IOT position history
The shares of Samsara (IOT) that Atreides Management, LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2022 Q1: 662,462 shares, $11M, 0.33% of portfolio, New
- 2022 Q2: 1,297,137 shares, $14M, 0.54% of portfolio, Add +95.8%
- 2022 Q3: 1,388,083 shares, $17M, 0.44% of portfolio, Add +7.0%
- 2022 Q4: 1,510,436 shares, $19M, 0.74% of portfolio, Add +8.8%
- 2023 Q1: not held, Exit
- 2023 Q2: not held
- 2023 Q3: not held
- 2023 Q4: not held
- 2024 Q1: not held
- 2024 Q2: 1,473,747 shares, $50M, 1.6% of portfolio, New
- 2024 Q3: not held, Exit
- 2024 Q4: not held
- 2025 Q1: not held
- 2025 Q2: not held
- 2025 Q3: 711,215 shares, $26M, 0.52% of portfolio, New
- 2025 Q4: not held, Exit
- 2026 Q1: not held
- 2026 Q2: 2,308,649 shares, $75M, 0.52% of portfolio, New
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|