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。
2025 年第 1 季 13F 持有人
Samsara Inc. 在 2025/3/31 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
- 447
- 較 2024 年第 4 季 +17 家
- 持有股數
- 2.64 億
- 較 2024 年第 4 季 +1,894 萬 (+7.7%)
- 總市值
- $101.0 億
- 較 2024 年第 4 季 −$6.00 億 (−5.6%)
- 新進機構
- 76
- 另有 205 家加碼
- 清倉機構
- 59
- 另有 113 家減碼
另有 5 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 35,277,488 | $13.5 億 | 1.18% | +2,348,101+7.1% | 加碼 |
| Vanguard Group Inc | 23,495,471 | $9.01 億 | 0.02% | +2,516,882+12.0% | 加碼 |
| General Catalyst Group Management, LLC | 17,442,233 | $6.69 億 | 75.33% | 00.0% | 不變 |
| Sands Capital Management, LLC | 16,443,161 | $6.30 億 | 2.14% | +6,073,397+58.6% | 加碼 |
| Price T Rowe Associates Inc | 15,159,152 | $5.81 億 | 0.07% | −976,913−6.1% | 減碼 |
| BlackRock, Inc. | 14,638,218 | $5.61 億 | 0.01% | +2,400,604+19.6% | 加碼 |
| FMR LLC | 13,229,830 | $5.07 億 | 0.03% | −1,513,345−10.3% | 減碼 |
| Morgan Stanley | 12,598,323 | $4.83 億 | 0.03% | −9,628,821−43.3% | 減碼 |
| Jennison Associates LLC | 11,763,133 | $4.51 億 | 0.32% | +11,169,571+1,881.8% | 加碼 |
| UBS Group AG | 4,274,689 | $1.64 億 | 0.04% | +2,423,456+130.9% | 加碼 |
| Invesco Ltd. | 4,174,153 | $1.60 億 | 0.03% | +697,208+20.1% | 加碼 |
| AH Capital Management, L.L.C. | 3,995,652 | $1.53 億 | 21.85% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 3,523,700 | $1.35 億 | 0.26% | −2,027,900−36.5% | 減碼 |
| Westfield Capital Management Co LP | 3,523,390 | $1.35 億 | 0.66% | −80,186−2.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,437,836 | $1.32 億 | 0.11% | −706,019−17.0% | 減碼 |
| Geode Capital Management, LLC | 2,945,384 | $1.13 億 | 0.01% | +574,313+24.2% | 加碼 |
| UBS Asset Management Americas Inc | 2,823,484 | $1.08 億 | 0.03% | +1,047,068+58.9% | 加碼 |
| State Street Corp | 2,701,040 | $1.04 億 | 0.00% | +407,899+17.8% | 加碼 |
| Jordan Park Trust Co LLC | 2,564,462 | $9,830 萬 | 92.82% | 00.0% | 不變 |
| Amundi | 2,584,941 | $8,817 萬 | 0.03% | −428,324−14.2% | 減碼 |
| Artisan Partners Limited Partnership | 2,267,959 | $8,693 萬 | 0.14% | +232,283+11.4% | 加碼 |
| Charles Schwab Investment Management Inc | 2,229,773 | $8,547 萬 | 0.02% | +352,829+18.8% | 加碼 |
| Norges Bank | 2,107,489 | $8,078 萬 | 0.01% | −324,977−13.4% | 減碼 |
| Alliancebernstein L.P. | 2,039,049 | $7,816 萬 | 0.03% | +63,102+3.2% | 加碼 |
| Goldman Sachs Group Inc | 1,990,004 | $7,628 萬 | 0.01% | −239,398−10.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,909,336 | $7,408 萬 | 0.13% | +952,791+99.6% | 加碼 |
| Qube Research & Technologies Ltd | 1,754,759 | $6,726 萬 | 0.10% | +515,481+41.6% | 加碼 |
| Lord, Abbett & Co. LLC | 1,707,523 | $6,545 萬 | 0.23% | +356,460+26.4% | 加碼 |
| Citadel Advisors LLC | 1,578,518 | $6,050 萬 | 0.06% | +1,530,273+3,171.9% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,531,869 | $5,872 萬 | 2.82% | +114,257+8.1% | 加碼 |
| Bank of America Corp | 1,470,867 | $5,638 萬 | 0.01% | +295,636+25.2% | 加碼 |
| Franklin Resources Inc | 1,468,613 | $5,629 萬 | 0.02% | +9,800+0.7% | 加碼 |
| Voya Investment Management LLC | 1,397,186 | $5,355 萬 | 0.06% | −293,907−17.4% | 減碼 |
| Polar Capital Holdings Plc | 1,365,601 | $5,234 萬 | 0.32% | +476,172+53.5% | 加碼 |
| Legal & General Group Plc | 1,344,296 | $5,153 萬 | 0.01% | +336,185+33.3% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 1,100,000 | $4,216 萬 | 0.08% | +200,000+22.2% | 加碼 |
| Bamco Inc | 1,098,803 | $4,212 萬 | 0.12% | +422,235+62.4% | 加碼 |
| Northern Trust Corp | 1,082,209 | $4,148 萬 | 0.01% | +293,603+37.2% | 加碼 |
| Bessemer Group Inc | 1,080,530 | $4,142 萬 | 0.07% | +1,080,489+2,635,339.0% | 加碼 |
| JPMorgan Chase & Co | 1,070,594 | $4,104 萬 | 0.00% | −339,837−24.1% | 減碼 |
| First Trust Advisors LP | 1,022,677 | $3,920 萬 | 0.03% | −271,474−21.0% | 減碼 |
| Canada Pension Plan Investment Board | 1,005,000 | $3,852 萬 | 0.04% | +471,200+88.3% | 加碼 |
| Susquehanna International Group, LLP | 987,370 | $3,785 萬 | 0.06% | +718,166+266.8% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 889,469 | $3,409 萬 | 0.09% | +29,377+3.4% | 加碼 |
| TimesSquare Capital Management, LLC | 857,331 | $3,286 萬 | 0.53% | +136,385+18.9% | 加碼 |
| AQR Capital Management LLC | 831,217 | $3,071 萬 | 0.03% | −211,717−20.3% | 減碼 |
| Blair William & Co | 793,097 | $3,040 萬 | 0.09% | +39,941+5.3% | 加碼 |
| Bank of New York Mellon Corp | 782,661 | $3,000 萬 | 0.01% | +32,253+4.3% | 加碼 |
| Lmdagg, L.L.C. | 773,194 | $2,964 萬 | 100.00% | 00.0% | 不變 |
| Swiss National Bank | 733,200 | $2,810 萬 | 0.02% | +116,100+18.8% | 加碼 |
| Federated Hermes, Inc. | 725,998 | $2,783 萬 | 0.06% | +725,998 | 新進 |
| Comerica Bank | 617,373 | $2,366 萬 | 0.10% | +38,372+6.6% | 加碼 |
| Millennium Management LLC | 612,859 | $2,349 萬 | 0.02% | +501,216+448.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 587,809 | $2,253 萬 | 0.55% | +173,984+42.0% | 加碼 |
| Capital Fund Management S.A. | 583,027 | $2,235 萬 | 0.28% | −137,286−19.1% | 減碼 |
| SEI Investments Co | 571,299 | $2,190 萬 | 0.03% | +349,763+157.9% | 加碼 |
| Janus Henderson Group PLC | 555,946 | $2,164 萬 | 0.01% | +544,626+4,811.2% | 加碼 |
| a16z Perennial Management, L.P. | 553,597 | $2,122 萬 | 2.64% | −126,400−18.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 536,136 | $2,055 萬 | 0.01% | +76,720+16.7% | 加碼 |
| Ameriprise Financial Inc | 526,211 | $2,017 萬 | 0.01% | +161,213+44.2% | 加碼 |
| Exchange Traded Concepts, LLC | 524,411 | $2,010 萬 | 0.36% | +168,064+47.2% | 加碼 |
| Spence Asset Management | 512,461 | $1,964 萬 | 4.89% | +135,994+36.1% | 加碼 |
| SG Americas Securities, LLC | 485,312 | $1,860 萬 | 0.06% | +451,350+1,329.0% | 加碼 |
| Two Sigma Advisers, LP | 465,300 | $1,783 萬 | 0.04% | −842,100−64.4% | 減碼 |
| Wellington Management Group LLP | 456,959 | $1,752 萬 | 0.00% | +448,421+5,252.1% | 加碼 |
| Wells Fargo & Company | 449,566 | $1,723 萬 | 0.00% | +320,390+248.0% | 加碼 |
| Man Group plc | 418,385 | $1,604 萬 | 0.05% | +24,112+6.1% | 加碼 |
| Dimensional Fund Advisors LP | 400,768 | $1,536 萬 | 0.00% | +41,848+11.7% | 加碼 |
| Barclays PLC | 399,548 | $1,531 萬 | 0.01% | −43,568−9.8% | 減碼 |
| Agf Management Ltd | 399,174 | $1,530 萬 | 0.08% | +37,747+10.4% | 加碼 |
| Alberta Investment Management Corp | 374,366 | $1,435 萬 | 0.10% | +295,166+372.7% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 355,737 | $1,367 萬 | 0.03% | +130,132+57.7% | 加碼 |
| California State Teachers Retirement System | 354,776 | $1,360 萬 | 0.02% | +42,567+13.6% | 加碼 |
| Caden Capital Partners, LP | 347,707 | $1,333 萬 | 4.11% | +347,707 | 新進 |
| Deutsche Bank AG | 345,105 | $1,323 萬 | 0.01% | +62,903+22.3% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 339,072 | $1,300 萬 | 0.01% | +61,060+22.0% | 加碼 |
| Brighton Jones LLC | 303,430 | $1,163 萬 | 0.37% | −4,738−1.5% | 減碼 |
| Russell Investments Group, Ltd. | 271,327 | $1,040 萬 | 0.01% | +217,884+407.7% | 加碼 |
| TD Asset Management Inc | 266,030 | $1,020 萬 | 0.01% | −347,461−56.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 263,000 | $1,008 萬 | 0.02% | +210,537+401.3% | 加碼 |
| Sands Capital Ventures, LLC | 253,432 | $971.4 萬 | 2.38% | +54,742+27.6% | 加碼 |
| Integrated Wealth Concepts LLC | 234,738 | $899.8 萬 | 0.10% | +598+0.3% | 加碼 |
| Neuberger Berman Group LLC | 233,764 | $896.0 萬 | 0.01% | +155,576+199.0% | 加碼 |
| Common Fund for Nonprofit Organizations | 231,837 | $888.6 萬 | 0.99% | −231,840−50.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 228,889 | $877.3 萬 | 0.08% | +79,100+52.8% | 加碼 |
| HSBC Holdings PLC | 230,056 | $871.2 萬 | 0.01% | +168,699+274.9% | 加碼 |
| Aptus Capital Advisors, LLC | 223,321 | $856.0 萬 | 0.10% | +710.0% | 加碼 |
| Citigroup Inc | 223,144 | $855.3 萬 | 0.01% | +109,807+96.9% | 加碼 |
| Two Sigma Investments, LP | 209,684 | $803.7 萬 | 0.02% | −1,223,671−85.4% | 減碼 |
| Sara-Bay Financial | 206,289 | $803.1 萬 | 3.54% | +4,518+2.2% | 加碼 |
| California Public Employees Retirement System | 209,486 | $803.0 萬 | 0.01% | −64,748−23.6% | 減碼 |
| Squarepoint Ops LLC | 204,341 | $783.2 萬 | 0.02% | −57,298−21.9% | 減碼 |
| La Banque Postale Asset Management SA | 198,668 | $761.5 萬 | 0.12% | −186,681−48.4% | 減碼 |
| PDT Partners, LLC | 193,688 | $742.4 萬 | 0.53% | +76,529+65.3% | 加碼 |
| Storebrand Asset Management AS | 188,007 | $720.6 萬 | 0.02% | −5,187−2.7% | 減碼 |
| Engineers Gate Manager LP | 185,479 | $710.9 萬 | 0.12% | +8,421+4.8% | 加碼 |
| Contravisory Investment Management, Inc. | 184,912 | $708.8 萬 | 1.49% | −4,057−2.1% | 減碼 |
| State of Wisconsin Investment Board | 178,613 | $684.6 萬 | 0.02% | +4,265+2.4% | 加碼 |
| Ensign Peak Advisors, Inc | 171,995 | $659.3 萬 | 0.01% | +46,118+36.6% | 加碼 |
| Aviva PLC | 171,548 | $657.5 萬 | 0.02% | +49,091+40.1% | 加碼 |