Samjo Capital as of Dec. 31, 2022
Portfolio Holdings for Samjo Capital
Samjo Capital holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDF Solutions (PDFS) | 25.8 | $25M | 860k | 28.52 | |
| Thryv Hldgs Com New (THRY) | 15.0 | $14M | 750k | 19.00 | |
| Aspen Aerogels (ASPN) | 11.2 | $11M | 905k | 11.79 | |
| Iteris (ITI) | 10.7 | $10M | 3.3M | 3.11 | |
| Inspired Entmt (INSE) | 10.5 | $9.9M | 783k | 12.67 | |
| Recro Pharma | 6.4 | $6.0M | 4.1M | 1.49 | |
| Genius Sports Shares Cl A (GENI) | 6.1 | $5.8M | 1.6M | 3.57 | |
| Sharecare Com Cl A (SHCR) | 5.4 | $5.1M | 3.2M | 1.60 | |
| Franchise Group | 3.3 | $3.1M | 132k | 23.82 | |
| Augmedix (AUGX) | 2.8 | $2.7M | 1.7M | 1.56 | |
| Quotient Technology | 1.7 | $1.6M | 460k | 3.43 | |
| Comscore | 0.6 | $568k | 490k | 1.16 | |
| Digimarc Corporation (DMRC) | 0.5 | $462k | 25k | 18.49 |
