Seeds Investor LLC

Seeds Investor LLC reported 379 holdings worth US$973M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

Seeds Investor LLC reported 379 holdings worth US$973M as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 12, 2026 (Form 13F).

Holdings
379
Value as reported
US$973M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc56,790US$16.4M1.7%
Nvidia Corporation69,387US$13.9M1.4%
Alphabet Inc (google) Class C38,047US$13.6M1.4%
Sandisk Corporation4,731US$10.8M1.1%
Microsoft Corp.19,974US$7.45M0.77%
Amazon.com, Inc.29,411US$7.01M0.72%
Applied Materials, Inc.9,461US$6.84M0.70%
Micron Technology, Inc.5,874US$6.78M0.70%
Lam Research Corporation14,960US$6.48M0.67%
Western Digital Corporation9,750US$6.23M0.64%
Advanced Micro Devices Inc9,181US$5.33M0.55%
Intel Corporation35,096US$4.9M0.50%
Kla Corporation15,612US$4.71M0.48%
Broadcom Inc.12,058US$4.55M0.47%
Ciena Corporation8,854US$4.34M0.45%
Corning Incorporated16,916US$4.32M0.44%
Comfort Systems Usa, Inc.2,055US$4.07M0.42%
Palo Alto Networks, Inc.11,375US$3.88M0.40%
Lumentum Holdings Inc.4,436US$3.81M0.39%
Coherent Corp.9,344US$3.69M0.38%
Marvell Technology, Inc.11,940US$3.56M0.37%
Dell Technologies Inc.7,927US$3.42M0.35%
Taiwan Semiconductor Manufacturing Co., Ltd.7,108US$3.39M0.35%
Hewlett Packard Enterprise Company69,763US$3.15M0.32%
Teradyne, Inc.6,341US$3.07M0.32%
Eli Lilly And Company2,515US$3.02M0.31%
Jp Morgan Chase & Co.8,159US$2.67M0.27%
Visa Inc.6,749US$2.32M0.24%
Asml Holding Nv1,146US$2.28M0.23%
Jabil Inc.5,394US$2.08M0.21%
Tesla, Inc.4,708US$1.98M0.20%
Caterpillar, Inc.1,568US$1.67M0.17%
Costco Wholesale Corporation1,699US$1.59M0.16%
Home Depot, Inc. (the)4,223US$1.49M0.15%
Keysight Technologies Inc.3,606US$1.26M0.13%
Meta Platforms, Inc.2,231US$1.26M0.13%
Walmart Inc.10,643US$1.21M0.12%
Goldman Sachs Group, Inc. (the)1,163US$1.18M0.12%
Cisco Systems, Inc.9,772US$1.15M0.12%
Mastercard Incorporated2,173US$1.12M0.11%
Qualcomm Incorporated5,877US$1.09M0.11%
Arista Networks, Inc.6,271US$1.07M0.11%
Tjx Companies, Inc. (the)6,961US$1.05M0.11%
Ge Aerospace2,735US$1.02M0.11%
Abbvie Inc.4,040US$1.02M0.10%
Hilton Worldwide Holdings Inc.2,966US$980K0.10%
Caseys General Stores, Inc.1,229US$977K0.10%
Novartis Ag6,174US$968K0.10%
Berkshire Hathaway Inc.1,884US$942K0.10%
Exxon Mobil Corporation6,872US$940K0.10%
Ge Vernova Inc.777US$913K0.09%
Celestica Inc.2,476US$903K0.09%
Principal Financial Group Inc8,157US$879K0.09%
Republic Services, Inc.3,994US$851K0.09%
Cbre Group Inc6,205US$836K0.09%
News Corporation33,331US$828K0.09%
Coca-cola Company (the)10,036US$816K0.08%
Lowe's Companies, Inc.3,676US$811K0.08%
Verizon Communications Inc.19,009US$805K0.08%
Johnson & Johnson3,098US$787K0.08%
Bank Of America Corporation13,443US$766K0.08%
Bio-rad Laboratories, Inc.2,570US$755K0.08%
Boeing Company (the)3,437US$744K0.08%
Kb Financial Group Inc.7,015US$736K0.08%
Oracle Corporation4,882US$715K0.07%
Deere & Company1,124US$713K0.07%
Us Foods Holding Corp.6,919US$708K0.07%
Merck & Company, Inc.5,502US$707K0.07%
Nasdaq, Inc.8,591US$677K0.07%
Texas Instruments Incorporated2,208US$658K0.07%
W.w. Grainger, Inc.474US$644K0.07%
Rb Global, Inc.5,491US$639K0.07%
Unitedhealth Group Incorporated1,531US$636K0.07%
D.r. Horton, Inc.3,846US$627K0.06%
Netflix, Inc.8,512US$608K0.06%
Mitsubishi Ufj Financial Group, Inc.29,947US$596K0.06%
Rtx Corporation3,133US$594K0.06%
Sysco Corporation7,095US$593K0.06%
Thermo Fisher Scientific Inc1,171US$587K0.06%
S&p Global Inc.1,438US$586K0.06%
Hsbc Holdings Plc6,131US$583K0.06%
Walt Disney Company (the)6,031US$580K0.06%
Royal Bank Of Canada2,779US$575K0.06%
Ball Corporation8,973US$560K0.06%
Procter & Gamble Company (the)3,761US$551K0.06%
Regal Rexnord Corporation2,312US$551K0.06%
Exelon Corporation11,753US$548K0.06%
United Therapeutics Corporation1,011US$548K0.06%
Sumitomo Mitsui Financial Group, Inc.23,155US$546K0.06%
Ase Technology Holding Co., Ltd.12,099US$546K0.06%
Eversource Energy (d/b/a)7,257US$524K0.05%
Prologis, Inc.3,786US$513K0.05%
Pepsico, Inc.3,785US$512K0.05%
Moody's Corporation1,111US$503K0.05%
East West Bancorp, Inc.3,768US$486K0.05%
Reliance, Inc.1,251US$468K0.05%
Waste Management, Inc.2,063US$460K0.05%
Everpure, Inc.5,803US$457K0.05%
Banco Santander, S.a.32,775US$452K0.05%
Jones Lang Lasalle Incorporated1,449US$449K0.05%

Every holding of Seeds Investor LLC

Source

View original at SEC

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