Does Samsara (IOT) Have a Long Runway for Growth?
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,995,774 | $96,036,645 | 0.08% | |
2. | Altimeter Capital Management Brad Gerstner | 1,452,933 | $69,915,136 | +79% | 1.03% |
3. | Citadel Investment Group Ken Griffin | 1,205,757 | $58,021,027 | +125% | 0.01% |
4. | Adage Capital Management Phill Gross And Robert Atchinson | 1,075,000 | $51,729,000 | +8% | 0.09% |
5. | Polar Capital Brian Ashford-Russell And Tim Woolley | 921,095 | $44,323,091 | 0.21% |
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 | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$55.22 | 20,406 | 99,886 | 2024-11-26 | Filing | ||
$56.54 | 23,689 | 120,292 | 2024-11-25 | Filing | ||
$55.59 | 51,905 | 143,981 | 2024-11-25 | Filing | ||
$55.23 | 20,400 | 379,620 | 2024-11-26 | Filing | ||
$57.10 | 100 | 400,020 | 2024-11-25 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 30,240,772 | $1,009,436,969 | 79.34% | |
2. | 22,397,390 | $747,624,878 | 0.61% | |
3. | 16,248,392 | $542,371,366 | 0.04% | |
4. | 15,260,007 | $509,379,034 | 0.01% | |
5. | 8,411,096 | $280,762,388 | 0.02% |