Stock Taper 
SEAVIEW INVESTMENT MANAGERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GE Vernova Inc. | GEV | 185 | $217.35K |
 McKesson Corporation | MCK | 411 | $310.55K |
 CrowdStrike Holdings, Inc. | CRWD | 431 | $328.91K |
 Applied Materials, Inc. | AMAT | 456 | $329.69K |
 Seagate Technology Holdings plc | STX | 500 | $482.5K |
 Western Digital Corporation | WDC | 504 | $321.92K |
 Astera Labs, Inc. Common Stock | ALAB | 514 | $248.27K |
 Vertiv Holdings Co | VRT | 634 | $212.28K |
 Marvell Technology, Inc. | MRVL | 706 | $210.31K |
 Constellation Energy Corporation | CEG | 974 | $241.91K |
 Marriott International, Inc. | MAR | 990 | $366.88K |
 Dell Technologies Inc. | DELL | 1.01K | $436.64K |
 Palo Alto Networks, Inc. | PANW | 1.07K | $365.57K |
 Credo Technology Group Holding Ltd | CRDO | 1.08K | $294.52K |
 American Express Company | AXP | 1.12K | $377.46K |
 Lam Research Corporation | LRCX | 1.16K | $501.36K |
 Space Exploration Technologies Corp. | SPCX | 1.18K | $201.62K |
 Tesla, Inc. | TSLA | 1.56K | $658.24K |
 Cloudflare, Inc. | NET | 1.91K | $468.49K |
 Palantir Technologies Inc. | PLTR | 1.98K | $230.66K |