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 4 季 13F 持有人
Samsara Inc. 在 2024/12/31 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
- 435
- 較 2024 年第 3 季 +56 家
- 持有股數
- 2.45 億
- 較 2024 年第 3 季 +1,940 萬 (+8.6%)
- 總市值
- $107.0 億
- 較 2024 年第 3 季 −$1.46 億 (−1.3%)
- 新進機構
- 109
- 另有 175 家加碼
- 清倉機構
- 53
- 另有 102 家減碼
另有 8 家機構在 2024 年第 3 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 32,929,387 | $14.4 億 | 1.11% | −915,003−2.7% | 減碼 |
| Morgan Stanley | 22,227,144 | $9.71 億 | 0.07% | +6,370,631+40.2% | 加碼 |
| Vanguard Group Inc | 20,978,589 | $9.17 億 | 0.02% | +863,197+4.3% | 加碼 |
| General Catalyst Group Management, LLC | 17,442,233 | $7.62 億 | 66.77% | −5,854,823−25.1% | 減碼 |
| Price T Rowe Associates Inc | 16,136,065 | $7.05 億 | 0.08% | −318,602−1.9% | 減碼 |
| FMR LLC | 14,743,175 | $6.44 億 | 0.04% | +2,852,575+24.0% | 加碼 |
| BlackRock, Inc. | 12,237,614 | $5.35 億 | 0.01% | +1,009,358+9.0% | 加碼 |
| Sands Capital Management, LLC | 10,369,764 | $4.53 億 | 1.34% | +2,154,027+26.2% | 加碼 |
| 1832 Asset Management L.P. | 5,551,600 | $2.43 億 | 0.43% | −1,289,200−18.8% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 4,143,855 | $1.81 億 | 0.14% | +2,148,081+107.6% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.75 億 | 23.42% | 00.0% | 不變 |
| Westfield Capital Management Co LP | 3,603,576 | $1.57 億 | 0.69% | +96,895+2.8% | 加碼 |
| Invesco Ltd. | 3,476,945 | $1.52 億 | 0.03% | +419,163+13.7% | 加碼 |
| Amundi | 3,013,265 | $1.33 億 | 0.05% | +547,390+22.2% | 加碼 |
| Jordan Park Trust Co LLC | 2,564,462 | $1.12 億 | 93.69% | +2,564,462 | 新進 |
| Norges Bank | 2,432,466 | $1.06 億 | 0.01% | +80,801+3.4% | 加碼 |
| Geode Capital Management, LLC | 2,371,071 | $1.03 億 | 0.01% | +91,688+4.0% | 加碼 |
| State Street Corp | 2,293,141 | $1.00 億 | 0.00% | +167,557+7.9% | 加碼 |
| Goldman Sachs Group Inc | 2,229,402 | $9,740 萬 | 0.02% | +448,947+25.2% | 加碼 |
| Artisan Partners Limited Partnership | 2,035,676 | $8,894 萬 | 0.14% | −759,277−27.2% | 減碼 |
| Alliancebernstein L.P. | 1,975,947 | $8,633 萬 | 0.03% | +164,502+9.1% | 加碼 |
| Charles Schwab Investment Management Inc | 1,876,944 | $8,200 萬 | 0.02% | +47,911+2.6% | 加碼 |
| UBS Group AG | 1,851,233 | $8,088 萬 | 0.02% | +1,507,420+438.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,776,416 | $7,761 萬 | 0.02% | −322,931−15.4% | 減碼 |
| Voya Investment Management LLC | 1,691,093 | $7,388 萬 | 0.08% | +254,754+17.7% | 加碼 |
| Franklin Resources Inc | 1,458,813 | $6,374 萬 | 0.02% | +1,243,561+577.7% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 1,458,148 | $6,371 萬 | 1.15% | +5,215+0.4% | 加碼 |
| Two Sigma Investments, LP | 1,433,355 | $6,262 萬 | 0.14% | +491,550+52.2% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,417,612 | $6,194 萬 | 2.07% | −182,873−11.4% | 減碼 |
| JPMorgan Chase & Co | 1,410,431 | $6,162 萬 | 0.00% | +1,051,009+292.4% | 加碼 |
| Lord, Abbett & Co. LLC | 1,351,063 | $5,903 萬 | 0.19% | −519,801−27.8% | 減碼 |
| Two Sigma Advisers, LP | 1,307,400 | $5,712 萬 | 0.13% | +620,300+90.3% | 加碼 |
| First Trust Advisors LP | 1,294,151 | $5,654 萬 | 0.05% | +115,501+9.8% | 加碼 |
| Qube Research & Technologies Ltd | 1,239,278 | $5,414 萬 | 0.09% | +740,958+148.7% | 加碼 |
| Bank of America Corp | 1,175,231 | $5,135 萬 | 0.00% | +68,953+6.2% | 加碼 |
| AQR Capital Management LLC | 1,042,934 | $4,557 萬 | 0.06% | +369,169+54.8% | 加碼 |
| Legal & General Group Plc | 1,008,111 | $4,404 萬 | 0.01% | −35,336−3.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 956,545 | $4,207 萬 | 0.07% | −652,376−40.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 900,000 | $3,932 萬 | 0.07% | −175,000−16.3% | 減碼 |
| Polar Capital Holdings Plc | 889,429 | $3,886 萬 | 0.22% | −31,666−3.4% | 減碼 |
| Voloridge Investment Management, LLC | 887,911 | $3,879 萬 | 0.14% | −1,073,753−54.7% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 860,092 | $3,758 萬 | 0.09% | +7,290+0.9% | 加碼 |
| Northern Trust Corp | 788,606 | $3,445 萬 | 0.00% | +171,486+27.8% | 加碼 |
| Lmdagg, L.L.C. | 773,194 | $3,378 萬 | 100.00% | 00.0% | 不變 |
| Renaissance Technologies LLC | 764,300 | $3,339 萬 | 0.05% | +178,102+30.4% | 加碼 |
| Blair William & Co | 753,156 | $3,291 萬 | 0.10% | −14,999−2.0% | 減碼 |
| Bank of New York Mellon Corp | 750,408 | $3,279 萬 | 0.01% | +23,990+3.3% | 加碼 |
| TimesSquare Capital Management, LLC | 720,946 | $3,150 萬 | 0.46% | −150,615−17.3% | 減碼 |
| Capital Fund Management S.A. | 720,313 | $3,147 萬 | 0.31% | +74,002+11.4% | 加碼 |
| a16z Perennial Management, L.P. | 679,997 | $2,971 萬 | 3.45% | +450,411+196.2% | 加碼 |
| Bamco Inc | 676,568 | $2,956 萬 | 0.08% | +9,443+1.4% | 加碼 |
| Swiss National Bank | 617,100 | $2,696 萬 | 0.02% | +1,500+0.2% | 加碼 |
| TD Asset Management Inc | 613,491 | $2,680 萬 | 0.02% | −28,065−4.4% | 減碼 |
| Jennison Associates LLC | 593,562 | $2,593 萬 | 0.02% | +589,174+13,426.9% | 加碼 |
| Comerica Bank | 579,001 | $2,530 萬 | 0.10% | −5,548−0.9% | 減碼 |
| Canada Pension Plan Investment Board | 533,800 | $2,332 萬 | 0.02% | +193,900+57.0% | 加碼 |
| Science & Technology Partners, L.P. | 503,900 | $2,202 萬 | 6.69% | +503,900 | 新進 |
| BNP Paribas Arbitrage, SA | 485,955 | $2,123 萬 | 0.02% | +485,955 | 新進 |
| Common Fund for Nonprofit Organizations | 463,677 | $2,026 萬 | 2.28% | +156,839+51.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 459,416 | $2,007 萬 | 0.01% | +83,133+22.1% | 加碼 |
| Barclays PLC | 443,116 | $1,936 萬 | 0.01% | +31,050+7.5% | 加碼 |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 425,877 | $1,861 萬 | 0.22% | −432,553−50.4% | 減碼 |
| Zevenbergen Capital Investments LLC | 413,825 | $1,808 萬 | 0.37% | +413,825 | 新進 |
| Man Group plc | 394,273 | $1,723 萬 | 0.05% | +394,273 | 新進 |
| La Banque Postale Asset Management SA | 385,349 | $1,684 萬 | 0.23% | +385,349 | 新進 |
| Spence Asset Management | 376,467 | $1,645 萬 | 3.59% | −1,169−0.3% | 減碼 |
| Zweig-DiMenna Associates LLC | 369,850 | $1,616 萬 | 1.37% | +266,850+259.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 369,137 | $1,613 萬 | 3.52% | +369,137 | 新進 |
| Ameriprise Financial Inc | 364,998 | $1,595 萬 | 0.00% | −88,109−19.4% | 減碼 |
| Agf Management Ltd | 361,427 | $1,579 萬 | 0.08% | +61,451+20.5% | 加碼 |
| Dimensional Fund Advisors LP | 358,920 | $1,568 萬 | 0.00% | +34,805+10.7% | 加碼 |
| Exchange Traded Concepts, LLC | 356,347 | $1,557 萬 | 0.32% | −41,965−10.5% | 減碼 |
| California State Teachers Retirement System | 312,209 | $1,364 萬 | 0.02% | +2,577+0.8% | 加碼 |
| Brighton Jones LLC | 308,168 | $1,346 萬 | 0.39% | +308,168 | 新進 |
| Jane Street Group, LLC | 302,924 | $1,323 萬 | 0.02% | +44,673+17.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 278,012 | $1,276 萬 | 0.01% | +23,687+9.3% | 加碼 |
| Deutsche Bank AG | 282,202 | $1,233 萬 | 0.00% | +11,199+4.1% | 加碼 |
| Marshall Wace, LLP | 281,248 | $1,229 萬 | 0.02% | +281,248 | 新進 |
| California Public Employees Retirement System | 274,234 | $1,198 萬 | 0.01% | −14,956−5.2% | 減碼 |
| Susquehanna International Group, LLP | 269,204 | $1,176 萬 | 0.02% | +140,467+109.1% | 加碼 |
| Squarepoint Ops LLC | 261,639 | $1,143 萬 | 0.03% | +74,526+39.8% | 加碼 |
| Integrated Wealth Concepts LLC | 234,140 | $1,023 萬 | 0.12% | +168+0.1% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 225,605 | $986.6 萬 | 0.02% | −16,854−7.0% | 減碼 |
| Aptus Capital Advisors, LLC | 223,250 | $975.4 萬 | 0.12% | −690.0% | 減碼 |
| SEI Investments Co | 221,536 | $967.9 萬 | 0.01% | −133,190−37.5% | 減碼 |
| Cinctive Capital Management LP | 220,126 | $961.7 萬 | 0.52% | +220,126 | 新進 |
| Andra AP-fonden | 215,200 | $940.2 萬 | 0.15% | +75,700+54.3% | 加碼 |
| Massachusetts Institute of Technology | 206,197 | $900.9 萬 | 1.28% | +206,197 | 新進 |
| Sara-Bay Financial | 201,771 | $886.0 萬 | 3.28% | +599+0.3% | 加碼 |
| Wealth Dimensions Group, Ltd. | 201,598 | $880.8 萬 | 2.16% | −9,000−4.3% | 減碼 |
| Sands Capital Ventures, LLC | 198,690 | $868.1 萬 | 1.89% | +195,518+6,163.9% | 加碼 |
| Liontrust Investment Partners LLP | 195,198 | $852.8 萬 | 0.12% | +195,198 | 新進 |
| Storebrand Asset Management AS | 193,194 | $844.1 萬 | 0.03% | +150,729+354.9% | 加碼 |
| Contravisory Investment Management, Inc. | 188,969 | $825.6 萬 | 1.77% | −2,923−1.5% | 減碼 |
| Creative Planning | 177,112 | $773.8 萬 | 0.01% | +29,413+19.9% | 加碼 |
| Engineers Gate Manager LP | 177,058 | $773.6 萬 | 0.13% | −83,760−32.1% | 減碼 |
| State of Wisconsin Investment Board | 174,348 | $761.7 萬 | 0.02% | −21,460−11.0% | 減碼 |
| Jump Financial, LLC | 168,700 | $737.1 萬 | 0.15% | −54,140−24.3% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 149,789 | $654.4 萬 | 0.06% | 00.0% | 不變 |
| Mariner, LLC | 147,182 | $643.0 萬 | 0.01% | +4,806+3.4% | 加碼 |