Samjo Management
Samjo Management reported 58 stocks worth $293M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PDFS (13.3%), GENI (10.2%) and AIOT (6.9%). Compared with Q1 2026, the fund opened new positions in FLR, TYGO and FTK, added to GENI, AIOT and INSE, trimmed PDFS, AIP and SLB and sold out of QXO, AZN and MDXH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PDFS Pdf Solutions Inc | $38.8M | 13.3% | 548K | −372K (−40%) | 8 of 8 | |
| 2 |  GENI Genius Sports Limited | $29.8M | 10.2% | 4.9M | +1.2M (+31%) | 8 of 8 | |
| 3 |  AIOT Powerfleet Inc | $20.1M | 6.9% | 5.3M | +1.3M (+32%) | 7 of 8 | |
| 4 |  INSE Inspired Entmt Inc | $18.3M | 6.3% | 2.2M | +194K (+10%) | 8 of 8 | |
| 5 |  AIP Arteris Inc | $16.5M | 5.6% | 340K | −804K (−70%) | 8 of 8 | |
| 6 |  PAR Par Technology Corp | $14.2M | 4.8% | 817K | +509K (+165%) | 2 of 8 | |
| 7 |  CGNT Cognyte Software Ltd | $12M | 4.1% | 1.4M | +405K (+42%) | 4 of 8 | |
| 8 |  AMBA Ambarella Inc | $11.8M | 4.0% | 137K | +95K (+229%) | 2 of 8 | |
| 9 |  ZETA Zeta Global Holdings Corp | $10.8M | 3.7% | 549K | +63K (+13%) | 7 of 8 | |
| 10 |  SLB Slb Limited | $10.5M | 3.6% | 225K | −630 (−0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QXO Qxo Inc | $6.1M | 316K |
 AZN Astrazeneca PLC Ord | $4.8M | 25K |
 MDXH Mdxhealth SA Shs New | $3.3M | 1.4M |
 RKT Rocket Companies Cla A | $3.2M | 225K |
 NEO Neogenomics Inc | $2.3M | 317K |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Samjo Management 13F FAQ
What does Samjo Management own?
Samjo Management reported 58 stocks worth $293M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PDFS (13.3%), GENI (10.2%) and AIOT (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Samjo Management buy and sell in Q2 2026?
Compared with Q1 2026: 13 new positions, 16 added to, 11 trimmed and 10 sold out. New positions include FLR, TYGO and FTK. It sold all of QXO, AZN and MDXH.
When will Samjo Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Samjo Management's portfolio worth?
The Q2 2026 filing reports $293M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.