Latest LMDAGG, L.L.C. Stock Portfolio

About LMDAGG, L.L.C. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, LMDAGG, L.L.C. reported an equity portfolio of $78.8 Millions as of 30 Jun, 2025.

The top stock holdings of LMDAGG, L.L.C. are , IOT. The fund has invested 61% of it's portfolio in COREWEAVE INC and 39% of portfolio in SAMSARA INC.

LMDAGG, L.L.C. opened new stock positions in COREWEAVE INC.

LMDAGG, L.L.C. Annual Return Estimates Vs S&P 500

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

Sector	%
Others	61.5
Technology	38.5

Market Cap. Distribution

Category	%
UNALLOCATED	61.5
LARGE-CAP	38.5

Stocks belong to which Index?

Index	%
Others	100

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%
	coreweave inc	-16.1 %
IOT	samsara inc	-6.4 %

Top 5 Losers ($)		$
	coreweave inc	-7.7 M
IOT	samsara inc	-2.0 M

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.

Last Reported on: 14 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
IOT	samsara inc	38.55	773,194	28,801,500	unchanged	0.00

	coreweave inc	53.95	294,554	40,309,700	unchanged	0.00

	kodiak ai inc.	7.50	819,224	5,603,490	new