DOSSIER · 13F-HR · Q1 2026

Samjo Management, LLC

$231M in tracked AUM across 84 positions as of Q1 2026.

SM
CIK 0001986590 · last filed Mar 31, 2026
Total AUM
$231M
as of Q1 2026
Holdings
84
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · 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

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