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a16z Perennial Management’s Samsara IOT Stock Holding History

a16z Perennial 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
Q2 		$173M Sell
5,344,484
-645,392
-11% -$20M 14.01% 3
2026
Q1 		$190M Buy
5,989,876
+4,327,721
+260% +$132M 15.76% 3
2025
Q4 		$58.9M Buy
+1,662,155
New +$64.3M 4.43% 5
2024
Q4 		– Sell
-229,586
Closed -$11M – 53
2024
Q3 		$11M Buy
229,586
+227,020
+8,847% +$9.2M 1.28% 9
2024
Q2 		$86.5K Hold
2,566
– – 0.01% 36
2024
Q1 		$97K Hold
2,566
– – 0.01% 31
2023
Q4 		$85.7K Buy
+2,566
New +$71.3K 0.01% 31

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

a16z Perennial Management's IOT Position: Q2 2026 in Review

a16z Perennial Management reduced its Samsara (IOT) stake by 11% in Q2 2026, selling an estimated $20M and leaving 5,344,484 shares worth $173M. The position accounts for 14.01% of the portfolio, ranked #3.

a16z Perennial Management first reported a position in IOT in Q4 2023 and has held it in 7 quarters since. The position peaked at $190M in Q1 2026. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • a16z Perennial Management held 5,344,484 shares of Samsara worth $173M as of Q2 2026.
  • a16z Perennial Management sold 645,392 Samsara shares in Q2 2026, an estimated $20M.
  • Samsara made up 14.01% of a16z Perennial Management's portfolio in Q2 2026, its #3 holding.
  • a16z Perennial Management first reported a position in Samsara in Q4 2023 and has held it in 7 quarters since.
  • a16z Perennial Management's Samsara position peaked at $190M in Q1 2026.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on a16z Perennial Management's 13F filing for Q2 2026, filed 24 Jul 2026.