Institutions / Samjo Management, LLC

Samjo Management, LLC

CIK 1986590 · Institution · as of Dec 31, 2025
Portfolio value
$258.73M
Positions
56
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 56 →
CompanyClassValueShares% of portfolio
PDF Solutions, Inc.$32.84M1,151,01912.7%
Genius Sports Ltd$21.74M1,973,0158.4%
Powerfleet, Inc.$18.52M3,481,0677.2%
Inspired Entertainment, Inc.INSECommon Stock$16.34M1,745,4506.3%
Arteris, Inc.AIPCommon Stock$15.92M1,027,1306.2%
Zeta Global Holdings Corp.$10.71M526,2254.1%
Slb LIMITED/NV$8.77M228,5093.4%
Cognyte Software Ltd$8.43M896,3253.3%
Warren E. Buffett$7.42M14,7552.9%
QXO, Inc.$6.50M337,1302.5%
DigitalBridge Group, Inc.$6.17M402,1452.4%
TechTarget, Inc.TTGTCommon Stock$5.08M941,3502.0%
Kinder Morgan, Inc.$5.03M182,8901.9%
Ridgepost Capital, Inc.$5.01M510,4451.9%
Mdxhealth SA$4.98M1,395,9501.9%
Apollo Global Management, Inc.$4.98M34,4101.9%
Emerson Electric Co$4.89M36,8651.9%
KKR & Co. Inc.$4.88M38,2751.9%
Rimini Street, Inc.RMNICommon Stock$4.69M1,207,7501.8%
Astrazeneca PLC$4.69M50,9651.8%
Primo Brands Corp$4.46M272,9751.7%
Rocket Companies, Inc.$3.92M202,4701.5%
Ranpak Holdings Corp.PACKCommon Stock$3.54M653,8001.4%
RTX Corp$3.54M19,2801.4%
NeoGenomics Inc$3.36M285,3001.3%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.