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 2 季 13F 持有人
Samsara Inc. 在 2024/6/30 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
- 333
- 較 2024 年第 1 季 +22 家
- 持有股數
- 2.05 億
- 較 2024 年第 1 季 +2,052 萬 (+11.1%)
- 總市值
- $69.2 億
- 較 2024 年第 1 季 −$2,631 萬 (−0.4%)
- 新進機構
- 72
- 另有 138 家加碼
- 清倉機構
- 50
- 另有 76 家減碼
另有 5 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 27,433,212 | $9.24 億 | 0.72% | +4,207,974+18.1% | 加碼 |
| General Catalyst Group Management, LLC | 26,297,056 | $8.86 億 | 76.40% | 00.0% | 不變 |
| Vanguard Group Inc | 19,210,930 | $6.47 億 | 0.01% | +2,109,774+12.3% | 加碼 |
| Price T Rowe Associates Inc | 16,941,610 | $5.71 億 | 0.07% | −697,531−4.0% | 減碼 |
| Morgan Stanley | 14,897,465 | $5.02 億 | 0.04% | +309,543+2.1% | 加碼 |
| FMR LLC | 10,285,778 | $3.47 億 | 0.02% | −1,022,408−9.0% | 減碼 |
| BlackRock Inc. | 8,180,778 | $2.76 億 | 0.01% | +977,533+13.6% | 加碼 |
| 1832 Asset Management L.P. | 8,128,500 | $2.74 億 | 0.50% | +500,400+6.6% | 加碼 |
| Sands Capital Management, LLC | 7,612,221 | $2.57 億 | 0.75% | +6,038,941+383.8% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.35 億 | 11.49% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 3,367,979 | $1.14 億 | 0.56% | +1,139,220+51.1% | 加碼 |
| Lmdagg, L.L.C. | 2,968,141 | $1.00 億 | 100.00% | 00.0% | 不變 |
| Amundi | 2,653,970 | $9,467 萬 | 0.04% | +756,884+39.9% | 加碼 |
| Goldman Sachs Group Inc | 2,595,907 | $8,748 萬 | 0.02% | +127,408+5.2% | 加碼 |
| Artisan Partners Limited Partnership | 2,406,880 | $8,111 萬 | 0.12% | +2,406,880 | 新進 |
| UBS Asset Management Americas Inc | 2,400,038 | $8,088 萬 | 0.02% | +1,709,140+247.4% | 加碼 |
| Geode Capital Management, LLC | 2,082,516 | $6,998 萬 | 0.01% | +220,430+11.8% | 加碼 |
| State Street Corp | 2,030,578 | $6,843 萬 | 0.00% | +389,938+23.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,999,087 | $6,737 萬 | 3.11% | +461,045+30.0% | 加碼 |
| Invesco Ltd. | 1,987,775 | $6,699 萬 | 0.01% | −2,320,012−53.9% | 減碼 |
| Alliancebernstein L.P. | 1,650,970 | $5,564 萬 | 0.02% | +1,163,066+238.4% | 加碼 |
| Atreides Management, LP | 1,473,747 | $4,967 萬 | 1.62% | +1,473,747 | 新進 |
| Legal & General Group Plc | 1,207,611 | $4,070 萬 | 0.01% | +113,468+10.4% | 加碼 |
| First Trust Advisors LP | 1,178,075 | $3,970 萬 | 0.04% | −755,765−39.1% | 減碼 |
| Charles Schwab Investment Management Inc | 1,178,051 | $3,970 萬 | 0.01% | +124,424+11.8% | 加碼 |
| TimesSquare Capital Management, LLC | 1,145,121 | $3,859 萬 | 0.61% | +572,380+99.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,000,000 | $3,370 萬 | 0.06% | +835,000+506.1% | 加碼 |
| Bank of New York Mellon Corp | 877,485 | $2,957 萬 | 0.01% | +131,452+17.6% | 加碼 |
| Allspring Global Investments Holdings, LLC | 874,302 | $2,946 萬 | 0.05% | +874,302 | 新進 |
| Qube Research & Technologies Ltd | 829,685 | $2,796 萬 | 0.05% | +53,705+6.9% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 815,660 | $2,749 萬 | 0.41% | +815,660 | 新進 |
| Capital Fund Management S.A. | 775,997 | $2,615 萬 | 0.30% | +297,121+62.0% | 加碼 |
| Blair William & Co | 742,855 | $2,503 萬 | 0.08% | −2,074−0.3% | 減碼 |
| Trexquant Investment LP | 709,980 | $2,393 萬 | 0.37% | +709,980 | 新進 |
| Jane Street Group, LLC | 698,822 | $2,355 萬 | 0.03% | +99,097+16.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 671,025 | $2,261 萬 | 0.05% | +69,431+11.5% | 加碼 |
| Northern Trust Corp | 658,409 | $2,219 萬 | 0.00% | +161,968+32.6% | 加碼 |
| Exchange Traded Concepts, LLC | 623,886 | $2,102 萬 | 0.54% | −3,750−0.6% | 減碼 |
| Canada Pension Plan Investment Board | 621,200 | $2,093 萬 | 0.02% | +100,300+19.3% | 加碼 |
| TD Asset Management Inc | 620,212 | $2,090 萬 | 0.02% | +300,012+93.7% | 加碼 |
| Ameriprise Financial Inc | 610,740 | $2,058 萬 | 0.01% | +587,176+2,491.8% | 加碼 |
| Swiss National Bank | 597,200 | $2,013 萬 | 0.01% | +81,800+15.9% | 加碼 |
| Bank of America Corp | 562,605 | $1,896 萬 | 0.00% | +10,975+2.0% | 加碼 |
| Citadel Advisors LLC | 537,697 | $1,812 萬 | 0.02% | +83,750+18.4% | 加碼 |
| Comerica Bank | 512,082 | $1,726 萬 | 0.07% | +345,804+208.0% | 加碼 |
| Man Group plc | 481,052 | $1,621 萬 | 0.04% | +49,886+11.6% | 加碼 |
| Voloridge Investment Management, LLC | 469,917 | $1,584 萬 | 0.06% | −1,377,156−74.6% | 減碼 |
| Millennium Management LLC | 449,630 | $1,515 萬 | 0.01% | −278,049−38.2% | 減碼 |
| Common Fund for Nonprofit Organizations | 406,838 | $1,371 萬 | 1.89% | 00.0% | 不變 |
| Spence Asset Management | 6 | $1,284 萬 | 3.20% | −244,744−100.0% | 減碼 |
| Brighton Jones LLC | 365,576 | $1,232 萬 | 0.41% | +365,576 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 359,755 | $1,212 萬 | 0.01% | +1370.0% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 354,525 | $1,195 萬 | 0.01% | +136,711+62.8% | 加碼 |
| Bamco Inc | 349,294 | $1,177 萬 | 0.03% | +349,294 | 新進 |
| Two Sigma Advisers, LP | 338,600 | $1,141 萬 | 0.03% | −1,689,400−83.3% | 減碼 |
| Deutsche Bank AG | 337,150 | $1,136 萬 | 0.01% | −207,037−38.0% | 減碼 |
| Voya Investment Management LLC | 319,092 | $1,075 萬 | 0.01% | +252,857+381.8% | 加碼 |
| Norges Bank | 318,640 | $1,074 萬 | 0.00% | +4,397+1.4% | 加碼 |
| California State Teachers Retirement System | 304,834 | $1,027 萬 | 0.01% | +92,905+43.8% | 加碼 |
| Dimensional Fund Advisors LP | 301,705 | $1,016 萬 | 0.00% | +14,215+4.9% | 加碼 |
| Susquehanna International Group, LLP | 285,532 | $962.2 萬 | 0.02% | +279,568+4,687.6% | 加碼 |
| UBS Group AG | 277,757 | $936.0 萬 | 0.00% | +91,577+49.2% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 276,825 | $925.7 萬 | 0.02% | +276,825 | 新進 |
| SEI Investments Co | 255,926 | $862.5 萬 | 0.01% | +255,926 | 新進 |
| Integrated Wealth Concepts LLC | 233,776 | $787.8 萬 | 0.11% | +3,345+1.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 226,698 | $764.0 萬 | 2.18% | −24,400−9.7% | 減碼 |
| Aptus Capital Advisors, LLC | 224,581 | $756.8 萬 | 0.14% | 00.0% | 不變 |
| Squarepoint Ops LLC | 209,225 | $705.1 萬 | 0.03% | −42,654−16.9% | 減碼 |
| Cercano Management LLC | 206,885 | $697.2 萬 | 0.19% | +206,885 | 新進 |
| Sora Investors LLC | 200,000 | $674.0 萬 | 1.24% | +200,000 | 新進 |
| Neuberger Berman Group LLC | 193,108 | $650.8 萬 | 0.01% | +193,108 | 新進 |
| Contravisory Investment Management, Inc. | 192,418 | $648.4 萬 | 1.44% | −1,479−0.8% | 減碼 |
| PDT Partners, LLC | 190,381 | $641.6 萬 | 0.61% | +4,800+2.6% | 加碼 |
| Agf Management Ltd | 188,140 | $634.0 萬 | 0.04% | −3,491−1.8% | 減碼 |
| State of Wisconsin Investment Board | 186,780 | $629.4 萬 | 0.02% | +52,066+38.6% | 加碼 |
| Cinctive Capital Management LP | 186,300 | $627.8 萬 | 0.34% | +186,300 | 新進 |
| D. E. Shaw & Co., Inc. | 173,541 | $584.8 萬 | 0.01% | −1,746,488−91.0% | 減碼 |
| AQR Capital Management LLC | 175,366 | $582.7 萬 | 0.01% | +175,366 | 新進 |
| Walleye Capital LLC | 166,387 | $560.7 萬 | 0.06% | +126,534+317.5% | 加碼 |
| Ci Investments Inc. | 161,736 | $545.1 萬 | 0.02% | +160,854+18,237.4% | 加碼 |
| iA Global Asset Management Inc. | 156,700 | $528.1 萬 | 0.10% | +156,700 | 新進 |
| Barclays PLC | 156,534 | $527.5 萬 | 0.00% | +44,627+39.9% | 加碼 |
| Engineers Gate Manager LP | 155,707 | $524.7 萬 | 0.12% | −9,547−5.8% | 減碼 |
| SpiderRock Advisors, LLC | 148,000 | $498.8 萬 | 0.13% | 00.0% | 不變 |
| Creative Planning | 147,457 | $496.9 萬 | 0.01% | +20,482+16.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 146,789 | $494.7 萬 | 0.04% | 00.0% | 不變 |
| JPMorgan Chase & Co | 144,771 | $487.9 萬 | 0.00% | +31,018+27.3% | 加碼 |
| Mariner, LLC | 141,329 | $476.3 萬 | 0.01% | +141,329 | 新進 |
| Board of Trustees of The Leland Stanford Junior University | 135,860 | $457.8 萬 | 0.31% | 00.0% | 不變 |
| Asset Management One Co.,Ltd. | 133,486 | $446.6 萬 | 0.02% | +69,245+107.8% | 加碼 |
| Catalyst Private Wealth, LLC | 119,602 | $403.1 萬 | 2.13% | 00.0% | 不變 |
| Slow Capital, Inc. | 116,935 | $394.1 萬 | 0.64% | +14,730+14.4% | 加碼 |
| Andra AP-fonden | 114,900 | $387.2 萬 | 0.07% | +38,900+51.2% | 加碼 |
| Ensign Peak Advisors, Inc | 114,432 | $385.6 萬 | 0.01% | +94,932+486.8% | 加碼 |
| ExodusPoint Capital Management, LP | 111,218 | $374.8 萬 | 0.04% | +94,570+568.1% | 加碼 |
| Royal Fund Management, LLC | 107,900 | $363.6 萬 | 0.49% | +3,200+3.1% | 加碼 |
| Harbor Capital Advisors, Inc. | 106,529 | $359.0 萬 | 0.27% | −28,638−21.2% | 減碼 |
| LPL Financial LLC | 100,999 | $340.4 萬 | 0.00% | +3,492+3.6% | 加碼 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 95,570 | $322.1 萬 | 0.77% | +95,570 | 新進 |
| Alps Advisors Inc | 95,081 | $320.4 萬 | 0.02% | +5,526+6.2% | 加碼 |