Lmdagg, L.L.C.
WEST HOLLYWOOD, CA
$75m in 3 US stocks at the end of 30 September 2025. The top 10 are 100.0% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$75m
Stocks
3
Top 10 share
100.0%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
- Kodiak AIKDK7.5% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| CoreWeaveCRWV | 54.0% | $40m | 294,554 | Held |
| SamsaraIOT | 38.5% | $29m | 773,194 | Held |
| Kodiak AIKDK | 7.5% | $6m | 819,224 | New |
Over time and by industry
Value over time
Sep '25
Value is down 5.2% since 30 June 2025.
Where the money is
Technology100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.