANAGERS LLC

· CIK 0001832158
13F Portfolio $335M AUM 257 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 40 Added 27 Reduced 1 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPACE EXPLORATION TECHN CORP 1,180.0 $202K 0.06% NEW $170.86
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 43.1%
Financial Services 22.1%
Communication Services 13.7%
Healthcare 6.6%
Basic Materials 6.6%
Consumer Cyclical 4.2%
Industrials 3.6%
Utilities 0.2%
Consumer Defensive 0.1%