StockDriftsStockDriftsTop 47 Samjo Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| THRY | THRYV HLDGS INC | 14.56% | 1.97M | $37.0M | +164.70%(+1.23M) | — | 2023-09-30 | |
| PDFS | PDF SOLUTIONS INC | 14.04% | 1.10M | $35.7M | +102.06%(+556.23K) | — | 2023-09-30 | |
| ITI | ITERIS INC NEW | 10.53% | 6.46M | $26.8M | +96.17%(+3.17M) | — | 2023-09-30 | |
| INSE | INSPIRED ENTMT INC | 10.22% | 2.17M | $26.0M | +142.72%(+1.28M) | — | 2023-09-30 | |
| ASPN | ASPEN AEROGELS INC | 10.2% | 3.02M | $25.9M | +73.28%(+1.27M) | — | 2023-09-30 | |
| GENI | GENIUS SPORTS LIMITED | 8.47% | 4.04M | $21.5M | +117.84%(+2.19M) | — | 2023-09-30 | |
| SHCR | SHARECARE INC | 6.07% | 16.40M | $15.4M | +164.53%(+10.20M) | — | 2023-09-30 | |
| AUGX | AUGMEDIX INC | 5.9% | 2.91M | $15.0M | +94.15%(+1.41M) | — | 2023-09-30 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 1.79% | 13.0K | $4.5M | new | — | 2023-09-30 | |
| SCTL | SOCIETAL CDMO INC | 1.48% | 8.04M | $3.8M | +133.02%(+4.59M) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Samjo Capital Llc reports $254.18M in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are THRY (14.6%), PDFS (14.0%) and ITI (10.5%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Samjo Capital Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1509943). View Samjo Capital Llc’s 13F filings on SEC