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Marsico Capital Management’s Samsara IOT Stock Holding History

Marsico 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
2024
Q2 		– Sell
-52,916
Closed -$2M – 70
2024
Q1 		$2M Hold
52,916
– – 0.07% 59
2023
Q4 		$1.77M Buy
+52,916
New +$1.47M 0.07% 65

Other funds holding IOT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return

Marsico Capital Management's IOT Position: Q2 2024 in Review

Marsico Capital Management sold out of Samsara (IOT) in Q2 2024, closing a stake of 52,916 shares — an estimated $2M sold.

Marsico Capital Management first reported a position in IOT in Q4 2023 and held it in 2 quarters. The position peaked at $2M in Q1 2024. 333 funds tracked by Wall St. Rank hold IOT as of Q2 2024.

  • Marsico Capital Management reported no remaining Samsara position as of Q2 2024 after selling out during the quarter.
  • Marsico Capital Management sold 52,916 Samsara shares in Q2 2024, an estimated $2M.
  • Marsico Capital Management first reported a position in Samsara in Q4 2023 and held it in 2 quarters.
  • Marsico Capital Management's Samsara position peaked at $2M in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Samsara as of Q2 2024.

Based on Marsico Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.