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

0$50.0M$100.0M$150.0M Q1 2024: $112.2M Q1 2024 Q2 2024: $100.0M Q2 2024 Q3 2024: $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 $74.7M Q3 2025

Holdings 3 stocks · $74.7M

CRWV Coreweave Inc. Class A 53.95% 294,554 $40.3M No change
IOT Samsara Inc. Class A 38.55% 773,194 $28.8M No change
KDK Kodiak AI Inc. 7.50% 819,224 $5.6M New

Portfolio Sells Q2 2025 → Q3 2025

None this quarter.

Portfolio Buys Q2 2025 → Q3 2025

KDK Kodiak AI Inc. New 7.50% +7.50

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