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 2 季 13F 持有人
Samsara Inc. 在 2023/6/30 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
- 217
- 較 2023 年第 1 季 +44 家
- 持有股數
- 1.62 億
- 較 2023 年第 1 季 +1,384 萬 (+9.4%)
- 總市值
- $44.8 億
- 較 2023 年第 1 季 +$15.6 億 (+53.7%)
- 新進機構
- 73
- 另有 72 家加碼
- 清倉機構
- 29
- 另有 49 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 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 | $9.26 億 | 74.13% | 00.0% | 不變 |
| Baillie Gifford & Co | 21,419,199 | $5.94 億 | 0.50% | +2,606,137+13.9% | 加碼 |
| Morgan Stanley | 20,496,966 | $5.68 億 | 0.06% | +1,350,075+7.1% | 加碼 |
| Vanguard Group Inc | 13,444,190 | $3.73 億 | 0.01% | +2,834,027+26.7% | 加碼 |
| FMR LLC | 6,227,380 | $1.73 億 | 0.01% | +3,399,232+120.2% | 加碼 |
| Invesco Ltd. | 4,168,583 | $1.16 億 | 0.03% | +597,208+16.7% | 加碼 |
| AH Equity Partners LSV III, L.L.C. | 3,995,652 | $1.11 億 | 38.17% | 00.0% | 不變 |
| Two Sigma Investments, LP | 3,351,543 | $9,287 萬 | 0.25% | +2,080,676+163.7% | 加碼 |
| BlackRock Inc. | 3,333,621 | $9,237 萬 | 0.00% | +1,048,363+45.9% | 加碼 |
| 1832 Asset Management L.P. | 3,318,500 | $9,196 萬 | 0.18% | +2,166,500+188.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,253,156 | $9,014 萬 | 0.14% | +1,178,953+56.8% | 加碼 |
| Two Sigma Advisers, LP | 3,104,400 | $8,602 萬 | 0.22% | +2,904,000+1,449.1% | 加碼 |
| Voloridge Investment Management, LLC | 2,543,038 | $7,047 萬 | 0.33% | +1,151,407+82.7% | 加碼 |
| Millennium Management LLC | 2,487,297 | $6,892 萬 | 0.07% | +291,364+13.3% | 加碼 |
| Renaissance Technologies LLC | 2,144,717 | $5,943 萬 | 0.09% | +1,046,217+95.2% | 加碼 |
| Whale Rock Capital Management LLC | 1,902,090 | $5,271 萬 | 0.91% | +1,902,090 | 新進 |
| Lord, Abbett & Co. LLC | 1,820,861 | $5,046 萬 | 0.17% | −363,390−16.6% | 減碼 |
| Sands Capital Management, LLC | 1,697,320 | $4,703 萬 | 0.15% | −21,315−1.2% | 減碼 |
| Sands Capital Ventures, LLC | 1,543,447 | $4,277 萬 | 12.65% | −751,329−32.7% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,469,785 | $4,073 萬 | 2.07% | −1,241,355−45.8% | 減碼 |
| Price T Rowe Associates Inc | 1,316,738 | $3,649 萬 | 0.01% | +261,083+24.7% | 加碼 |
| Westfield Capital Management Co LP | 1,286,486 | $3,565 萬 | 0.23% | −319,470−19.9% | 減碼 |
| First Trust Advisors LP | 1,266,414 | $3,509 萬 | 0.04% | +590,052+87.2% | 加碼 |
| Geode Capital Management, LLC | 1,180,502 | $3,271 萬 | 0.00% | +144,418+13.9% | 加碼 |
| Goldman Sachs Group Inc | 1,167,305 | $3,235 萬 | 0.01% | −163,656−12.3% | 減碼 |
| Bank of America Corp | 1,074,823 | $2,978 萬 | 0.00% | −191,887−15.1% | 減碼 |
| Legal & General Group Plc | 906,146 | $2,511 萬 | 0.01% | +78,143+9.4% | 加碼 |
| TimesSquare Capital Management, LLC | 792,895 | $2,197 萬 | 0.31% | −428,255−35.1% | 減碼 |
| Deutsche Bank AG | 790,432 | $2,190 萬 | 0.01% | +785,409+15,636.3% | 加碼 |
| State Street Corp | 772,884 | $2,142 萬 | 0.00% | +2,620+0.3% | 加碼 |
| Exchange Traded Concepts, LLC | 769,629 | $2,133 萬 | 0.53% | −68,807−8.2% | 減碼 |
| Common Fund for Nonprofit Organizations | 678,064 | $1,879 萬 | 2.96% | 00.0% | 不變 |
| JPMorgan Chase & Co | 641,508 | $1,778 萬 | 0.00% | −135,010−17.4% | 減碼 |
| Charles Schwab Investment Management Inc | 635,183 | $1,760 萬 | 0.01% | +52,180+9.0% | 加碼 |
| Norges Bank | 622,222 | $1,724 萬 | 0.00% | 00.0% | 不變 |
| Mitsubishi UFJ Trust & Banking Corp | 596,750 | $1,654 萬 | 0.04% | −63,240−9.6% | 減碼 |
| Citadel Advisors LLC | 522,599 | $1,448 萬 | 0.02% | +291,211+125.9% | 加碼 |
| Marshall Wace, LLP | 487,730 | $1,351 萬 | 0.03% | +362,634+289.9% | 加碼 |
| Cubist Systematic Strategies, LLC | 457,761 | $1,268 萬 | 0.14% | +94,026+25.9% | 加碼 |
| Qube Research & Technologies Ltd | 457,333 | $1,267 萬 | 0.05% | +158,344+53.0% | 加碼 |
| Mass General Brigham, Inc | 378,035 | $1,048 萬 | 9.53% | +378,035 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 344,460 | $954.0 萬 | 0.02% | −2,556−0.7% | 減碼 |
| Trexquant Investment LP | 339,382 | $940.4 萬 | 0.25% | +202,771+148.4% | 加碼 |
| Ensign Peak Advisors, Inc | 296,080 | $820.4 萬 | 0.02% | +30,700+11.6% | 加碼 |
| Northern Trust Corp | 280,526 | $777.3 萬 | 0.00% | +33,603+13.6% | 加碼 |
| Alliancebernstein L.P. | 275,309 | $762.9 萬 | 0.00% | +223,479+431.2% | 加碼 |
| Advisory Research Inc | 261,801 | $725.5 萬 | 0.93% | +42,840+19.6% | 加碼 |
| Swiss National Bank | 242,300 | $671.4 萬 | 0.00% | +51,100+26.7% | 加碼 |
| Susquehanna International Group, LLP | 238,139 | $659.9 萬 | 0.01% | +132,954+126.4% | 加碼 |
| Quadrature Capital Ltd | 226,888 | $628.7 萬 | 0.14% | +138,809+157.6% | 加碼 |
| Dimensional Fund Advisors LP | 208,475 | $577.7 萬 | 0.00% | +181,416+670.4% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 203,790 | $564.7 萬 | 0.57% | 00.0% | 不變 |
| Engineers Gate Manager LP | 203,249 | $563.2 萬 | 0.21% | +152,055+297.0% | 加碼 |
| Tudor Investment Corp Et Al | 202,265 | $560.5 萬 | 0.09% | +137,123+210.5% | 加碼 |
| PDT Partners, LLC | 186,954 | $518.0 萬 | 0.71% | +47,673+34.2% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 177,617 | $492.2 萬 | 0.02% | +11,331+6.8% | 加碼 |
| Acadian Asset Management LLC | 155,506 | $430.1 萬 | 0.02% | +152,641+5,327.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 148,000 | $410.1 萬 | 0.02% | +148,000 | 新進 |
| Amundi | 145,484 | $400.1 萬 | 0.00% | +5,282+3.8% | 加碼 |
| Bank of New York Mellon Corp | 143,313 | $397.1 萬 | 0.00% | +69,903+95.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 138,500 | $383.8 萬 | 0.03% | −7,100−4.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 135,000 | $374.1 萬 | 0.01% | +135,000 | 新進 |
| Penserra Capital Management LLC | 132,292 | $366.5 萬 | 0.07% | +6,619+5.3% | 加碼 |
| Twin Tree Management, LP | 125,684 | $348.3 萬 | 0.07% | +125,684 | 新進 |
| State of New Jersey Common Pension Fund D | 124,458 | $344.9 萬 | 0.01% | +124,458 | 新進 |
| Twinbeech Capital LP | 123,015 | $340.9 萬 | 0.07% | −7,571−5.8% | 減碼 |
| Catalyst Private Wealth, LLC | 122,975 | $340.8 萬 | 2.14% | −6,149−4.8% | 減碼 |
| Bayesian Capital Management, LP | 120,200 | $333.1 萬 | 0.36% | +68,700+133.4% | 加碼 |
| Raymond James & Associates | 117,086 | $324.4 萬 | 0.00% | +106,586+1,015.1% | 加碼 |
| Credit Suisse AG | 114,772 | $318.0 萬 | 0.00% | +35,451+44.7% | 加碼 |
| Principal Financial Group Inc | 105,244 | $291.6 萬 | 0.00% | +105,244 | 新進 |
| Lisanti Capital Growth, LLC | 103,495 | $286.8 萬 | 0.40% | −457,955−81.6% | 減碼 |
| PointState Capital LP | 102,474 | $284.0 萬 | 0.11% | −672,148−86.8% | 減碼 |
| Toroso Investments, LLC | 100,121 | $277.4 萬 | 0.08% | +100,121 | 新進 |
| UBS Group AG | 99,144 | $274.7 萬 | 0.00% | +72,091+266.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 98,554 | $273.1 萬 | 0.55% | +13,158+15.4% | 加碼 |
| California State Teachers Retirement System | 97,901 | $271.3 萬 | 0.00% | +20,080+25.8% | 加碼 |
| Jane Street Group, LLC | 97,294 | $269.6 萬 | 0.00% | −397,875−80.4% | 減碼 |
| Gotham Asset Management, LLC | 95,036 | $263.3 萬 | 0.06% | +72,045+313.4% | 加碼 |
| Macquarie Group Ltd | 84,259 | $233.5 萬 | 0.00% | +82,784+5,612.5% | 加碼 |
| Simplex Trading, LLC | 80,749 | $223.7 萬 | 0.09% | +9,743+13.7% | 加碼 |
| New York State Common Retirement Fund | 78,680 | $218.0 萬 | 0.00% | −96,790−55.2% | 減碼 |
| Voya Investment Management LLC | 75,053 | $208.0 萬 | 0.00% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 72,343 | $200.5 萬 | 0.25% | +72,343 | 新進 |
| Wells Fargo & Company | 72,109 | $199.8 萬 | 0.00% | +65,934+1,067.8% | 加碼 |
| Victory Capital Management Inc | 71,581 | $198.4 萬 | 0.00% | −703,390−90.8% | 減碼 |
| UBS Asset Management Americas Inc | 98,688 | $194.6 萬 | 0.00% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 68,000 | $188.4 萬 | 0.02% | +68,000 | 新進 |
| Arrowstreet Capital, Limited Partnership | 67,703 | $187.6 萬 | 0.00% | +67,703 | 新進 |
| Alps Advisors Inc | 65,788 | $182.3 萬 | 0.02% | −20,152−23.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 64,794 | $179.5 萬 | 0.07% | −33,779−34.3% | 減碼 |
| Balyasny Asset Management LLC | 61,601 | $170.7 萬 | 0.00% | −91,626−59.8% | 減碼 |
| LPL Financial LLC | 61,031 | $169.1 萬 | 0.00% | +3,942+6.9% | 加碼 |
| Capital Fund Management S.A. | 60,418 | $167.4 萬 | 0.03% | +60,418 | 新進 |
| State of Wisconsin Investment Board | 59,396 | $164.6 萬 | 0.00% | +48,237+432.3% | 加碼 |
| Gsa Capital Partners LLP | 58,964 | $163.4 萬 | 0.16% | +43,171+273.4% | 加碼 |
| Aigen Investment Management, LP | 55,708 | $154.4 萬 | 0.23% | −20,840−27.2% | 減碼 |
| CI Private Wealth, LLC | 55,000 | $152.4 萬 | 0.00% | +55,000 | 新進 |
| Janus Henderson Group PLC | 52,886 | $146.6 萬 | 0.00% | −15,326−22.5% | 減碼 |
| Walleye Capital LLC | 51,032 | $141.4 萬 | 0.02% | +51,032 | 新進 |