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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
Q1 		– Sell
-615,500
Closed -$21.8M – 171
2025
Q4 		$21.8M Buy
+615,500
New +$23.8M 1.64% 15
2024
Q4 		– Sell
-229,400
Closed -$11M – 54
2024
Q3 		$11M Buy
+229,400
New +$9.3M 1.28% 10

Other funds holding IOT

JPT
Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 168 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.
  • 168 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.