Seeds Investor LLC
Investment Portfolio & 13F Holdings Analysis
About
SEEDS INVESTOR LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 247 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "MMSI", "MORN", "NLY", "AAL", "RBA.TO", "ATR", "ACN", null, "ABT", "ABBV", "ADBE", "A", "JLL", "GOOGL", null, "ASML", "T", null, "AVGO", "LOW", "CLS", "SAN", "BSX", "LNC", null, "WTRG", "EQH", null, "IBKR", "HLT", "HD", "MCD", "INTU", null, null, null, "QCOM", "GLPI", null, "ISRG", "AMAT", "NWL", "ICE", "MUB", "META", null, "IVW", "IJH", null, null, null, null, "KMI", null, "LRCX", "LIN", "MA", null, "BMI", "MSFT", "MFG", "MDLZ", "MUFG", "NDAQ", "EXC", "FIS", "GE", "HIG", "HAS", "NVS", "ORLY", "IJR", "ANET", "KLAC", "ORCL", null, "AMH", "PYPL", "PEP", "PGR", "UNH", "AAPL", "SPY", "ECL", "HLN", "NVDA", "GS", "PFE", null, "PG", "VZ", "KB", "KEYS", "NMR", "AMGN", "NYT", "IEFA", "SPGI", "NOW", "RS", "RTX", "SPDW", "GLD", "SAP", null, null, "RSG", "IBM", "SMFG", "CI", "TXN", "TXRH", "TMO", "TJX", "UL", "UTHR", "UNM", "BIV", "VOE", "EWBC", "LKQ", "JBL", "SIVR", "NJR", null, null, null, "ONCY", "WY", "GDDY", "GGG", "TSM", "RDN", null, "EA", "TT", "GPK", null, "LECO", "RGLD", "PRI", "PEN", "AON", null, "USFD", "AMD", "SONY", "FI", "WSO", "WM", "FOX", "WCN", "IR", "ES", null, "IPG", "FDS", "AMZN", "MSI", null, "IVE", "NWS", "PFG", "ELS", "NWSA", "RGA", "ACM", "VEU", "ESGV", "VUG", null, null, "BNDX", "VTEB", "VBR", "VOO", "VTV", "V", "WMT", "WAT", "WFC", "WSM", "WPM", "WMB", "WPC", null, "OC", "FNF", "FOXA", "JKHY", "MHK", "JCI", "PFGC", "CRM", "RNR", "SCI", "PSO", "SYY", "IXUS", "GWW", "ADP", "BALL", "BAC", "BBVA", null, "BRK-B", "BMRN", "BR", "BURL", "CSL", "CBRE", "CDW", "CASY", "CVX", "CSCO", "CME", "KO", "CMCSA", "CORT", "COST", "GLW", "CROX", "CCK", "DHR", "DE", "DOCU", "MCO", "NEE", "QQQ", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", null, "URI", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 247
- Total Value
- 356382119
- Accession Number
- 0002021047-25-000001
- Form Type
- 13F-HR
- Manager Name
- Seeds-Investor
Data Enrichment
86% identified213 identified34 unidentified
Holdings
247 positions • $356.4M total value
Manager:
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Page 1 of 13
46436E619
Shares:369.9K
Value:$16.0M
% of Portfolio:4.5% ($16.0M/$356.4M)
921935870
Shares:126.9K
Value:$12.8M
% of Portfolio:3.6% ($12.8M/$356.4M)
25434V674
Shares:196.6K
Value:$10.1M
% of Portfolio:2.8% ($10.1M/$356.4M)
46138E537
Shares:358.9K
Value:$8.3M
% of Portfolio:2.3% ($8.3M/$356.4M)
464285204
Shares:98.3K
Value:$5.8M
% of Portfolio:1.6% ($5.8M/$356.4M)
46435U440
Shares:118.6K
Value:$5.6M
% of Portfolio:1.6% ($5.6M/$356.4M)
46434V860
Shares:94.5K
Value:$4.8M
% of Portfolio:1.3% ($4.8M/$356.4M)
78468R531
Shares:82.8K
Value:$4.4M
% of Portfolio:1.2% ($4.4M/$356.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
136.2K | YoY NEW(+136.2K) | All Managers (Combined) | $37.4M | 10.5% ($37.4M/$356.4M) | YoY NEW(+$37.4M) | |
240.3K | All Managers (Combined) | $25.3M | 7.1% ($25.3M/$356.4M) | |||
232.1K | All Managers (Combined) | $17.8M | 5.0% ($17.8M/$356.4M) | |||
(cusip46436E619)✕ | 369.9K | All Managers (Combined) | $16.0M | 4.5% ($16.0M/$356.4M) | ||
(cusip921935870)✕ | 126.9K | YoY NEW(+126.9K) | All Managers (Combined) | $12.8M | 3.6% ($12.8M/$356.4M) | YoY NEW(+$12.8M) |
167.4K | YoY NEW(+167.4K) | All Managers (Combined) | $10.2M | 2.8% ($10.2M/$356.4M) | YoY NEW(+$10.2M) | |
(cusip25434V674)✕ | 196.6K | YoY NEW(+196.6K) | All Managers (Combined) | $10.1M | 2.8% ($10.1M/$356.4M) | YoY NEW(+$10.1M) |
17.5K | All Managers (Combined) | $9.0M | 2.5% ($9.0M/$356.4M) | |||
(cusip46138E537)✕ | 358.9K | YoY NEW(+358.9K) | All Managers (Combined) | $8.3M | 2.3% ($8.3M/$356.4M) | YoY NEW(+$8.3M) |
131.2K | YoY NEW(+131.2K) | All Managers (Combined) | $6.4M | 1.8% ($6.4M/$356.4M) | YoY NEW(+$6.4M) | |
Apple Inc.(AAPLcusip037833100) | 28.8K | All Managers (Combined) | $6.4M | 1.8% ($6.4M/$356.4M) | ||
127.3K | YoY NEW(+127.3K) | All Managers (Combined) | $6.3M | 1.8% ($6.3M/$356.4M) | YoY NEW(+$6.3M) | |
NVIDIA CORP(NVDAcusip67066G104) | 54.6K | All Managers (Combined) | $5.9M | 1.7% ($5.9M/$356.4M) | ||
(cusip464285204)✕ | 98.3K | YoY NEW(+98.3K) | All Managers (Combined) | $5.8M | 1.6% ($5.8M/$356.4M) | YoY NEW(+$5.8M) |
(cusip46435U440)✕ | 118.6K | YoY NEW(+118.6K) | All Managers (Combined) | $5.6M | 1.6% ($5.6M/$356.4M) | YoY NEW(+$5.6M) |
151.8K | All Managers (Combined) | $5.5M | 1.6% ($5.5M/$356.4M) | |||
MICROSOFT CORP(MSFTcusip594918104) | 13.6K | All Managers (Combined) | $5.1M | 1.4% ($5.1M/$356.4M) | ||
13.1K | All Managers (Combined) | $4.8M | 1.4% ($4.8M/$356.4M) | |||
(cusip46434V860)✕ | 94.5K | YoY NEW(+94.5K) | All Managers (Combined) | $4.8M | 1.3% ($4.8M/$356.4M) | YoY NEW(+$4.8M) |
(cusip78468R531)✕ | 82.8K | All Managers (Combined) | $4.4M | 1.2% ($4.4M/$356.4M) |