SAMJO MANAGEMENT, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIOT | 3.48M | $18.52M |
 | INSE | 1.75M | $16.34M |
 | RMNI | 1.21M | $4.69M |
 | PDFS | 1.15M | $32.84M |
 | ASPN | 799K | $2.26M |
 | ZETA | 526K | $10.71M |
 | NEOG | 473K | $3.30M |
 | QXO | 337K | $6.50M |
 | AZN | 51K | $4.69M |
 | EPD | 50K | $1.61M |
 | KKR | 38K | $4.88M |
 | EMR | 37K | $4.89M |
 | APO | 34K | $4.98M |
 | DD | 31K | $1.25M |
 | Q | 29K | $2.38M |
 | EXC | 27K | $1.16M |
 | WMT | 25K | $2.81M |
 | WMB | 20K | $1.19M |
 | XYL | 17K | $2.30M |
 | CCI | 16K | $1.40M |
PowerFleet, Inc.
AIOT
Shares Held
3.48M
Value
$18.52M
Inspired Entertainment, Inc.
INSE
Shares Held
1.75M
Value
$16.34M
Rimini Street, Inc.
RMNI
Shares Held
1.21M
Value
$4.69M
PDF Solutions, Inc.
PDFS
Shares Held
1.15M
Value
$32.84M
Aspen Aerogels, Inc.
ASPN
Shares Held
799K
Value
$2.26M
Zeta Global Holdings Corp.
ZETA
Shares Held
526K
Value
$10.71M
Neogen Corporation
NEOG
Shares Held
473K
Value
$3.30M
QXO, Inc.
QXO
Shares Held
337K
Value
$6.50M
AstraZeneca PLC
AZN
Shares Held
51K
Value
$4.69M
Enterprise Products Partners L.P.
EPD
Shares Held
50K
Value
$1.61M
KKR & Co. Inc.
KKR
Shares Held
38K
Value
$4.88M
Emerson Electric Co.
EMR
Shares Held
37K
Value
$4.89M
Apollo Global Management, Inc.
APO
Shares Held
34K
Value
$4.98M
DuPont de Nemours, Inc.
DD
Shares Held
31K
Value
$1.25M
Qnity Electronics, Inc.
Q
Shares Held
29K
Value
$2.38M
Exelon Corporation
EXC
Shares Held
27K
Value
$1.16M
Walmart Inc.
WMT
Shares Held
25K
Value
$2.81M
The Williams Companies, Inc.
WMB
Shares Held
20K
Value
$1.19M
Xylem Inc.
XYL
Shares Held
17K
Value
$2.30M
Crown Castle Inc.
CCI
Shares Held
16K
Value
$1.40M