Samjo Management, LLC
Top Portfolio Positions
54 positions ·
$230,892,547 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PDFS |
Pdf Solutions Inc
Technology
|
919,955 | $30,091,728 | 13.03% | |
| AIP |
Arteris, Inc.
Technology
|
1,144,030 | $18,807,853 | 8.15% | |
| GENI |
Genius Sports Ltd
Communication Services
|
3,751,900 | $16,620,917 | 7.20% | |
| INSE |
Inspired Entertainment, Inc.
Consumer Cyclical
|
2,029,950 | $14,473,543 | 6.27% | |
| AIOT |
Powerfleet, Inc.
Technology
|
3,992,117 | $12,295,720 | 5.33% | |
| SLB |
Slb Limited/Nv
Energy
|
225,719 | $11,599,699 | 5.02% | |
| CGNT |
Cognyte Software Ltd.
Technology
|
958,825 | $7,766,482 | 3.36% | |
| ZETA |
Zeta Global Holdings Corp.
Technology
|
486,605 | $7,746,751 | 3.36% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,165 | $7,267,068 | 3.15% | |
| QXO |
QXO, Inc.
Industrials
|
316,375 | $6,144,002 | 2.66% |
Portfolio Trend
10 quarters · across all stocks
Holdings in ASPN
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,208,037 | 645,625 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,259,825 | 798,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,372,142 | 340,825 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,034,260 | 343,625 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,198,904 | 813,600 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,390,842 | 874,650 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,804,009 | 895,775 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $24,768,225 | 1,038,500 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $29,176,840 | 1,657,775 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $35,917,647 | 2,276,150 | Shares | Sole | 2024-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||