The position now accounts for 11.1% of AUM, making it the fund's largest holding.Samjo Management, LLC increased its stake in the software and engineering service company, PDF Solutions, (PDFS +0.19%) turning what was the second-largest holding into the fund's largest.What happenedAccording to a filing with the Securities and Exchange Commission published on November 13, 2025, Samjo Management, LLC acquired 184,925 additional shares of PDF Solutions (PDFS +0.19%) in the third quarter. The fund's total holdi ...