Home/Smart Money/LMDAGG, L.L.C.
§ 13F · FUND PROFILE

LMDAGG, L.L.C..

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $79M (13F)Positions · 2Turnover · · Q2Filed · Aug 7, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q2 2025

FILED AUG 7, 2025
#TickerNameShares$ value% portΔ Q2
1CRWVCOREWEAVE INC295K$48M61.0%NEW
2IOTSAMSARA INC773K$31M39.0%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE LMDAGG, SIGNAL

AC read

LMDAGG, L.L.C. is a Other fund managing $79 million in assets. The fund runs a focused portfolio of just 2 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed