Samjo Management, LLC
57 holdingsFiling period: 2026-03-31Current AUM: $275.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PDFS | PDF SOLUTIONS INC | 920.0K | $30.1M | $42.4M | 15.37% | -231,064 | 2026-03-31 |
| 2 | AIP | ARTERIS INC | 1.14M | $18.8M | $34.2M | 12.39% | +116.9K | 2026-03-31 |
| 3 | — | GENIUS SPORTS LIMITED | 3.75M | $16.6M | $16.6M | 6.03% | +1.78M | 2026-03-31 |
| 4 | INSE | INSPIRED ENTMT INC | 2.03M | $14.5M | $14.0M | 5.06% | +284.5K | 2026-03-31 |
| 5 | AIOT | POWERFLEET INC | 3.99M | $12.3M | $15.6M | 5.67% | +511.1K | 2026-03-31 |
| 6 | SLB | SLB LIMITED | 225.7K | $11.6M | $11.2M | 4.06% | -2,790 | 2026-03-31 |
| 7 | — | COGNYTE SOFTWARE LTD | 958.8K | $7.8M | $7.8M | 2.82% | -- | 2026-03-31 |
| 8 | ZETA | ZETA GLOBAL HOLDINGS CORP | 486.6K | $7.7M | $10.5M | 3.81% | -39,620 | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 15.2K | $7.3M | $7.3M | 2.63% | +410 | 2026-03-31 |
| 10 | QXO | QXO INC | 316.4K | $6.1M | $4.2M | 1.53% | -20,755 | 2026-03-31 |
| 11 | KMI | KINDER MORGAN INC DEL | 180.6K | $6.1M | $5.8M | 2.11% | -2,290 | 2026-03-31 |
| 12 | RMNI | RIMINI STR INC DEL | 1.65M | $5.4M | $7.9M | 2.88% | +443.6K | 2026-03-31 |
| 13 | RPC | RIDGEPOST CAP INC | 699.6K | $5.1M | $6.0M | 2.19% | +189.2K | 2026-03-31 |
| 14 | — | ASTRAZENECA PLC | 24.7K | $4.8M | $4.8M | 1.73% | -- | 2026-03-31 |
| 15 | PACK | RANPAK HOLDINGS CORP | 1.33M | $4.7M | $6.8M | 2.47% | +677.0K | 2026-03-31 |
| 16 | PAR | PAR TECHNOLOGY CORP | 308.0K | $4.1M | $5.2M | 1.89% | -- | 2026-03-31 |
| 17 | EMR | EMERSON ELEC CO | 29.8K | $3.9M | $4.5M | 1.62% | -7,100 | 2026-03-31 |
| 18 | APO | APOLLO GLOBAL MGMT INC | 34.4K | $3.8M | $4.3M | 1.56% | -50 | 2026-03-31 |
| 19 | KKR | KKR & CO INC | 38.2K | $3.5M | $3.9M | 1.41% | -30 | 2026-03-31 |
| 20 | JNJ | JOHNSON & JOHNSON | 14.0K | $3.4M | $3.6M | 1.30% | -720 | 2026-03-31 |
| 21 | RTX | RTX CORPORATION | 17.5K | $3.4M | $3.8M | 1.36% | -1,805 | 2026-03-31 |
| 22 | — | MDXHEALTH SA | 1.45M | $3.3M | $3.3M | 1.21% | +53.5K | 2026-03-31 |
| 23 | RKT | ROCKET COS INC | 224.8K | $3.2M | $2.9M | 1.05% | -- | 2026-03-31 |
| 24 | DE | DEERE & CO | 5.6K | $3.2M | $3.3M | 1.21% | -795 | 2026-03-31 |
| 25 | WMT | WALMART INC | 23.4K | $2.9M | $2.6M | 0.94% | -1,815 | 2026-03-31 |
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