Samjo Management, LLC: 13F holdings
CIK 19865902026Q2
| Positions | 58 |
|---|
| Reported value | $293.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 58 (+3 vs prior quarter) |
|---|
| Reported value | $293.0m (+26.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PDFS PDF SOLUTIONS INC | 548,285 | $38.8m | 13.2% |
| GENIUS SPORTS LIMITED | 4,913,050 | $29.8m | 10.2% |
| AIOT POWERFLEET INC | 5,254,422 | $20.1m | 6.9% |
| INSE INSPIRED ENTMT INC | 2,223,900 | $18.3m | 6.3% |
| AIP ARTERIS INC | 340,010 | $16.5m | 5.6% |
| PAR PAR TECHNOLOGY CORP | 816,505 | $14.2m | 4.9% |
| COGNYTE SOFTWARE LTD | 1,363,700 | $12.0m | 4.1% |
| AMBARELLA INC | 136,955 | $11.8m | 4.0% |
| ZETA ZETA GLOBAL HOLDINGS CORP | 549,265 | $10.8m | 3.7% |
| SLB SLB LIMITED | 225,089 | $10.5m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1986590")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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