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Gavin Baker’s Samsara IOT Stock Holding History

Gavin Baker’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 		$74.9M Buy
+2,308,649
New +$71.5M 0.52% 30
2025
Q4 		– Sell
-711,215
Closed -$26.5M – 65
2025
Q3 		$26.5M Buy
+711,215
New +$26.4M 0.52% 39
2024
Q3 		– Sell
-1,473,747
Closed -$49.7M – 48
2024
Q2 		$49.7M Buy
+1,473,747
New +$50.8M 1.62% 26
2023
Q1 		– Sell
-1,510,436
Closed -$18.8M – 37
2022
Q4 		$18.8M Buy
1,510,436
+122,353
+9% +$1.39M 0.74% 29
2022
Q3 		$16.8M Buy
1,388,083
+90,946
+7% +$1.29M 0.44% 33
2022
Q2 		$14.5M Buy
1,297,137
+634,675
+96% +$7.66M 0.54% 33
2022
Q1 		$10.6M Buy
+662,462
New +$12.6M 0.33% 31

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Gavin Baker's IOT Position: Q2 2026 in Review

Gavin Baker opened a new position in Samsara (IOT) in Q2 2026: 2,308,649 shares worth $74.9M. The stake represents 0.52% of the portfolio and ranks #30 among its holdings. This is a return to the name: Gavin Baker previously reported a position in IOT as recently as Q3 2025.

Gavin Baker first reported a position in IOT in Q1 2022 and has held it in 7 quarters since. 545 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Gavin Baker held 2,308,649 shares of Samsara worth $74.9M as of Q2 2026.
  • Samsara was a new Gavin Baker position in Q2 2026.
  • Samsara made up 0.52% of Gavin Baker's portfolio in Q2 2026, its #30 holding.
  • Gavin Baker first reported a position in Samsara in Q1 2022 and has held it in 7 quarters since.
  • 545 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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