Lmdagg, L.L.C. 13F Holdings · last filed Q3 2025
Lmdagg, L.L.C. reported 3 securities worth $74.71M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: CRWV (53.95%), IOT (38.55%), KDK (7.50%). Among its top 25 positions this quarter: 1 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CRWV | COREWEAVE INC | $40.3M | 53.95% | 294,554 | Hold |
| 2 | IOT | SAMSARA INC | $28.8M | 38.55% | 773,194 | Hold |
| 3 | KDK | KODIAK AI INC. | $5.6M | 7.50% | 819,224 | New |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR