Samjo Capital as of June 30, 2023
Portfolio Holdings for Samjo Capital
Samjo Capital holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| PDF Solutions (PDFS) | 20.6 | $25M | 545k | 45.10 | |
| Thryv Hldgs Com New (THRY) | 15.4 | $18M | 745k | 24.60 | |
| Aspen Aerogels (ASPN) | 11.5 | $14M | 1.7M | 7.89 | |
| Inspired Entmt (INSE) | 11.0 | $13M | 895k | 14.71 | |
| Iteris (ITI) | 10.9 | $13M | 3.3M | 3.96 | |
| Genius Sports Shares Cl A (GENI) | 9.6 | $12M | 1.9M | 6.19 | |
| Sharecare Com Cl A (SHCR) | 9.1 | $11M | 6.2M | 1.75 | |
| Augmedix (AUGX) | 6.0 | $7.2M | 1.5M | 4.81 | |
| Recro Pharma | 3.2 | $3.8M | 3.5M | 1.10 | |
| Quotient Technology | 1.3 | $1.5M | 400k | 3.84 | |
| Comscore | 0.7 | $830k | 1.0M | 0.81 | |
| Digimarc Corporation (DMRC) | 0.6 | $736k | 25k | 29.44 |
