General Catalyst Group Management’s Samsara IOT Stock Holding History

General Catalyst Group 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	$63.4M	Hold	2,000,000	–	–	34.53%	1
2025 Q4	$70.9M	Sell	2,000,000 -7,250,880	-78%	-$281M	31.97%	1
2025 Q3	$345M	Sell	9,250,880 -2,730,451	-23%	-$101M	11.34%	2
2025 Q2	$477M	Sell	11,981,331 -5,460,902	-31%	-$226M	11.09%	2
2025 Q1	$669M	Hold	17,442,233	–	–	75.33%	1
2024 Q4	$762M	Sell	17,442,233 -5,854,823	-25%	-$288M	66.77%	1
2024 Q3	$1.12B	Sell	23,297,056 -3,000,000	-11%	-$122M	78.32%	1
2024 Q2	$886M	Hold	26,297,056	–	–	76.4%	1
2024 Q1	$994M	Sell	26,297,056 -3,943,716	-13%	-$134M	76.49%	1
2023 Q4	$1.01B	Hold	30,240,772	–	–	79.34%	1
2023 Q3	$762M	Sell	30,240,772 -3,187,815	-10%	-$84.6M	72.4%	1
2023 Q2	$926M	Hold	33,428,587	–	–	74.13%	1
2023 Q1	$659M	Sell	33,428,587 -14,000,000	-30%	-$222M	68.31%	1
2022 Q4	$590M	Hold	47,428,587	–	–	66.32%	1
2022 Q3	$572M	Hold	47,428,587	–	–	52.76%	1
2022 Q2	$530M	Hold	47,428,587	–	–	47.2%	1
2022 Q1	$760M	Hold	47,428,587	–	–	43.15%	1
2021 Q4	$1.33B	Buy	+47,428,587	New	+$1.24B	50.75%	1

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

General Catalyst Group Management's IOT Position: Q1 2026 in Review

General Catalyst Group Management held its Samsara (IOT) position steady in Q1 2026 at 2,000,000 shares worth $63.4M. The position accounts for 34.53% of the portfolio, ranked #1.

General Catalyst Group Management first reported a position in IOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.33B in Q4 2021. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

General Catalyst Group Management held 2,000,000 shares of Samsara worth $63.4M as of Q1 2026.
General Catalyst Group Management left its Samsara share count unchanged in Q1 2026.
Samsara made up 34.53% of General Catalyst Group Management's portfolio in Q1 2026, its #1 holding.
General Catalyst Group Management first reported a position in Samsara in Q4 2021 and has held it in 18 quarters since.
General Catalyst Group Management's Samsara position peaked at $1.33B in Q4 2021.
539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on General Catalyst Group Management's 13F filing for Q1 2026, filed 15 May 2026.