Dmitry Balyasny’s Samsara IOT Stock Holding History

Dmitry Balyasny’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 Q2	$100M	Buy	3,083,647 +2,562,216	+491%	+$79.3M	0.12%	189
2026 Q1	$16.5M	Buy	+521,431	New	+$15.9M	0.02%	771
2025 Q4	–	Sell	-63,265	Closed	-$2.45M	–	3310
2025 Q3	$2.36M	Sell	63,265 -654,545	-91%	-$24.3M	﹤0.01%	1728
2025 Q2	$28.6M	Buy	+717,810	New	+$29.7M	0.04%	530
2024 Q4	–	Sell	-8,449	Closed	-$416K	–	2993
2024 Q3	$407K	Buy	+8,449	New	+$342K	﹤0.01%	2349
2024 Q1	–	Sell	-27,589	Closed	-$921K	–	2851
2023 Q4	$921K	Sell	27,589 -77,782	-74%	-$2.16M	﹤0.01%	1725
2023 Q3	$2.66M	Buy	105,371 +43,770	+71%	+$1.16M	0.01%	1302
2023 Q2	$1.71M	Sell	61,601 -91,626	-60%	-$2.03M	﹤0.01%	1429
2023 Q1	$3.02M	Buy	+153,227	New	+$2.43M	0.01%	1287
2022 Q4	–	Sell	-205,808	Closed	-$2.48M	–	2992
2022 Q3	$2.48M	Buy	205,808 +160,730	+357%	+$2.28M	0.01%	1379
2022 Q2	$504K	Buy	+45,078	New	+$544K	﹤0.01%	1978

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dmitry Balyasny's IOT Position: Q2 2026 in Review

Dmitry Balyasny increased its Samsara (IOT) stake by 491% in Q2 2026, buying an estimated $79.3M and bringing the position to 3,083,647 shares worth $100M. The position accounts for 0.12% of the portfolio, ranked #189.

Dmitry Balyasny first reported a position in IOT in Q2 2022 and has held it in 11 quarters since. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Dmitry Balyasny held 3,083,647 shares of Samsara worth $100M as of Q2 2026.
Dmitry Balyasny bought 2,562,216 Samsara shares in Q2 2026, an estimated $79.3M.
Samsara made up 0.12% of Dmitry Balyasny's portfolio in Q2 2026, its #189 holding.
Dmitry Balyasny first reported a position in Samsara in Q2 2022 and has held it in 11 quarters since.
545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.