Samjo Management, LLC
New York NY · SEC CIK 0001986590
$2.31亿2026Q1 申报市值
55持仓数
57.4%前十大占比 · 第一大 13.0%
6 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GENI 加仓+$788.05万
AZN 新建仓+$477.73万
PAR 新建仓+$410.54万
PACK 加仓+$241.68万
AMBA 新建仓+$214.29万
2026Q1 卖出最多 按季末市值估算
PDFS 减仓-$755.81万
DIGITALBRIDGE GR 清仓-$616.89万
TECHTARGET INC 清仓-$508.33万
AZN 清仓-$468.52万
PRMB 减仓-$366.29万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PDFS | PDF SOLUTIONS INC | $3,009.17万 | 13.01% | 919,955 | -231,064 | -20.1% | -$755.81万 | 减仓 |
| AIP | ARTERIS INC | $1,880.79万 | 8.13% | 1,144,030 | 116,900 | 11.4% | $192.18万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $1,662.09万 | 7.19% | 3,751,900 | 1,778,885 | 90.2% | $788.05万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $1,447.35万 | 6.26% | 2,029,950 | 284,500 | 16.3% | $202.85万 | 加仓 |
| AIOT | POWERFLEET INC | $1,229.57万 | 5.32% | 3,992,117 | 511,050 | 14.7% | $157.40万 | 加仓 |
| SLB | SLB LIMITED | $1,159.97万 | 5.02% | 225,719 | -2,790 | -1.2% | -$14.34万 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD | $776.65万 | 3.36% | 958,825 | 62,500 | 7.0% | $50.63万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $774.68万 | 3.35% | 486,605 | -39,620 | -7.5% | -$63.08万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $726.71万 | 3.14% | 15,165 | 410 | 2.8% | $19.65万 | 加仓 |
| QXO | QXO INC | $614.40万 | 2.66% | 316,375 | -20,755 | -6.2% | -$40.31万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $605.55万 | 2.62% | 180,600 | -2,290 | -1.3% | -$7.68万 | 减仓 |
| RMNI | RIMINI STR INC DEL | $541.64万 | 2.34% | 1,651,350 | 443,600 | 36.7% | $145.50万 | 加仓 |
| RPC | RIDGEPOST CAP INC | $507.94万 | 2.20% | 699,635 | 189,190 | 37.1% | $137.35万 | 加仓 |
| AZN | ASTRAZENECA PLC | $477.73万 | 2.07% | 24,665 | 24,665 | — | $477.73万 | 新建仓 |
| PACK | RANPAK HOLDINGS CORP | $475.09万 | 2.05% | 1,330,775 | 676,975 | 103.5% | $241.68万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $410.54万 | 1.78% | 307,985 | 307,985 | — | $410.54万 | 新建仓 |
| EMR | EMERSON ELEC CO | $389.98万 | 1.69% | 29,765 | -7,100 | -19.3% | -$93.02万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $382.84万 | 1.66% | 34,360 | -50 | -0.1% | -$5,571 | 减仓 |
| KKR | KKR & CO INC | $353.77万 | 1.53% | 38,245 | -30 | -0.1% | -$2,775 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $341.48万 | 1.48% | 13,970 | -720 | -4.9% | -$17.60万 | 减仓 |
| RTX | RTX CORPORATION | $337.09万 | 1.46% | 17,475 | -1,805 | -9.4% | -$34.82万 | 减仓 |
| — | MDXHEALTH SA | $333.37万 | 1.44% | 1,449,450 | 53,500 | 3.8% | $12.30万 | 加仓 |
| RKT | ROCKET COS INC | $320.39万 | 1.39% | 224,835 | 22,365 | 11.0% | $31.87万 | 加仓 |
| DE | DEERE & CO | $316.29万 | 1.37% | 5,615 | -795 | -12.4% | -$44.78万 | 减仓 |
| WMT | WALMART INC | $290.63万 | 1.26% | 23,385 | -1,815 | -7.2% | -$22.56万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $267.17万 | 1.16% | 23,156 | -5,960 | -20.5% | -$68.77万 | 减仓 |
| NEOG | NEOGEN CORP | $267.09万 | 1.15% | 287,500 | -185,245 | -39.2% | -$172.09万 | 减仓 |
| NEO | NEOGENOMICS INC | $234.97万 | 1.02% | 316,670 | 31,370 | 11.0% | $23.28万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $220.80万 | 0.95% | 645,625 | -152,900 | -19.1% | -$52.29万 | 减仓 |
| AMBA | AMBARELLA INC | $214.29万 | 0.93% | 41,630 | 41,630 | — | $214.29万 | 新建仓 |
| SBUX | STARBUCKS CORP | $191.10万 | 0.83% | 21,330 | -10 | -0.0% | -$896 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $189.77万 | 0.82% | 50,150 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $169.67万 | 0.73% | 6,076 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $167.48万 | 0.72% | 59,645 | -500 | -0.8% | -$1.40万 | 减仓 |
| BLND | BLEND LABS INC | $167.03万 | 0.72% | 982,500 | 982,500 | — | $167.03万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $152.93万 | 0.66% | 6,655 | 6,655 | — | $152.93万 | 新建仓 |
| WMB | WILLIAMS COS INC | $151.09万 | 0.65% | 20,760 | 1,000 | 5.1% | $7.28万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $147.72万 | 0.64% | 78,450 | -194,525 | -71.3% | -$366.29万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $142.20万 | 0.61% | 31,048 | -10 | -0.0% | -$458 | 减仓 |
| MSFT | MICROSOFT CORP | $135.11万 | 0.58% | 3,650 | -1,500 | -29.1% | -$55.53万 | 减仓 |
| EXC | EXELON CORP | $130.39万 | 0.56% | 26,600 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $113.47万 | 0.49% | 9,495 | -7,375 | -43.7% | -$88.13万 | 减仓 |
| DAKT | DAKTRONICS INC | $112.41万 | 0.49% | 57,500 | 57,500 | — | $112.41万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $111.36万 | 0.48% | 7,710 | -2,370 | -23.5% | -$34.23万 | 减仓 |
| ET | ENERGY TRANSFER L P | $77.20万 | 0.33% | 40,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $72.52万 | 0.31% | 8,663 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $63.36万 | 0.27% | 5,510 | -2,990 | -35.2% | -$34.38万 | 减仓 |
| DOW | DOW HLDGS INC | $54.16万 | 0.23% | 13,003 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $47.45万 | 0.21% | 1,650 | -50 | -2.9% | -$1.44万 | 减仓 |
| GOOG | ALPHABET INC | $47.33万 | 0.20% | 1,650 | -50 | -2.9% | -$1.43万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $33.34万 | 0.14% | 18,500 | -10,000 | -35.1% | -$18.02万 | 减仓 |
| AAPL | APPLE INC | $32.49万 | 0.14% | 1,280 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $32.24万 | 0.14% | 1,900 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $9.51万 | 0.04% | 19,375 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $6.50万 | 0.03% | 12,904 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $0 | 0.00% | 0 | -402,145 | -100.0% | -$616.89万 | 清仓 |
| — | TECHTARGET INC | $0 | 0.00% | 0 | -941,350 | -100.0% | -$508.33万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -25,482 | -100.0% | -$468.52万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -13,400 | -100.0% | -$150.32万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -15,755 | -100.0% | -$140.01万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |