WhaleCreep

Which hedge funds own IOT? SAMSARA INC, Q2 2026 13F holders

TechnologySoftware - Infrastructure

47 tracked hedge funds disclosed a position in IOT (SAMSARA INC) in their Q2 2026 13F filings, worth $2.7bn in total. The largest holder by portfolio weight is Octahedron Capital Management L.P. at 4.6% of its book. 15 opened a new position this quarter: Atreides Management, LP, Panoramic Capital, LLC, Cinctive Capital Management LP, Lakewood Capital Management, LP. 18 exited: Light Street Capital Management, LLC, Proem Advisors LLC, Kultura Capital Management LP.

47
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
15
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
18
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$105m
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$150m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$2.7bn
Combined value
Sum of the holders' reported positions in the security.
3.8%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

47 rows
Octahedron Capital Management L.P. Hedge fund4.6%$8.9m275,200+64%added
Caden Capital Partners, LP Hedge fund3.7%$303k9,3560.0%held
TFJ Management, LLC Hedge fund2.7%$4.2m129,7860.0%held
Baillie Gifford Long-only investor1.7%$1.8bn56.36m−2.0%reduced
Glynn Capital Management LLC Hedge fund1.6%$5.7m175,678−46%reduced
Sands Capital Long-only investor1.4%$368m11.35m−28%reduced
Expect Equity LLC Hedge fund1.3%$2.0m63,0710.0%held
Atreides Management, LP Hedge fund0.7%$74.9m2.31m–new
Freestone Grove Partners LP Hedge fund0.6%$93.1m2.87m+33%added
Panoramic Capital, LLC Hedge fund0.6%$1.3m40,000–new
Brandywine Managers, LLC Hedge fund0.5%$1.0m30,9700.0%held
Cinctive Capital Management LP Hedge fund0.4%$10.6m326,753–new
Lakewood Capital Management, LP Hedge fund0.3%$5.7m175,000–new
Bayforest Capital Ltd Hedge fund0.2%$246k7,575+129%added
Balyasny Asset Management L.P. Hedge fund0.2%$100m3.08m+491%added
Summit Partners Public Asset Management, LLC Hedge fund0.2%$6.9m212,431−84%reduced
Corient IA LP Hedge fund0.1%$141k4,3500.0%held
EntryPoint Capital, LLC Hedge fund0.1%$512k15,7840.0%held
Dark Forest Capital Management LP Hedge fund0.1%$1.7m51,445–new
NZS Capital, LLC Hedge fund0.09%$3.6m109,984+113%added
Woodline Partners LP Hedge fund0.08%$27.5m847,439+154%added
Squarepoint Ops LLC Hedge fund0.08%$43.6m1.34m−16%reduced
Fox Run Management, L.L.C. Hedge fund0.08%$461k14,203–new
Alpine Woods Capital Investors, LLC Hedge fund0.06%$246k7,573+5.3%added
Jain Global LLC Hedge fund0.06%$4.7m144,938–new
Y-Intercept (Hong Kong) Ltd Hedge fund0.04%$1.9m58,229–new
Adage Capital Partners GP, L.L.C. Hedge fund0.04%$25.2m777,777+35%added
Machina Capital S.A.S. Hedge fund0.04%$221k6,822–new
Lighthouse Investment Partners, LLC Hedge fund0.03%$1.1m34,150+215%added
Delta Global Management LP Hedge fund0.03%$273k8,406–new
Graham Capital Management, L.P. Hedge fund0.03%$1.1m32,689+89%added
Campbell & CO Investment Adviser LLC Hedge fund0.03%$508k15,663+46%added
Arrowstreet Capital, Limited Partnership Hedge fund0.02%$47.4m1.46m+17%added
Landscape Capital Management, L.L.C. Hedge fund0.02%$298k9,195−92%reduced
IFM Investors Pty Ltd Hedge fund0.02%$2.4m74,919+8.0%added
Marshall Wace, LLP Hedge fund0.01%$11.4m352,760+186%added
Engineers Gate Manager LP Hedge fund0.01%$671k20,700–new
Walleye Capital LLC Hedge fund0.01%$1.7m53,487−52%reduced
Brevan Howard Capital Management LP Hedge fund0.01%$395k12,191+81%added
AQR Capital Management LLC Hedge fund0.0%$13.6m421,972−7.9%reduced
Millennium Management LLC Hedge fund0.0%$6.8m208,231−83%reduced
Candriam S.C.A. Hedge fund0.0%$888k27,412–new
Verition Fund Management LLC Hedge fund0.0%$428k13,195–new
CVA Family Office, LLC Family office0.0%$32.3k996+11%added
Two Sigma Investments, LP Hedge fund0.0%$1.6m50,048–new
Fulcrum Asset Management LLP Hedge fund0.0%$3.4k105–new
Quarry LP Hedge fund0.0%$38912−99%reduced