Westwind Capital’s Samsara IOT Stock Holding History

Westwind 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	-16,451	Closed	-$521K	–	89
2026 Q1	$521K	Sell	16,451 -494,370	-97%	-$15.1M	0.13%	34
2025 Q4	$18.1M	Sell	510,821 -14,866	-3%	-$575K	3.7%	12
2025 Q3	$19.6M	Buy	525,687 +5,097	+1%	+$189K	4.09%	10
2025 Q2	$20.7M	Buy	520,590 +8,129	+2%	+$336K	4.23%	11
2025 Q1	$19.6M	Buy	512,461 +135,994	+36%	+$6.33M	4.89%	8
2024 Q4	$16.4M	Sell	376,467 -1,169	-0.3%	-$57.5K	3.59%	12
2024 Q3	$18.2M	Buy	377,636 +377,630	+6,293,833%	+$15.3M	4.41%	11
2024 Q2	$12.8M	Sell	6 -244,744	-100%	-$8.44M	3.19%	15
2024 Q1	$9.25M	Buy	244,750 +12,720	+5%	+$433K	2.34%	17
2023 Q4	$7.75M	Buy	232,030 +3,120	+1%	+$86.6K	2.11%	18
2023 Q3	$5.77M	Buy	+228,910	New	+$6.07M	1.78%	18

Other funds holding IOT

APM

a16z Perennial Management Menlo Park, California $1.24B AUM 7.36% 1-Year Est. Return

JPT

Jordan Park Trust Portsmouth, New Hampshire $143M AUM 15.59% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Westwind Capital's IOT Position: Q2 2026 in Review

Westwind Capital sold out of Samsara (IOT) in Q2 2026, closing a stake of 16,451 shares — an estimated $521K sold.

Westwind Capital first reported a position in IOT in Q3 2023 and held it in 11 quarters. The position peaked at $20.7M in Q2 2025. 168 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Westwind Capital reported no remaining Samsara position as of Q2 2026 after selling out during the quarter.
Westwind Capital sold 16,451 Samsara shares in Q2 2026, an estimated $521K.
Westwind Capital first reported a position in Samsara in Q3 2023 and held it in 11 quarters.
Westwind Capital's Samsara position peaked at $20.7M in Q2 2025.
168 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.