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Sands Capital Management’s
Samsara
IOT
Stock Holding History
Sands 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
$496M
Sell
15,657,744
-3,465,574
-18%
-$106M
1.95%
19
2025
Q4
$678M
Sell
19,123,318
-1,395,014
-7%
-$54M
2.06%
23
2025
Q3
$764M
Buy
20,518,332
+1,242,122
+6%
+$46.1M
2.11%
20
2025
Q2
$767M
Buy
19,276,210
+2,833,049
+17%
+$117M
2.2%
18
2025
Q1
$630M
Buy
16,443,161
+6,073,397
+59%
+$283M
2.14%
18
2024
Q4
$453M
Buy
10,369,764
+2,154,027
+26%
+$106M
1.34%
26
2024
Q3
$395M
Buy
8,215,737
+603,516
+8%
+$24.5M
1.2%
27
2024
Q2
$257M
Buy
7,612,221
+6,038,941
+384%
+$208M
0.75%
33
2024
Q1
$59.5M
Sell
1,573,280
-6,596
-0.4%
-$224K
0.17%
57
2023
Q4
$52.7M
Buy
1,579,876
+69,171
+5%
+$1.92M
0.16%
55
2023
Q3
$38.1M
Sell
1,510,705
-186,615
-11%
-$4.95M
0.13%
58
2023
Q2
$47M
Sell
1,697,320
-21,315
-1%
-$473K
0.15%
57
2023
Q1
$33.9M
Sell
1,718,635
-18,830
-1%
-$298K
0.11%
59
2022
Q4
$21.6M
Sell
1,737,465
-190
-0%
-$2.16K
0.08%
60
2022
Q3
$21M
Sell
1,737,655
-3,433
-0.2%
-$48.6K
0.08%
61
2022
Q2
$19.4M
Buy
1,741,088
+1,999
+0.1%
+$24.1K
0.07%
62
2022
Q1
$27.9M
Buy
1,739,089
+377,864
+28%
+$7.21M
0.06%
61
2021
Q4
$38.3M
Buy
+1,361,225
New
+$35.5M
0.07%
63
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
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
Morgan Stanley
New York
$1.66T AUM
25.57%
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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