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 3 季 13F 持有人
Samsara Inc. 在 2023/9/30 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
- 208
- 較 2023 年第 2 季 −8 家
- 持有股數
- 1.71 億
- 較 2023 年第 2 季 +945.6 萬 (+5.9%)
- 總市值
- $43.3 億
- 較 2023 年第 2 季 −$1.48 億 (−3.3%)
- 新進機構
- 41
- 另有 77 家加碼
- 清倉機構
- 49
- 另有 63 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| General Catalyst Group Management, LLC | 30,240,772 | $7.62 億 | 72.40% | −3,187,815−9.5% | 減碼 |
| Baillie Gifford & Co | 22,586,188 | $5.69 億 | 0.52% | +1,166,989+5.4% | 加碼 |
| Morgan Stanley | 16,461,180 | $4.15 億 | 0.04% | −4,035,786−19.7% | 減碼 |
| Vanguard Group Inc | 14,342,618 | $3.62 億 | 0.01% | +898,428+6.7% | 加碼 |
| Price T Rowe Associates Inc | 12,416,712 | $3.13 億 | 0.05% | +11,099,974+843.0% | 加碼 |
| FMR LLC | 6,959,343 | $1.75 億 | 0.02% | +731,963+11.8% | 加碼 |
| Invesco Ltd. | 4,534,801 | $1.14 億 | 0.03% | +366,218+8.8% | 加碼 |
| AH Equity Partners LSV III, L.L.C. | 3,995,652 | $1.01 億 | 38.47% | 00.0% | 不變 |
| BlackRock Inc. | 3,919,558 | $9,881 萬 | 0.00% | +585,937+17.6% | 加碼 |
| 1832 Asset Management L.P. | 3,919,500 | $9,881 萬 | 0.21% | +601,000+18.1% | 加碼 |
| Goldman Sachs Group Inc | 3,484,331 | $8,784 萬 | 0.02% | +2,317,026+198.5% | 加碼 |
| Two Sigma Advisers, LP | 3,425,100 | $8,635 萬 | 0.22% | +320,700+10.3% | 加碼 |
| Two Sigma Investments, LP | 3,306,958 | $8,337 萬 | 0.23% | −44,585−1.3% | 減碼 |
| Whale Rock Capital Management LLC | 2,881,793 | $7,265 萬 | 1.47% | +979,703+51.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,500,033 | $6,303 萬 | 0.10% | −753,123−23.2% | 減碼 |
| Voloridge Investment Management, LLC | 2,305,928 | $5,813 萬 | 0.29% | −237,110−9.3% | 減碼 |
| Lord, Abbett & Co. LLC | 1,946,872 | $4,908 萬 | 0.18% | +126,011+6.9% | 加碼 |
| First Trust Advisors LP | 1,863,404 | $4,698 萬 | 0.06% | +596,990+47.1% | 加碼 |
| Westfield Capital Management Co LP | 1,613,516 | $4,068 萬 | 0.28% | +327,030+25.4% | 加碼 |
| Sands Capital Management, LLC | 1,510,705 | $3,808 萬 | 0.13% | −186,615−11.0% | 減碼 |
| Geode Capital Management, LLC | 1,489,332 | $3,756 萬 | 0.00% | +308,830+26.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,419,615 | $3,579 萬 | 2.26% | −50,170−3.4% | 減碼 |
| Renaissance Technologies LLC | 1,380,500 | $3,480 萬 | 0.06% | −764,217−35.6% | 減碼 |
| Millennium Management LLC | 1,174,914 | $2,962 萬 | 0.03% | −1,312,383−52.8% | 減碼 |
| Credit Suisse AG | 1,160,127 | $2,925 萬 | 0.03% | +1,045,355+910.8% | 加碼 |
| Bank of America Corp | 965,469 | $2,434 萬 | 0.00% | −109,354−10.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 964,113 | $2,431 萬 | 0.03% | +896,410+1,324.0% | 加碼 |
| Sands Capital Ventures, LLC | 934,737 | $2,356 萬 | 6.97% | −608,710−39.4% | 減碼 |
| Charles Schwab Investment Management Inc | 889,656 | $2,243 萬 | 0.01% | +254,473+40.1% | 加碼 |
| Qube Research & Technologies Ltd | 832,350 | $2,098 萬 | 0.06% | +375,017+82.0% | 加碼 |
| Principal Financial Group Inc | 745,565 | $1,880 萬 | 0.01% | +640,321+608.4% | 加碼 |
| Man Group plc | – | $1,713 萬 | 0.05% | – | 新進 |
| Common Fund for Nonprofit Organizations | 678,064 | $1,709 萬 | 2.97% | 00.0% | 不變 |
| State Street Corp | 676,764 | $1,706 萬 | 0.00% | −96,120−12.4% | 減碼 |
| TimesSquare Capital Management, LLC | 633,601 | $1,597 萬 | 0.25% | −159,294−20.1% | 減碼 |
| Legal & General Group Plc | 613,317 | $1,546 萬 | 0.01% | −292,829−32.3% | 減碼 |
| Exchange Traded Concepts, LLC | 604,009 | $1,523 萬 | 0.43% | −165,620−21.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 565,270 | $1,425 萬 | 0.04% | −31,480−5.3% | 減碼 |
| Alliancebernstein L.P. | 460,770 | $1,162 萬 | 0.00% | +185,461+67.4% | 加碼 |
| Norges Bank | 406,953 | $1,026 萬 | 0.00% | −215,269−34.6% | 減碼 |
| JPMorgan Chase & Co | 357,943 | $902.4 萬 | 0.00% | −283,565−44.2% | 減碼 |
| Citadel Advisors LLC | 346,027 | $872.3 萬 | 0.01% | −176,572−33.8% | 減碼 |
| Woodline Partners LP | 327,338 | $825.2 萬 | 0.10% | +327,338 | 新進 |
| Twinbeech Capital LP | 325,784 | $821.3 萬 | 0.16% | +202,769+164.8% | 加碼 |
| UBS Asset Management Americas Inc | 312,000 | $786.6 萬 | 0.00% | +213,312+216.1% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 300,000 | $756.3 萬 | 0.03% | +152,000+102.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 297,337 | $749.6 萬 | 0.02% | −47,123−13.7% | 減碼 |
| Northern Trust Corp | 288,271 | $726.7 萬 | 0.00% | +7,745+2.8% | 加碼 |
| Capital Fund Management S.A. | 240,355 | $605.9 萬 | 0.08% | +179,937+297.8% | 加碼 |
| Advisory Research Inc | 234,178 | $590.4 萬 | 0.82% | −27,623−10.6% | 減碼 |
| Creative Planning | 233,170 | $587.8 萬 | 0.01% | +233,170 | 新進 |
| Bellwether Advisors, LLC | 232,936 | $587.2 萬 | 1.60% | +232,936 | 新進 |
| Engineers Gate Manager LP | 230,791 | $581.8 萬 | 0.22% | +27,542+13.6% | 加碼 |
| Trexquant Investment LP | 229,191 | $577.8 萬 | 0.14% | −110,191−32.5% | 減碼 |
| Spence Asset Management | 228,910 | $577.2 萬 | 1.78% | +228,910 | 新進 |
| Dimensional Fund Advisors LP | 225,382 | $568.2 萬 | 0.00% | +16,907+8.1% | 加碼 |
| Susquehanna International Group, LLP | 222,767 | $561.6 萬 | 0.01% | −15,372−6.5% | 減碼 |
| Macquarie Group Ltd | 206,759 | $521.2 萬 | 0.01% | +122,500+145.4% | 加碼 |
| Canada Pension Plan Investment Board | 194,600 | $490.6 萬 | 0.01% | +149,300+329.6% | 加碼 |
| PDT Partners, LLC | 185,635 | $468.0 萬 | 0.59% | −1,319−0.7% | 減碼 |
| Board of Trustees of The Leland Stanford Junior University | 181,147 | $456.7 萬 | 0.35% | −22,643−11.1% | 減碼 |
| Bank of New York Mellon Corp | 175,682 | $442.9 萬 | 0.00% | +32,369+22.6% | 加碼 |
| Amundi | 174,831 | $410.2 萬 | 0.00% | +29,347+20.2% | 加碼 |
| Quadrature Capital Ltd | 146,837 | $370.0 萬 | 0.08% | −80,051−35.3% | 減碼 |
| Washington University | 145,279 | $366.2 萬 | 1.32% | +145,279 | 新進 |
| Lisanti Capital Growth, LLC | 128,820 | $324.8 萬 | 0.51% | +25,325+24.5% | 加碼 |
| Massachusetts Institute of Technology | 126,330 | $318.5 萬 | 0.55% | +126,330 | 新進 |
| Catalyst Private Wealth, LLC | 122,974 | $310.0 萬 | 1.83% | −10.0% | 減碼 |
| STRS Ohio | 110,538 | $278.6 萬 | 0.01% | +110,538 | 新進 |
| Gotham Asset Management, LLC | 105,844 | $266.8 萬 | 0.06% | +10,808+11.4% | 加碼 |
| Balyasny Asset Management LLC | 105,371 | $265.6 萬 | 0.01% | +43,770+71.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 105,316 | $265.6 萬 | 0.03% | +37,316+54.9% | 加碼 |
| PointState Capital LP | 102,474 | $258.3 萬 | 0.09% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 102,434 | $258.2 萬 | 0.01% | +61,713+151.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 100,000 | $252.1 萬 | 0.01% | −35,000−25.9% | 減碼 |
| Squarepoint Ops LLC | 98,509 | $248.3 萬 | 0.01% | +49,749+102.0% | 加碼 |
| Victory Capital Management Inc | 97,178 | $245.0 萬 | 0.00% | +25,597+35.8% | 加碼 |
| New York State Common Retirement Fund | 94,575 | $238.4 萬 | 0.00% | +15,895+20.2% | 加碼 |
| Harbor Capital Advisors, Inc. | 93,427 | $235.5 萬 | 0.51% | −5,127−5.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 91,659 | $231.1 萬 | 0.02% | −46,841−33.8% | 減碼 |
| Allianz Asset Management GmbH | 88,780 | $223.8 萬 | 0.00% | +88,780 | 新進 |
| Jane Street Group, LLC | 83,236 | $209.8 萬 | 0.00% | −14,058−14.4% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 82,286 | $207.4 萬 | 0.14% | +82,286 | 新進 |
| Acadian Asset Management LLC | 77,787 | $195.9 萬 | 0.01% | −77,719−50.0% | 減碼 |
| Voya Investment Management LLC | 75,053 | $189.2 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 68,240 | $172.0 萬 | 0.00% | +7,209+11.8% | 加碼 |
| Tudor Investment Corp Et Al | 67,611 | $170.4 萬 | 0.02% | −134,654−66.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 65,745 | $165.7 萬 | 0.07% | +951+1.5% | 加碼 |
| Bayesian Capital Management, LP | 62,100 | $156.6 萬 | 0.18% | −58,100−48.3% | 減碼 |
| Cubist Systematic Strategies, LLC | 62,027 | $156.4 萬 | 0.02% | −395,734−86.4% | 減碼 |
| Centiva Capital, LP | 60,259 | $151.9 萬 | 0.08% | +52,155+643.6% | 加碼 |
| Wells Fargo & Company | 59,916 | $151.0 萬 | 0.00% | −12,193−16.9% | 減碼 |
| Aigen Investment Management, LP | 52,311 | $131.9 萬 | 0.25% | −3,397−6.1% | 減碼 |
| Natixis | 50,200 | $126.6 萬 | 0.01% | +50,200 | 新進 |
| CI Private Wealth, LLC | 50,000 | $126.0 萬 | 0.00% | −5,000−9.1% | 減碼 |
| Calamos Advisors LLC | 46,447 | $117.1 萬 | 0.01% | +27,762+148.6% | 加碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 46,181 | $116.4 萬 | 0.01% | +807+1.8% | 加碼 |
| Legacy Capital Group California, Inc. | 45,550 | $114.8 萬 | 0.49% | +426+0.9% | 加碼 |
| Corton Capital Inc. | 45,104 | $113.7 萬 | 0.57% | +2,754+6.5% | 加碼 |
| Qsemble Capital Management, LP | 43,700 | $110.2 萬 | 0.21% | +43,700 | 新進 |