§ 13F · FUND PROFILE
Samjo Management, LLC.
AUM · $293M (13F)Positions · 83Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PDFS | PDF SOLUTIONS INC | 298K | $21M | 7.2% | −40% |
| 2 | PDFS | PDF SOLUTIONS INC | 251K | $18M | 6.1% | — |
| 3 | GENI | GENIUS SPORTS LIMITED | 2.69M | $16M | 5.6% | +31% |
| 4 | GENI | GENIUS SPORTS LIMITED | 2.22M | $13M | 4.6% | — |
| 5 | ZETA | ZETA GLOBAL HOLDINGS CORP | 540K | $11M | 3.6% | +13% |
| 6 | AIOT | POWERFLEET INC | 2.76M | $11M | 3.6% | +32% |
| 7 | INSE | INSPIRED ENTMT INC | 1.17M | $10M | 3.3% | +10% |
| 8 | AIOT | POWERFLEET INC | 2.49M | $10M | 3.3% | — |
| 9 | AIP | ARTERIS INC | 189K | $9M | 3.1% | −70% |
| 10 | INSE | INSPIRED ENTMT INC | 1.06M | $9M | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SAMJO SIGNAL
AC read
Samjo Management, LLC is a Other fund managing $293 million in assets. The fund runs a portfolio of 83 positions.
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