Lmdagg, L.L.C.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Lmdagg, L.L.C. reported 1 stock position worth $37.2 million. Its top holding was Samsara Class A (IOT) at 100.0% of the portfolio. Compared with Q2 2024, it reduced 1. The biggest sale was Samsara Class A (IOT, shares −74%).

Most Recent 13F
Q3 2025
Location
WEST HOLLYWOOD, CA
CIK
0001942401
Portfolio Value
$37.2M (Q3 2024)
SEC Filing
0001104659-24-116787 ↗ filed Nov 12, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $112.2M Q1 2024 Q2 2024: $100.0M Q2 2024 Q3 2024: $37.2M $37.2M Q3 2024 Q4 2024: $33.8M Q4 2024 Q1 2025: $29.6M Q1 2025 Q2 2025: $78.8M Q2 2025 Q3 2025: $74.7M Q3 2025

Holdings 1 stocks · $37.2M

IOT Samsara Inc. Class A 100.00% 773,194 $37.2M Reduce -74.0%

Portfolio Sells Q2 2024 → Q3 2024

IOT Samsara Inc. Class A Reduce -74.0% 100.00% 0.00

Portfolio Buys Q2 2024 → Q3 2024

None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 3$74.7MCRWV, IOT, KDK
Q2 2025 2$78.8MCRWV, IOT
Q1 2025 1$29.6MIOT
Q4 2024 1$33.8MIOT
Q3 2024 1$37.2MIOT
Q2 2024 1$100.0MIOT
Q1 2024 1$112.2MIOT