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IOTIOT
10 quarters

Position history for Atreides Management, LPAtreides Management, LP's holdings in SAMSARA INC

Atreides Management, LP holds 2.3M shares of IOT (SAMSARA INC), worth $74.9M as of 2026-Q2. This is a new position. IOT represents 0.5% of Atreides Management, LP's portfolio.

Current Value

$74.9M

Current Shares

2.3M

Total Value Change

+$64.3M

Total Shares Change

+1.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
2.3M
-
$74.9M0.5%$32.43
59
2025-Q4
Exited
0
-100.0%
$00.0%$35.98
0
2025-Q3
New
711,215
-
$26.5M0.5%$37.22
56
2024-Q3
Exited
0
-100.0%
$00.0%$47.52
0
2024-Q2
New
1.5M
-
$49.7M1.6%$33.70
68
2023-Q1
Exited
0
-100.0%
$00.0%$19.49
0
2022-Q4
Increased
1.5M
+8.8%
$18.8M0.7%$12.43
45
2022-Q3
Increased
1.4M
+7.0%
$16.8M0.4%$12.14
37
2022-Q2
Increased
1.3M
+95.8%
$14.5M0.5%$11.48
64
2022-Q1
New
662,462
-
$10.6M0.3%$17.20
47

Other major holders of IOT: BAILLIE GIFFORD & CO

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