1y return+41.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $137 against $157 in the S&P 500.2
Samjo Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PDFSPdf Solutions Inc | $38.8M | 13.2% | −40.4% |
| Genius Sports LimitedCUSIP G3934V109 | $29.8M | 10.2% | +30.9% |
| AIOTPowerfleet Inc | $20.1M | 6.9% | +31.6% |
| INSEInspired Entmt Inc | $18.3M | 6.3% | +9.6% |
| AIPArteris Inc | $16.5M | 5.6% | −70.3% |
| PARPar Technology Corp | $14.2M | 4.9% | +165.1% |
| Cognyte Software LtdCUSIP M25133105 | $12.0M | 4.1% | +42.2% |
| Ambarella IncCUSIP G037AX101 | $11.8M | 4.0% | +229.0% |
| ZETAZeta Global Holdings Corp | $10.8M | 3.7% | +12.9% |
| SLBSlb Limited | $10.5M | 3.6% | |
| PACKRanpak Holdings Corp | $10.4M | 3.5% | +6.7% |
| RMNIRimini Str Inc Del | $8.0M | 2.7% | +13.3% |
| BRK/BBerkshire Hathaway Inc Del | $7.9M | 2.7% | +4.1% |
| RPCRidgepost Cap Inc | $6.8M | 2.3% | +23.7% |
| FLRFluor Corp | $6.1M | 2.1% | New |
| KMIKinder Morgan Inc Del | $6.0M | 2.1% | +4.7% |
| EMREmerson Elec Co | $4.7M | 1.6% | +10.7% |
| APOApollo Global Mgmt Inc | $3.6M | 1.2% | −11.4% |
| MSFTMicrosoft Corp | $3.6M | 1.2% | +162.7% |
| DEDeere & Co | $3.6M | 1.2% | |
| JNJJohnson & Johnson | $3.5M | 1.2% | |
| RTXRtx Corporation | $3.3M | 1.1% | −1.1% |
| QQnity Electronics Inc | $3.3M | 1.1% | −13.5% |
| KKRKkr & Co Inc | $3.2M | 1.1% | −9.5% |
| TYGOTigo Energy Inc | $2.7M | 0.9% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AIPArteris Inc | December 31, 2023 | +725.0% | $16.5M |
| RTXRtx Corporation | December 31, 2023 | +125.5% | $3.3M |
| PDFSPdf Solutions Inc | December 31, 2023 | +120.3% | $38.8M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $2.6M |
| CEGConstellation Energy Corp | December 31, 2023 | +112.5% | $1.5M |
| QQnity Electronics Inc | December 31, 2025 | +100.0% | $3.3M |
| KMIKinder Morgan Inc Del | December 31, 2023 | +81.2% | $6.0M |
| Ambarella IncCUSIP G037AX101 | March 31, 2026 | +66.7% | $11.8M |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $3.5M |
| DEDeere & Co | December 31, 2023 | +58.6% | $3.6M |
Sold off last quarter
- QXOQxo Inc was $6.1M
- Astrazeneca PLCCUSIP G0593M107 was $4.8M
- Mdxhealth SaCUSIP B5950S113 was $3.3M
- RKTRocket Cos Inc was $3.2M
- NEONeogenomics Inc was $2.3M
- ASPNAspen Aerogels Inc was $2.2M
- BLNDBlend Labs Inc was $1.7M
- Dupont De Nemours IncCUSIP 26614N102 was $1.4M
- DAKTDaktronics Inc was $1.1M
- Digimarc Corp NewCUSIP 25381B101 was $95K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +43.9% | +14.8% |
| March 31, 2026 | −9.8% | −4.6% |
| December 31, 2025 | +0.1% | +2.4% |
| September 30, 2025 | +8.5% | +7.8% |
| June 30, 2025 | +0.2% | +10.5% |
| March 31, 2025 | −12.3% | −4.6% |
| December 31, 2024 | −6.0% | +2.1% |
| September 30, 2024 | +15.4% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +0.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Samjo Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1986590&type=13F-HR&dateb=&owner=include&count=40CIK 1986590
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1986590/000091957426005254/Filed August 14, 2026 · accession 0000919574-26-005254