account_balance
Investment manager · 13F filer · SEC CIK 1986590
Samjo Management, LLC
Reported value$293Mas of Jun 30, 2026
Positions58 13 new, 10 sold out
Top 10 weight62.4%PDFS alone is 13%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PDFSPDF Solutions Inc
13.2%Trimmed −40%
GENIGenius Sports Limited
10.2%Added +31%
AIOTPowerfleet Inc
6.9%Added +32%
INSEInspired Entmt Inc
6.3%Added +10%
AIPArteris Inc
5.6%Trimmed −70%
PARPar Technology Corp
4.9%Added +165%
CGNTCognyte Software Ltd
4.1%Added +42%
AMBAAmbarella Inc
4.0%Added +229%
ZETAZeta Global Holdings Corp
3.7%Added +13%
SLBSLB Limited
3.6%
PACKRanpak Holdings Corp
3.5%Added +7%
RMNIRimini STR Inc
2.7%Added +13%
PDFSPDF Solutions Inc
13.2%Trimmed −40%
GENIGenius Sports Limited
10.2%Added +31%
AIOTPowerfleet Inc
6.9%Added +32%
INSEInspired Entmt Inc
6.3%Added +10%
AIPArteris Inc
5.6%Trimmed −70%
PAR4.9%CGNT4.1%AMBA4.0%ZETA3.7%SLB3.6%PACK3.5%RMNI2.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PDFS PDF Solutions Inc 13.2% Trimmed −40%GENI Genius Sports Limited 10.2% Added +31%AIOT Powerfleet Inc 6.9% Added +32%INSE Inspired Entmt Inc 6.3% Added +10%AIP Arteris Inc 5.6% Trimmed −70%PAR Par Technology Corp 4.9% Added +165%CGNT Cognyte Software Ltd 4.1% Added +42%AMBA Ambarella Inc 4.0% Added +229%ZETA Zeta Global Holdings Corp 3.7% Added +13%SLB SLB Limited 3.6% HeldPACK Ranpak Holdings Corp 3.5% Added +7%RMNI Rimini STR Inc 2.7% Added +13%
What changed