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Filers›Asset Manager›Samjo Management, LLC
DOSSIER · 13F-HR · Q1 2026

Samjo Management, LLC

Samjo's asset manager based in Stamford, CT — $231M in tracked AUM across 84 positions as of Q1 2026.

S
Samjo·Stamford, CT·Asset Manager
CIK 0001986590 · last filed Mar 31, 2026
Total AUM
$231M
▲ 7.9%
vs prior
Holdings
84
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Samjo 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
PDFS
PDF SOLUTIONS INC
$30M920K13.0%
02
AIP
ARTERIS INC
$19M1.1M8.1%
03
G3934V109
GENIUS SPORTS LIMITED
$17M3.8M7.2%
04
INSE
INSPIRED ENTMT INC
$14M2.0M6.3%
05
AIOT
POWERFLEET INC
$12M4.0M5.3%
06
SLB
SLB LIMITED
$12M226K5.0%
07
M25133105
COGNYTE SOFTWARE LTD
$8M959K3.4%
08
ZETA
ZETA GLOBAL HOLDINGS CORP
$8M487K3.3%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$7M15K3.1%
10
QXO
QXO INC
$6M316K2.7%

Filing history

Filing history loading…
AI Agent · grounded in Samjo
haiku-4-5 · 84 positions indexed
Sector mix
  • Tech5%
  • Financials9%
  • Health Care20%
  • Cons. Disc.44%
  • Industrials15%
  • Energy8%
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