Samjo Management, LLC
CIK 0001986590 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$293.0M
2026 Q2
Positions
58
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PDFS
PDF SOLUTIONS INC
13.2%
GENI
GENIUS SPORTS LIMITED
10.2%
AIOT
POWERFLEET INC
6.9%
INSE
INSPIRED ENTMT INC
6.3%
AIP
ARTERIS INC
5.6%
PAR
PAR TECHNOLOGY CORP
4.9%
CGNT
COGNYTE SOFTWARE LTD
4.1%
AMBA
AMBARELLA INC
4.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.