Samjo Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SM Samjo Management, LLC | Institutional Filer | ▼ 4.15% | $231.3M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PDFS | PDF Solutions, Inc. | Technology | 920K | $30.1M | 13.01% |
| 2 | AIP | Arteris, Inc. | Technology | 1.1M | $18.8M | 8.13% |
| 3 | GENI | Genius Sports Limited | Communication Services | 3.8M | $16.6M | 7.19% |
| 4 | INSE | Inspired Entertainment, Inc. | Consumer Cyclical | 2.0M | $14.5M | 6.26% |
| 5 | AIOT | PowerFleet, Inc. | Technology | 4.0M | $12.3M | 5.32% |
| 6 | SLB | SLB N.V. | Energy | 226K | $11.6M | 5.02% |
| 7 | CGNT | Cognyte Software Ltd. | Technology | 959K | $7.8M | 3.36% |
| 8 | ZETA | Zeta Global Holdings Corp. | Technology | 487K | $7.7M | 3.35% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.3M | 3.14% |
| 10 | QXO | QXO, Inc. | Technology | 316K | $6.1M | 2.66% |
| 11 | KMI | Kinder Morgan, Inc. | Energy | 181K | $6.1M | 2.62% |
| 12 | RMNI | Rimini Street, Inc. | Technology | 1.7M | $5.4M | 2.34% |
| 13 | RPC | RIDGEPOST CAP INC | — | 700K | $5.1M | 2.20% |
| 14 | AZN | AstraZeneca PLC | Healthcare | 25K | $4.8M | 2.07% |
| 15 | PACK | Ranpak Holdings Corp. | Consumer Cyclical | 1.3M | $4.8M | 2.05% |
Showing 1 to 15 of 55 holdings