Samjo Capital as of March 31, 2023
Portfolio Holdings for Samjo Capital
Samjo Capital holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDF Solutions (PDFS) | 24.8 | $27M | 646k | 42.40 | |
| Thryv Hldgs Com New (THRY) | 15.9 | $18M | 760k | 23.06 | |
| Iteris (ITI) | 14.0 | $15M | 3.3M | 4.69 | |
| Inspired Entmt (INSE) | 9.8 | $11M | 845k | 12.79 | |
| Aspen Aerogels (ASPN) | 8.9 | $9.8M | 1.3M | 7.45 | |
| Genius Sports Shares Cl A (GENI) | 8.0 | $8.8M | 1.8M | 4.98 | |
| Sharecare Com Cl A (SHCR) | 4.8 | $5.3M | 3.8M | 1.42 | |
| Recro Pharma (SCTL) | 4.5 | $4.9M | 4.2M | 1.19 | |
| Franchise Group | 3.3 | $3.6M | 132k | 27.25 | |
| Augmedix (AUGX) | 2.8 | $3.1M | 1.8M | 1.74 | |
| Quotient Technology | 1.4 | $1.5M | 460k | 3.28 | |
| Comscore | 1.4 | $1.5M | 1.2M | 1.23 | |
| Digimarc Corporation (DMRC) | 0.4 | $491k | 25k | 19.65 |
