Samjo Management, LLC 13F Holdings

CIK 0001986590 · New York, NY

As of Sep 30, 2025, Samjo Management, LLC reported 59 positions worth $261.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PDF SOLUTIONS INCPDFSTechnology1,120,719$28.9M11.05%
INSPIRED ENTMT INCINSEConsumer Cyclical2,141,660$20.1M7.67%
GENIUS SPORTS LTDGENICommunication Services1,619,900$20.1M7.66%
POWERFLEET INCAIOTTechnology3,035,000 5.9M6.08%
THRYV HOLDINGS INCTHRYCommunication Services1,306,825 5.8M6.02%
ARTERIS INCAIPTechnology1,439,030 4.5M5.55%
SLB LIMITEDSLBEquity268,305$9.2M3.52%
ZETA GLOBAL HOLDINGS CORPZETATechnology455,360$9.0M3.46%
DIGITALBRIDGE GROUP INCDBRGReal Estate636,685$7.4M2.85%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services14,347$7.2M2.76%
MDXHEALTH SAMDXHHealthcare1,445,450$6.7M2.57%
TECHTARGET INCTTGTCommunication Services1,015,050$5.9M2.25%
QXO INCQXOTechnology303,565$5.8M2.21%
P10 INCPXFinancial Services508,295$5.5M2.11%
KINDER MORGAN INCKMIEnergy192,615$5.5M2.08%
KKR & CO INCKKRFinancial Services39,995$5.2M1.99%
EMERSON ELECTRIC COEMRIndustrials38,700$5.1M1.94%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services35,375$4.7M1.80%
COGNYTE SOFTWARE LTDCGNTTechnology545,175$4.6M1.75%
ASTRAZENECA PLCAZNHealthcare52,855$4.1M1.55%
ROCKET COMPANIES INCRKTFinancial Services209,055$4.1M1.55%
DUPONT DE NEMOURS INCDDBasic Materials44,838$3.5M1.33%
RTX CORPRTXEquity20,545$3.4M1.31%
NEOGEN CORPNEOGHealthcare545,445$3.1M1.19%
JOHNSON & JOHNSONJNJHealthcare15,090$2.8M1.07%