Lunate Capital’s Samsara IOT Stock Holding History

Lunate 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
2025 Q3	–	Sell	-22,751	Closed	-$905K	–	7
2025 Q2	$905K	Buy	+22,751	New	+$940K	0.51%	5

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lunate Capital's IOT Position: Q3 2025 in Review

Lunate Capital sold out of Samsara (IOT) in Q3 2025, closing a stake of 22,751 shares — an estimated $905K sold.

Lunate Capital first reported a position in IOT in Q2 2025 and held it in 1 quarter. The position peaked at $905K in Q2 2025. 516 funds tracked by Wall St. Rank hold IOT as of Q3 2025.

Lunate Capital reported no remaining Samsara position as of Q3 2025 after selling out during the quarter.
Lunate Capital sold 22,751 Samsara shares in Q3 2025, an estimated $905K.
Lunate Capital first reported a position in Samsara in Q2 2025 and held it in 1 quarter.
Lunate Capital's Samsara position peaked at $905K in Q2 2025.
516 funds tracked by Wall St. Rank held Samsara as of Q3 2025.

Based on Lunate Capital's 13F filing for Q3 2025, filed 10 Nov 2025.