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LMDAGG, L.L.C.

LMDAGG, L.L.C. is an institution, managing $69.1M across 2 long positions as of Q3 2025 with 100% Technology concentration, with only 2 positions, 58% allocation to CRWV, and 100% technology allocation.

Portfolio Value
$69.1M
Positions
2
Top Holding
CRWV at 58.33%
Last Reported
Q3 2025

Top Holdings

Largest long holdings in LMDAGG, L.L.C.'s portfolio (100% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
Software - Infrastructure
Technology
$40.3M
58.33%
0.06%
294.6K shares
Software - Infrastructure
Technology
$28.8M
41.67%
0.13%
773.2K shares

Analytics

Portfolio insights and performance metrics for LMDAGG, L.L.C.

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Sector Allocation

Technology: 100.00%Technology
Technology
100.00%

Market Cap Distribution

Large Cap ($10B - $200B): 100.00%Large Cap ($10B - $200B)
Large Cap ($10B - $200B)
100.00%

Portfolio Concentration

Top 10 Holdings %
100.0%
Top 20 Holdings %
100.0%
Top 50 Holdings %
100.0%
Top 100 Holdings %
100.0%

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