Portfolio (Quarterly)
Guide ↗
Samjo Management, LLC
· CIK 0001986590| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | THRY | THRYV HLDGS INC | Communication Services | 1,306,825 | $15.8M | 6.02% | SOLD |
| 2 | COUR | COURSERA INC | Consumer Defensive | 155,000 | $1.8M | 0.69% | SOLD |
| 3 | — | NEXXEN INTL LTD | — | 110,500 | $1.0M | 0.39% | SOLD |
| 4 | — | SOUNDTHINKING INC | — | 71,000 | $856K | 0.33% | SOLD |
| 5 | URNM | SPROTT FDS TR | — | 50 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
43.3%
Communication Services
12.2%
Industrials
10.7%
Consumer Cyclical
9.7%
Energy
7.1%
Healthcare
5.1%
Financial Services
4.8%
Consumer Defensive
3.9%
Utilities
1.5%
Basic Materials
1.0%