Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Samjo Management, LLC (CIK 1986590) reported $231.3M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PDFS ($30.1M, 13.01%), AIP ($18.8M, 8.13%), GENI ($16.6M, 7.19%), INSE ($14.5M, 6.26%), AIOT ($12.3M, 5.32%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PDFS | PDF SOLUTIONS INC | $30.1M | 13.01% | 919,955 | Trimmed |
| 2 | AIP | ARTERIS INC | $18.8M | 8.13% | 1.1M | Added |
| 3 | GENI | GENIUS SPORTS LIMITED | $16.6M | 7.19% | 3.8M | Added |
| 4 | INSE | INSPIRED ENTMT INC | $14.5M | 6.26% | 2.0M | Added |
| 5 | AIOT | POWERFLEET INC | $12.3M | 5.32% | 4.0M | Added |
| 6 | SLB | SLB LIMITED | $11.6M | 5.02% | 225,719 | Trimmed |
| 7 | CGNT | COGNYTE SOFTWARE LTD | $7.8M | 3.36% | 958,825 | Added |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | $7.7M | 3.35% | 486,605 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.3M | 3.14% | 15,165 | Added |
| 10 | QXO | QXO INC | $6.1M | 2.66% | 316,375 | Trimmed |
| 11 | KMI | KINDER MORGAN INC DEL | $6.1M | 2.62% | 180,600 | Trimmed |
| 12 | RMNI | RIMINI STR INC DEL | $5.4M | 2.34% | 1.7M | Added |
| 13 | PX | RIDGEPOST CAP INC | $5.1M | 2.20% | 699,635 | Added |
| 14 | AZNCF | ASTRAZENECA PLC | $4.8M | 2.07% | 24,665 | New |
| 15 | PACK | RANPAK HOLDINGS CORP | $4.8M | 2.05% | 1.3M | Added |
| 16 | PAR | PAR TECHNOLOGY CORP | $4.1M | 1.78% | 307,985 | New |
| 17 | EMR | EMERSON ELEC CO | $3.9M | 1.69% | 29,765 | Trimmed |
| 18 | APO | APOLLO GLOBAL MGMT INC | $3.8M | 1.66% | 34,360 | Trimmed |
| 19 | KKR | KKR & CO INC | $3.5M | 1.53% | 38,245 | Trimmed |
| 20 | JNJ | JOHNSON & JOHNSON | $3.4M | 1.48% | 13,970 | Trimmed |
| 21 | RTX | RTX CORPORATION | $3.4M | 1.46% | 17,475 | Trimmed |
| 22 | MDXH | MDXHEALTH SA | $3.3M | 1.44% | 1.4M | Added |
| 23 | RKT | ROCKET COS INC | $3.2M | 1.39% | 224,835 | Added |
| 24 | DE | DEERE & CO | $3.2M | 1.37% | 5,615 | Trimmed |
| 25 | WMT | WALMART INC | $2.9M | 1.26% | 23,385 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31