Investor
Samjo Management, LLC
CIK 0001986590 · filed 2026-02-17 · SEC filing
13F book
$258.7M
Positions
56
Largest name
12.7%
Pdf Solutions Inc · PDFS
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Pdf Solutions Inc | PDFS | 1.15M | $32.8M | 12.7% | — | Held |
| Genius Sports Limited | — | 1.97M | $21.7M | 8.4% | — | Held |
| Powerfleet, Inc. | AIOT | 3.48M | $18.5M | 7.2% | — | Held |
| Inspired Entmt Inc | — | 1.75M | $16.3M | 6.3% | — | Held |
| Arteris, Inc. | AIP | 1.03M | $15.9M | 6.2% | — | Held |
| Zeta Global Holdings Corp. | ZETA | 526.2K | $10.7M | 4.1% | — | Held |
| Slb Limited/Nv | SLB | 228.5K | $8.77M | 3.4% | — | Held |
| Cognyte Software Ltd. | CGNT | 896.3K | $8.43M | 3.3% | — | Held |
| Berkshire Hathaway Inc Del | — | 14.8K | $7.42M | 2.9% | — | Held |
| Qxo Inc | — | 337.1K | $6.5M | 2.5% | — | Held |
| Digitalbridge Group Inc | — | 402.1K | $6.17M | 2.4% | — | Held |
| TechTarget, Inc. | TTGT | 941.4K | $5.08M | 2.0% | — | Held |
| Kinder Morgan Inc Del | — | 182.9K | $5.03M | 1.9% | — | Held |
| P10 Inc | — | 510.4K | $5.01M | 1.9% | — | Held |
| Mdxhealth Sa | MDXH | 1.4M | $4.98M | 1.9% | — | Held |
| Apollo Global Mgmt Inc | — | 34.4K | $4.98M | 1.9% | — | Held |
| Emerson Elec Co | — | 36.9K | $4.89M | 1.9% | — | Held |
| Kkr & Co Inc | — | 38.3K | $4.88M | 1.9% | — | Held |
| Rimini Str Inc Del | — | 1.21M | $4.69M | 1.8% | — | Held |
| AstraZeneca PLC | AZN | 51K | $4.69M | 1.8% | — | Held |
| Primo Brands Corp | PRMB | 273K | $4.46M | 1.7% | — | Held |
| Rocket Cos Inc | — | 202.5K | $3.92M | 1.5% | — | Held |
| Ranpak Holdings Corp. | PACK | 653.8K | $3.54M | 1.4% | — | Held |
| RTX Corp | RTX | 19.3K | $3.54M | 1.4% | — | Held |
| Neogenomics Inc | NEO | 285.3K | $3.36M | 1.3% | — | Held |
| Neogen Corp | NEOG | 472.7K | $3.3M | 1.3% | — | Held |
| Johnson & Johnson | JNJ | 14.7K | $3.04M | 1.2% | — | Held |
| Deere & Co | DE | 6.41K | $2.98M | 1.2% | — | Held |
| Walmart Inc. | WMT | 25.2K | $2.81M | 1.1% | — | Held |
| Microsoft Corp | MSFT | 5.15K | $2.49M | 1.0% | — | Held |
| Qnity Electronics, Inc. | Q | 29.1K | $2.38M | 0.9% | — | Held |
| Xylem Inc. | XYL | 16.9K | $2.3M | 0.9% | — | Held |
| Aspen Aerogels Inc | ASPN | 798.5K | $2.26M | 0.9% | — | Held |
| Constellation Energy Corp | CEG | 6.08K | $2.15M | 0.8% | — | Held |
| Starbucks Corp | SBUX | 21.3K | $1.8M | 0.7% | — | Held |
| Enterprise Prods Partners L | — | 50.1K | $1.61M | 0.6% | — | Held |
| Paychex Inc | PAYX | 13.4K | $1.5M | 0.6% | — | Held |
| Pfizer Inc | PFE | 60.1K | $1.5M | 0.6% | — | Held |
| Procter And Gamble Co | PG | 10.1K | $1.44M | 0.6% | — | Held |
| Crown Castle Inc. | CCI | 15.8K | $1.4M | 0.5% | — | Held |
| Blackstone Inc. | BX | 8.5K | $1.31M | 0.5% | — | Held |
| DuPont de Nemours, Inc. | DD | 31.1K | $1.25M | 0.5% | — | Held |
| Williams Cos Inc | — | 19.8K | $1.19M | 0.5% | — | Held |
| Exelon Corp | EXC | 26.6K | $1.16M | 0.4% | — | Held |
| Energy Transfer L P | — | 40K | $659.6K | 0.3% | — | Held |
| Corteva, Inc. | CTVA | 8.66K | $580.7K | 0.2% | — | Held |
| Ares Capital Corp | ARCC | 28.5K | $576.6K | 0.2% | — | Held |
| Alphabet Inc | — | 1.7K | $533.5K | 0.2% | — | Held |
| Alphabet Inc | — | 1.7K | $532.1K | 0.2% | — | Held |
| Apple Inc. | AAPL | 1.28K | $348K | 0.1% | — | Held |
| Dow Inc. | DOW | 13K | $304K | 0.1% | — | Held |
| Novo-Nordisk A S | — | 5.2K | $264.6K | 0.1% | — | Held |
| International Business Machs | — | 800 | $237K | 0.1% | — | Held |
| Exxon Mobil Corp | — | 1.9K | $228.6K | 0.1% | — | Held |
| Digimarc Corp New | — | 19.4K | $127.1K | 0.0% | — | Held |
| Empire St Rlty Op L P | — | 12.9K | $81.3K | 0.0% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.