Octahedron Capital Management’s Samsara IOT Stock Holding History

Octahedron 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
2026 Q1	$5.32M	Buy	+167,779	New	+$5.12M	3.87%	10
2025 Q3	–	Sell	-17,000	Closed	-$676K	–	25
2025 Q2	$676K	Buy	+17,000	New	+$703K	0.51%	21
2024 Q3	–	Sell	-16,250	Closed	-$548K	–	18
2024 Q2	$548K	Buy	+16,250	New	+$560K	0.55%	15
2022 Q4	–	Sell	-23,000	Closed	-$278K	–	29
2022 Q3	$278K	Hold	23,000	–	–	0.23%	31
2022 Q2	$257K	Buy	+23,000	New	+$277K	0.21%	32

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Octahedron Capital Management's IOT Position: Q1 2026 in Review

Octahedron Capital Management opened a new position in Samsara (IOT) in Q1 2026: 167,779 shares worth $5.32M. The stake represents 3.87% of the portfolio and ranks #10 among its holdings. This is a return to the name: Octahedron Capital Management previously reported a position in IOT as recently as Q2 2025.

Octahedron Capital Management first reported a position in IOT in Q2 2022 and has held it in 5 quarters since. 538 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

Octahedron Capital Management held 167,779 shares of Samsara worth $5.32M as of Q1 2026.
Samsara was a new Octahedron Capital Management position in Q1 2026.
Samsara made up 3.87% of Octahedron Capital Management's portfolio in Q1 2026, its #10 holding.
Octahedron Capital Management first reported a position in Samsara in Q2 2022 and has held it in 5 quarters since.
538 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

Based on Octahedron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.