Y-Intercept (HK)’s Samsara IOT Stock Holding History

Y-Intercept (HK)’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	$1.89M	Buy	+58,229	New	+$1.8M	0.04%	739
2025 Q4	–	Sell	-73,836	Closed	-$2.75M	–	1763
2025 Q3	$2.75M	Buy	+73,836	New	+$2.74M	0.07%	442
2025 Q1	–	Sell	-23,077	Closed	-$1.01M	–	1400
2024 Q4	$1.01M	Buy	+23,077	New	+$1.14M	0.07%	424
2024 Q1	–	Sell	-80,984	Closed	-$2.7M	–	1557
2023 Q4	$2.7M	Buy	80,984 +52,714	+186%	+$1.46M	0.25%	84
2023 Q3	$713K	Buy	28,270 +8,149	+40%	+$216K	0.07%	427
2023 Q2	$558K	Buy	+20,121	New	+$446K	0.06%	521

Other funds holding IOT

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return