1832 Asset Management’s Samsara IOT Stock Holding History

1832 Asset Management’s Portfolio IOT Stock Details IOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$137M	Buy	4,325,300 +1,522,593	+54%	+$46.5M	0.13%	126
2025 Q4	$99.4M	Buy	2,802,707 +2,386,047	+573%	+$92.4M	0.08%	163
2025 Q3	$15.5M	Sell	416,660 -512,199	-55%	-$19M	0.01%	297
2025 Q2	$37M	Sell	928,859 -2,594,841	-74%	-$107M	0.03%	224
2025 Q1	$135M	Sell	3,523,700 -2,027,900	-37%	-$94.4M	0.12%	105
2024 Q4	$243M	Sell	5,551,600 -1,289,200	-19%	-$63.4M	0.21%	66
2024 Q3	$329M	Sell	6,840,800 -1,287,700	-16%	-$52.2M	0.25%	43
2024 Q2	$274M	Buy	8,128,500 +500,400	+7%	+$17.3M	0.22%	52
2024 Q1	$288M	Buy	7,628,100 +3,853,400	+102%	+$131M	0.17%	52
2023 Q4	$126M	Sell	3,774,700 -144,800	-4%	-$4.02M	0.18%	104
2023 Q3	$98.8M	Buy	3,919,500 +601,000	+18%	+$15.9M	0.14%	113
2023 Q2	$92M	Buy	3,318,500 +2,166,500	+188%	+$48M	0.11%	113
2023 Q1	$22.7M	Buy	1,152,000 +630,600	+121%	+$10M	0.03%	262
2022 Q4	$6.48M	Buy	+521,400	New	+$5.94M	0.01%	398

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

1832 Asset Management's IOT Position: Q1 2026 in Review

1832 Asset Management increased its Samsara (IOT) stake by 54% in Q1 2026, buying an estimated $46.5M and bringing the position to 4,325,300 shares worth $137M. The position accounts for 0.13% of the portfolio, ranked #126.

1832 Asset Management first reported a position in IOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $329M in Q3 2024. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

1832 Asset Management held 4,325,300 shares of Samsara worth $137M as of Q1 2026.
1832 Asset Management bought 1,522,593 Samsara shares in Q1 2026, an estimated $46.5M.
Samsara made up 0.13% of 1832 Asset Management's portfolio in Q1 2026, its #126 holding.
1832 Asset Management first reported a position in Samsara in Q4 2022 and has held it in 14 quarters since.
1832 Asset Management's Samsara position peaked at $329M in Q3 2024.
538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on 1832 Asset Management's 13F filing for Q1 2026, filed 14 May 2026.