StockDriftsStockDriftsTop 2 Lmdagg, L.l.c. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | 53.95% | 294.6K | $40.3M | +0.00%(+0) | $106.59(-28.31%) | 2025-09-30 | |
| IOT | SAMSARA INC | 38.55% | 773.2K | $28.8M | +0.00%(+0) | $13.87(+163.09%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +179.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +67.94% |
Lmdagg, L.l.c. reports $74.71M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are CRWV (54.0%) and IOT (38.5%). The top 20 holdings account for 92.5% of reported assets. Its disclosed equity book has returned +179.77% cumulatively over 8 quarters. Figures reflect the Q3 2025 filing.
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Holdings on this page are parsed from Lmdagg, L.l.c.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1942401). View Lmdagg, L.l.c.’s 13F filings on SEC