Long-term investor

Samjo Management, LLC @samjomanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001986590).

Record

  • Tracked since 2025-06-30 (450 days), 107 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +75.9% · 1 year n/a · all +78.8%
  • Max drawdown n/a · win rate 47% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • PDFS · 13.2% · long · since 2025-06-30
  • GENI · 10.2% · long · since 2025-06-30
  • AIOT · 6.9% · long · since 2025-06-30
  • INSE · 6.3% · long · since 2025-06-30
  • AIP · 5.6% · long · since 2025-06-30
  • PAR · 4.9% · long · since 2026-03-31
  • CGNT · 4.1% · long · since 2025-09-30
  • AMBA · 4.0% · long · since 2026-03-31
  • ZETA · 3.7% · long · since 2025-06-30
  • SLB · 3.6% · long · since 2025-06-30
  • PACK · 3.5% · long · since 2025-12-31
  • 76674Q107 · 2.7% · long · since 2025-06-30

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