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Lmdagg, L.L.C. Top Holdings and 13F Report (2025)

About Lmdagg, L.L.C.

Investment Activity

  • Lmdagg, L.L.C. has $78.79 million in total holdings as of June 30, 2025.
  • Lmdagg, L.L.C. owns shares of 2 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
  • Approximately 60.96% of the portfolio was purchased this quarter.
  • This quarter, Lmdagg, L.L.C. has purchased 1 new stock and bought additional shares in 0 stocks.
  • Lmdagg, L.L.C. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

COREWEAVE INC
$48,029,975
Samsara
$30,757,657

Largest New Holdings this Quarter

21873S108 - COREWEAVE INC
$48,029,975 Holding

Largest Purchases this Quarter

COREWEAVE INC
294,554 shares (about $48.03M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLmdagg, L.L.C.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
COREWEAVE INC
$48,029,975$48,029,975 New Holding294,55461.0%COM CL A
Samsara Inc. stock logo
IOT
Samsara
$30,757,6570.0%773,19439.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data