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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
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 $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Sands Capital Management
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
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Light Street Capital Management's IOT Position: Q1 2026 in Review

Light Street Capital Management opened a new position in Samsara (IOT) in Q1 2026: 384,000 shares worth $12.2M. The stake represents 2.28% of the portfolio and ranks #16 among its holdings. This is a return to the name: Light Street Capital Management previously reported a position in IOT as recently as Q1 2022.

Light Street Capital Management first reported a position in IOT in Q1 2022 and has held it in 2 quarters since. The position peaked at $29.6M in Q1 2022. 539 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • Light Street Capital Management held 384,000 shares of Samsara worth $12.2M as of Q1 2026.
  • Samsara was a new Light Street Capital Management position in Q1 2026.
  • Samsara made up 2.28% of Light Street Capital Management's portfolio in Q1 2026, its #16 holding.
  • Light Street Capital Management first reported a position in Samsara in Q1 2022 and has held it in 2 quarters since.
  • Light Street Capital Management's Samsara position peaked at $29.6M in Q1 2022.
  • 539 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.