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 2 季 13F 持有人
Samsara Inc. 在 2025/6/30 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
- 490
- 較 2025 年第 1 季 +48 家
- 持有股數
- 3.03 億
- 較 2025 年第 1 季 +3,885 萬 (+14.7%)
- 總市值
- $120.3 億
- 較 2025 年第 1 季 +$19.3 億 (+19.1%)
- 新進機構
- 110
- 另有 206 家加碼
- 清倉機構
- 62
- 另有 132 家減碼
另有 5 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 43,893,738 | $17.5 億 | 1.30% | +8,616,250+24.4% | 加碼 |
| Vanguard Group Inc | 27,803,226 | $11.1 億 | 0.02% | +4,307,755+18.3% | 加碼 |
| BlackRock, Inc. | 20,797,378 | $8.27 億 | 0.02% | +6,159,160+42.1% | 加碼 |
| Price T Rowe Associates Inc | 20,678,634 | $8.23 億 | 0.09% | +5,519,482+36.4% | 加碼 |
| Sands Capital Management, LLC | 19,276,210 | $7.67 億 | 2.20% | +2,833,049+17.2% | 加碼 |
| Morgan Stanley | 16,997,161 | $6.76 億 | 0.04% | +4,398,838+34.9% | 加碼 |
| General Catalyst Group Management, LLC | 11,981,331 | $4.77 億 | 11.09% | −5,460,902−31.3% | 減碼 |
| FMR LLC | 10,306,822 | $4.10 億 | 0.02% | −2,923,008−22.1% | 減碼 |
| Goldman Sachs Group Inc | 6,660,434 | $2.65 億 | 0.04% | +4,670,430+234.7% | 加碼 |
| Jennison Associates LLC | 6,054,741 | $2.41 億 | 0.14% | −5,708,392−48.5% | 減碼 |
| State Street Corp | 5,611,956 | $2.23 億 | 0.01% | +2,910,916+107.8% | 加碼 |
| Geode Capital Management, LLC | 4,877,254 | $1.93 億 | 0.01% | +1,931,870+65.6% | 加碼 |
| UBS Asset Management Americas Inc | 3,991,481 | $1.59 億 | 0.03% | +1,167,997+41.4% | 加碼 |
| Artisan Partners Limited Partnership | 3,964,300 | $1.58 億 | 0.23% | +1,696,341+74.8% | 加碼 |
| Invesco Ltd. | 3,812,656 | $1.52 億 | 0.03% | −361,497−8.7% | 減碼 |
| UBS Group AG | 3,786,022 | $1.51 億 | 0.03% | −488,667−11.4% | 減碼 |
| Westfield Capital Management Co LP | 3,549,106 | $1.41 億 | 0.59% | +25,716+0.7% | 加碼 |
| Norges Bank | 3,392,418 | $1.35 億 | 0.02% | +1,284,929+61.0% | 加碼 |
| Altimeter Capital Management, LP大師Altimeter 資本 | 2,990,578 | $1.19 億 | 1.72% | +2,990,578 | 新進 |
| Arrowstreet Capital, Limited Partnership | 2,773,924 | $1.10 億 | 0.08% | −663,912−19.3% | 減碼 |
| Bamco Inc | 2,731,429 | $1.09 億 | 0.29% | +1,632,626+148.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,583,149 | $1.03 億 | 0.02% | +353,376+15.8% | 加碼 |
| Jordan Park Trust Co LLC | 2,487,301 | $9,894 萬 | 91.46% | −77,161−3.0% | 減碼 |
| Citadel Advisors LLC | 2,352,886 | $9,360 萬 | 0.08% | +774,368+49.1% | 加碼 |
| Amundi | 2,324,862 | $8,923 萬 | 0.03% | −260,079−10.1% | 減碼 |
| Millennium Management LLC | 2,201,715 | $8,758 萬 | 0.08% | +1,588,856+259.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,010,699 | $7,874 萬 | 0.13% | +101,363+5.3% | 加碼 |
| Voya Investment Management LLC | 1,762,989 | $7,013 萬 | 0.07% | +365,803+26.2% | 加碼 |
| Northern Trust Corp | 1,717,036 | $6,830 萬 | 0.01% | +634,827+58.7% | 加碼 |
| Alliancebernstein L.P. | 1,574,930 | $6,265 萬 | 0.02% | −464,119−22.8% | 減碼 |
| American Century Companies Inc | 1,571,997 | $6,253 萬 | 0.03% | +1,571,997 | 新進 |
| a16z Perennial Management, L.P. | 1,516,827 | $6,034 萬 | 4.99% | +963,230+174.0% | 加碼 |
| Bank of America Corp | 1,445,504 | $5,750 萬 | 0.00% | −25,363−1.7% | 減碼 |
| Bessemer Group Inc | 1,442,129 | $5,737 萬 | 0.09% | +361,599+33.5% | 加碼 |
| TimesSquare Capital Management, LLC | 1,431,409 | $5,694 萬 | 0.82% | +574,078+67.0% | 加碼 |
| JPMorgan Chase & Co | 1,380,514 | $5,492 萬 | 0.00% | +309,920+28.9% | 加碼 |
| Legal & General Group Plc | 1,342,677 | $5,341 萬 | 0.01% | −1,619−0.1% | 減碼 |
| Bank of New York Mellon Corp | 1,196,209 | $4,759 萬 | 0.01% | +413,548+52.8% | 加碼 |
| Summit Partners Public Asset Management, LLC | 1,161,985 | $4,622 萬 | 1.80% | −369,884−24.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,097,218 | $4,365 萬 | 0.10% | +207,749+23.4% | 加碼 |
| Mission Creek Capital Partners, Inc. | 1,078,409 | $4,290 萬 | 9.53% | +1,078,409 | 新進 |
| Royal Bank of Canada | 1,030,507 | $4,099 萬 | 0.01% | +934,365+971.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 954,791 | $3,798 萬 | 0.74% | +366,982+62.4% | 加碼 |
| Renaissance Technologies LLC | 931,162 | $3,704 萬 | 0.05% | +931,162 | 新進 |
| 1832 Asset Management L.P. | 928,859 | $3,695 萬 | 0.06% | −2,594,841−73.6% | 減碼 |
| Janus Henderson Group PLC | 876,263 | $3,486 萬 | 0.02% | +320,317+57.6% | 加碼 |
| Swiss National Bank | 861,900 | $3,429 萬 | 0.02% | +128,700+17.6% | 加碼 |
| Federated Hermes, Inc. | 858,266 | $3,414 萬 | 0.06% | +132,268+18.2% | 加碼 |
| Blair William & Co | 794,108 | $3,159 萬 | 0.09% | +1,011+0.1% | 加碼 |
| Lmdagg, L.L.C. | 773,194 | $3,076 萬 | 39.04% | 00.0% | 不變 |
| Massachusetts Institute of Technology | 734,181 | $2,921 萬 | 2.93% | +734,181 | 新進 |
| Ieq Capital, LLC | 730,971 | $2,908 萬 | 0.18% | +679,392+1,317.2% | 加碼 |
| Deutsche Bank AG | 720,644 | $2,867 萬 | 0.01% | +375,539+108.8% | 加碼 |
| Balyasny Asset Management LLC | 717,810 | $2,855 萬 | 0.06% | +717,810 | 新進 |
| AQR Capital Management LLC | 687,046 | $2,733 萬 | 0.02% | −144,171−17.3% | 減碼 |
| Wellington Management Group LLP | 686,731 | $2,732 萬 | 0.00% | +229,772+50.3% | 加碼 |
| Man Group plc | 652,350 | $2,595 萬 | 0.06% | +233,965+55.9% | 加碼 |
| Canada Pension Plan Investment Board | 652,100 | $2,594 萬 | 0.02% | −352,900−35.1% | 減碼 |
| SEI Investments Co | 623,149 | $2,479 萬 | 0.03% | +51,850+9.1% | 加碼 |
| Comerica Bank | 597,425 | $2,377 萬 | 0.09% | −19,948−3.2% | 減碼 |
| Adams Street Partners LLC | 553,085 | $2,200 萬 | 15.50% | +553,085 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 549,022 | $2,184 萬 | 0.01% | +12,886+2.4% | 加碼 |
| Ci Investments Inc. | 544,662 | $2,167 萬 | 0.08% | +543,910+72,328.5% | 加碼 |
| First Trust Advisors LP | 531,921 | $2,116 萬 | 0.02% | −490,756−48.0% | 減碼 |
| Spence Asset Management | 520,590 | $2,071 萬 | 4.23% | +8,129+1.6% | 加碼 |
| Dimensional Fund Advisors LP | 469,773 | $1,869 萬 | 0.00% | +69,005+17.2% | 加碼 |
| Engineers Gate Manager LP | 457,762 | $1,821 萬 | 0.23% | +272,283+146.8% | 加碼 |
| Rhumbline Advisers | 454,515 | $1,808 萬 | 0.02% | +408,266+882.8% | 加碼 |
| Sands Capital Ventures, LLC | 438,485 | $1,744 萬 | 3.43% | +185,053+73.0% | 加碼 |
| California Public Employees Retirement System | 433,887 | $1,726 萬 | 0.01% | +224,401+107.1% | 加碼 |
| California State Teachers Retirement System | 427,072 | $1,699 萬 | 0.02% | +72,296+20.4% | 加碼 |
| Agf Management Ltd | 424,373 | $1,688 萬 | 0.08% | +25,199+6.3% | 加碼 |
| Nuveen, LLC | 418,822 | $1,666 萬 | 0.00% | +418,822 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 413,317 | $1,644 萬 | 0.01% | +74,245+21.9% | 加碼 |
| Victory Capital Management Inc | 409,064 | $1,627 萬 | 0.01% | +360,866+748.7% | 加碼 |
| Exchange Traded Concepts, LLC | 403,826 | $1,606 萬 | 0.21% | −120,585−23.0% | 減碼 |
| Qube Research & Technologies Ltd | 391,499 | $1,557 萬 | 0.02% | −1,363,260−77.7% | 減碼 |
| Common Fund for Nonprofit Organizations | 388,100 | $1,544 萬 | 1.59% | +156,263+67.4% | 加碼 |
| SVB Capital Management, LLC | 381,171 | $1,516 萬 | 24.16% | +381,171 | 新進 |
| Russell Investments Group, Ltd. | 376,534 | $1,498 萬 | 0.02% | +105,207+38.8% | 加碼 |
| Capital Fund Management S.A. | 376,444 | $1,497 萬 | 0.17% | −206,583−35.4% | 減碼 |
| Sora Investors LLC | 354,606 | $1,411 萬 | 1.27% | +354,606 | 新進 |
| Trexquant Investment LP | 340,899 | $1,356 萬 | 0.15% | +340,899 | 新進 |
| Mirae Asset Global ETFs Holdings Ltd. | 331,425 | $1,318 萬 | 0.03% | −24,312−6.8% | 減碼 |
| Citigroup Inc | 330,165 | $1,313 萬 | 0.01% | +107,021+48.0% | 加碼 |
| Caden Capital Partners, LP | 322,039 | $1,281 萬 | 4.26% | −25,668−7.4% | 減碼 |
| Brighton Jones LLC | 291,002 | $1,158 萬 | 0.31% | −12,428−4.1% | 減碼 |
| Holocene Advisors, LP | 277,274 | $1,103 萬 | 0.03% | +277,274 | 新進 |
| La Banque Postale Asset Management SA | 275,752 | $1,097 萬 | 0.15% | +77,084+38.8% | 加碼 |
| Jump Financial, LLC | 264,600 | $1,053 萬 | 0.13% | +256,907+3,339.5% | 加碼 |
| Freestone Grove Partners LP | 261,756 | $1,041 萬 | 0.08% | +261,756 | 新進 |
| Washington University | 258,221 | $1,027 萬 | 8.46% | +258,221 | 新進 |
| Wells Fargo & Company | 255,955 | $1,018 萬 | 0.00% | −193,611−43.1% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 250,000 | $994.5 萬 | 0.02% | −850,000−77.3% | 減碼 |
| Integrated Wealth Concepts LLC | 234,160 | $931.5 萬 | 0.09% | −578−0.2% | 減碼 |
| Quantinno Capital Management LP | 232,477 | $924.8 萬 | 0.04% | +86,671+59.4% | 加碼 |
| Neuberger Berman Group LLC | 231,433 | $920.6 萬 | 0.01% | −2,331−1.0% | 減碼 |
| PDT Partners, LLC | 230,303 | $916.1 萬 | 0.52% | +36,615+18.9% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 227,044 | $903.2 萬 | 0.07% | −1,845−0.8% | 減碼 |
| Aptus Capital Advisors, LLC | 223,472 | $889.0 萬 | 0.09% | +151+0.1% | 加碼 |