LL
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LMDAGG LLC’s Samsara IOT Stock Holding History

LMDAGG LLC’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
2025
Q3 		$28.8M Hold
773,194
– – 38.55% 2
2025
Q2 		$30.8M Hold
773,194
– – 39.04% 2
2025
Q1 		$29.6M Hold
773,194
– – 100% 1
2024
Q4 		$33.8M Hold
773,194
– – 100% 1
2024
Q3 		$37.2M Sell
773,194
-2,194,947
-74% -$89M 100% 1
2024
Q2 		$100M Hold
2,968,141
– – 100% 1
2024
Q1 		$112M Hold
2,968,141
– – 100% 1
2023
Q4 		$99.1M Buy
+2,968,141
New +$82.4M 100% 1
2022
Q3 		$38.9M Buy
+3,224,776
New +$45.7M 78.29% 1

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMDAGG LLC's IOT Position: Q3 2025 in Review

LMDAGG LLC held its Samsara (IOT) position steady in Q3 2025 at 773,194 shares worth $28.8M. The position accounts for 38.55% of the portfolio, ranked #2.

LMDAGG LLC first reported a position in IOT in Q3 2022 and has held it in 9 quarters since. The position peaked at $112M in Q1 2024. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

  • LMDAGG LLC held 773,194 shares of Samsara worth $28.8M as of Q3 2025.
  • LMDAGG LLC left its Samsara share count unchanged in Q3 2025.
  • Samsara made up 38.55% of LMDAGG LLC's portfolio in Q3 2025, its #2 holding.
  • LMDAGG LLC first reported a position in Samsara in Q3 2022 and has held it in 9 quarters since.
  • LMDAGG LLC's Samsara position peaked at $112M in Q1 2024.
  • 516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on LMDAGG LLC's 13F filing for Q3 2025, filed 14 Nov 2025.