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Bienville Capital Management’s Samsara IOT Stock Holding History

Bienville 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
2026
Q1 		$17.6M Buy
556,864
+250,034
+81% +$7.64M 3.21% 12
2025
Q4 		$10.9M Sell
306,830
-87,370
-22% -$3.38M 1.73% 21
2025
Q3 		$14.7M Buy
+394,200
New +$14.6M 2.8% 12

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bienville Capital Management's IOT Position: Q1 2026 in Review

Bienville Capital Management increased its Samsara (IOT) stake by 81% in Q1 2026, buying an estimated $7.64M and bringing the position to 556,864 shares worth $17.6M. The position accounts for 3.21% of the portfolio, ranked #12.

Bienville Capital Management first reported a position in IOT in Q3 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Bienville Capital Management held 556,864 shares of Samsara worth $17.6M as of Q1 2026.
  • Bienville Capital Management bought 250,034 Samsara shares in Q1 2026, an estimated $7.64M.
  • Samsara made up 3.21% of Bienville Capital Management's portfolio in Q1 2026, its #12 holding.
  • Bienville Capital Management first reported a position in Samsara in Q3 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Bienville Capital Management's 13F filing for Q1 2026, filed 14 May 2026.