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PC
PointState Capital’s
Samsara
IOT
Stock Holding History
PointState Capital’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
–
Sell
-1,737,068
Closed
-$61.6M
–
59
2025
Q4
$61.6M
Buy
1,737,068
+533,786
+44%
+$20.7M
1.05%
37
2025
Q3
$44.8M
Buy
+1,203,282
New
+$44.7M
0.8%
38
2023
Q4
–
Sell
-102,474
Closed
-$2.58M
–
68
2023
Q3
$2.58M
Hold
102,474
–
–
0.09%
57
2023
Q2
$2.84M
Sell
102,474
-672,148
-87%
-$14.9M
0.11%
52
2023
Q1
$15.3M
Sell
774,622
-4,504,476
-85%
-$71.4M
0.86%
35
2022
Q4
$65.6M
Hold
5,279,098
–
–
4.49%
10
2022
Q3
$63.7M
Buy
5,279,098
+809,646
+18%
+$11.5M
3.25%
17
2022
Q2
$49.9M
Buy
4,469,452
+828,097
+23%
+$9.99M
1.87%
15
2022
Q1
$58.3M
Buy
3,641,355
+1,402,994
+63%
+$26.8M
2.12%
19
2021
Q4
$62.9M
Buy
+2,238,361
New
+$58.3M
1.94%
28
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
$5.7T 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
$761B AUM
31.28%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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