Samjo Management, LLC increased its stake in PDF Solutions (NASDAQ:PDFS), making it the fund’s largest holding. The fund acquired 184,925 additional shares in the third quarter, bringing the total to 551,250 shares with a market value of $14,233,275 as of September 30, 2025.

PDF Solutions’ top holdings include NASDAQ: PDFS ($43,170,240), NASDAQ: INSE ($30,065,902), NYSE: GENI ($29,562,202), NASDAQ: THRY ($23,356,904), and NASDAQ: AIOT ($22,985,260).

Shares of PDF Solutions were priced at $25.97 on November 12, 2025, down 20.9% year-over-year, underperforming the S&P 500 by 36.07 percentage points. The company reported revenue of $206,706,000 and a net loss of $53,000.

PDF Solutions offers software platforms and services for the semiconductor industry, generating revenue through software licensing, hardware sales, and professional services. It serves various players in the industry globally.

Samjo Management’s increased interest in PDF Solutions is significant, as it now holds the largest position in the fund. The fund acquired shares at a relative discount, likely benefiting from the stock’s lower valuation.

For investors looking to capitalize on potential growth, PDF Solutions presents an opportunity. The company specializes in advanced software and hardware solutions for semiconductor manufacturing, helping clients optimize processes and improve yield.

Samjo Management’s strategic move to increase its stake in PDF Solutions speaks to the company’s potential for growth and profitability. With a focus on data-driven manufacturing intelligence, PDF Solutions is well-positioned in the semiconductor industry.

Read more at Yahoo Finance: Samjo Management Loads Up 185,000 PDF Solutions Shares