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。
2024 年第 1 季 13F 持有人
Samsara Inc. 在 2024/3/31 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
- 316
- 較 2023 年第 4 季 +64 家
- 持有股數
- 1.86 億
- 較 2023 年第 4 季 +464.1 萬 (+2.6%)
- 總市值
- $70.0 億
- 較 2023 年第 4 季 +$9.56 億 (+15.8%)
- 新進機構
- 116
- 另有 92 家加碼
- 清倉機構
- 52
- 另有 71 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 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 | 26,297,056 | $9.94 億 | 76.49% | −3,943,716−13.0% | 減碼 |
| Baillie Gifford & Co | 23,225,238 | $8.78 億 | 0.68% | +827,848+3.7% | 加碼 |
| Price T Rowe Associates Inc | 17,639,141 | $6.67 億 | 0.08% | +2,797,326+18.8% | 加碼 |
| Vanguard Group Inc | 17,101,156 | $6.46 億 | 0.01% | +1,841,149+12.1% | 加碼 |
| Morgan Stanley | 14,587,922 | $5.51 億 | 0.04% | −1,660,470−10.2% | 減碼 |
| FMR LLC | 11,308,186 | $4.27 億 | 0.03% | +2,897,090+34.4% | 加碼 |
| 1832 Asset Management L.P. | 7,628,100 | $2.88 億 | 0.53% | +3,853,400+102.1% | 加碼 |
| BlackRock Inc. | 7,203,245 | $2.72 億 | 0.01% | +2,645,115+58.0% | 加碼 |
| Invesco Ltd. | 4,307,787 | $1.63 億 | 0.03% | +459,893+12.0% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.51 億 | 10.92% | 00.0% | 不變 |
| Lmdagg, L.L.C. | 2,968,141 | $1.12 億 | 100.00% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 2,468,499 | $9,328 萬 | 0.02% | +592,019+31.5% | 加碼 |
| Westfield Capital Management Co LP | 2,228,759 | $8,422 萬 | 0.44% | +243,170+12.2% | 加碼 |
| Two Sigma Advisers, LP | 2,028,000 | $7,664 萬 | 0.18% | −1,222,800−37.6% | 減碼 |
| First Trust Advisors LP | 1,933,840 | $7,308 萬 | 0.07% | +187,566+10.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,920,029 | $7,256 萬 | 0.09% | −1,129,770−37.0% | 減碼 |
| Geode Capital Management, LLC | 1,862,086 | $7,021 萬 | 0.01% | +189,084+11.3% | 加碼 |
| Voloridge Investment Management, LLC | 1,847,073 | $6,980 萬 | 0.25% | −622,528−25.2% | 減碼 |
| State Street Corp | 1,640,640 | $6,200 萬 | 0.00% | +908,840+124.2% | 加碼 |
| Sands Capital Management, LLC | 1,573,280 | $5,945 萬 | 0.17% | −6,596−0.4% | 減碼 |
| Amundi | 1,897,086 | $5,883 萬 | 0.03% | +461,857+32.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,538,042 | $5,812 萬 | 2.78% | −28,723−1.8% | 減碼 |
| Two Sigma Investments, LP | 1,370,600 | $5,179 萬 | 0.13% | −2,047,315−59.9% | 減碼 |
| Credit Suisse AG | 1,307,443 | $4,941 萬 | 0.05% | +253,626+24.1% | 加碼 |
| Lord, Abbett & Co. LLC | 1,113,806 | $4,209 萬 | 0.14% | −155,925−12.3% | 減碼 |
| Legal & General Group Plc | 1,094,143 | $4,135 萬 | 0.01% | +465,460+74.0% | 加碼 |
| Charles Schwab Investment Management Inc | 1,053,627 | $3,982 萬 | 0.01% | +84,198+8.7% | 加碼 |
| Qube Research & Technologies Ltd | 775,980 | $2,932 萬 | 0.05% | −694,850−47.2% | 減碼 |
| Bank of New York Mellon Corp | 746,033 | $2,819 萬 | 0.01% | +385,336+106.8% | 加碼 |
| Blair William & Co | 744,929 | $2,815 萬 | 0.09% | +701,144+1,601.3% | 加碼 |
| Millennium Management LLC | 727,679 | $2,750 萬 | 0.02% | −1,072,387−59.6% | 減碼 |
| UBS Asset Management Americas Inc | 690,898 | $2,611 萬 | 0.01% | +378,898+121.4% | 加碼 |
| Exchange Traded Concepts, LLC | 627,636 | $2,372 萬 | 0.61% | +98,612+18.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 601,594 | $2,273 萬 | 0.05% | +45,644+8.2% | 加碼 |
| Jane Street Group, LLC | 599,725 | $2,266 萬 | 0.03% | −291,696−32.7% | 減碼 |
| TimesSquare Capital Management, LLC | 572,741 | $2,164 萬 | 0.31% | −38,340−6.3% | 減碼 |
| Bank of America Corp | 551,630 | $2,085 萬 | 0.00% | +148,224+36.7% | 加碼 |
| Deutsche Bank AG | 544,187 | $2,056 萬 | 0.01% | +132,044+32.0% | 加碼 |
| Canada Pension Plan Investment Board | 520,900 | $1,968 萬 | 0.02% | +11,800+2.3% | 加碼 |
| Swiss National Bank | 515,400 | $1,948 萬 | 0.01% | +515,400 | 新進 |
| Northern Trust Corp | 496,441 | $1,876 萬 | 0.00% | +176,126+55.0% | 加碼 |
| Alliancebernstein L.P. | 487,904 | $1,844 萬 | 0.01% | +130,817+36.6% | 加碼 |
| Capital Fund Management S.A. | 478,876 | $1,810 萬 | 0.22% | +51,740+12.1% | 加碼 |
| Citadel Advisors LLC | 453,947 | $1,715 萬 | 0.02% | −385,953−46.0% | 減碼 |
| Man Group plc | 431,166 | $1,629 萬 | 0.04% | −320,750−42.7% | 減碼 |
| Common Fund for Nonprofit Organizations | 406,838 | $1,537 萬 | 2.61% | −135,613−25.0% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 359,618 | $1,359 萬 | 0.01% | +359,618 | 新進 |
| TD Asset Management Inc | 320,200 | $1,210 萬 | 0.01% | +320,200 | 新進 |
| Norges Bank | 314,243 | $1,188 萬 | 0.00% | −36,056−10.3% | 減碼 |
| Dimensional Fund Advisors LP | 287,490 | $1,086 萬 | 0.00% | +34,979+13.9% | 加碼 |
| Squarepoint Ops LLC | 251,879 | $951.9 萬 | 0.04% | −70,823−21.9% | 減碼 |
| Wealth Dimensions Group, Ltd. | 251,098 | $948.9 萬 | 2.80% | 00.0% | 不變 |
| Spence Asset Management | 244,750 | $924.8 萬 | 2.34% | +12,720+5.5% | 加碼 |
| Twinbeech Capital LP | 233,269 | $881.5 萬 | 0.18% | −180,381−43.6% | 減碼 |
| Integrated Wealth Concepts LLC | 230,431 | $870.8 萬 | 0.13% | +230,431 | 新進 |
| Aptus Capital Advisors, LLC | 224,581 | $848.7 萬 | 0.18% | +224,581 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 217,814 | $823.1 萬 | 0.01% | +181,714+503.4% | 加碼 |
| Libra Wealth LLC | 215,578 | $814.7 萬 | 3.57% | +215,578 | 新進 |
| California State Teachers Retirement System | 211,929 | $800.9 萬 | 0.01% | +211,929 | 新進 |
| Contravisory Investment Management, Inc. | 193,897 | $732.7 萬 | 1.62% | +193,897 | 新進 |
| Agf Management Ltd | 191,631 | $724.2 萬 | 0.04% | −1,595−0.8% | 減碼 |
| UBS Group AG | 186,180 | $703.6 萬 | 0.00% | +94,981+104.1% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 317,713 | $702.8 萬 | 0.02% | +41,200+14.9% | 加碼 |
| PDT Partners, LLC | 185,581 | $701.3 萬 | 0.66% | 00.0% | 不變 |
| Comerica Bank | 166,278 | $628.4 萬 | 0.03% | −4,470−2.6% | 減碼 |
| Engineers Gate Manager LP | 165,254 | $624.5 萬 | 0.16% | −191,828−53.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 165,000 | $623.5 萬 | 0.01% | +165,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 146,789 | $554.7 萬 | 0.05% | +45,700+45.2% | 加碼 |
| SpiderRock Advisors, LLC | 148,000 | $546.9 萬 | 0.18% | +148,000 | 新進 |
| Wells Fargo & Company | 136,323 | $515.2 萬 | 0.00% | +66,328+94.8% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 135,860 | $513.4 萬 | 0.45% | −22,644−14.3% | 減碼 |
| Harbor Capital Advisors, Inc. | 135,167 | $510.8 萬 | 0.67% | +50,229+59.1% | 加碼 |
| State of Wisconsin Investment Board | 134,714 | $509.1 萬 | 0.01% | +134,714 | 新進 |
| Russell Investments Group, Ltd. | 131,665 | $497.6 萬 | 0.01% | +120,756+1,106.9% | 加碼 |
| Raymond James & Associates | 130,373 | $492.7 萬 | 0.00% | +86,068+194.3% | 加碼 |
| Creative Planning | 126,975 | $479.8 萬 | 0.01% | +77+0.1% | 加碼 |
| Catalyst Private Wealth, LLC | 119,602 | $452.0 萬 | 2.37% | −1,500−1.2% | 減碼 |
| JPMorgan Chase & Co | 113,753 | $429.9 萬 | 0.00% | −433,916−79.2% | 減碼 |
| Barclays PLC | 111,907 | $422.9 萬 | 0.00% | +97,147+658.2% | 加碼 |
| Penserra Capital Management LLC | 111,398 | $420.8 萬 | 0.05% | +25,710+30.0% | 加碼 |
| Royal Fund Management, LLC | 104,700 | $395.7 萬 | 0.46% | +104,700 | 新進 |
| State of New Jersey Common Pension Fund D | 103,385 | $390.7 萬 | 0.01% | +103,385 | 新進 |
| Slow Capital, Inc. | 102,205 | $386.2 萬 | 0.62% | −1,126−1.1% | 減碼 |
| LPL Financial LLC | 97,507 | $368.5 萬 | 0.00% | +16,438+20.3% | 加碼 |
| Rakuten Securities, Inc. | 96,420 | $364.4 萬 | 1.60% | −53,573−35.7% | 減碼 |
| Calamos Advisors LLC | 95,746 | $361.8 萬 | 0.02% | +63,451+196.5% | 加碼 |
| Alps Advisors Inc | 89,555 | $338.4 萬 | 0.02% | +58,756+190.8% | 加碼 |
| Gotham Asset Management, LLC | 86,062 | $325.2 萬 | 0.05% | −15,013−14.9% | 減碼 |
| TrueMark Investments, LLC | 84,192 | $318.2 萬 | 2.92% | +10,036+13.5% | 加碼 |
| Snowden Capital Advisors LLC | 83,113 | $314.1 萬 | 0.10% | +83,113 | 新進 |
| Danske Bank A/S | 81,100 | $306.5 萬 | 0.01% | +81,100 | 新進 |
| Omers Administration Corp | 76,600 | $289.5 萬 | 0.03% | +76,600 | 新進 |
| Andra AP-fonden | 76,000 | $287.2 萬 | 0.05% | +76,000 | 新進 |
| Mn Services Vermogensbeheer B.V. | 69,500 | $262.6 萬 | 0.02% | +69,500 | 新進 |
| Dakota Wealth Management | 68,260 | $258.0 萬 | 0.06% | +25,863+61.0% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,141 | $253.7 萬 | 0.08% | +752+1.1% | 加碼 |
| Voya Investment Management LLC | 66,235 | $250.3 萬 | 0.00% | +16,515+33.2% | 加碼 |
| Asset Management One Co.,Ltd. | 64,241 | $242.8 萬 | 0.01% | +64,241 | 新進 |
| GLOBALT Investments LLC | 63,202 | $238.8 萬 | 0.10% | −2,234−3.4% | 減碼 |
| Marshall Wace, LLP | 62,600 | $236.6 萬 | 0.00% | +16,052+34.5% | 加碼 |