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Showing Q3 2025 data
LMDAGG, L.L.C.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
LMDAGG, L.L.C.
•CIK: 1942401•Filing: Q3 2025
LMDAGG, L.L.C. manages $75M across a concentrated portfolio of three core positions. The fund exhibits significant conviction in its top holdings, led by a substantial allocation to CRWV at $40.3M. Further diversification is provided by notable stakes in IOT ($28.8M) and KDK ($5.6M). This structure suggests a highly focused, high-conviction investment approach within its current mandate.
Total AUM
$74.7M
QoQ Performance
-5.2%
Positions
3
Top 10 Concentration
100.0%
Latest Filing
Q3 2025
Top Holdings Allocation
CRWV
IOT
KDK
CRWV54.0%
IOT38.5%
KDK7.5%
📈 Biggest Buys
KDK
KODIAK AI INC.
NEW
7.5% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
Changes from Q2 2025
NEW1 new position
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023