How Samsara’s (IOT) Operating Leverage Unlocks Margin Expansion
Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Discovery Fund”. A copy of the letter is available to download here.
Samsara Inc. (IOT)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | BAMCO Inc. Ron Baron | 7,881,752 | $255,605,217 | +54% | 0.38% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 3,083,647 | $100,002,672 | +492% | 0.12% |
| 3. | Freestone Grove Partners Todd Barker And Daniel Morillio | 2,871,558 | $93,124,626 | +34% | 0.6% |
| 4. | Atreides Management Gavin Baker | 2,308,649 | $74,869,487 | 0.52% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,462,935 | $47,442,982 | +17% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing | |
| $23.00 | 2,000,000 | $46,000,000.00 | 2,000,000 | 2021-12-17 | Filing | |
| $23.00 | 3,995,652 | $91,899,996.00 | 3,995,652 | 2021-12-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $39.50 | 989 | $39,065.50 | 159,186 | 2026-08-18 | Filing | |
| $39.31 | 2,625 | $103,188.75 | 160,175 | 2026-08-17 | Filing | |
| $38.27 | 400 | $15,308.52 | 1,143,671 | 2026-08-06 | Filing | |
| $37.89 | 56,690 | $2,147,751.67 | 1,144,071 | 2026-08-06 | Filing | |
| $39.37 | 1,381 | $54,365.83 | 316,400 | 2026-08-05 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 56,358,374 | $1,827,702,068 | 1.66% | |
| 2. | 26,406,588 | $856,365,641 | 0.04% | |
| 3. | 23,805,185 | $772,002,150 | 0.01% | |
| 4. | 17,724,063 | $574,791,363 | 0.03% | |
| 5. | 15,491,321 | $502,383,540 | 0.01% |
News See All
Samsara (IOT) Maintains 30% Growth as Margins Improve and AI Risks Stay Low
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here.
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