Zevenbergen Capital Investments’s Samsara IOT Stock Holding History

Zevenbergen Capital Investments’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	$27M	Buy	832,213 +108,170	+15%	+$3.35M	0.62%	39
2026 Q1	$22.9M	Sell	724,043 -139,508	-16%	-$4.26M	0.66%	36
2025 Q4	$30.6M	Sell	863,551 -134,478	-13%	-$5.2M	0.68%	39
2025 Q3	$37.2M	Buy	998,029 +43,238	+5%	+$1.61M	0.72%	37
2025 Q2	$38M	Buy	954,791 +366,982	+62%	+$15.2M	0.74%	32
2025 Q1	$22.5M	Buy	587,809 +173,984	+42%	+$8.1M	0.55%	38
2024 Q4	$18.1M	Buy	+413,825	New	+$20.4M	0.37%	43

Other funds holding IOT

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Zevenbergen Capital Investments's IOT Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its Samsara (IOT) stake by 15% in Q2 2026, buying an estimated $3.35M and bringing the position to 832,213 shares worth $27M. The position accounts for 0.62% of the portfolio, ranked #39.

Zevenbergen Capital Investments first reported a position in IOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $38M in Q2 2025. 256 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

Zevenbergen Capital Investments held 832,213 shares of Samsara worth $27M as of Q2 2026.
Zevenbergen Capital Investments bought 108,170 Samsara shares in Q2 2026, an estimated $3.35M.
Samsara made up 0.62% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #39 holding.
Zevenbergen Capital Investments first reported a position in Samsara in Q4 2024 and has held it in 7 quarters since.
Zevenbergen Capital Investments's Samsara position peaked at $38M in Q2 2025.
256 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.