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、21 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 |
|---|---|---|---|---|---|
| Blair William & Co | 742,855 | $2,503 萬 | 0.08% | −2,074−0.3% | 減碼 |
| Capital Fund Management S.A. | 775,997 | $2,615 萬 | 0.30% | +297,121+62.0% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 815,660 | $2,749 萬 | 0.41% | +815,660 | 新進 |
| Qube Research & Technologies Ltd | 829,685 | $2,796 萬 | 0.05% | +53,705+6.9% | 加碼 |
| Allspring Global Investments Holdings, LLC | 874,302 | $2,946 萬 | 0.05% | +874,302 | 新進 |
| Bank of New York Mellon Corp | 877,485 | $2,957 萬 | 0.01% | +131,452+17.6% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,000,000 | $3,370 萬 | 0.06% | +835,000+506.1% | 加碼 |
| TimesSquare Capital Management, LLC | 1,145,121 | $3,859 萬 | 0.61% | +572,380+99.9% | 加碼 |
| Charles Schwab Investment Management Inc | 1,178,051 | $3,970 萬 | 0.01% | +124,424+11.8% | 加碼 |
| First Trust Advisors LP | 1,178,075 | $3,970 萬 | 0.04% | −755,765−39.1% | 減碼 |
| Legal & General Group Plc | 1,207,611 | $4,070 萬 | 0.01% | +113,468+10.4% | 加碼 |
| Atreides Management, LP | 1,473,747 | $4,967 萬 | 1.62% | +1,473,747 | 新進 |
| Alliancebernstein L.P. | 1,650,970 | $5,564 萬 | 0.02% | +1,163,066+238.4% | 加碼 |
| Invesco Ltd. | 1,987,775 | $6,699 萬 | 0.01% | −2,320,012−53.9% | 減碼 |
| Summit Partners Public Asset Management, LLC | 1,999,087 | $6,737 萬 | 3.11% | +461,045+30.0% | 加碼 |
| State Street Corp | 2,030,578 | $6,843 萬 | 0.00% | +389,938+23.8% | 加碼 |
| Geode Capital Management, LLC | 2,082,516 | $6,998 萬 | 0.01% | +220,430+11.8% | 加碼 |
| UBS Asset Management Americas Inc | 2,400,038 | $8,088 萬 | 0.02% | +1,709,140+247.4% | 加碼 |
| Artisan Partners Limited Partnership | 2,406,880 | $8,111 萬 | 0.12% | +2,406,880 | 新進 |
| Goldman Sachs Group Inc | 2,595,907 | $8,748 萬 | 0.02% | +127,408+5.2% | 加碼 |
| Amundi | 2,653,970 | $9,467 萬 | 0.04% | +756,884+39.9% | 加碼 |
| Lmdagg, L.L.C. | 2,968,141 | $1.00 億 | 100.00% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 3,367,979 | $1.14 億 | 0.56% | +1,139,220+51.1% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.35 億 | 11.49% | 00.0% | 不變 |
| Sands Capital Management, LLC | 7,612,221 | $2.57 億 | 0.75% | +6,038,941+383.8% | 加碼 |
| 1832 Asset Management L.P. | 8,128,500 | $2.74 億 | 0.50% | +500,400+6.6% | 加碼 |
| BlackRock Inc. | 8,180,778 | $2.76 億 | 0.01% | +977,533+13.6% | 加碼 |
| FMR LLC | 10,285,778 | $3.47 億 | 0.02% | −1,022,408−9.0% | 減碼 |
| Morgan Stanley | 14,897,465 | $5.02 億 | 0.04% | +309,543+2.1% | 加碼 |
| Price T Rowe Associates Inc | 16,941,610 | $5.71 億 | 0.07% | −697,531−4.0% | 減碼 |
| Vanguard Group Inc | 19,210,930 | $6.47 億 | 0.01% | +2,109,774+12.3% | 加碼 |
| General Catalyst Group Management, LLC | 26,297,056 | $8.86 億 | 76.40% | 00.0% | 不變 |
| Baillie Gifford & Co | 27,433,212 | $9.24 億 | 0.72% | +4,207,974+18.1% | 加碼 |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −233,269−100.0% | 清倉 |
| Libra Wealth LLC | 0 | $0 | 0.00% | −215,578−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −317,713−100.0% | 清倉 |
| Dakota Wealth Management | 0 | $0 | 0.00% | −68,260−100.0% | 清倉 |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −55,945−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −53,033−100.0% | 清倉 |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −52,916−100.0% | 清倉 |
| Corton Capital Inc. | 0 | $0 | 0.00% | −43,250−100.0% | 清倉 |
| SlateStone Wealth, LLC | 0 | $0 | 0.00% | −42,000−100.0% | 清倉 |
| Jump Financial, LLC | 0 | $0 | 0.00% | −41,235−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −35,108−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −34,727−100.0% | 清倉 |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −32,547−100.0% | 清倉 |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −30,426−100.0% | 清倉 |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −24,771−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,900−100.0% | 清倉 |
| Triumph Capital Management | 0 | $0 | 0.00% | −25,000−100.0% | 清倉 |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −23,912−100.0% | 清倉 |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −18,285−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −17,784−100.0% | 清倉 |
| AXS Investments LLC | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −14,780−100.0% | 清倉 |
| Rinkey Investments | 0 | $0 | 0.00% | −14,551−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −14,534−100.0% | 清倉 |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,969−100.0% | 清倉 |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −13,619−100.0% | 清倉 |
| Hongkou Capital LP | 0 | $0 | 0.00% | −11,877−100.0% | 清倉 |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,301−100.0% | 清倉 |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −8,116−100.0% | 清倉 |
| Woodline Partners LP | 0 | $0 | 0.00% | −7,857−100.0% | 清倉 |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −6,829−100.0% | 清倉 |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,225−100.0% | 清倉 |
| Maven Securities LTD | 0 | $0 | 0.00% | −6,074−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,878−100.0% | 清倉 |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −5,840−100.0% | 清倉 |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −5,753−100.0% | 清倉 |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,474−100.0% | 清倉 |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −4,465−100.0% | 清倉 |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −1,750−100.0% | 清倉 |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −744−100.0% | 清倉 |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −526−100.0% | 清倉 |
| Quarry LP | 0 | $0 | 0.00% | −448−100.0% | 清倉 |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −316−100.0% | 清倉 |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −204−100.0% | 清倉 |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −69−100.0% | 清倉 |
| Naples Money Management LLC | 0 | $0 | 0.00% | −50−100.0% | 清倉 |
| Avion Wealth | 0 | $0 | 0.00% | −14−100.0% | 清倉 |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −18−100.0% | 清倉 |
| Credit Suisse AG | – | – | – | – | 本季未申報 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | – | – | – | – | 本季未申報 |
| Oracle Alpha Inc. | – | – | – | – | 本季未申報 |
| Degroof Petercam Asset Management | – | – | – | – | 本季未申報 |
| Cutler Group LP | – | – | – | – | 本季未申報 |