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IOT position history

The shares of Samsara (IOT) that BAMCO Inc (Baron Capital) reported in each quarter’s 13F.

Equity, COM CL A

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 349,294 shares, $12M, 0.03% of portfolio, New
  2. 2024 Q3: 667,125 shares, $32M, 0.09% of portfolio, Add +91.0%
  3. 2024 Q4: 676,568 shares, $30M, 0.08% of portfolio, Add +1.4%
  4. 2025 Q1: 1,098,803 shares, $42M, 0.12% of portfolio, Add +62.4%
  5. 2025 Q2: 2,731,429 shares, $109M, 0.29% of portfolio, Add +148.6%
  6. 2025 Q3: 3,378,831 shares, $126M, 0.33% of portfolio, Add +23.7%
  7. 2025 Q4: 4,120,031 shares, $146M, 0.40% of portfolio, Add +21.9%
  8. 2026 Q1: 5,119,835 shares, $162M, 0.49% of portfolio, Add +24.3%
  9. 2026 Q2: 7,881,752 shares, $256M, 0.38% of portfolio, Add +53.9%
Holdings date Value % of holdings Shares Filing date All 13F holders