Discovery Capital Management’s Samsara IOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
69
2023
Q1
Hold
0
58
2022
Q4
Sell
-300,000
Closed -$3.62M 56
2022
Q3
$3.62M Buy
300,000
+50,000
+20% +$604K 0.54% 36
2022
Q2
$2.79M Buy
250,000
+4,792
+2% +$53.5K 0.36% 41
2022
Q1
$3.93M Sell
245,208
-74,400
-23% -$1.19M 0.34% 48
2021
Q4
$8.98M Buy
+319,608
New +$8.98M 0.68% 32