DOSSIER · 13F-HR · Q1 2026

Samara Investment Management, LLC

$96M in tracked AUM across 72 positions as of Q1 2026.

SI
CIK 0002110507 · last filed Mar 31, 2026
Total AUM
$96M
as of Q1 2026
Holdings
72
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Samara Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$16M169K16.1%
02
BILS
SPDR SERIES TRUST
$6M62K6.4%
03
MSFT
MICROSOFT CORP
$6M15K5.8%
04
GOOGL
ALPHABET INC
$5M17K4.9%
05
AAPL
APPLE INC
$5M18K4.8%
06
NVDA
NVIDIA CORPORATION
$4M24K4.3%
07
AVGO
BROADCOM INC
$4M13K4.2%
08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$3M6K3.0%
09
JPM
JPMORGAN CHASE & CO
$3M10K2.9%
10
COST
COSTCO WHOLESALE CORPORATION
$3M3K2.7%

Filing history

2026Q1Mar 31
$96M
72 positionsView →