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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
Q2 		$8.92M Buy
275,200
+107,421
+64% +$3.33M 4.57% 12
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
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

Octahedron Capital Management's IOT Position: Q2 2026 in Review

Octahedron Capital Management increased its Samsara (IOT) stake by 64% in Q2 2026, buying an estimated $3.33M and bringing the position to 275,200 shares worth $8.92M. The position accounts for 4.57% of the portfolio, ranked #12.

Octahedron Capital Management first reported a position in IOT in Q2 2022 and has held it in 6 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Octahedron Capital Management held 275,200 shares of Samsara worth $8.92M as of Q2 2026.
  • Octahedron Capital Management bought 107,421 Samsara shares in Q2 2026, an estimated $3.33M.
  • Samsara made up 4.57% of Octahedron Capital Management's portfolio in Q2 2026, its #12 holding.
  • Octahedron Capital Management first reported a position in Samsara in Q2 2022 and has held it in 6 quarters since.
  • 550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Octahedron Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.