Samjo Management, LLC
Annual return '25
+14.9%
SPY '25
+17.7%
Alpha
-2.8ptsvs SPY
Invested
$231.3M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$PDFS
PDF SOLUTIONS INC
Q1 2026: Exited (was 1.08M shares)
13.0%
02
$AIP
ARTERIS INC
Q1 2026: Exited (was 1.12M shares)
8.1%
03
$GENI
GENIUS SPORTS LIMITED
Q1 2026: Exited (was 2.03M shares)
7.2%
04
$INSE
INSPIRED ENTMT INC
Q1 2026: Exited (was 1.82M shares)
6.3%
05
$AIOT
POWERFLEET INC
Q1 2026: Exited (was 3.20M shares)
5.3%
06
$SLB
SLB LIMITED
Q1 2026: Exited (was 277.0k shares)
5.0%
07
$CGNT
COGNYTE SOFTWARE LTD
Q4 2025: Exited (was 650.0k shares)
3.4%
08
$ZETA
ZETA GLOBAL HOLDINGS CORP
Q1 2026: Exited (was 516.1k shares)
3.3%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Increased +28977.5% (40 → 11.6k shares)
3.1%
10
$QXO
QXO INC
Q1 2026: Exited (was 382.7k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:13 UTC.