SEC 13F Intelligence

Managers / Q4 2023 · view latest →

Samjo Management, LLC

CIK 0001986590 · 880 THIRD AVENUE, 16TH FLOOR, NEW YORK, NY, 10022 · 212 419-3924

Reported Value
$282M
Q4 2023
Positions
68
Filings on Record
12
2019–present window
Filed
Feb 9, 2024
original filing

Summary

Samjo Management, LLC reported $282M in U.S.-listed holdings across 68 positions for Q4 2023.

Its largest position, THRY, represents 7.2% of the portfolio.

Portfolio Metrics

Top-10 Concentration
+59.2%
share of reported value
Largest Position
+7.2%
Thryv

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’23: $282MQ4 ’23Q1 ’24: $284MQ2 ’24: $268MQ2 ’24Q3 ’24: $290MQ4 ’24: $265MQ4 ’24Q1 ’25: $236MQ2 ’25: $237MQ2 ’25Q3 ’25: $262MQ4 ’25: $259MQ4 ’25Q1 ’26: $231Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 88.1%Other: 9.2%ADR: 1.4%REIT: 0.5%US DOMESTIC: 0.4%Other: 0.4%
  • Common Stock · 88.1% · $249M
  • Other · 9.2% · $26M
  • ADR · 1.4% · $4M
  • REIT · 0.5% · $1M
  • US DOMESTIC · 0.4% · $1M
  • Other · 0.4% · $1M

Quarter-over-Quarter Changes full breakdown →

IssuerMoveShare ΔShares nowValue ΔValue now
THRYTHRYV HLDGS INCNEW+1.88M1.88M+$38M$38M
ASPNASPEN AEROGELS INCNEW+2.28M2.28M+$36M$36M
PDFSPDF SOLUTIONS INCNEW+1.07M1.07M+$35M$35M
ITIEURITERIS INC NEWNEW+6.46M6.46M+$34M$34M
GENIUS SPORTS LIMITEDNEW+4.01M4.01M+$25M$25M
INSEINSPIRED ENTMT INCNEW+2.26M2.26M+$22M$22M
AUGXAUGMEDIX INCNEW+2.96M2.96M+$17M$17M
SHCRUSDSHARECARE INCNEW+13.07M13.07M+$14M$14M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q4 2023

39 positions
#IssuerClass% PortfolioValueShares
1THRYTHRYV HLDGS INChistory →COM NEW13.55%$38M1.88M
2ASPNASPEN AEROGELS INChistory →COM12.72%$36M2.28M
3PDFSPDF SOLUTIONS INChistory →COM12.22%$35M1.07M
4ITIEURITERIS INC NEWhistory →COM11.91%$34M6.46M
5GENIUS SPORTS LIMITEDSHARES CL A8.77%$25M4.01M
6INSEINSPIRED ENTMT INChistory →COM7.92%$22M2.26M
7AUGXAUGMEDIX INChistory →COM6.13%$17M2.96M
8SHCRUSDSHARECARE INChistory →COM CL A5.00%$14M13.07M
9OPRXOPTIMIZERX CORPhistory →COM NEW2.08%$6M410.9K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.63%$5M12.9K
11AIPARTERIS INChistory →COM1.48%$4M708.9K
12KKRKKR & CO INChistory →COM1.35%$4M46.1K
13APOAPOLLO GLOBAL MGMT INChistory →COM1.29%$4M39.1K
14SBUXSTARBUCKS CORPhistory →COM1.26%$4M37.0K
15AZNNASTRAZENECA PLChistory →SPONSORED ADR1.21%$3M50.9K
16EMREMERSON ELEC COCOM0.90%$3M26.1K
17JNJJOHNSON & JOHNSONCOM0.85%$2M15.4K
18MSFTMICROSOFT CORPCOM0.83%$2M6.2K
19PFEPFIZER INCCOM0.63%$2M62.0K
20KMIKINDER MORGAN INC DELCOM0.63%$2M100.8K
21PAYXPAYCHEX INCCOM0.57%$2M13.5K
22WMTWALMART INCCOM0.52%$1M9.4K
238CWCROWN CASTLE INCCOM0.49%$1M11.9K
24RTXRTX CORPORATIONCOM0.49%$1M16.3K
25RPCP10 INCCOM CL A0.43%$1M119.2K
26BXBLACKSTONE INCCOM0.43%$1M9.2K
27INFINERA CORPNOTE 2.125% 9/00.42%$1M1.24M
28DOWDOW INCCOM0.41%$1M21.0K
29DWDPEURDUPONT DE NEMOURS INCCOM0.39%$1M14.3K
30REPHUSDSOCIETAL CDMO INCCOM0.38%$1M3.07M
31PEOEXELON CORPCOM0.34%$972,89027.1K
32DIGIMARC CORP NEWCOM0.32%$903,00025.0K
33CEGCONSTELLATION ENERGY CORPCOM0.27%$751,0186.4K
34DEDEERE & COCOM0.21%$599,8051.5K
35NVONOVO-NORDISK A SADR0.20%$574,1485.5K
36ETENERGY TRANSFER L PCOM UT LTD PTN0.19%$538,20039.0K
37EPDENTERPRISE PRODS PARTNERS LCOM0.18%$513,82519.5K
38NEOGNEOGEN CORPCOM0.14%$402,20020.0K
39ARCCARES CAPITAL CORPCOM0.11%$312,46815.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$231M84May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$259M85Feb 17, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$262M86Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$237M84Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$236M83May 14, 202513F-HRchanges · EDGAR ↗
Q4 2024$265M78Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$290M74Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$268M73Aug 13, 2024RESTATEMENTchanges · EDGAR ↗
Q1 2024$284M75May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$282M68Feb 9, 202413F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Samjo Capital LLC028-20690

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.