Altimeter Capital Management’s Samsara IOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119M | Buy |
+2,990,578
| New | +$119M | 1.72% | 15 |
|
|
2025
Q1 | – | Sell |
-1,458,148
| Closed | -$63.7M | – | 25 |
|
|
2024
Q4 | $63.7M | Buy |
1,458,148
+5,215
| +0.4% | +$228K | 1.15% | 18 |
|
|
2024
Q3 | $69.9M | Buy |
1,452,933
+637,273
| +78% | +$30.7M | 1.04% | 15 |
|
|
2024
Q2 | $27.5M | Buy |
+815,660
| New | +$27.5M | 0.41% | 16 |
|
|
2022
Q1 | – | Sell |
-800,000
| Closed | -$22.5M | – | 23 |
|
|
2021
Q4 | $22.5M | Buy |
+800,000
| New | +$22.5M | 0.21% | 17 |
|