Triatomic Management’s Samsara IOT Stock Holding History

Triatomic 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
2024 Q2	–	Sell	-11,877	Closed	-$449K	–	17
2024 Q1	$449K	Sell	11,877 -6,000	-34%	-$204K	0.84%	17
2023 Q4	$597K	Sell	17,877 -8,700	-33%	-$242K	0.76%	23
2023 Q3	$670K	Sell	26,577 -7,440	-22%	-$197K	0.46%	29
2023 Q2	$943K	Sell	34,017 -75,720	-69%	-$1.68M	0.97%	20
2023 Q1	$2.16M	Sell	109,737 -110,415	-50%	-$1.75M	1.46%	15
2022 Q4	$2.74M	Buy	220,152 +19,690	+10%	+$224K	2.3%	12
2022 Q3	$2.42M	Buy	200,462 +60,033	+43%	+$850K	1.39%	14
2022 Q2	$1.57M	Buy	140,429 +29,882	+27%	+$361K	1.44%	16
2022 Q1	$1.77M	Buy	110,547 +95,547	+637%	+$1.82M	1.44%	18
2021 Q4	$422K	Buy	+15,000	New	+$391K	0.26%	32

Other funds holding IOT

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

GCGM

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

ACM

AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return

Triatomic Management's IOT Position: Q2 2024 in Review

Triatomic Management sold out of Samsara (IOT) in Q2 2024, closing a stake of 11,877 shares — an estimated $449K sold.

Triatomic Management first reported a position in IOT in Q4 2021 and held it in 10 quarters. The position peaked at $2.74M in Q4 2022. 332 funds tracked by Wall St. Rank hold IOT as of Q2 2024.

Triatomic Management reported no remaining Samsara position as of Q2 2024 after selling out during the quarter.
Triatomic Management sold 11,877 Samsara shares in Q2 2024, an estimated $449K.
Triatomic Management first reported a position in Samsara in Q4 2021 and held it in 10 quarters.
Triatomic Management's Samsara position peaked at $2.74M in Q4 2022.
332 funds tracked by Wall St. Rank held Samsara as of Q2 2024.

Based on Triatomic Management's 13F filing for Q2 2024, filed 14 Aug 2024.