Sands Capital Management — IOT Trade History
Quarter-by-quarter changes in the SAMSARA INC position · CUSIP 79589L106
Currently held · 4.8 YearsFirst seen: 2021 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 11,348,732 | -4,309,012 | -27.5% | $368.0M | 1.37% |
| 2026 Q1 | 2026-05-08 | Reduce | 15,657,744 | -3,465,574 | -18.1% | $496.2M | 1.95% |
| 2025 Q4 | 2026-02-13 | Reduce | 19,123,318 | -1,395,014 | -6.8% | $677.9M | 2.06% |
| 2025 Q3 | 2025-11-13 | Add | 20,518,332 | 1,242,122 | +6.4% | $764.3M | 2.11% |
| 2025 Q2 | 2025-08-13 | Add | 19,276,210 | 2,833,049 | +17.2% | $766.8M | 2.20% |
| 2025 Q1 | 2025-05-14 | Add | 16,443,161 | 6,073,397 | +58.6% | $630.3M | 2.14% |
| 2024 Q4 | 2025-02-13 | Add | 10,369,764 | 2,154,027 | +26.2% | $453.1M | 1.34% |
| 2024 Q3 | 2024-11-13 | Add | 8,215,737 | 603,516 | +7.9% | $395.3M | 1.20% |
| 2024 Q2 | 2024-08-13 | Add | 7,612,221 | 6,038,941 | +383.8% | $256.5M | 0.75% |
| 2024 Q1 | 2024-05-14 | Reduce | 1,573,280 | -6,596 | -0.4% | $59.5M | 0.17% |
| 2023 Q4 | 2024-02-13 | Add | 1,579,876 | 69,171 | +4.6% | $52.7M | 0.16% |
| 2023 Q3 | 2023-11-14 | Reduce | 1,510,705 | -186,615 | -11.0% | $38.1M | 0.13% |
| 2023 Q2 | 2023-08-15 | Reduce | 1,697,320 | -21,315 | -1.2% | $47.0M | 0.15% |
| 2023 Q1 | 2023-05-12 | Reduce | 1,718,635 | -18,830 | -1.1% | $33.9M | 0.11% |
| 2022 Q4 | 2023-02-13 | Reduce | 1,737,465 | -190 | -0.0% | $21.6K | 0.08% |
| 2022 Q3 | 2022-11-09 | Reduce | 1,737,655 | -3,433 | -0.2% | $21.0M | 0.08% |
| 2022 Q2 | 2022-08-12 | Add | 1,741,088 | 1,999 | +0.1% | $19.4M | 0.07% |
| 2022 Q1 | 2022-05-13 | Add | 1,739,089 | 377,864 | +27.8% | $27.9M | 0.06% |
| 2021 Q4 | 2022-02-11 | New | 1,361,225 | 1,361,225 | — | $38.3M | 0.07% |
| 2021 Q3 | 2021-11-03 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-17 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-17 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-11 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.