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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 $78,787,632 across 2 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001415889-25-021254

Period
2025-06-30
Reported value
$78.8M
Holdings
2
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWVnew+294,554$48M

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, Q2 2025

Share positions as resolved from 13F-HR 0001415889-25-021254, largest first. % of portfolio is the value over $78,787,632, 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; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 294,554 shares 294,554$48M60.96%newTimeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 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 773,194$30.8M39.04%0Timeline

How Q2 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 0001415889-25-021254 base2025-08-07acceptance time not in the bulk data set