Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. (IOT) on Substack by Compounding Your Wealth. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.
Samsara Inc. (IOT)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 4,143,855 | $181,045,025 | +108% | 0.14% |
| 2. | Altimeter Capital Management Brad Gerstner | 1,458,148 | $63,706,486 | +1% | 1.14% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 1,307,400 | $57,120,306 | +91% | 0.13% |
| 4. | AQR Capital Management Cliff Asness | 1,042,934 | $45,565,786 | +55% | 0.05% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 900,000 | $39,321,000 | -17% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 2,000,000 | Large Shareholder | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 2,000,000 | Large Shareholder, Director | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | Large Shareholder, Director | 3,995,652 | 2021-12-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.45 | 4,391 | 459,000 | 2025-04-22 | Filing | ||
| $34.71 | 22,609 | 463,391 | 2025-04-22 | Filing | ||
| $34.77 | 6,000 | 102,000 | 2025-04-22 | Filing | ||
| $35.56 | 36,412 | 1,112,789 | 2025-04-22 | Filing | ||
| $34.79 | 90,588 | 1,149,201 | 2025-04-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,442,233 | $668,560,791 | 75.33% | |
| 2. | 1,909,336 | $74,082,236 | 0.13% | |
| 3. | 536,136 | $20,550,093 | 0.01% | |
| 4. | 524,411 | $20,100,674 | 0.34% | |
| 5. | 303,430 | $11,630,472 | 0.37% |
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