Stock Taper

SEAVIEW INVESTMENT MANAGERS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Dell Technologies Inc.DELL1.01K$436.64K
Marriott International, Inc.MAR990$366.88K
Constellation Energy CorporationCEG974$241.91K
Marvell Technology, Inc.MRVL706$210.31K
Vertiv Holdings CoVRT634$212.28K
Astera Labs, Inc. Common StockALAB514$248.27K
Western Digital CorporationWDC504$321.92K
Seagate Technology Holdings plcSTX500$482.5K
Applied Materials, Inc.AMAT456$329.69K
CrowdStrike Holdings, Inc.CRWD431$328.91K
McKesson CorporationMCK411$310.55K
GE Vernova Inc.GEV185$217.35K