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Marc Stad’s Samsara IOT Stock Holding History

Marc Stad’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
2023
Q1 		– Sell
-2,716,397
Closed -$33.8M – 32
2022
Q4 		$33.8M Hold
2,716,397
– – 1.05% 19
2022
Q3 		$32.8M Sell
2,716,397
-899,946
-25% -$12.7M 0.86% 22
2022
Q2 		$40.4M Sell
3,616,343
-1,808,170
-33% -$21.8M 1.03% 20
2022
Q1 		$86.9M Buy
5,424,513
+1,576,714
+41% +$30.1M 1.11% 23
2021
Q4 		$108M Buy
+3,847,799
New +$100M 1.24% 22

Other funds holding IOT

GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
AEPLI
AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
SCV
Sands Capital Ventures Arlington, Virginia $614M AUM 19.92% 1-Year Est. Return

Marc Stad's IOT Position: Q1 2023 in Review

Marc Stad sold out of Samsara (IOT) in Q1 2023, closing a stake of 2,716,397 shares — an estimated $33.8M sold.

Marc Stad first reported a position in IOT in Q4 2021 and held it in 5 quarters. The position peaked at $108M in Q4 2021. 174 funds tracked by Wall St. Rank hold IOT as of Q1 2023.

  • Marc Stad reported no remaining Samsara position as of Q1 2023 after selling out during the quarter.
  • Marc Stad sold 2,716,397 Samsara shares in Q1 2023, an estimated $33.8M.
  • Marc Stad first reported a position in Samsara in Q4 2021 and held it in 5 quarters.
  • Marc Stad's Samsara position peaked at $108M in Q4 2021.
  • 174 funds tracked by Wall St. Rank held Samsara as of Q1 2023.

Based on Dragoneer Investment Group's 13F filing for Q1 2023, filed 15 May 2023.