Lmdagg, L.L.C.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Lmdagg, L.L.C. reported 3 stock positions worth $74.7 million. Its top holding was Coreweave Class A (CRWV) at 54.0% of the portfolio, followed by Samsara Class A (IOT, 38.5%) and Kodiak AI (KDK, 7.5%). Compared with Q2 2025, it opened 1 new position. The biggest buy was a new position in Kodiak AI (KDK).
- Most Recent 13F
- Q3 2025
- Location
- WEST HOLLYWOOD, CA
- CIK
- 0001942401
- Portfolio Value
- $74.7M (Q3 2025)
- SEC Filing
- 0001942401-25-000005 ↗ filed Nov 14, 2025
Holdings Value
Holdings 3 stocks · $74.7M
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
| KDK Kodiak AI Inc. | New | 7.50% | +7.50 |