Samjo Management, LLC
Top Portfolio Positions
52 positions ·
$223,530,348 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| PDFS |
Pdf Solutions Inc
Technology
|
919,955 | $30,091,728 | 13.46% |
| AIP |
Arteris, Inc.
Technology
|
1,144,030 | $18,807,853 | 8.41% |
| GENI |
Genius Sports Ltd
Communication Services
|
3,751,900 | $16,620,917 | 7.44% |
| INSE |
Inspired Entertainment, Inc.
Consumer Cyclical
|
2,029,950 | $14,473,543 | 6.47% |
| AIOT |
Powerfleet, Inc.
Technology
|
3,992,117 | $12,295,720 | 5.50% |
| SLB |
Slb Limited/Nv
Energy
|
225,719 | $11,599,699 | 5.19% |
| CGNT |
Cognyte Software Ltd.
Technology
|
958,825 | $7,766,482 | 3.47% |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
486,605 | $7,746,751 | 3.47% |
| QXO |
QXO, Inc.
Industrials
|
316,375 | $6,144,002 | 2.75% |
| KMI |
Kinder Morgan, Inc.
Energy
|
180,600 | $6,055,518 | 2.71% |
Portfolio Trend
Holdings in AIP
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,807,853 | 1,144,030 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $14,534,203 | 1,439,030 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,760,929 | 919,300 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,849,883 | 991,300 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $11,792,377 | 1,157,250 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,856,770 | 1,147,250 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,961,770 | 927,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,267,750 | 856,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,175,126 | 708,850 | Shares | Sole | 2024-02-09 | |
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