IOT
Samsara Inc. · Technology · Software - Infrastructure
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 137 | -6 | 311.92M | $10.11B | +4 | −11 |
| Q1 2026 | 147 | +2 | 281.90M | $8.93B | +8 | −7 |
| Q4 2025 | 144 | 0 | 269.37M | $9.55B | +1 | — |
| Q3 2025 | 21 | 0 | 175.38M | $6.53B | +2 | −3 |
| Q2 2025 | 19 | +1 | 150.43M | $5.98B | +2 | −1 |
| Q1 2025 | 15 | -2 | 66.52M | $2.55B | — | −2 |
| Q4 2024 | 17 | 0 | 66.46M | $2.90B | +1 | −1 |
| Q3 2024 | 16 | +2 | 63.72M | $3.07B | +3 | −1 |
| Q2 2024 | 14 | — | 50.01M | $1.69B | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 27.43M | — | $924.50M | 0.7% | n/c | 1 | SEC ↗ ×4 |
| 2 | T. Rowe Price ✦ | 16.94M | — | $570.93M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Geode Capital Management ✦ (被动) | 2.08M | — | $69.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Adage Capital Partners ✦ | 1.00M | — | $33.70M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Altimeter Capital ✦ | 815.66K | — | $27.49M | 0.4% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 537.70K | — | $18.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 449.63K | — | $15.15M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Norges Bank ✦ (被动) | 318.64K | — | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 173.54K | — | $5.85M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 175.37K | — | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Marshall Wace ✦ | 40.12K | — | $1.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 26.08K | — | $878,761 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 9.14K | — | $308,052 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 7.57K | — | $255,142 | 0.0% | n/c | 1 | SEC ↗ ×2 |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 533 持有人, 361.99M 股份, $10.20B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director, 10% owner · 13.28K 股 · $512,724
Officer, Director, 10% owner · 7.50K 股 · $293,954
Officer, Director, 10% owner · 13.02K 股 · $502,874
Officer, Director, 10% owner · 7.85K 股 · $307,318
Officer, Director, 10% owner · 76.83K 股 · $2.95M
Officer, Director, 10% owner · 70 股 · $2,724
Officer, Director, 10% owner · 7.64K 股 · $293,574
Officer, Director, 10% owner · 76.36K 股 · $2.93M
Officer, Director, 10% owner · 300 股 · $11,673
Officer, Director, 10% owner · 100 股 · $3,892
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论