Samara Investment Management, LLC
Samara Investment Management, LLC reported 71 positions worth $108.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: BIL (16.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BIL | SH | $17.6M | 16.22% | 192,412 | — | — | |
| ▸ 2 | BILS | SH | $6.1M | 5.65% | 61,803 | — | — | |
| ▸ 3 | GOOGL | SH | $5.9M | 5.46% | 16,616 | — | — | |
| ▸ 4 | AAPL | SH | $5.5M | 5.04% | 18,936 | — | — | |
| ▸ 5 | AVGO | SH | $5.0M | 4.56% | 13,119 | — | — | |
| ▸ 6 | NVDA | SH | $4.8M | 4.44% | 24,121 | — | — | |
| ▸ 7 | MSFT | SH | $4.4M | 4.07% | 11,845 | — | — | |
| ▸ 8 | JPM | SH | $3.5M | 3.22% | 10,680 | — | — | |
| ▸ 9 | AMZN | SH | $3.0M | 2.80% | 12,776 | — | — | |
| ▸ 10 | LLY | SH | $3.0M | 2.79% | 2,528 | — | — |
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Frequently Asked Questions
What stocks does Samara Investment Management, LLC hold as of Q2 2026?
Samara Investment Management, LLC reported 71 positions worth $108.7M in its Q2 2026 13F filing. Largest positions: BIL (16.2%), BILS (5.7%), GOOGL (5.5%), AAPL (5.0%) and AVGO (4.6%).
What did Samara Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Samara Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.