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IOTIOT
Showing 8 of 19 quarters

Position history for SANDS CAPITAL MANAGEMENT, LLCSANDS CAPITAL MANAGEMENT, LLC's holdings in SAMSARA INC

Yes. Sands Capital Management holds 11,348,732 shares of IOT (Samsara), worth $368M, as of its Q2 2026 13F filing. It reduced the position by 4,309,012 shares (-27.5%) from Q1 2026. Sands Capital Management has held IOT in every 13F on record since Q4 2021, 19 quarterly filings. IOT is 1.4% of Sands Capital Management's reported 13F portfolio.

Current Value

$368M

Current Shares

11.3M

Total Value Change

-$27.3M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
11.3M
-27.5%
$368M1.4%$32.43
0
2026-Q1
Decreased
15.7M
-18.1%
$496.2M1.9%$28.94
0
2025-Q4
Decreased
19.1M
-6.8%
$677.9M2.1%$35.98
0
2025-Q3
Increased
20.5M
+6.4%
$764.3M2.1%$37.22
58
2025-Q2
Increased
19.3M
+17.2%
$766.8M2.2%$39.60
63
2025-Q1
Increased
16.4M
+58.6%
$630.3M2.1%$38.93
77
2024-Q4
Increased
10.4M
+26.2%
$453.1M1.3%$43.91
61
2024-Q3
Increased
8.2M
+7.9%
$395.3M1.2%$47.52
53

Other major holders of IOT: BAILLIE GIFFORD & CO

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