one8zero8 LLC’s Samsara IOT Stock Holding History

one8zero8 LLC’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	$4.39M	Buy	135,350 +71,800	+113%	+$2.22M	0.87%	29
2026 Q1	$2.01M	Buy	63,550 +56,550	+808%	+$1.73M	0.45%	59
2025 Q4	$248K	Buy	+7,000	New	+$271K	0.05%	188

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

one8zero8 LLC's IOT Position: Q2 2026 in Review

one8zero8 LLC increased its Samsara (IOT) stake by 113% in Q2 2026, buying an estimated $2.22M and bringing the position to 135,350 shares worth $4.39M. The position accounts for 0.87% of the portfolio, ranked #29.

one8zero8 LLC first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. 550 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

one8zero8 LLC held 135,350 shares of Samsara worth $4.39M as of Q2 2026.
one8zero8 LLC bought 71,800 Samsara shares in Q2 2026, an estimated $2.22M.
Samsara made up 0.87% of one8zero8 LLC's portfolio in Q2 2026, its #29 holding.
one8zero8 LLC first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
550 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on one8zero8 LLC's 13F filing for Q2 2026, filed 10 Aug 2026.