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SEELAUS ASSET MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
CAVA Group, Inc.CAVA2.86K$224.45K
Apollo Global Management, Inc.APO2.88K$341.27K
Qnity Electronics, Inc.Q2.99K$488.79K
Edwards Lifesciences CorporationEW3.01K$272.65K
Affirm Holdings, Inc.AFRM3.06K$249.46K
Strategy IncMSTR3.11K$270.35K
GE AerospaceGE3.13K$1.17M
T-Mobile US, Inc.TMUS3.15K$527.85K
Palantir Technologies Inc.PLTR3.18K$371.01K
Sysco CorporationSYY3.27K$272.89K
Western Digital CorporationWDC3.28K$2.1M
Guardant Health, Inc.GH3.38K$507.55K
Vistra Corp.VST3.58K$567.1K
Vertiv Holdings CoVRT3.71K$1.24M
Ross Stores, Inc.ROST3.86K$821.81K
Skyworks Solutions, Inc.SWKS4.17K$282.86K
The Boeing CompanyBA4.31K$933.29K
Advanced Micro Devices, Inc.AMD4.35K$2.52M
ServiceNow, Inc.NOW4.42K$439.02K
Medtronic plcMDT4.47K$349.77K