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Light Street Capital Management’s Samsara IOT Stock Holding History

Light Street Capital 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
Q2 		– Sell
-384,000
Closed -$12.2M – 31
2026
Q1 		$12.2M Buy
+384,000
New +$11.7M 2.28% 16
2022
Q2 		– Sell
-1,848,402
Closed -$29.6M – 35
2022
Q1 		$29.6M Buy
+1,848,402
New +$35.2M 1.92% 22

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

Light Street Capital Management's IOT Position: Q2 2026 in Review

Light Street Capital Management sold out of Samsara (IOT) in Q2 2026, closing a stake of 384,000 shares — an estimated $12.2M sold.

Light Street Capital Management first reported a position in IOT in Q1 2022 and held it in 2 quarters. The position peaked at $29.6M in Q1 2022. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Light Street Capital Management reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • Light Street Capital Management sold 384,000 Samsara shares in Q2 2026, an estimated $12.2M.
  • Light Street Capital Management first reported a position in Samsara in Q1 2022 and held it in 2 quarters.
  • Light Street Capital Management's Samsara position peaked at $29.6M in Q1 2022.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

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