Samsara Inc. (IOT): A Bull Case Theory
We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 998,029 | $37,176,580 | +5% | 0.72% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.70 | 22,703 | $878,574.32 | 135,000 | 2025-10-21 | Filing | |
| $37.60 | 4,297 | $161,551.73 | 157,703 | 2025-10-21 | Filing | |
| $38.23 | 2,359 | $90,177.02 | 30,000 | 2025-10-21 | Filing | |
| $37.51 | 3,641 | $136,562.26 | 32,359 | 2025-10-21 | Filing | |
| $39.16 | 14,611 | $572,109.78 | 425,952 | 2025-10-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,906,747 | $108,276,326 | 0.11% | |
| 2. | 2,077,481 | $75,173,649 | 0.07% | |
| 3. | 1,135,533 | $43,297,874 | 0.07% | |
| 4. | 556,473 | $20,728,619 | 0.01% | |
| 5. | 511,396 | $19,049,501 | 0.16% |