Seeds Investor LLC reported 218 positions worth $293.26M for the quarter ended Jun 30, 2026, up 44.6% on the prior quarter. It opened 31 new positions, added to 102, trimmed 85 and exited 17. Its largest holding is Apple Inc. at 5.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SNDK Sandisk Corp | +4,347 | +1,132.0% | $9.88M | 3.67% |
| INTC Intel Corp | +35.1K | – | $4.90M | 1.67% |
| WDC Western Digital Corp | +7,423 | +319.0% | $4.74M | 2.12% |
| MU Micron Technology Inc | +3,995 | +212.6% | $4.61M | 2.31% |
| STX Seagate Technology Holdings plc | +4,662 | – | $4.50M | 1.53% |
| AMAT Applied Materials Inc | +5,591 | +144.5% | $4.04M | 2.33% |
| PANW Palo Alto Networks Inc | +11.4K | – | $3.88M | 1.32% |
| AMD Advanced Micro Devices Inc | +6,365 | +226.0% | $3.70M | 1.82% |
| LRCX Lam Research Corp | +8,495 | +131.4% | $3.68M | 2.21% |
| FIX Comfort Systems Usa Inc | +1,809 | +735.4% | $3.59M | 1.39% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -223.5K | -100.0% | $9.42M | Exited |
| GGG Graco Inc | -3,916 | -100.0% | $342.58K | Exited |
| TM Toyota Motor Corp/ | -1,478 | -100.0% | $312.67K | Exited |
| ACN Accenture plc | -1,420 | -100.0% | $270.29K | Exited |
| SCI Service Corp International | -3,162 | -100.0% | $259.62K | Exited |
| AZN Astrazeneca Plc | -1,331 | -34.3% | $252.38K | 0.165% |
| PYPL PayPal Holdings, Inc. | -5,031 | -100.0% | $241.33K | Exited |
| ICE Intercontinental Exchange, Inc. | -1,415 | -100.0% | $229.32K | Exited |
| ECL Ecolab Inc. | -835 | -100.0% | $228.16K | Exited |
| CAH Cardinal Health Inc | -891 | -34.2% | $211.70K | 0.139% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +35.1K | $4.90M | 1.67% |
| STX Seagate Technology Holdings plc | +4,662 | $4.50M | 1.53% |
| PANW Palo Alto Networks Inc | +11.4K | $3.88M | 1.32% |
| MRVL Marvell Technology, Inc. | +11.9K | $3.56M | 1.21% |
| DELL Dell Technologies Inc. | +7,927 | $3.42M | 1.17% |
| HPE Hewlett Packard Enterprise Co | +69.8K | $3.15M | 1.07% |
| TER Teradyne, Inc | +6,341 | $3.07M | 1.05% |
| ARM Arm Holdings Plc | +7,850 | $2.78M | 0.949% |
| BIO Bio-Rad Laboratories, Inc. | +2,570 | $754.58K | 0.257% |
| TWLO Twilio Inc | +1,620 | $334.26K | 0.114% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBIT iShares Bitcoin Trust ETF | -223.5K | $9.42M | 4.64% |
| GGG Graco Inc | -3,916 | $342.58K | 0.169% |
| TM Toyota Motor Corp/ | -1,478 | $312.67K | 0.154% |
| ACN Accenture plc | -1,420 | $270.29K | 0.133% |
| SCI Service Corp International | -3,162 | $259.62K | 0.128% |
| PYPL PayPal Holdings, Inc. | -5,031 | $241.33K | 0.119% |
| ICE Intercontinental Exchange, Inc. | -1,415 | $229.32K | 0.113% |
| ECL Ecolab Inc. | -835 | $228.16K | 0.113% |
| REZI Resideo Technologies, Inc. | -5,227 | $205.32K | 0.101% |
| JXN Jackson Financial Inc. | -1,946 | $204.47K | 0.101% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 56.8K | $16.43M | 5.6% | +7,197 | +14.5% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 69.4K | $13.88M | 4.73% | +2,766 | +4.2% | Added | 0% |
| 3 | IAU Ishares Gold Trust | Others | 162.9K | $12.30M | 4.19% | +27.0K | +19.9% | Added | 0.02% |
| 4 | SNDK Sandisk Corp | Technology | 4,731 | $10.76M | 3.67% | +4,347 | +1,132.0% | Added | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 23.4K | $8.26M | 2.82% | +1,268 | +5.7% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 20.0K | $7.45M | 2.54% | +776 | +4.0% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 29.4K | $7.01M | 2.39% | +6,945 | +30.9% | Added | 0% |
| 8 | AMAT Applied Materials Inc | Technology | 9,461 | $6.84M | 2.33% | +5,591 | +144.5% | Added | 0% |
| 9 | MU Micron Technology Inc | Technology | 5,874 | $6.78M | 2.31% | +3,995 | +212.6% | Added | 0% |
| 10 | LRCX Lam Research Corp | Technology | 15.0K | $6.48M | 2.21% | +8,495 | +131.4% | Added | 0% |
| 11 | WDC Western Digital Corp | Technology | 9,750 | $6.23M | 2.12% | +7,423 | +319.0% | Added | 0% |
| 12 | GOOGL Alphabet Inc. | Technology | 14.9K | $5.33M | 1.82% | +1,543 | +11.5% | Added | 0% |
| 13 | AMD Advanced Micro Devices Inc | Technology | 9,181 | $5.33M | 1.82% | +6,365 | +226.0% | Added | 0% |
| 14 | SIVR abrdn Silver ETF Trust | Others | 93.0K | $5.23M | 1.78% | +15.3K | +19.7% | Added | 0.13% |
| 15 | INTC Intel Corp | Technology | 35.1K | $4.90M | 1.67% | +35.1K | – | New | 0% |
Tip. Select a row to see that position’s full history at Seeds Investor.
As of its Q2 2026 13F filing, Seeds Investor LLC’s five largest positions were Apple Inc. (AAPL) at 5.6%, Nvidia Corp (NVDA) at 4.7%, Ishares Gold Trust (IAU) at 4.2%, Sandisk Corp (SNDK) at 3.7%, Alphabet Inc. (GOOG) at 2.8% of the reported portfolio.
Seeds Investor LLC reported a 13F portfolio worth $293.26M across 218 positions for Q2 2026. That is up 44.6% from the previous quarter.
Its largest purchases by value were Sandisk Corp ($9.88M), Intel Corp ($4.90M), Western Digital Corp ($4.74M). It opened 31 new positions.
Its largest sales by value were iShares Bitcoin Trust ETF ($9.42M), Graco Inc ($342.58K), Toyota Motor Corp/ ($312.67K). It exited 17 positions entirely.
From the Form 13F-HR reports Seeds Investor LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.