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LMR Partners’s Samsara IOT Stock Holding History

LMR Partners’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 		$10.4M Buy
320,788
+57,600
+22% +$1.78M 0.04% 403
2026
Q1 		$8.34M Buy
263,188
+50,000
+23% +$1.53M 0.02% 483
2025
Q4 		$7.56M Buy
+213,188
New +$8.25M 0.01% 469
2025
Q2 		– Sell
-125,000
Closed -$4.79M – 1507
2025
Q1 		$4.79M Buy
+125,000
New +$5.82M 0.04% 423
2024
Q4 		– Sell
-45,286
Closed -$2.18M – 1396
2024
Q3 		$2.18M Buy
+45,286
New +$1.84M 0.02% 585
2024
Q1 		– Sell
-42,433
Closed -$1.42M – 1231
2023
Q4 		$1.42M Buy
42,433
+5,864
+16% +$163K 0.02% 524
2023
Q3 		$922K Buy
+36,569
New +$970K 0.01% 500
2022
Q2 		– Sell
-59,697
Closed -$956K – 1372
2022
Q1 		$956K Sell
59,697
-30,303
-34% -$578K 0.01% 845
2021
Q4 		$2.53M Buy
+90,000
New +$2.34M 0.03% 404

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

LMR Partners's IOT Position: Q2 2026 in Review

LMR Partners increased its Samsara (IOT) stake by 22% in Q2 2026, buying an estimated $1.78M and bringing the position to 320,788 shares worth $10.4M. The position accounts for 0.04% of the portfolio, ranked #403.

LMR Partners first reported a position in IOT in Q4 2021 and has held it in 9 quarters since. 551 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • LMR Partners held 320,788 shares of Samsara worth $10.4M as of Q2 2026.
  • LMR Partners bought 57,600 Samsara shares in Q2 2026, an estimated $1.78M.
  • Samsara made up 0.04% of LMR Partners's portfolio in Q2 2026, its #403 holding.
  • LMR Partners first reported a position in Samsara in Q4 2021 and has held it in 9 quarters since.
  • 551 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.