Samjo Management, LLC — 13F holdings

Samjo Management, LLC reported 83 holdings worth $293M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. PDFS PDF SOLUTIONS INC — $38.8M (13.2%)
2. GENI GENIUS SPORTS LIMITED — $29.8M (10.2%)
3. AIOT POWERFLEET INC — $20.1M (6.9%)
4. INSE INSPIRED ENTMT INC — $18.3M (6.3%)
5. AIP Arteris Inc — $16.5M (5.6%)
6. PAR PAR TECHNOLOGY CORP — $14.2M (4.9%)
7. CGNT COGNYTE SOFTWARE LTD — $12.0M (4.1%)
8. AMBA AMBARELLA INC — $11.8M (4.0%)
9. ZETA ZETA GLOBAL HOLDINGS CORP — $10.8M (3.7%)
10. SLB SCHLUMBERGER LTD — $10.5M (3.6%)