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Disclosed positions
Samjo Management, LLC: source evidence dated 2026-08-15T03:59:59.999Z.
- Issuer
- PDF SOLUTIONS INC
- Ticker
- PDFS
- Class
- COM
- Reported value
- $38,813,095
- Reported amount
- 548,285
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000919574-26-005254Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| PDF SOLUTIONS INC | PDFS | COM | $38,813,095 | 548,285 | SH | None |
| GENIUS SPORTS LIMITED | GENI | SHARES CL A | $29,773,083 | 4,913,050 | SH | None |
| POWERFLEET INC | AIOT | COM | $20,124,436 | 5,254,422 | SH | None |
| INSPIRED ENTMT INC | INSE | COM | $18,347,175 | 2,223,900 | SH | None |
| ARTERIS INC | AIP | COM | $16,521,086 | 340,010 | SH | None |
| PAR TECHNOLOGY CORP | PAR | COM | $14,223,517 | 816,505 | SH | None |
| COGNYTE SOFTWARE LTD | CGNT | ORD SHS | $11,973,286 | 1,363,700 | SH | None |
| AMBARELLA INC | AMBA | SHS | $11,750,739 | 136,955 | SH | None |
| ZETA GLOBAL HOLDINGS CORP | ZETA | CL A | $10,809,535 | 549,265 | SH | None |
| SLB LIMITED | SLB | COM STK | $10,464,388 | 225,089 | SH | None |
| RANPAK HOLDINGS CORP | PACK | COM CL A | $10,377,824 | 1,419,675 | SH | None |
| RIMINI STR INC DEL | RMNI | COM | $7,972,590 | 1,871,500 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $7,901,158 | 15,790 | SH | None |
| RIDGEPOST CAP INC | RPC | CL A COM | $6,812,311 | 865,605 | SH | None |
| FLUOR CORP | FLR | COM | $6,128,844 | 116,985 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $6,047,765 | 189,170 | SH | None |
| EMERSON ELEC CO | EMR | COM | $4,718,224 | 32,960 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $3,600,173 | 30,430 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,577,262 | 9,590 | SH | None |
| DEERE & CO | DE | COM | $3,561,763 | 5,615 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,547,961 | 13,970 | SH | None |
| RTX CORPORATION | RTX | COM | $3,277,586 | 17,275 | SH | None |
| QNITY ELECTRONICS INC | Q | COMMON STOCK | $3,272,895 | 20,041 | SH | None |
| KKR & CO INC | KKR | COM | $3,176,506 | 34,610 | SH | None |
| TIGO ENERGY INC | TYGO | COM | $2,670,180 | 1,146,000 | SH | None |
| WALMART INC | WMT | COM | $2,648,585 | 23,385 | SH | None |
| FLOTEK INDUSTRIES INC | FTK | COM NEW | $2,234,400 | 95,000 | SH | None |
| STARBUCKS CORP | SBUX | COM | $2,179,713 | 21,330 | SH | None |
| NEOGEN CORP | NEOG | COM | $2,132,428 | 237,200 | SH | None |
| CRYOPORT INC | CYRX | COM PAR $0.001 | $2,041,000 | 130,000 | SH | None |
| PRIMO BRANDS CORPORATION | PRMB | CLASS A COM SHS | $1,913,652 | 78,300 | SH | None |
| ENTERPRISE PRODS PARTNERS L | EPD | COM | $1,843,514 | 50,150 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $1,794,184 | 8,050 | SH | None |
| WILLIAMS COS INC | WMB | COM | $1,543,298 | 20,760 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | COM | $1,509,096 | 6,076 | SH | None |
| KORNIT DIGITAL LTD | KRNT | SHS | $1,462,500 | 90,000 | SH | None |
| PFIZER INC | PFE | COM | $1,448,292 | 60,145 | SH | None |
| EXELON CORP | EXC | COM | $1,240,092 | 26,600 | SH | None |
| STELLUS CAP INVT CORP | SCM | COM | $1,125,754 | 133,700 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $1,115,930 | 7,610 | SH | None |
| XYLEM INC | XYL | COM | $1,069,801 | 9,050 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $764,800 | 40,000 | SH | None |
| CORTEVA INC | CTVA | COM | $733,669 | 8,663 | SH | None |
| BLACKSTONE INC | BX | COM | $648,362 | 5,510 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $589,661 | 1,650 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $582,995 | 1,650 | SH | None |
| APPLE INC | AAPL | COM | $370,381 | 1,280 | SH | None |
| DOW HLDGS INC | DOW | COM | $355,762 | 13,003 | SH | None |
| ARES CAPITAL CORP | ARCC | COM | $342,805 | 18,500 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $290,455 | 500 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.