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 4 季 13F 持有人
Samsara Inc. 在 2023/12/31 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
- 254
- 較 2023 年第 3 季 +49 家
- 持有股數
- 1.81 億
- 較 2023 年第 3 季 +1,407 萬 (+8.4%)
- 總市值
- $60.4 億
- 較 2023 年第 3 季 +$18.2 億 (+43.0%)
- 新進機構
- 85
- 另有 78 家加碼
- 清倉機構
- 36
- 另有 60 家減碼
另有 3 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 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 | $10.1 億 | 79.34% | 00.0% | 不變 |
| Baillie Gifford & Co | 22,397,390 | $7.48 億 | 0.59% | −188,798−0.8% | 減碼 |
| Morgan Stanley | 16,248,392 | $5.42 億 | 0.05% | −212,788−1.3% | 減碼 |
| Vanguard Group Inc | 15,260,007 | $5.09 億 | 0.01% | +917,389+6.4% | 加碼 |
| Price T Rowe Associates Inc | 14,841,815 | $4.95 億 | 0.07% | +2,425,103+19.5% | 加碼 |
| FMR LLC | 8,411,096 | $2.81 億 | 0.02% | +1,451,753+20.9% | 加碼 |
| BlackRock Inc. | 4,558,130 | $1.52 億 | 0.00% | +638,572+16.3% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.33 億 | 8.21% | +3,995,652 | 新進 |
| Invesco Ltd. | 3,847,894 | $1.28 億 | 0.03% | −686,907−15.1% | 減碼 |
| 1832 Asset Management L.P. | 3,774,700 | $1.26 億 | 0.24% | −144,800−3.7% | 減碼 |
| Two Sigma Investments, LP | 3,417,915 | $1.14 億 | 0.28% | +110,957+3.4% | 加碼 |
| Two Sigma Advisers, LP | 3,250,800 | $1.09 億 | 0.25% | −174,300−5.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,049,799 | $1.02 億 | 0.15% | +549,766+22.0% | 加碼 |
| Lmdagg, L.L.C. | 2,968,141 | $9,908 萬 | 100.00% | +2,968,141 | 新進 |
| Voloridge Investment Management, LLC | 2,469,601 | $8,244 萬 | 0.32% | +163,673+7.1% | 加碼 |
| Westfield Capital Management Co LP | 1,985,589 | $6,628 萬 | 0.39% | +372,073+23.1% | 加碼 |
| Goldman Sachs Group Inc | 1,876,480 | $6,264 萬 | 0.01% | −1,607,851−46.1% | 減碼 |
| Millennium Management LLC | 1,800,066 | $6,009 萬 | 0.06% | +625,152+53.2% | 加碼 |
| First Trust Advisors LP | 1,746,274 | $5,829 萬 | 0.06% | −117,130−6.3% | 減碼 |
| Geode Capital Management, LLC | 1,673,002 | $5,586 萬 | 0.01% | +183,670+12.3% | 加碼 |
| Sands Capital Management, LLC | 1,579,876 | $5,274 萬 | 0.16% | +69,171+4.6% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,566,765 | $5,230 萬 | 2.84% | +147,150+10.4% | 加碼 |
| Qube Research & Technologies Ltd | 1,470,830 | $4,910 萬 | 0.11% | +638,480+76.7% | 加碼 |
| Amundi | 1,435,229 | $4,729 萬 | 0.02% | +1,260,398+720.9% | 加碼 |
| Lord, Abbett & Co. LLC | 1,269,731 | $4,238 萬 | 0.15% | −677,141−34.8% | 減碼 |
| Whale Rock Capital Management LLC | 1,189,584 | $3,971 萬 | 0.71% | −1,692,209−58.7% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,136,099 | $3,792 萬 | 0.04% | +171,986+17.8% | 加碼 |
| Credit Suisse AG | 1,053,817 | $3,518 萬 | 0.03% | −106,310−9.2% | 減碼 |
| Charles Schwab Investment Management Inc | 969,429 | $3,236 萬 | 0.01% | +79,773+9.0% | 加碼 |
| Jane Street Group, LLC | 891,421 | $2,976 萬 | 0.04% | +808,185+971.0% | 加碼 |
| Citadel Advisors LLC | 839,900 | $2,804 萬 | 0.03% | +493,873+142.7% | 加碼 |
| Man Group plc | 751,916 | $2,510 萬 | 0.07% | – | – |
| State Street Corp | 731,800 | $2,443 萬 | 0.00% | +55,036+8.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 707,418 | $2,361 萬 | 0.29% | +645,391+1,040.5% | 加碼 |
| Legal & General Group Plc | 628,683 | $2,099 萬 | 0.01% | +15,366+2.5% | 加碼 |
| TimesSquare Capital Management, LLC | 611,081 | $2,040 萬 | 0.30% | −22,520−3.6% | 減碼 |
| Renaissance Technologies LLC | 564,400 | $1,884 萬 | 0.03% | −816,100−59.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 555,950 | $1,856 萬 | 0.04% | −9,320−1.6% | 減碼 |
| JPMorgan Chase & Co | 547,669 | $1,828 萬 | 0.00% | +189,726+53.0% | 加碼 |
| Common Fund for Nonprofit Organizations | 542,451 | $1,811 萬 | 3.23% | −135,613−20.0% | 減碼 |
| Exchange Traded Concepts, LLC | 529,024 | $1,766 萬 | 0.47% | −74,985−12.4% | 減碼 |
| Canada Pension Plan Investment Board | 509,100 | $1,699 萬 | 0.02% | +314,500+161.6% | 加碼 |
| Capital Fund Management S.A. | 427,136 | $1,426 萬 | 0.18% | +186,781+77.7% | 加碼 |
| Twinbeech Capital LP | 413,650 | $1,381 萬 | 0.22% | +87,866+27.0% | 加碼 |
| Deutsche Bank AG | 412,143 | $1,376 萬 | 0.01% | +412,143 | 新進 |
| Bank of America Corp | 403,406 | $1,347 萬 | 0.00% | −562,063−58.2% | 減碼 |
| Bank of New York Mellon Corp | 360,697 | $1,204 萬 | 0.00% | +185,015+105.3% | 加碼 |
| Alliancebernstein L.P. | 357,087 | $1,192 萬 | 0.00% | −103,683−22.5% | 減碼 |
| Engineers Gate Manager LP | 357,082 | $1,192 萬 | 0.34% | +126,291+54.7% | 加碼 |
| Norges Bank | 350,299 | $1,169 萬 | 0.00% | −56,654−13.9% | 減碼 |
| Tudor Investment Corp Et Al | 322,935 | $1,078 萬 | 0.15% | +255,324+377.6% | 加碼 |
| Squarepoint Ops LLC | 322,702 | $1,077 萬 | 0.04% | +224,193+227.6% | 加碼 |
| Northern Trust Corp | 320,315 | $1,069 萬 | 0.00% | +32,044+11.1% | 加碼 |
| UBS Asset Management Americas Inc | 312,000 | $1,041 萬 | 0.00% | 00.0% | 不變 |
| Trexquant Investment LP | 301,211 | $1,005 萬 | 0.23% | +72,020+31.4% | 加碼 |
| Principal Financial Group Inc | 297,789 | $994.0 萬 | 0.01% | −447,776−60.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 276,513 | $923.0 萬 | 0.02% | −20,824−7.0% | 減碼 |
| Susquehanna International Group, LLP | 271,448 | $906.1 萬 | 0.02% | +48,681+21.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 264,911 | $884.3 萬 | 0.07% | +173,252+189.0% | 加碼 |
| ExodusPoint Capital Management, LP | 259,660 | $866.7 萬 | 0.11% | +220,253+558.9% | 加碼 |
| Dimensional Fund Advisors LP | 252,511 | $843.0 萬 | 0.00% | +27,129+12.0% | 加碼 |
| Wealth Dimensions Group, Ltd. | 251,098 | $838.2 萬 | 2.65% | +251,098 | 新進 |
| Spence Asset Management | 232,030 | $774.5 萬 | 2.15% | +3,120+1.4% | 加碼 |
| Agf Management Ltd | 193,226 | $645.0 萬 | 0.04% | +193,226 | 新進 |
| PDT Partners, LLC | 185,581 | $619.5 萬 | 0.68% | −540.0% | 減碼 |
| Occudo Quantitative Strategies LP | 178,802 | $596.8 萬 | 0.81% | +178,802 | 新進 |
| Comerica Bank | 170,748 | $570.0 萬 | 0.03% | +163,500+2,255.8% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 158,504 | $529.1 萬 | 0.34% | −22,643−12.5% | 減碼 |
| Rakuten Securities, Inc. | 149,993 | $500.7 萬 | 3.96% | +149,993 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 140,000 | $467.3 萬 | 0.02% | −160,000−53.3% | 減碼 |
| HRT Financial LP | 136,694 | $456.2 萬 | 0.03% | +136,694 | 新進 |
| Advisory Research Inc | 134,193 | $447.9 萬 | 0.69% | −99,985−42.7% | 減碼 |
| Creative Planning | 126,898 | $423.6 萬 | 0.01% | −106,272−45.6% | 減碼 |
| Seven Eight Capital, LP | 126,586 | $422.5 萬 | 0.49% | +126,586 | 新進 |
| Catalyst Private Wealth, LLC | 121,102 | $404.2 萬 | 1.90% | −1,872−1.5% | 減碼 |
| Walleye Capital LLC | 116,840 | $390.0 萬 | 0.05% | +116,840 | 新進 |
| Bayesian Capital Management, LP | 103,600 | $345.8 萬 | 0.37% | +41,500+66.8% | 加碼 |
| Slow Capital, Inc. | 103,331 | $344.9 萬 | 0.60% | +103,331 | 新進 |
| Teachers Retirement System of the State of Kentucky | 101,089 | $337.4 萬 | 0.03% | −4,227−4.0% | 減碼 |
| Gotham Asset Management, LLC | 101,075 | $337.4 萬 | 0.06% | −4,769−4.5% | 減碼 |
| Jump Financial, LLC | 95,972 | $320.4 萬 | 0.10% | +95,972 | 新進 |
| Aquatic Capital Management LLC | 93,300 | $311.4 萬 | 0.08% | +93,300 | 新進 |
| UBS Group AG | 91,199 | $304.4 萬 | 0.00% | +82,084+900.5% | 加碼 |
| Penserra Capital Management LLC | 85,688 | $285.9 萬 | 0.05% | +85,655+259,560.6% | 加碼 |
| Harbor Capital Advisors, Inc. | 84,938 | $283.5 萬 | 0.55% | −8,489−9.1% | 減碼 |
| LPL Financial LLC | 81,069 | $270.6 萬 | 0.00% | +12,829+18.8% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 80,984 | $270.3 萬 | 0.25% | +52,714+186.5% | 加碼 |
| Old Mission Capital LLC | 80,055 | $267.2 萬 | 0.07% | +80,055 | 新進 |
| BCJ Capital Management, LLC | 79,627 | $265.8 萬 | 0.23% | +79,627 | 新進 |
| Quadrature Capital Ltd | 78,565 | $262.2 萬 | 0.05% | −68,272−46.5% | 減碼 |
| Pearl River Capital, LLC | 75,144 | $250.8 萬 | 0.40% | +75,144 | 新進 |
| TrueMark Investments, LLC | 74,156 | $247.5 萬 | 2.46% | +74,156 | 新進 |
| Wells Fargo & Company | 69,995 | $233.6 萬 | 0.00% | +10,079+16.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 66,389 | $221.6 萬 | 0.08% | +644+1.0% | 加碼 |
| GLOBALT Investments LLC | 65,436 | $218.4 萬 | 0.09% | +65,436 | 新進 |
| Citigroup Inc | 65,268 | $217.9 萬 | 0.00% | +51,122+361.4% | 加碼 |
| Macquarie Group Ltd | 64,624 | $215.7 萬 | 0.00% | −142,135−68.7% | 減碼 |
| Corton Capital Inc. | 63,627 | $212.4 萬 | 0.68% | +18,523+41.1% | 加碼 |
| Centiva Capital, LP | 62,690 | $209.3 萬 | 0.13% | +2,431+4.0% | 加碼 |
| FORA Capital, LLC | 61,108 | $204.0 萬 | 0.18% | +61,108 | 新進 |