§ 13F · FUND PROFILE
Samjo Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $262M (13F)Positions · 86Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | PDFS | PDF SOLUTIONS INC | 467K | $15M | 6.6% | −60% |
| 2 | PDFS | PDF SOLUTIONS INC | 453K | $15M | 6.4% | — |
| 3 | AIP | ARTERIS INC | 598K | $10M | 4.3% | −44% |
| 4 | GENI | GENIUS SPORTS LIMITED | 2.05M | $9M | 3.9% | −5% |
| 5 | AIP | ARTERIS INC | 546K | $9M | 3.9% | — |
| 6 | INSE | INSPIRED ENTMT INC | 1.06M | $8M | 3.3% | −42% |
| 7 | GENI | GENIUS SPORTS LIMITED | 1.70M | $8M | 3.3% | — |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 15K | $7M | 3.1% | −49% |
| 9 | AIOT | POWERFLEET INC | 2.31M | $7M | 3.1% | −43% |
| 10 | SLB | SLB LIMITED | 136K | $7M | 3.0% | −51% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAMJO SIGNAL
AC read
Samjo Management, LLC is a Other fund managing $262 million in assets. The fund runs a portfolio of 86 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed