IOT
Samsara Inc. · Technology · Software - Infrastructure
Momentum-inputs (vergelijkbare managers):
breedte van houders +14.3% ·
aandelenstroom +27.4% ·
netto nieuwe posities +12.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 305.51K | $12.53M | n/a | −1 |
| 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 | n/a |
| 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 | n/a | −2 |
| Q4 2024 | 17 | 0 | 66.46M | $2.90B | +1 | −1 |
| Q3 2024 | 16 | +2 | 63.72M | $3.07B | +3 | −1 |
| Q2 2024 | 14 | n/a | 50.01M | $1.69B | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 33.84M | +23.4% | $1.63B | 1.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | T. Rowe Price ✦ | 16.45M | -2.9% | $791.80M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (passief) | 2.35M | +638.0% | $113.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passief) | 2.28M | +9.4% | $109.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Arrowstreet Capital ✦ | 2.00M | Nieuw | $96.04M | 0.1% | New | 1 | SEC ↗ |
| 6 | Altimeter Capital ✦ | 1.45M | +78.1% | $69.92M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.21M | +124.2% | $58.02M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Adage Capital Partners ✦ | 1.07M | +7.5% | $51.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 941.80K | +3511.8% | $45.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 673.76K | +284.2% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Renaissance Technologies ✦ | 586.20K | Nieuw | $28.21M | 0.0% | New | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 416.94K | -7.3% | $20.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | D. E. Shaw & Co. ✦ | 340.05K | +96.0% | $16.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 47.95K | Nieuw | $2.31M | 0.0% | New | 1 | SEC ↗ |
| 15 | Gotham Asset Management ✦ | 47.31K | +417.6% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 7.96K | +5.1% | $382,987 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Arrowstreet Capital | $96.04M | 0.1% |
| Renaissance Technologies | $28.21M | 0.0% |
| Bridgewater Associates | $2.31M | 0.0% |
Verlaten
| Marshall Wace | $1.35M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 533 houders, 361.99M aandelen, $10.20B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 770 aand · $30,638
Officer · 2.17K aand · $87,466
Officer, Director, 10% owner · 10.13K aand · $432,393
Officer, Director, 10% owner · 6.00K aand · $246,671
Officer, Director, 10% owner · 55.97K aand · $2.37M
Officer, Director, 10% owner · 49.08K aand · $2.08M
Officer, Director, 10% owner · 6.00K aand · $246,299
Officer, Director, 10% owner · 3.43K aand · $146,788
Officer, Director, 10% owner · 60.11K aand · $2.46M
Officer, Director, 10% owner · 19.38K aand · $808,624
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie