Samjo Management, LLC
Samjo Management, LLC reported 58 positions worth $293.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: PDFS (13.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PDFS | SH | $38.8M | 13.25% | 548,285 | — | — | |
| ▸ 2 | GENI | SH | $29.8M | 10.16% | 4,913,050 | — | — | |
| ▸ 3 | AIOT | SH | $20.1M | 6.87% | 5,254,422 | — | — | |
| ▸ 4 | INSE | SH | $18.3M | 6.26% | 2,223,900 | — | — | |
| ▸ 5 | AIP | SH | $16.5M | 5.64% | 340,010 | — | — | |
| ▸ 6 | PAR | SH | $14.2M | 4.85% | 816,505 | — | — | |
| ▸ 7 | CGNT | SH | $12.0M | 4.09% | 1,363,700 | — | — | |
| ▸ 8 | AMBA | SH | $11.8M | 4.01% | 136,955 | — | — | |
| ▸ 9 | ZETA | SH | $10.8M | 3.69% | 549,265 | — | — | |
| ▸ 10 | SLB | SH | $10.5M | 3.57% | 225,089 | — | — |
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Frequently Asked Questions
What stocks does Samjo Management, LLC hold as of Q2 2026?
Samjo Management, LLC reported 58 positions worth $293.0M in its Q2 2026 13F filing. Largest positions: PDFS (13.2%), GENI (10.2%), AIOT (6.9%), INSE (6.3%) and AIP (5.6%).
What did Samjo Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Samjo Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.