13F Pro

LMDAGG, L.L.C.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1942401
Institutional-grade research for retail investors

13F Reported Value

ⓘ

$74.7M

Holdings

3

Latest Filing

2025-09-30

Filing Quarter

Q3 2025

Portfolio Overview

LMDAGG, L.L.C. disclosed 3 positions worth $74.7M in its Form 13F-HR for Q3 2025, led by $CRWV (CoreWeave, Inc.) at 54.0% of the equity portfolio, followed by $IOT and $KDK. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $KDK. The portfolio is most concentrated in Technology (100.0% of disclosed assets). All figures are sourced directly from LMDAGG, L.L.C.’s Form 13F-HR filing with the SEC under CIK 1942401.

AI Fund Analysis

Stable
IOT$IOT
38.5% weight
Held 7 quarters

Sector Allocation

Technology

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q3 2025

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Top Holdings

AI Quality Scored

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32-signal composite ranking on each of LMDAGG, L.L.C.'s 3 positions.

Showing top 3 of 3 holdings.

Sector Allocation

Technology

$74.7M

Full Holdings — LMDAGG, L.L.C. (Q3 2025)

All 3 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1CRWV$CRWVCoreWeave, Inc.$40.3M54.0%+0%46.5
2IOT$IOTSamsara Inc.$28.8M38.5%+0%61.3
3KDK$KDKKodiak AI, Inc.$5.6M7.5%NEW26.1

New Positions (1)

KDK$KDK Kodiak AI, Inc.$5.6M

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AI-Powered Hedge Fund Analysis: LMDAGG, L.L.C.

13F Pro is an AI hedge fund tracker and stock research platform. For LMDAGG, L.L.C. (SEC CIK: 1942401), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LMDAGG, L.L.C.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.