Samsara Inc.
IOT- 交易所
- NYSE
- 產業
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001642896
近 90 天，Samsara Inc. 內部人申報 0 筆公開市場買進、20 筆賣出；2026 年第 2 季末有 553 家機構在 13F 申報持有，市值合計 $128.0 億；沒有大師持有。
2023 年第 1 季 13F 持有人
Samsara Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 174
- 較 2022 年第 4 季 +20 家
- 持有股數
- 1.48 億
- 較 2022 年第 4 季 +1,997 萬 (+15.6%)
- 總市值
- $29.1 億
- 較 2022 年第 4 季 +$13.2 億 (+83.4%)
- 新進機構
- 50
- 另有 59 家加碼
- 清倉機構
- 30
- 另有 44 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 IOT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 553 | $128.0 億 |
| 2026 年第 1 季 | 544 | $114.9 億 |
| 2025 年第 4 季 | 546 | $116.9 億 |
| 2025 年第 3 季 | 517 | $117.1 億 |
| 2025 年第 2 季 | 490 | $120.3 億 |
| 2025 年第 1 季 | 447 | $101.0 億 |
| 2024 年第 4 季 | 435 | $107.0 億 |
| 2024 年第 3 季 | 387 | $108.8 億 |
| 2024 年第 2 季 | 333 | $69.2 億 |
| 2024 年第 1 季 | 316 | $70.0 億 |
| 2023 年第 4 季 | 254 | $60.4 億 |
| 2023 年第 3 季 | 208 | $43.3 億 |
| 2023 年第 2 季 | 217 | $44.8 億 |
| 2023 年第 1 季 | 174 | $29.1 億 |
| 2022 年第 4 季 | 155 | $15.9 億 |
| 2022 年第 3 季 | 134 | $16.3 億 |
| 2022 年第 2 季 | 104 | $13.2 億 |
| 2022 年第 1 季 | 81 | $16.1 億 |
| 2021 年第 4 季 | 79 | $28.1 億 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 1 季持有機構
每家機構持有 Samsara Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| General Catalyst Group Management, LLC | 33,428,587 | $6.59 億 | 68.31% | −14,000,000−29.5% | 減碼 |
| Morgan Stanley | 19,146,891 | $3.78 億 | 0.04% | +11,819,982+161.3% | 加碼 |
| Baillie Gifford & Co | 18,813,062 | $3.71 億 | 0.33% | +18,813,062 | 新進 |
| Vanguard Group Inc | 10,610,163 | $2.09 億 | 0.01% | +1,704,847+19.1% | 加碼 |
| General Atlantic LLC | 9,227,020 | $1.82 億 | 2.11% | +9,227,020 | 新進 |
| AH Equity Partners LSV III, L.L.C. | 3,995,652 | $7,879 萬 | 32.63% | 00.0% | 不變 |
| Invesco Ltd. | 3,571,375 | $7,043 萬 | 0.02% | +2,452,394+219.2% | 加碼 |
| FMR LLC | 2,828,148 | $5,577 萬 | 0.01% | +910,014+47.4% | 加碼 |
| Summit Partners Public Asset Management, LLC | 2,711,140 | $5,346 萬 | 3.00% | +623,743+29.9% | 加碼 |
| Sands Capital Ventures, LLC | 2,294,776 | $4,525 萬 | 11.18% | −750,000−24.6% | 減碼 |
| BlackRock Inc. | 2,285,258 | $4,507 萬 | 0.00% | +352,004+18.2% | 加碼 |
| Millennium Management LLC | 2,195,933 | $4,330 萬 | 0.05% | +707,907+47.6% | 加碼 |
| Lord, Abbett & Co. LLC | 2,184,251 | $4,307 萬 | 0.16% | +2,184,251 | 新進 |
| D. E. Shaw & Co., Inc. | 2,074,203 | $4,090 萬 | 0.07% | +976,603+89.0% | 加碼 |
| Sands Capital Management, LLC | 1,718,635 | $3,389 萬 | 0.11% | −18,830−1.1% | 減碼 |
| Westfield Capital Management Co LP | 1,605,956 | $3,167 萬 | 0.22% | −945,045−37.0% | 減碼 |
| Voloridge Investment Management, LLC | 1,391,631 | $2,744 萬 | 0.14% | +1,344,171+2,832.2% | 加碼 |
| Greenoaks Capital Partners LLC | 1,363,027 | $2,688 萬 | 3.91% | −2,447,636−64.2% | 減碼 |
| Goldman Sachs Group Inc | 1,330,961 | $2,625 萬 | 0.01% | +235,432+21.5% | 加碼 |
| Two Sigma Investments, LP | 1,270,867 | $2,506 萬 | 0.07% | +1,227,966+2,862.3% | 加碼 |
| Bank of America Corp | 1,266,710 | $2,498 萬 | 0.00% | +1,257,525+13,691.1% | 加碼 |
| TimesSquare Capital Management, LLC | 1,221,150 | $2,408 萬 | 0.35% | −402,500−24.8% | 減碼 |
| 1832 Asset Management L.P. | 1,152,000 | $2,272 萬 | 0.05% | +630,600+120.9% | 加碼 |
| Renaissance Technologies LLC | 1,098,500 | $2,166 萬 | 0.03% | +971,200+762.9% | 加碼 |
| Price T Rowe Associates Inc | 1,055,655 | $2,082 萬 | 0.00% | +675,317+177.6% | 加碼 |
| Geode Capital Management, LLC | 1,036,084 | $2,043 萬 | 0.00% | +157,527+17.9% | 加碼 |
| Exchange Traded Concepts, LLC | 838,436 | $1,653 萬 | 0.45% | −398,597−32.2% | 減碼 |
| Legal & General Group Plc | 828,003 | $1,633 萬 | 0.01% | −352,149−29.8% | 減碼 |
| JPMorgan Chase & Co | 776,518 | $1,531 萬 | 0.00% | +107,262+16.0% | 加碼 |
| Victory Capital Management Inc | 774,971 | $1,528 萬 | 0.02% | +774,971 | 新進 |
| PointState Capital LP | 774,622 | $1,528 萬 | 0.86% | −4,504,476−85.3% | 減碼 |
| State Street Corp | 770,264 | $1,519 萬 | 0.00% | +129,928+20.3% | 加碼 |
| Common Fund for Nonprofit Organizations | 678,064 | $1,337 萬 | 2.34% | 00.0% | 不變 |
| First Trust Advisors LP | 676,362 | $1,334 萬 | 0.02% | +476,116+237.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 659,990 | $1,302 萬 | 0.03% | +659,990 | 新進 |
| Norges Bank | 622,222 | $1,227 萬 | 0.00% | 00.0% | 不變 |
| Charles Schwab Investment Management Inc | 583,003 | $1,150 萬 | 0.00% | +67,699+13.1% | 加碼 |
| Lisanti Capital Growth, LLC | 561,450 | $1,107 萬 | 1.55% | +561,450 | 新進 |
| Jane Street Group, LLC | 495,169 | $976.5 萬 | 0.02% | +476,268+2,519.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 363,735 | $717.3 萬 | 0.07% | +110,897+43.9% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 347,016 | $684.3 萬 | 0.02% | +170,638+96.7% | 加碼 |
| Occudo Quantitative Strategies LP | 322,632 | $636.2 萬 | 0.58% | +322,632 | 新進 |
| Qube Research & Technologies Ltd | 298,989 | $589.6 萬 | 0.03% | +298,989 | 新進 |
| Ensign Peak Advisors, Inc | 265,380 | $523.3 萬 | 0.01% | +265,380 | 新進 |
| Northern Trust Corp | 246,923 | $486.9 萬 | 0.00% | +26,210+11.9% | 加碼 |
| Massachusetts Institute of Technology | 237,915 | $469.2 萬 | 0.73% | +237,915 | 新進 |
| Citadel Advisors LLC | 231,388 | $456.3 萬 | 0.00% | −262,887−53.2% | 減碼 |
| Advisory Research Inc | 218,961 | $431.8 萬 | 0.71% | +23,353+11.9% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 203,790 | $401.9 萬 | 0.37% | +203,790 | 新進 |
| Two Sigma Advisers, LP | 200,400 | $395.2 萬 | 0.01% | +200,400 | 新進 |
| Swiss National Bank | 191,200 | $377.0 萬 | 0.00% | +16,300+9.3% | 加碼 |
| New York State Common Retirement Fund | 175,470 | $346.0 萬 | 0.00% | +169,163+2,682.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 166,286 | $327.9 萬 | 0.02% | +166,286 | 新進 |
| Balyasny Asset Management LLC | 153,227 | $302.2 萬 | 0.01% | +153,227 | 新進 |
| Schonfeld Strategic Advisors LLC | 145,600 | $287.1 萬 | 0.03% | +145,600 | 新進 |
| PDT Partners, LLC | 139,281 | $274.7 萬 | 0.37% | +70,349+102.1% | 加碼 |
| Trexquant Investment LP | 136,611 | $269.4 萬 | 0.07% | +136,611 | 新進 |
| Amundi | 140,202 | $262.2 萬 | 0.00% | +65,441+87.5% | 加碼 |
| Twinbeech Capital LP | 130,586 | $257.5 萬 | 0.05% | −11,696−8.2% | 減碼 |
| Catalyst Private Wealth, LLC | 129,124 | $254.6 萬 | 1.76% | −29,758−18.7% | 減碼 |
| Penserra Capital Management LLC | 125,673 | $247.8 萬 | 0.05% | +125,673 | 新進 |
| Marshall Wace, LLP | 125,096 | $246.7 萬 | 0.01% | −414,026−76.8% | 減碼 |
| STRS Ohio | 113,723 | $224.2 萬 | 0.01% | +113,723 | 新進 |
| Hongkou Capital LP | 109,737 | $216.4 萬 | 7.10% | −110,415−50.2% | 減碼 |
| Susquehanna International Group, LLP | 105,185 | $207.4 萬 | 0.00% | +105,185 | 新進 |
| G2 Investment Partners Management LLC | 102,856 | $202.8 萬 | 0.58% | +102,856 | 新進 |
| UBS Asset Management Americas Inc | 98,688 | $194.6 萬 | 0.00% | +28,582+40.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 98,573 | $194.4 萬 | 0.08% | 00.0% | 不變 |
| Graham Capital Management, L.P. | 95,801 | $188.9 萬 | 0.07% | −155,623−61.9% | 減碼 |
| Quadrature Capital Ltd | 88,079 | $173.8 萬 | 0.05% | +40,997+87.1% | 加碼 |
| Alps Advisors Inc | 85,940 | $169.5 萬 | 0.01% | −49,665−36.6% | 減碼 |
| Harbor Capital Advisors, Inc. | 85,396 | $168.4 萬 | 0.49% | −29,279−25.5% | 減碼 |
| Credit Suisse AG | 79,321 | $156.4 萬 | 0.00% | +17,959+29.3% | 加碼 |
| California State Teachers Retirement System | 77,821 | $153.5 萬 | 0.00% | +14,893+23.7% | 加碼 |
| Aigen Investment Management, LP | 76,548 | $151.0 萬 | 0.21% | +76,548 | 新進 |
| Voya Investment Management LLC | 75,053 | $148.0 萬 | 0.00% | 00.0% | 不變 |
| Caden Capital Partners, LP | 75,000 | $147.9 萬 | 0.61% | −25,000−25.0% | 減碼 |
| Bank of New York Mellon Corp | 73,410 | $144.8 萬 | 0.00% | +6,376+9.5% | 加碼 |
| Simplex Trading, LLC | 71,006 | $140.0 萬 | 0.06% | +16,378+30.0% | 加碼 |
| Janus Henderson Group PLC | 68,212 | $134.6 萬 | 0.00% | −49,354−42.0% | 減碼 |
| Quantbot Technologies LP | 65,659 | $129.5 萬 | 0.09% | +49,028+294.8% | 加碼 |
| Tudor Investment Corp Et Al | 65,142 | $128.5 萬 | 0.02% | −27,376−29.6% | 減碼 |
| Jump Financial, LLC | 59,195 | $116.7 萬 | 0.05% | +43,093+267.6% | 加碼 |
| Ameriprise Financial Inc | 108,966 | $112.8 萬 | 0.00% | −870,385−88.9% | 減碼 |
| LPL Financial LLC | 57,089 | $112.6 萬 | 0.00% | −206−0.4% | 減碼 |
| Alliancebernstein L.P. | 51,830 | $102.2 萬 | 0.00% | +51,830 | 新進 |
| Bayesian Capital Management, LP | 51,500 | $101.6 萬 | 0.13% | +33,300+183.0% | 加碼 |
| Engineers Gate Manager LP | 51,194 | $101.0 萬 | 0.04% | +31,076+154.5% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 49,816 | $98.2 萬 | 0.01% | +3,502+7.6% | 加碼 |
| Squarepoint Ops LLC | 47,039 | $92.8 萬 | 0.01% | +47,039 | 新進 |
| Synovus Financial Corp | 45,398 | $89.5 萬 | 0.01% | +33,678+287.4% | 加碼 |
| Canal Insurance CO | 40,000 | $78.9 萬 | 0.21% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 37,510 | $74.0 萬 | 0.00% | +1,993+5.6% | 加碼 |
| Versor Investments LP | 33,388 | $65.8 萬 | 0.09% | −7,612−18.6% | 減碼 |
| ETF Managers Group, LLC | 28,975 | $57.1 萬 | 0.02% | −4,822−14.3% | 減碼 |
| Dimensional Fund Advisors LP | 27,059 | $53.4 萬 | 0.00% | +9,282+52.2% | 加碼 |
| UBS Group AG | 27,053 | $53.3 萬 | 0.00% | +7,009+35.0% | 加碼 |
| O'Neil Global Advisors, Inc. | 26,247 | $51.8 萬 | 0.27% | +26,247 | 新進 |
| SG Americas Securities, LLC | 26,104 | $51.5 萬 | 0.01% | +26,104 | 新進 |
| Arizona State Retirement System | 25,668 | $50.6 萬 | 0.00% | +5,232+25.6% | 加碼 |