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CIK: 0001942401
Total reported value
$74.7M
$74.7M
2 檔
105.5%
In Q2 2025, Lmdagg, L.l.c.'s U.S. equity holdings reached a combined market value of $74.7M, distributed across 2 disclosed stock positions.
During Q2 2025, Lmdagg, L.l.c.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including CRWV, IOT) accounted for 105.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CRWV | Coreweave Inc-cl A | Stock-Tech | 60.96% | +53.95% | NEW | |
| 2 | IOT | Samsara Inc-cl A | Stock-Tech | 39.04% | -61.45% | — |
According to official SEC Form 13F filings, Lmdagg, L.l.c. reported a total U.S. public equity portfolio value of $74.7M across 2 disclosed positions in Q2 2025.
During Q2 2025, Lmdagg, L.l.c.'s top holdings by market value included CRWV (61.0%)、IOT (39.0%). The largest single position, CRWV, represented 61.0% of total portfolio value.
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In Q2 2025, Lmdagg, L.l.c. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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