Stanley Druckenmiller’s Samsara IOT Stock Holding History

Stanley Druckenmiller’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
2023 Q1	–	Sell	-810,713	Closed	-$10.1M	–	61
2022 Q4	$10.1M	Buy	+810,713	New	+$9.23M	0.5%	35
2022 Q3	–	Sell	-400,900	Closed	-$4.48M	–	68
2022 Q2	$4.48M	Buy	+400,900	New	+$4.84M	0.32%	29
2022 Q1	–	Sell	-272,700	Closed	-$7.67M	–	57
2021 Q4	$7.67M	Buy	+272,700	New	+$7.1M	0.28%	36

Other funds holding IOT

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

AEPLI

AH Equity Partners LSV III Menlo Park, California $262M AUM 59.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Stanley Druckenmiller's IOT Position: Q1 2023 in Review

Stanley Druckenmiller sold out of Samsara (IOT) in Q1 2023, closing a stake of 810,713 shares — an estimated $10.1M sold.

Stanley Druckenmiller first reported a position in IOT in Q4 2021 and held it in 3 quarters. The position peaked at $10.1M in Q4 2022. 174 funds tracked by Wall St. Rank hold IOT as of Q1 2023.

Stanley Druckenmiller reported no remaining Samsara position as of Q1 2023 after selling out during the quarter.
Stanley Druckenmiller sold 810,713 Samsara shares in Q1 2023, an estimated $10.1M.
Stanley Druckenmiller first reported a position in Samsara in Q4 2021 and held it in 3 quarters.
Stanley Druckenmiller's Samsara position peaked at $10.1M in Q4 2022.
174 funds tracked by Wall St. Rank held Samsara as of Q1 2023.

Based on Duquesne Family Office's 13F filing for Q1 2023, filed 15 May 2023.