SM

Samjo Management, LLC

13F
Samjo Management, LLC
Last update 2025-05-15 57 Stocks (5 new)
Value $236.00 Mil Turnover 9 %
Countries:
Top Holdings: THRY(11.94%)GENI(9.44%)INSE(7.12%)PDFS(7.05%)PRMB(4.94%)
Summary Stock Picks Current Portfolio
Samjo Management, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
THRY
Thryv Holdings Inc
2,199,550
28,176.2
-2.21%
11.940
-0.28%
5.030
-2.32%
-20.34%
515.7
Interactive Media
GENI
Genius Sports Ltd
2,225,350
22,275.8
-25.40%
9.440
-2.47%
0.940
+10.07%
+31.45%
2,693.3
Interactive Media
INSE
Inspired Entertainment Inc
1,965,610
16,786.3
-18.88%
7.120
-1.56%
7.300
+23.92%
+4.75%
255.1
Travel & Leisure
PDFS
PDF Solutions Inc
870,174
16,629.0
-10.83%
7.050
-1.08%
2.220
+38.06%
-12.92%
922.9
Software
PRMB
Primo Brands Corp
328,530
11,659.5
+0.98%
4.940
+0.05%
0.090
-13.22%
-5.09%
10,832.2
Beverages - Non-Alcoholic
AIOT
PowerFleet Inc
2,102,200
11,541.1
+44.05%
4.890
+1.50%
1.590
-7.34%
-33.63%
589.5
Software
SLB
Schlumberger Ltd
213,030
8,904.7
+9.56%
3.770
+0.33%
0.020
-4.30%
-11.75%
49,702.4
Oil & Gas
BRK.B
Berkshire Hathaway Inc
13,490
7,184.5
-3.26%
3.050
-0.08%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
AIP
Arteris Inc
991,300
6,849.9
-14.34%
2.900
-0.64%
2.390
+68.73%
-3.63%
412.2
Semiconductors
CTLP
Cantaloupe Inc
842,005
6,626.6
+5.45%
2.810
+0.15%
1.150
+47.54%
+16.82%
813.7
Software

Samjo Management, LLC's Historical Top Holdings Breakdowns

Samjo Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NEO
NeoGenomics Inc
2025-03-31
New Buy
New Buy
+2.53%
●
9.09 ($12.49) 18.61
$6.24
-50.04%
New holding
629,080
629,080
GENI
Genius Sports Ltd
2025-03-31
Reduce
Reduce
-2.47%
●
8.32 ($9.27) 11.08
$11.37
22.65%
Reduce -25.4%
2,225,350
-757,600
NEOG
Neogen Corp
2025-03-31
Add
Add
+2.17%
●
8.43 ($10.48) 13.07
$4.74
-54.77%
Add 2942.23%
608,445
588,445
INSE
Inspired Entertainment Inc
2025-03-31
Reduce
Reduce
-1.56%
●
8.03 ($9.61) 11.5
$9.48
-1.35%
Reduce -18.88%
1,965,610
-457,350
AIOT
PowerFleet Inc
2025-03-31
Add
Add
+1.50%
●
5.49 ($6.41) 8.51
$4.42
-31.05%
Add 44.05%
2,102,200
642,850
DMRC
Digimarc Corp
2025-03-31
Reduce
Reduce
-1.41%
●
12.82 ($28.6) 47.26
$12.73
-55.49%
Reduce -73.59%
35,725
-99,571
PDFS
PDF Solutions Inc
2025-03-31
Reduce
Reduce
-1.08%
●
19.11 ($24.54) 29.12
$23.58
-3.91%
Reduce -10.83%
870,174
-105,740
PG
Procter & Gamble Co
2025-03-31
New Buy
New Buy
+0.66%
●
158.56 ($167.49) 176.26
$155.10
-7.40%
New holding
9,110
9,110
AIP
Arteris Inc
2025-03-31
Reduce
Reduce
-0.64%
●
6.91 ($9.56) 12.28
$9.82
2.72%
Reduce -14.34%
991,300
-165,950
COUR
Coursera Inc
2025-03-31
New Buy
New Buy
+0.49%
●
6.66 ($7.94) 9.69
$8.74
10.08%
New holding
175,000
175,000

Samjo Management, LLC Total Holding History ($B)

To

Samjo Management, LLC's Asset Allocation

To

Samjo Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Samjo Management, LLC's Hypothetical Growth since 2025-03-31

Samjo Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Samjo Management, LLC's Holdings Heat Map

Size field:

Samjo Management, LLC's Holdings Bubble Chart

Samjo Management, LLC News

  • 1

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