Lindsay Marie Rider

Samara Investment Management, Llc

Assets Managed

$96.463M

Holdings

Last Quarter

2026 - Q1

Filed Date

2mo 5d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Samara Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Samara Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 96.463M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity New Position	16.1%	$15.526M 169,423 shares@ $91.65 avg price	New Position
BILS Spdr Bloomberg 3-12 Month T- Recent Activity New Position	6.43%	$6.201M 62,361 shares@ $99.45 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	5.81%	$5.602M 15,133 shares@ $370.18 avg price	New Position
GOOGL Alphabet Inc-cl A Recent Activity New Position	4.94%	$4.76M 16,552 shares@ $287.56 avg price	New Position
AAPL Apple Inc Recent Activity New Position	4.83%	$4.651M 18,328 shares@ $253.79 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	4.31%	$4.149M 23,791 shares@ $174.4 avg price	New Position
AVGO Broadcom Inc Recent Activity New Position	4.24%	$4.081M 13,186 shares@ $309.52 avg price	New Position
BRK.B Berkshire Hathaway Inc-cl B Recent Activity New Position	2.97%	$2.856M 5,960 shares@ $479.2 avg price	New Position
JPM Jpmorgan Chase & Co Recent Activity New Position	2.95%	$2.839M 9,650 shares@ $294.16 avg price	New Position
COST Costco Wholesale Corp Recent Activity New Position	2.67%	$2.574M 2,583 shares@ $996.44 avg price	New Position

1-10 of 72