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
41.1%
Communication Services
11.8%
Industrials
10.2%
Consumer Cyclical
9.2%
Financial Services
8.8%
Energy
7.4%
Healthcare
4.9%
Consumer Defensive
3.7%
Utilities
1.4%
Basic Materials
0.9%