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Livermore
Livermore
ZHEN

Seeds Investor LLC

SEC CIK
0002021047
Latest filing
Aug 12, 2026

The latest 13F from Seeds Investor LLC covers Q2 2026 (filed Aug 12, 2026): 379 long positions worth $973.3M. The top 10 holdings make up 32.9% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 5.6%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
61
Est. +$61.6M
Added
179
Est. +$192.8M
Reduced
134
Est. −$20.3M
Sold out
32
Est. −$21.7M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    5.6%$54.5M
  2. iShares Tr464288414
    5.1%$49.9M
  3. Vanguard S&P 500 ETF922908363
    5.1%$49.6M
  4. Invesco QQQ Trust Series I46090E103
    4.0%$38.8M
  5. SPYSPDR S&P 500 ETF Trust
    3.5%$34.3MHistory

Share of portfolio

Top 5 holdings and the other 374 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF5.6%
  2. iShares Tr5.1%
  3. Vanguard S&P 500 ETF5.1%
  4. Invesco QQQ Trust Series I4.0%
  5. SPY3.5%
  6. Other 374 positions76.7%

Biggest buys

New and added positions, by estimated amount bought

  1. Invesco QQQ Trust Series I46090E103
    +$36.2MAdded
  2. SPYSPDR S&P 500 ETF Trust
    +$23.8MAddedHistory
  3. Vanguard S&P 500 ETF922908363
    +$10.8MAdded
  4. SNDKSandisk Corp
    +$9.88MAddedHistory
  5. iShares Tr464288414
    +$5.89MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Invesco QQQ Trust Series I46090E103
    +3.68 pp0.3% → 4.0%
  2. SPYSPDR S&P 500 ETF Trust
    +2.20 pp1.3% → 3.5%History
  3. SNDKSandisk Corp
    +1.06 pp<0.1% → 1.1%History
  4. MUMicron Technology Inc
    +0.58 pp0.1% → 0.7%History
  5. WDCWestern Digital Corp
    +0.52 pp0.1% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. IBITiShares Bitcoin Trust ETF
    −$9.42MSold outHistory
  2. iShares Tr46435G672
    −$2.34MSold out
  3. Schwab U.S. Broad Market ETF808524102
    −$2.15MReduced
  4. iShares Tr464289875
    −$1.44MReduced
  5. Schwab U.S. Large-Cap ETF808524201
    −$1.33MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. IBITiShares Bitcoin Trust ETF
    −1.28 pp1.3% → 0.0%History
  2. iShares Tr46436E619
    −0.57 pp2.2% → 1.6%
  3. Vanguard Mun BD FDS922907738
    −0.55 pp2.2% → 1.7%
  4. iShares Tr46434V613
    −0.53 pp1.7% → 1.2%
  5. Vanguard Intermediate-Term Bond ETF921937819
    −0.48 pp1.5% → 1.1%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$973.3M
+$238.6M (+32.5%) vs. prior quarter
Positions
379
+29 vs. prior quarter
Top 10 concentration
32.9%
Top 10 as share of value
Turnover
4.9%
Q2 2026, one quarter
Average holding period
7.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $973.3M (Q2 2026)

Q4 2023: $88.5MQ1 2024: $108.5MQ2 2024: $195.1MQ3 2024: $267.5MQ4 2024: $351.0MQ1 2025: $356.4MQ2 2025: $426.0MQ3 2025: $473.9MQ4 2025: $521.7MQ1 2026: $734.7MQ2 2026: $973.3M
Q4 2023Q2 2026
13F filings of Seeds Investor LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 12, 2026379$973.3MVanguard Morningstar Total Stock Market ETFiShares TrVanguard S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 11, 2026350$734.7MVanguard Morningstar Total Stock Market ETFiShares TrVanguard S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 27, 2026266$521.7MVanguard Morningstar Total Stock Market ETFVanguard Intermediate-Term Bond ETFVanguard S&P 500 ETFvs. Q3 2025SEC
Q3 2025Nov 12, 2025250$473.9MVanguard Morningstar Total Stock Market ETFVanguard Intermediate-Term Bond ETFVanguard Wellington FDvs. Q2 2025SEC
Q2 2025Aug 12, 2025250$426.0MVanguard Morningstar Total Stock Market ETFiShares TrVanguard Intermediate-Term Bond ETFvs. Q1 2025SEC
Q1 2025May 14, 2025247$356.4MVanguard Morningstar Total Stock Market ETFiShares TrVanguard Intermediate-Term Bond ETFvs. Q4 2024SEC
Q4 2024Feb 13, 2025276$351.0MVanguard Morningstar Total Stock Market ETFiShares TrVanguard Intermediate-Term Bond ETFvs. Q3 2024SEC
Q3 2024Oct 31, 2024260$267.5MVanguard Morningstar Total Stock Market ETFiShares TriShares Trvs. Q2 2024SEC
Q2 2024Aug 5, 2024213$195.1MVanguard Morningstar Total Stock Market ETFiShares TriShares Trvs. Q1 2024SEC
Q1 2024May 10, 2024167$108.5MiShares TrMSFTiShares Trvs. Q4 2023SEC
Q4 2023May 7, 2024150$88.5MiShares TriShares TrMSFT–SEC