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TwinBeech Capital’s Samsara IOT Stock Holding History

TwinBeech 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
Q2 		– Sell
-134,645
Closed -$4.27M – 523
2026
Q1 		$4.27M Sell
134,645
-183,680
-58% -$5.61M 0.44% 63
2025
Q4 		$11.3M Buy
+318,325
New +$12.3M 0.8% 26
2025
Q3 		– Sell
-159,766
Closed -$6.36M – 690
2025
Q2 		$6.36M Buy
+159,766
New +$6.6M 0.14% 175
2024
Q4 		– Sell
-257,453
Closed -$12.4M – 765
2024
Q3 		$12.4M Buy
+257,453
New +$10.4M 0.24% 121
2024
Q2 		– Sell
-233,269
Closed -$8.82M – 660
2024
Q1 		$8.82M Sell
233,269
-180,381
-44% -$6.14M 0.18% 141
2023
Q4 		$13.8M Buy
413,650
+87,866
+27% +$2.44M 0.22% 138
2023
Q3 		$8.21M Buy
325,784
+202,769
+165% +$5.38M 0.16% 177
2023
Q2 		$3.41M Sell
123,015
-7,571
-6% -$168K 0.07% 312
2023
Q1 		$2.58M Sell
130,586
-11,696
-8% -$185K 0.05% 341
2022
Q4 		$1.77M Buy
+142,282
New +$1.62M 0.03% 450

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

TwinBeech Capital's IOT Position: Q2 2026 in Review

TwinBeech Capital sold out of Samsara (IOT) in Q2 2026, closing a stake of 134,645 shares — an estimated $4.27M sold.

TwinBeech Capital first reported a position in IOT in Q4 2022 and held it in 10 quarters. The position peaked at $13.8M in Q4 2023. 548 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • TwinBeech Capital reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 134,645 Samsara shares in Q2 2026, an estimated $4.27M.
  • TwinBeech Capital first reported a position in Samsara in Q4 2022 and held it in 10 quarters.
  • TwinBeech Capital's Samsara position peaked at $13.8M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.