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Samjo Management, LLC
SAMJO MANAGEMENT, LLC is an investment advisory firm based in New York, NY. It was incorporated in Delaware and primarily serves institutional clients. The firm files regular Form 13F reports with the SEC and manages public equities portfolios. SAMJO MANAGEMENT, LLC was founded in 2023 and is registered as an investment adviser with the SEC.
Investment Strategy
SAMJO MANAGEMENT, LLC manages diversified portfolios of publicly traded securities, with significant allocations to mid- and small-cap equities in sectors such as technology, media, and consumer services. Their approach appears to focus on deep fundamental analysis, value identification, and actively rotating core positions in holdings like Thryv Holdings Inc., Genius Sports Limited, and similar public companies, aiming for long-term capital appreciation through opportunistic and concentrated investing.
Latest 13F Filing Activity
Samjo Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 58 equity positions with a total 13F market value of $237M. The fund increased holdings in Cantaloupe Inc., PDF Solutions Inc., Zeta Global Holdings Corp. among other positions. Samjo Management, LLC reduced exposure to THRYV HLDGS Inc., Genius Sports Limited, Aspen Aerogels Inc. among others.
Top Holdings
Equity Positions (58)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T THRY | THRYV HLDGS INC | 9.44% | $22.4M | 1,840,025 | $19.90 | $12.16 | -$5.8M |
P PDFS | PDF SOLUTIONS INC | 8.44% | $20.0M | 935,794 | $31.58 | $21.38 | +$3.4M |
G GENI | GENIUS SPORTS LIMITED | 7.92% | $18.8M | 1,805,750 | $6.09 | $10.40 | -$3.5M |
I INSE | INSPIRED ENTMT INC | 7.16% | $17.0M | 2,077,510 | $9.77 | $8.17 | +$186.9K |
C CTLP | CANTALOUPE INC | 5.83% | $13.8M | 1,257,785 | $8.24 | $10.99 | +$7.2M |
Industry Allocation
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