SEEDS INVESTOR LLC

Position in AMAT — Applied Materials Inc /De

CIK 2021047 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$6,840,303

+$5,517,576 QoQ

Shares Held

9,461

+144.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#1,082

of 3,488 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SEEDS INVESTOR LLC holds $23,381,142 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	9,461	$6,840,303
2	LRCX	Lam Research Corp	14,960	$6,482,616
3	KLAC	Kla Corp	15,612	$4,710,296
4	TER	Teradyne, Inc	6,341	$3,068,029
5	ASML	Asml Holding NV	1,146	$2,279,898

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,840,303	9,461	+144.5%	Shares	Sole	2026-08-12
2026-03-31	$1,322,727	3,870	+17.8%	Shares	Sole	2026-05-11
2025-12-31	$844,469	3,286	+11.5%	Shares	Sole	2026-01-27
2025-09-30	$603,164	2,946	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$535,662	2,926	-4.5%	Shares	Sole	2025-08-12
2025-03-31	$444,647	3,064	-20.7%	Shares	Sole	2025-05-14
2024-12-31	$628,564	3,865	-2.6%	Shares	Sole	2025-02-13
2024-09-30	$801,532	3,967	-7.7%	Shares	Sole	2024-10-31
2024-06-30	$1,014,521	4,299	+6.5%	Shares	Sole	2024-08-05
2024-03-31	$832,756	4,038	+46.7%	Shares	Sole	2024-05-10
2023-12-31	$446,016	2,752	—	Shares	Sole	2024-05-07
No filing history on record for this holder in this stock.