Samjo Management, LLC holds a focused book of 55 stocks worth $231.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed PDF Solutions Inc. Their largest long position is PDF Solutions Inc at 13% of the equity book.
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Use Arkolith to show Samjo Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | PDF Solutions Inc COM | $30.1M | 920.0K | 13.0% | ▼−20% Reduced · −231K sh | |
| 2 | Arteris Inc COM | $18.8M | 1.14M | 8.1% | ▲+11% Added · +117K sh | |
| 3 | Genius Sports Limited SHARES CL A | $16.6M | 3.75M | 7.2% | ▲+90% Added · +1.8M sh | |
| 4 | Inspired Entmt Inc COM | $14.5M | 2.03M | 6.3% | ▲+16% Added · +285K sh | |
| 5 | Powerfleet Inc COM | $12.3M | 3.99M | 5.3% | ▲+15% Added · +511K sh | |
| 6 | SLB Limited COM STK | $11.6M | 225.7K | 5.0% | ▼−1.2% Reduced · −3K sh | |
| 7 | Cognyte Software Ltd ORD SHS | $7.8M | 958.8K | 3.4% | ▲+7.0% Added · +63K sh | |
| 8 | Zeta Global Holdings Corp CL A | $7.7M | 486.6K | 3.3% | ▼−7.5% Reduced · −40K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $7.3M | 15.2K | 3.1% | ▲+2.8% Added · +410 sh | |
| 10 | Qxo Inc COM NEW | $6.1M | 316.4K | 2.7% | ▼−6.2% Reduced · −21K sh | |
| 11 | Kinder Morgan Inc Del COM | $6.1M | 180.6K | 2.6% | ▼−1.3% Reduced · −2K sh | |
| 12 | Rimini STR Inc Del COM | $5.4M | 1.65M | 2.3% | ▲+37% Added · +444K sh | |
| 13 | Ridgepost Cap Inc CL A COM | $5.1M | 699.6K | 2.2% | ▲+37% Added · +189K sh | |
| 14 | AstraZeneca PLC ORD | $4.8M | 24.7K | 2.1% | ▲New New position | |
| 15 | Ranpak Holdings Corp COM CL A | $4.8M | 1.33M | 2.1% | ▲+104% Added · +677K sh | |
| 16 | Par Technology Corp COM | $4.1M | 308.0K | 1.8% | ▲New New position | |
| 17 | Emerson Elec Co COM | $3.9M | 29.8K | 1.7% | ▼−19% Reduced · −7K sh | |
| 18 | Apollo Global Mgmt Inc COM | $3.8M | 34.4K | 1.7% | ▼−0.1% Reduced · −50 sh | |
| 19 | KKR & Co Inc COM | $3.5M | 38.2K | 1.5% | ▼−0.1% Reduced · −30 sh | |
| 20 | Johnson & Johnson COM | $3.4M | 14.0K | 1.5% | ▼−4.9% Reduced · −720 sh | |
| 21 | RTX Corporation COM | $3.4M | 17.5K | 1.5% | ▼−9.4% Reduced · −2K sh | |
| 22 | Mdxhealth Sa SHS NEW | $3.3M | 1.45M | 1.4% | ▲+3.8% Added · +54K sh | |
| 23 | Rocket Cos Inc COM CL A | $3.2M | 224.8K | 1.4% | ▲+11% Added · +22K sh | |
| 24 | Deere & Co COM | $3.2M | 5.6K | 1.4% | ▼−12% Reduced · −795 sh | |
| 25 | Walmart Inc COM | $2.9M | 23.4K | 1.3% | ▼−7.2% Reduced · −2K sh | |
| 26 | Qnity Electronics Inc COMMON STOCK | $2.7M | 23.2K | 1.2% | ▼−20% Reduced · −6K sh | |
| 27 | Neogen Corp COM | $2.7M | 287.5K | 1.2% | ▼−39% Reduced · −185K sh | |
| 28 | Neogenomics Inc COM NEW | $2.3M | 316.7K | 1.0% | ▲+11% Added · +31K sh | |
| 29 | Aspen Aerogels Inc COM | $2.2M | 645.6K | 1.0% | ▼−19% Reduced · −153K sh | |
| 30 | Ambarella Inc SHS | $2.1M | 41.6K | 0.9% | ▲New New position | |
| 31 | Starbucks Corp COM | $1.9M | 21.3K | 0.8% | ▼~0% Reduced · −10 sh | |
| 32 | Enterprise Prods Partners L COM | $1.9M | 50.1K | 0.8% | —Held | |
| 33 | Constellation Energy Corp COM | $1.7M | 6.1K | 0.7% | —Held | |
| 34 | Pfizer Inc COM | $1.7M | 59.6K | 0.7% | ▼−0.8% Reduced · −500 sh | |
| 35 | Blend Labs Inc CL A | $1.7M | 982.5K | 0.7% | ▲New New position | |
| 36 | Waste Mgmt Inc Del COM | $1.5M | 6.7K | 0.7% | ▲New New position | |
| 37 | Williams Cos Inc COM | $1.5M | 20.8K | 0.7% | ▲+5.1% Added · +1K sh | |
| 38 | Primo Brands Corporation CLASS A COM SHS | $1.5M | 78.5K | 0.6% | ▼−71% Reduced · −195K sh | |
| 39 | Dupont De Nemours Inc COM | $1.4M | 31.0K | 0.6% | ▼~0% Reduced · −10 sh | |
| 40 | Microsoft Corp COM | $1.4M | 3.6K | 0.6% | ▼−29% Reduced · −2K sh | |
| 41 | Exelon Corp COM | $1.3M | 26.6K | 0.6% | —Held | |
| 42 | Xylem Inc COM | $1.1M | 9.5K | 0.5% | ▼−44% Reduced · −7K sh | |
| 43 | Daktronics Inc COM | $1.1M | 57.5K | 0.5% | ▲New New position | |
| 44 | Procter & Gamble Co COM | $1.1M | 7.7K | 0.5% | ▼−24% Reduced · −2K sh | |
| 45 | Energy Transfer L P COM UT LTD PTN | $772K | 40.0K | 0.3% | —Held | |
| 46 | Corteva Inc COM | $725K | 8.7K | 0.3% | —Held | |
| 47 | Blackstone Inc COM | $634K | 5.5K | 0.3% | ▼−35% Reduced · −3K sh | |
| 48 | Dow Hldgs Inc COM | $542K | 13.0K | 0.2% | —Held | |
| 49 | Alphabet Inc CAP STK CL A | $474K | 1.6K | 0.2% | ▼−2.9% Reduced · −50 sh | |
| 50 | Alphabet Inc CAP STK CL C | $473K | 1.6K | 0.2% | ▼−2.9% Reduced · −50 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 84 | $231.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 85 | $258.7M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 86 | $261.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.