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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 0.91% 37
2025
Q3 		$44.8M Buy
+1,203,282
New +$44.7M 0.67% 38
2023
Q4 		– Sell
-102,474
Closed -$2.58M – 65
2023
Q3 		$2.58M Hold
102,474
– – 0.04% 57
2023
Q2 		$2.84M Sell
102,474
-672,148
-87% -$14.9M 0.07% 52
2023
Q1 		$15.3M Sell
774,622
-4,504,476
-85% -$71.4M 0.52% 35
2022
Q4 		$65.6M Hold
5,279,098
– – 2% 10
2022
Q3 		$63.7M Buy
5,279,098
+809,646
+18% +$11.5M 1.54% 17
2022
Q2 		$49.9M Buy
4,469,452
+828,097
+23% +$9.99M 1.24% 15
2022
Q1 		$58.3M Buy
3,641,355
+1,402,994
+63% +$26.8M 0.67% 19
2021
Q4 		$62.9M Buy
+2,238,361
New +$58.3M 1.04% 28

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
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 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

PointState Capital's IOT Position: Q1 2026 in Review

PointState Capital sold out of Samsara (IOT) in Q1 2026, closing a stake of 1,737,068 shares — an estimated $61.6M sold.

PointState Capital first reported a position in IOT in Q4 2021 and held it in 10 quarters. The position peaked at $65.6M in Q4 2022. 543 funds tracked by Wall St. Rank hold IOT as of Q1 2026.

  • PointState Capital reported no remaining Samsara position as of Q1 2026 after selling out during the quarter.
  • PointState Capital sold 1,737,068 Samsara shares in Q1 2026, an estimated $61.6M.
  • PointState Capital first reported a position in Samsara in Q4 2021 and held it in 10 quarters.
  • PointState Capital's Samsara position peaked at $65.6M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Samsara as of Q1 2026.

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