TIM
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Thornburg Investment Management’s Samsara IOT Stock Holding History

Thornburg Investment 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
Q2 		$4.17M Buy
128,450
+92,577
+258% +$2.87M 0.04% 100
2026
Q1 		$1.14M Sell
35,873
-55,462
-61% -$1.69M 0.01% 137
2025
Q4 		$3.24M Buy
91,335
+4,161
+5% +$161K 0.04% 142
2025
Q3 		$3.25M Buy
87,174
+9,768
+13% +$363K 0.04% 141
2025
Q2 		$3.08M Buy
+77,406
New +$3.2M 0.04% 142

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 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

Thornburg Investment Management's IOT Position: Q2 2026 in Review

Thornburg Investment Management increased its Samsara (IOT) stake by 258% in Q2 2026, buying an estimated $2.87M and bringing the position to 128,450 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #100.

Thornburg Investment Management first reported a position in IOT in Q2 2025 and has held it in 5 quarters since. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • Thornburg Investment Management held 128,450 shares of Samsara worth $4.17M as of Q2 2026.
  • Thornburg Investment Management bought 92,577 Samsara shares in Q2 2026, an estimated $2.87M.
  • Samsara made up 0.04% of Thornburg Investment Management's portfolio in Q2 2026, its #100 holding.
  • Thornburg Investment Management first reported a position in Samsara in Q2 2025 and has held it in 5 quarters since.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Thornburg Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.