Samjo Management, LLC

Hedge Fund • Long/Short

Samjo Management, LLC is a Long/Short Hedge Fund based in New York, NY led by Andrew Nolan Wiener, reporting $347.1M in AUM as of Q3 2025 with 57% concentrated in top 10 holdings.

Managing PartnerAndrew Nolan Wiener

Portfolio Value: $261.8M
Positions: 59
Top Holding: PDFS at 11.05%
Last Reported: Q3 2025

Address880 Third Avenue, 16th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Samjo Management, LLC's portfolio (56.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 PDF Solutions PDFS	Software - Application Technology	$28.9M	11.05%	+$4.8M Bought	2.84% 1.1M shares	Q4 2023 Held for 1y 11m
2 Inspired Entertainment INSE	Gambling, Resorts & Casinos Consumer Cyclical	$20.1M	7.67%	+$601.7K Bought	7.96% 2.1M shares	Q4 2023 Held for 1y 11m
3 Genius Sports GENI	Internet Content & Information Communication Services	$20.1M	7.66%	-$2.3M Sold	0.68% 1.6M shares	Q4 2023 Held for 1y 11m
4 PowerFleet, Inc. AIOT	Unknown Unknown	$15.9M	6.08%	+$4.2M Bought	2.27% 3.0M shares	Q4 2024 Held for 11 months
5 Thryv Holdings, Inc. THRY	Internet Content & Information Communication Services	$15.8M	6.02%	-$6.4M Sold	2.97% 1.3M shares	Q4 2023 Held for 1y 11m
6 Arteris, Inc. AIP	Semiconductors Technology	$14.5M	5.55%	+$5.2M Bought	3.37% 1.4M shares	Q4 2023 Held for 1y 11m
7 Schlumberger SLB	Oil & Gas Equipment & Services Energy	$9.2M	3.52%	+$1.2M Bought	0.02% 268.3K shares	Q2 2024 Held for 1y 5m
8 Zeta Global Holdings ZETA	Software - Application Technology	$9.0M	3.46%	-$108.3K Sold	0.19% 455.4K shares	Q1 2024 Held for 1y 8m
9 DigitalBridge Group DBRG	REIT - Diversified Real Estate	$7.4M	2.85%	+$193.6K Bought	0.35% 636.7K shares	Q4 2024 Held for 11 months
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$7.2M	2.76%	-$41.7K Sold	0.00% 14.3K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Samjo Management, LLC's latest filing

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Market Value

$261.8M

Prior: $237.0M

Q/Q Change

+10.45%

+$24.8M

Net Flows % of MV

-0.605%

Turnover Ratio

14.91%

New Purchases

4 stocks

$15.4M

Added To

13 stocks

+$19.8M

Sold Out Of

5 stocks

$17.1M

Reduced Holdings

26 stocks

-$19.8M

Increased Positions

Position	Shares Δ	Change
1 QXO, Inc. QXO	New	0 → 303.6K +$5.8M
2 Cognyte Software CGNT	New	0 → 545.2K +$4.6M
3 Rocket Companies RKT	New	0 → 209.1K +$4.1M
4 NEXN Nexxen International NEXN	New	0 → 110.5K +$1.0M
5 DuPont de Nemours, Inc. DD	+159.13%	17.3K → 44.8K +$2.1M

Decreased Positions

Position	Shares Δ	Change
1 Cantaloupe, Inc. CTLP	Sold	1.3M → 0 −$13.8M
2 Certara, Inc. CERT	Sold	160.0K → 0 −$1.9M
3 Silvaco Group, Inc. SVCO	Sold	155.1K → 0 −$732.1K
4 CCC Intelligent Solutions Holdings Inc. CCCS	Sold	70.0K → 0 −$658.7K
5 Biodesix, Inc. BDSX	Sold	1.3K → 0 −$7.1K