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LMDAGG, L.L.C. | Tormere
← Big Money
LMDAGG, L.L.C.
Est. AUM
$74.7M
13F long equity, this entity only
Positions
3
Period
Sep 2025 (Q3)
SEC EDGAR
View filings ↗
Current Holdings
What Changed
Pro
Sep 2025 (Q3)
All
3
Long Equity
3
#
Issuer
Class
Value
Shares
% Portfolio
Discretion
1
COREWEAVE INC
COM CL A
$40.3M
294554
53.95%
SOLE
2
SAMSARA INC
COM CL A
$28.8M
773194
38.55%
SOLE
3
KODIAK AI INC.
COM
$5.6M
819224
7.50%
SOLE
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.