LMDAGG, L.L.C.

CIK: 0001942401SEC EDGAR →

Portfolio Value

$74.7B

Holdings

3

As of

Q3 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
CRWV

COREWEAVE INC

294,554$40.3B
53.95%
2
IOT

SAMSARA INC

773,194$28.8B
38.55%
3
KDK

KODIAK AI INC.

819,224$5.6B
7.50%

Quarterly Changes

Top Buys

KDKNEW
$5.6B

Top Sells

No sells this quarter

New Positions (1)

KDK
$5.6B · 819K shares

Sector Breakdown

Sector# HoldingsValue%
Technology3$74.7B100.0%