AH Equity Partners LSV III’s Samsara IOT Stock Holding History

AH Equity Partners LSV III’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
2023 Q3	$101M	Hold	3,995,652	–	–	38.47%	2
2023 Q2	$111M	Hold	3,995,652	–	–	38.17%	2
2023 Q1	$78.8M	Hold	3,995,652	–	–	32.63%	2
2022 Q4	$49.7M	Hold	3,995,652	–	–	26.86%	3
2022 Q3	$48.2M	Hold	3,995,652	–	–	27.34%	3
2022 Q2	$44.6M	Hold	3,995,652	–	–	22.22%	3
2022 Q1	$64M	Hold	3,995,652	–	–	17.15%	3
2021 Q4	$112M	Buy	+3,995,652	New	+$104M	100%	1

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

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

AH Equity Partners LSV III's IOT Position: Q3 2023 in Review

AH Equity Partners LSV III held its Samsara (IOT) position steady in Q3 2023 at 3,995,652 shares worth $101M. The position accounts for 38.47% of the portfolio, ranked #2.

AH Equity Partners LSV III first reported a position in IOT in Q4 2021 and has held it in 8 quarters since. The position peaked at $112M in Q4 2021. 207 funds tracked by Wall St. Rank hold IOT as of Q3 2023.

AH Equity Partners LSV III held 3,995,652 shares of Samsara worth $101M as of Q3 2023.
AH Equity Partners LSV III left its Samsara share count unchanged in Q3 2023.
Samsara made up 38.47% of AH Equity Partners LSV III's portfolio in Q3 2023, its #2 holding.
AH Equity Partners LSV III first reported a position in Samsara in Q4 2021 and has held it in 8 quarters since.
AH Equity Partners LSV III's Samsara position peaked at $112M in Q4 2021.
207 funds tracked by Wall St. Rank held Samsara as of Q3 2023.

Based on AH Equity Partners LSV III's 13F filing for Q3 2023, filed 14 Nov 2023.