KCL Capital’s Samsara IOT Stock Holding History

KCL Capital’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
2022 Q2	–	Sell	-28,507	Closed	-$457K	–	39
2022 Q1	$457K	Sell	28,507 -21,493	-43%	-$410K	0.09%	30
2021 Q4	$1.41M	Buy	+50,000	New	+$1.3M	0.14%	41

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

KCL Capital's IOT Position: Q2 2022 in Review

KCL Capital sold out of Samsara (IOT) in Q2 2022, closing a stake of 28,507 shares — an estimated $457K sold.

KCL Capital first reported a position in IOT in Q4 2021 and held it in 2 quarters. The position peaked at $1.41M in Q4 2021. 103 funds tracked by Wall St. Rank hold IOT as of Q2 2022.

KCL Capital reported no remaining Samsara position as of Q2 2022 after selling out during the quarter.
KCL Capital sold 28,507 Samsara shares in Q2 2022, an estimated $457K.
KCL Capital first reported a position in Samsara in Q4 2021 and held it in 2 quarters.
KCL Capital's Samsara position peaked at $1.41M in Q4 2021.
103 funds tracked by Wall St. Rank held Samsara as of Q2 2022.

Based on KCL Capital's 13F filing for Q2 2022, filed 15 Aug 2022.