ACM
IOT icon

AH Capital Management’s Samsara IOT Stock Holding History

AH Capital 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
2025
Q2 		– Sell
-3,995,652
Closed -$153M – 13
2025
Q1 		$153M Hold
3,995,652
– – 21.85% 2
2024
Q4 		$175M Hold
3,995,652
– – 23.42% 2
2024
Q3 		$192M Hold
3,995,652
– – 16.9% 2
2024
Q2 		$135M Hold
3,995,652
– – 11.49% 4
2024
Q1 		$151M Hold
3,995,652
– – 10.92% 4
2023
Q4 		$133M Buy
+3,995,652
New +$111M 8.21% 6

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

AH Capital Management's IOT Position: Q2 2025 in Review

AH Capital Management sold out of Samsara (IOT) in Q2 2025, closing a stake of 3,995,652 shares — an estimated $153M sold.

AH Capital Management first reported a position in IOT in Q4 2023 and held it in 6 quarters. The position peaked at $192M in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • AH Capital Management reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • AH Capital Management sold 3,995,652 Samsara shares in Q2 2025, an estimated $153M.
  • AH Capital Management first reported a position in Samsara in Q4 2023 and held it in 6 quarters.
  • AH Capital Management's Samsara position peaked at $192M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on AH Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.