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Disclosery

LMDAGG, L.L.C.

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13F filer, CIK 1942401, WEST HOLLYWOOD, CA

LMDAGG, L.L.C. reported $74,714,684 across 3 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001942401-25-000005

Period
2025-09-30
Reported value
$74.7M
Holdings
3
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KDKnew+819,224$5.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001942401-25-000005, largest first. % of portfolio is the value over $74,714,684, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CRWVCOREWEAVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,554 shares; 2025Q3: 294,554 shares 294,554$40.3M53.95%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,968,141 shares; 2024Q1: 2,968,141 shares; 2024Q2: 2,968,141 shares; 2024Q3: 773,194 shares; 2024Q4: 773,194 shares; 2025Q1: 773,194 shares; 2025Q2: 773,194 shares; 2025Q3: 773,194 shares 773,194$28.8M38.55%0Timeline
KDKKODIAK AI INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 819,224 shares 819,224$5.6M7.5%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001942401-25-000005 base2025-11-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001942401-25-000005 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001415889-25-021254 Quarter ended 2025-06-302025-08-07acceptance time not in the bulk data set
13F-HR 0001415889-25-012100 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001104659-25-006701 Quarter ended 2024-12-312025-01-28acceptance time not in the bulk data set
13F-HR 0001104659-24-116787 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001104659-24-086769 Quarter ended 2024-06-302024-08-07acceptance time not in the bulk data set
13F-HR 0001104659-24-056398 Quarter ended 2024-03-312024-05-02acceptance time not in the bulk data set
13F-HR 0001104659-24-023711 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001420506-22-001899 Quarter ended 2022-09-302022-10-24acceptance time not in the bulk data set
13F-HR 0001420506-22-001814 Quarter ended 2022-03-312022-08-30acceptance time not in the bulk data set
13F-HR 0001420506-22-001815 Quarter ended 2022-06-302022-08-30acceptance time not in the bulk data set
13F-HR 0001420506-22-001816 Quarter ended 2021-12-312022-08-30acceptance time not in the bulk data set