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 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 $97.9B AUM 20.73% 1-Year Est. Return

T. Rowe Price Associates

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

Fidelity Investments

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sands Capital Management

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return