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Churchill Management’s Samsara IOT Stock Holding History

Churchill 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
-35,087
Closed -$1.34M – 161
2025
Q1 		$1.34M Sell
35,087
-17,270
-33% -$804K 0.02% 125
2024
Q4 		$2.29M Sell
52,357
-1,854
-3% -$91.2K 0.03% 118
2024
Q3 		$2.61M Sell
54,211
-3,899
-7% -$158K 0.03% 116
2024
Q2 		$1.96M Sell
58,110
-2,141
-4% -$73.8K 0.02% 118
2024
Q1 		$2.28M Buy
60,251
+34,679
+136% +$1.18M 0.03% 118
2023
Q4 		$854K Buy
+25,572
New +$710K 0.01% 131

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Churchill Management's IOT Position: Q2 2025 in Review

Churchill Management sold out of Samsara (IOT) in Q2 2025, closing a stake of 35,087 shares — an estimated $1.34M sold.

Churchill Management first reported a position in IOT in Q4 2023 and held it in 6 quarters. The position peaked at $2.61M in Q3 2024. 489 funds tracked by Wall St. Rank hold IOT as of Q2 2025.

  • Churchill Management reported no remaining Samsara position as of Q2 2025 after selling out during the quarter.
  • Churchill Management sold 35,087 Samsara shares in Q2 2025, an estimated $1.34M.
  • Churchill Management first reported a position in Samsara in Q4 2023 and held it in 6 quarters.
  • Churchill Management's Samsara position peaked at $2.61M in Q3 2024.
  • 489 funds tracked by Wall St. Rank held Samsara as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.