IOT
Samsara Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +5.6% ·
flujo de acciones +19.9% ·
nuevas posiciones netas +5.3%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 43.89M | +24.4% | $1.75B | 1.3% | ▲ Add | 5 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (pasivo) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (pasivo) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 4 | T. Rowe Price ✦ | 20.68M | +36.4% | $822.60M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 10.31M | — | $410.01M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (pasivo) | 5.61M | +107.8% | $223.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Geode Capital Management ✦ (pasivo) | 4.88M | +65.6% | $193.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (pasivo) | 3.39M | +61.0% | $134.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Altimeter Capital ✦ | 2.99M | Nuevo | $118.97M | 1.7% | New | 1 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 2.77M | -19.3% | $110.35M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 2.35M | +49.1% | $93.60M | 0.1% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 2.20M | +259.2% | $87.58M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 931.16K | Nuevo | $37.04M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 15 | Wellington Management ✦ | 686.73K | +50.3% | $27.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 16 | Adage Capital Partners ✦ | 250.00K | -77.3% | $9.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 87.95K | -58.1% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Marshall Wace ✦ | 68.86K | +142.4% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | D. E. Shaw & Co. ✦ | 35.30K | -15.6% | $1.40M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Altimeter Capital | $118.97M | 1.7% |
| Renaissance Technologies | $37.04M | 0.0% |
Posición cerrada
| Bridgewater Associates | $1.15M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 533 tenedores, 361.99M acciones, $10.20B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer, Director, 10% owner · 13.28K acc. · $512,724
Officer, Director, 10% owner · 7.50K acc. · $293,954
Officer, Director, 10% owner · 13.02K acc. · $502,874
Officer, Director, 10% owner · 7.85K acc. · $307,318
Officer, Director, 10% owner · 76.83K acc. · $2.95M
Officer, Director, 10% owner · 70 acc. · $2,724
Officer, Director, 10% owner · 7.64K acc. · $293,574
Officer, Director, 10% owner · 76.36K acc. · $2.93M
Officer, Director, 10% owner · 300 acc. · $11,673
Officer, Director, 10% owner · 100 acc. · $3,892
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología