Latest LMDAGG, L.L.C. Stock Portfolio
$74.71Million | No. of Holdings #3
About LMDAGG, L.L.C. and 13F Hedge Fund Stock Holdings
On 2025-11-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, LMDAGG, L.L.C. reported an equity portfolio of $74.7 Millions as of 30 Sep, 2025. <br><br> The top stock holdings of LMDAGG, L.L.C. are , IOT, . The fund has invested 54% of it's portfolio in COREWEAVE INC and 38.5% of portfolio in SAMSARA INC. <br><br> LMDAGG, L.L.C. opened new stock positions in KODIAK AI INC..
LMDAGG, L.L.C. Equity Portfolio Value
Last Reported on: 14 Nov, 2025
$74.71Million
as of Nov 14, 2025LMDAGG, L.L.C. Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| kodiak ai inc. | 5,603,490 |
New stocks bought by LMDAGG, L.L.C.
Additions
No additions were made to existing positions by LMDAGG, L.L.C.
Reductions
None of the existing positions were reduced by LMDAGG, L.L.C.
Sold off
None of the stocks were completely sold off by LMDAGG, L.L.C.
Sector Distribution
- Others
- Technology
| Sector | % |
|---|---|
| Others | 61.5 |
| Technology | 38.5 |
Market Cap. Distribution
- UNALLOCATED
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 61.5 |
| LARGE-CAP | 38.5 |
Stocks belong to which Index?
- Others
| Index | % |
|---|---|
| Others | 100 |
LMDAGG, L.L.C. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of LMDAGG, L.L.C.
$74.71MTotal Value
3.00Positions
14 Nov, 2025Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Samsara Inc Samsara IncIOT LMDAGG, L.L.C.'s holding in Samsara Inc over time | 38.55% | 773,194 | $28.80M 38.55% | 0%unchanged 0 percentunchanged | |
Com Cl A Coreweave IncCoreweave Inc | 53.95% | 294,554 | $40.31M 53.95% | 0%unchanged 0 percentunchanged | |
Com Kodiak Ai Inc.Kodiak Ai Inc. | 7.5% | 819,224 | $5.60M 7.5% | Newnew position | |