本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
LMDAGG, L.L.C. (CIK 1942401) reported $74.7M across 3 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: CRWV ($40.3M, 53.95%), IOT ($28.8M, 38.55%), KDK ($5.6M, 7.50%). Source: SEC Form 13F.
| 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 |
来源：SEC 13F 申报文件 · 截至 2025-09-30