DOSSIER · 13F-HR · Q2 2026

Samjo Management, LLC

$293M in tracked AUM across 83 positions as of Q2 2026.

SM
CIK 0001986590 · last filed Jun 30, 2026
Total AUM
$293M
as of Q2 2026
Holdings
83
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Samjo Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PDFS
PDF SOLUTIONS INC
$39M548K13.2%
02
G3934V109
GENIUS SPORTS LIMITED
$30M4.9M10.2%
03
AIOT
POWERFLEET INC
$20M5.3M6.9%
04
INSE
INSPIRED ENTMT INC
$18M2.2M6.3%
05
AIP
ARTERIS INC
$17M340K5.6%
06
PAR
PAR TECHNOLOGY CORP
$14M817K4.9%
07
M25133105
COGNYTE SOFTWARE LTD
$12M1.4M4.1%
08
G037AX101
AMBARELLA INC
$12M137K4.0%
09
ZETA
ZETA GLOBAL HOLDINGS CORP
$11M549K3.7%
10
SLB
SLB LIMITED
$10M225K3.6%

Filing history

2026Q2Jun 30
$293M 26.7%
83 positionsView →
2026Q1Mar 31
$231M 10.6%
84 positionsView →
2025Q4Dec 31
$259M 60.3%
85 positionsView →
2025Q3Sep 30
$161M 31.9%
53 positionsView →
2025Q2Jun 30
$237M 94.6%
84 positionsLocked
2025Q1Mar 31
$122M 54.1%
51 positionsLocked
2024Q4Dec 31
$265M 8.5%
78 positionsLocked
2024Q3Sep 30
$290M 20.2%
74 positionsLocked
2024Q2Jun 30
$363M 27.7%
74 positionsLocked
2024Q1Mar 31
$284M 0.7%
75 positionsLocked
2023Q4Dec 31
$282M
68 positionsLocked