Institutional Fund
Samjo Management, LLC
New York, NYCIK 19865906 filings on record
Portfolio Value
$231.28M
Q1 2026
Holdings
55
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-10.6%
from $258.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pdf Solutions Inc13.0%
- Arteris Inc8.1%
- Genius Sports Limited7.2%
- Inspired Entmt Inc6.3%
- Powerfleet Inc5.3%
- Schlumberger Ltd5.0%
- Other55.1%
Portfolio Holdings
55 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pdf Solutions Inc | 920.0K | $30.09M | 13.0% | −231.1K | Reduced |
| 2 | Arteris Inc | 1.14M | $18.81M | 8.1% | +116.9K | Added |
| 3 | Genius Sports Limited | 3.75M | $16.62M | 7.2% | +1.78M | Added |
| 4 | Inspired Entmt Inc | 2.03M | $14.47M | 6.3% | +284.5K | Added |
| 5 | Powerfleet Inc | 3.99M | $12.30M | 5.3% | +511.1K | Added |
| 6 | Schlumberger Ltd | 225.7K | $11.60M | 5.0% | −2.8K | Reduced |
| 7 | Cognyte Software Ltd | 958.8K | $7.77M | 3.4% | +62.5K | Added |
| 8 | Zeta Global Holdings Corp | 486.6K | $7.75M | 3.3% | −39.6K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 15.2K | $7.27M | 3.1% | +410 | Added |
| 10 | Qxo Inc | 316.4K | $6.14M | 2.7% | −20.8K | Reduced |
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