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 |
|---|---|---|---|---|---|---|
| $35.05 | 27,000 | 486,000 | 2025-04-08 | Filing | ||
| $35.15 | 6,000 | 108,000 | 2025-04-08 | Filing | ||
| $35.14 | 61,331 | 1,239,789 | 2025-04-08 | Filing | ||
| $34.56 | 65,669 | 1,301,120 | 2025-04-08 | Filing | ||
| $35.05 | 27,000 | 486,000 | 2025-04-08 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 206,289 | $8,030,831 | 3.54% | |
| 2. | 184,912 | $7,087,677 | 1.49% | |
| 3. | 109,318 | $4,190,159 | 2.04% | |
| 4. | 46,249 | $1,772,718 | 0% | |
| 5. | 30,044 | $1,151,599 | 0.03% |
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