IOT
Samsara Inc. · Technology · Software - Infrastructure
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.6% ·
주식 흐름 +19.9% ·
순 신규 포지션 +5.3%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2025
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 139 | -6 | 313.04M | $10.15B | +4 | −9 |
| 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 | — | — |
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 43.89M | +24.4% | $1.75B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 43.89M | +24.4% | $1.75B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 43.89M | +24.4% | $1.75B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 43.89M | +24.4% | $1.75B | 1.3% | ▲ Add | 5 | SEC ↗ |
| 5 | The Vanguard Group ✦ (패시브) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (패시브) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (패시브) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (패시브) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 9 | The Vanguard Group ✦ (패시브) | 27.80M | — | $1.11B | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | BlackRock ✦ (패시브) | 20.80M | — | $827.32M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 20.68M | +36.4% | $822.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 32 | T. Rowe Price ✦ | 20.68M | +36.4% | $822.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.31M | — | $410.01M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 10.31M | — | $410.01M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 10.31M | — | $410.01M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 10.31M | — | $410.01M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | State Street Global Advisors ✦ (패시브) | 5.61M | +107.8% | $223.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Geode Capital Management ✦ (패시브) | 4.88M | +65.6% | $193.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | Geode Capital Management ✦ (패시브) | 4.88M | +65.6% | $193.39M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Norges Bank ✦ (패시브) | 3.39M | +61.0% | $134.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Altimeter Capital ✦ | 2.99M | 신규 | $118.97M | 1.7% | New | 1 | SEC ↗ |
| 42 | Arrowstreet Capital ✦ | 2.77M | -19.3% | $110.35M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 2.35M | +49.1% | $93.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 2.35M | +49.1% | $93.60M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 45 | Millennium Management ✦ | 2.20M | +259.2% | $87.58M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 46 | Renaissance Technologies ✦ | 931.16K | 신규 | $37.04M | 0.0% | New | 1 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 687.05K | -17.3% | $27.33M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 686.73K | +50.3% | $27.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Wellington Management ✦ | 686.73K | +50.3% | $27.32M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Adage Capital Partners ✦ | 250.00K | -77.3% | $9.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 55 | Two Sigma Investments ✦ | 87.95K | -58.1% | $3.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Marshall Wace ✦ | 68.86K | +142.4% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Marshall Wace ✦ | 68.86K | +142.4% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | D. E. Shaw & Co. ✦ | 35.30K | -15.6% | $1.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | D. E. Shaw & Co. ✦ | 35.30K | -15.6% | $1.40M | 0.0% | ▼ Trim | 5 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Altimeter Capital | $118.97M | 1.7% |
| Renaissance Technologies | $37.04M | 0.0% |
청산됨
| Bridgewater Associates | $1.15M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 533 보유 기관, 361.99M 주식, $10.20B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Officer, Director, 10% owner · 34.56K 주(sh) · $1.36M
Officer, Director, 10% owner · 35.27K 주(sh) · $1.39M
Officer, Director, 10% owner · 100 주(sh) · $4,008
Officer, Director, 10% owner · 48.34K 주(sh) · $1.91M
Officer, Director, 10% owner · 28.69K 주(sh) · $1.16M
Officer, Director, 10% owner · 27.06K 주(sh) · $1.09M
Officer, Director, 10% owner · 15.75K 주(sh) · $632,914
Officer, Director, 10% owner · 641 주(sh) · $26,064
Officer, Director, 10% owner · 49.62K 주(sh) · $1.97M
Officer, Director, 10% owner · 15.89K 주(sh) · $638,558
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론