Samjo Management, LLC
New York NY · SEC CIK 0001986590
$2.93亿2026Q2 申报市值
58持仓数
62.4%前十大占比 · 第一大 13.2%
11 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PAR 加仓+$885.84万
AMBA 加仓+$817.89万
GENI 加仓+$703.66万
FLR 新建仓+$612.88万
AIOT 加仓+$483.46万
2026Q2 卖出最多 按季末市值估算
AIP 减仓-$3,906.73万
PDFS 减仓-$2,631.05万
QXO 清仓-$614.40万
AZN 清仓-$477.73万
MDXHEALTH SA 清仓-$333.37万
2026Q2 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 | $3,881.31万 | 13.25% | 548,285 | -371,670 | -40.4% | -$2,631.05万 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $2,977.31万 | 10.16% | 4,913,050 | 1,161,150 | 30.9% | $703.66万 | 加仓 |
| AIOT | POWERFLEET INC | $2,012.44万 | 6.87% | 5,254,422 | 1,262,305 | 31.6% | $483.46万 | 加仓 |
| INSE | INSPIRED ENTMT INC | $1,834.72万 | 6.26% | 2,223,900 | 193,950 | 9.6% | $160.01万 | 加仓 |
| AIP | ARTERIS INC | $1,652.11万 | 5.64% | 340,010 | -804,020 | -70.3% | -$3,906.73万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $1,422.35万 | 4.85% | 816,505 | 508,520 | 165.1% | $885.84万 | 加仓 |
| CGNT | COGNYTE SOFTWARE LTD | $1,197.33万 | 4.09% | 1,363,700 | 404,875 | 42.2% | $355.48万 | 加仓 |
| AMBA | AMBARELLA INC | $1,175.07万 | 4.01% | 136,955 | 95,325 | 229.0% | $817.89万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1,080.95万 | 3.69% | 549,265 | 62,660 | 12.9% | $123.31万 | 加仓 |
| SLB | SLB LIMITED | $1,046.44万 | 3.57% | 225,089 | -630 | -0.3% | -$2.93万 | 减仓 |
| PACK | RANPAK HOLDINGS CORP | $1,037.78万 | 3.54% | 1,419,675 | 88,900 | 6.7% | $64.99万 | 加仓 |
| RMNI | RIMINI STR INC DEL | $797.26万 | 2.72% | 1,871,500 | 220,150 | 13.3% | $93.78万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $790.12万 | 2.70% | 15,790 | 625 | 4.1% | $31.27万 | 加仓 |
| RPC | RIDGEPOST CAP INC | $681.23万 | 2.32% | 865,605 | 165,970 | 23.7% | $130.62万 | 加仓 |
| FLR | FLUOR CORP | $612.88万 | 2.09% | 116,985 | 116,985 | — | $612.88万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $604.78万 | 2.06% | 189,170 | 8,570 | 4.7% | $27.40万 | 加仓 |
| EMR | EMERSON ELEC CO | $471.82万 | 1.61% | 32,960 | 3,195 | 10.7% | $45.74万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $360.02万 | 1.23% | 30,430 | -3,930 | -11.4% | -$46.50万 | 减仓 |
| MSFT | MICROSOFT CORP | $357.73万 | 1.22% | 9,590 | 5,940 | 162.7% | $221.57万 | 加仓 |
| DE | DEERE & CO | $356.18万 | 1.22% | 5,615 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $354.80万 | 1.21% | 13,970 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $327.76万 | 1.12% | 17,275 | -200 | -1.1% | -$3.79万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $327.29万 | 1.12% | 20,041 | -3,115 | -13.5% | -$50.87万 | 减仓 |
| KKR | KKR & CO INC | $317.65万 | 1.08% | 34,610 | -3,635 | -9.5% | -$33.36万 | 减仓 |
| — | TIGO ENERGY INC | $267.02万 | 0.91% | 1,146,000 | 1,146,000 | — | $267.02万 | 新建仓 |
| WMT | WALMART INC | $264.86万 | 0.90% | 23,385 | 0 | 0.0% | — | 不变 |
| FTK | FLOTEK INDUSTRIES INC | $223.44万 | 0.76% | 95,000 | 95,000 | — | $223.44万 | 新建仓 |
| SBUX | STARBUCKS CORP | $217.97万 | 0.74% | 21,330 | 0 | 0.0% | — | 不变 |
| NEOG | NEOGEN CORP | $213.24万 | 0.73% | 237,200 | -50,300 | -17.5% | -$45.22万 | 减仓 |
| CYRX | CRYOPORT INC | $204.10万 | 0.70% | 130,000 | 130,000 | — | $204.10万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $191.37万 | 0.65% | 78,300 | -150 | -0.2% | -$3,666 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $184.35万 | 0.63% | 50,150 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $179.42万 | 0.61% | 8,050 | 1,395 | 21.0% | $31.09万 | 加仓 |
| WMB | WILLIAMS COS INC | $154.33万 | 0.53% | 20,760 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $150.91万 | 0.52% | 6,076 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD | $146.25万 | 0.50% | 90,000 | 90,000 | — | $146.25万 | 新建仓 |
| PFE | PFIZER INC | $144.83万 | 0.49% | 60,145 | 500 | 0.8% | $1.20万 | 加仓 |
| EXC | EXELON CORP | $124.01万 | 0.42% | 26,600 | 0 | 0.0% | — | 不变 |
| — | STELLUS CAP INVT CORP | $112.58万 | 0.38% | 133,700 | 133,700 | — | $112.58万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $111.59万 | 0.38% | 7,610 | -100 | -1.3% | -$1.47万 | 减仓 |
| XYL | XYLEM INC | $106.98万 | 0.37% | 9,050 | -445 | -4.7% | -$5.26万 | 减仓 |
| ET | ENERGY TRANSFER L P | $76.48万 | 0.26% | 40,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $73.37万 | 0.25% | 8,663 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $64.84万 | 0.22% | 5,510 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $58.97万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $58.30万 | 0.20% | 1,650 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $37.04万 | 0.13% | 1,280 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $35.58万 | 0.12% | 13,003 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $34.28万 | 0.12% | 18,500 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $29.05万 | 0.10% | 500 | 500 | — | $29.05万 | 新建仓 |
| — | EXXON MOBIL CORP | $25.98万 | 0.09% | 1,900 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.09% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $24.93万 | 0.09% | 5,200 | 0 | 0.0% | — | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.50万 | 0.08% | 800 | 0 | 0.0% | — | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $20.78万 | 0.07% | 500 | 500 | — | $20.78万 | 新建仓 |
| — | OPTIMIZERX CORP | $18.30万 | 0.06% | 32,000 | 32,000 | — | $18.30万 | 新建仓 |
| — | DIGIMARC CORP | $14.69万 | 0.05% | 17,875 | 17,875 | — | $14.69万 | 新建仓 |
| — | EMPIRE ST RLTY OP L P | $7.16万 | 0.02% | 12,904 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $0 | 0.00% | 0 | -316,375 | -100.0% | -$614.40万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -24,665 | -100.0% | -$477.73万 | 清仓 |
| — | MDXHEALTH SA | $0 | 0.00% | 0 | -1,449,450 | -100.0% | -$333.37万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -224,835 | -100.0% | -$320.39万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -316,670 | -100.0% | -$234.97万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -645,625 | -100.0% | -$220.80万 | 清仓 |
| BLND | BLEND LABS INC | $0 | 0.00% | 0 | -982,500 | -100.0% | -$167.03万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -10,349 | -100.0% | -$142.20万 | 清仓 |
| DAKT | DAKTRONICS INC | $0 | 0.00% | 0 | -57,500 | -100.0% | -$112.41万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -19,375 | -100.0% | -$9.51万 | 清仓 |