# LMDAGG, L.L.C.

> Institutional holdings reported to the SEC as of Q3 2025 on Form 13F. CIK 1942401. Source: https://holderbook.com/funds/1942401-lmdagg-l-l-c/

- Reported value: $74.7M
- Positions: 3
- Weight of the ten largest: 100.0%
- Filed: 2025-11-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| COREWEAVE INC | [CRWV](https://holderbook.com/stocks/CRWV/) | $40.3M | 294,554 | 54.0% | 2 |
| SAMSARA INC | [IOT](https://holderbook.com/stocks/IOT/) | $28.8M | 773,194 | 38.5% | 9 |
| KODIAK AI INC. | [KDK](https://holderbook.com/stocks/KDK/) | $5.6M | 819,224 | 7.5% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2025 | $74.7M | 3 |
| Q2 2025 | $78.8M | 2 |
| Q1 2025 | $29.6M | 1 |
| Q4 2024 | $33.8M | 1 |
| Q3 2024 | $37.2M | 1 |
| Q2 2024 | $100.0M | 1 |
| Q1 2024 | $112.2M | 1 |
| Q4 2023 | $99.1M | 1 |
| Q3 2022 | $49.7M | 4 |
| Q2 2022 | $12.8M | 3 |
| Q1 2022 | $42.9M | 3 |
| Q4 2021 | $56.3M | 2 |