a16z Perennial Management, L.P. IOT — SAMSARA INC

Ownership history in a16z Perennial Management, L.P.  ·  7 quarters on record

AI Ownership Summary

a16z Perennial Management, L.P. reported SAMSARA INC (IOT) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.43% in 2025 Q4. The latest visible filing shows IOT at 1.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was a16z Perennial Management, L.P.'s position in SAMSARA INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IOT was reported at 1.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.43% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IOT stock page a16z Perennial Management, L.P. fund profile a16z Perennial Management, L.P. full holdings
How a16z Perennial Management, L.P. held IOT — position size vs. price
% of Fund (quarterly)    IOT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 63.0% -10.6% ✅ 615,500 -1,046,655 -63.0% 1.64% $21.8M 2026-02-14 (Est.) $27.32
2025 Q4 ADDED — — — 1,662,155 +1,432,755 +624.6% 4.43% $58.9M 2026-02-14 (Est.) $27.32
2024 Q3 REDUCED — — — 229,400 -186 -0.1% 1.29% $11.0M 2024-10-25 $47.69
2024 Q3 ADDED — — — 229,586 +227,020 +8847.2% 1.29% $11.0M 2024-10-25 $47.69
2024 Q2 UNCHANGED — — — 2,566 — 0% 0.01% $86K 2024-07-23 $37.86
2024 Q1 UNCHANGED — — — 2,566 — 0% 0.01% $97K 2024-05-10 $39.84
2023 Q4 INITIATED — — — 2,566 — — 0.01% $86K 2024-02-06 $31.72

🏢 Other funds also holding IOT

As of 2026 Q1 — sorted by position size

Jordan Park Trust Co LLC 92.73% HAMILTON LANE ADVISORS LLC 3Y 7Y 1.84% CATALYST PRIVATE WEALTH, LLC 3Y 1.77% ZEVENBERGEN CAPITAL INVESTMENTS LLC 3Y 7Y 0.66% Slow Capital, Inc. 3Y 7Y 0.6% Paragon Capital Management Ltd 3Y 7Y 0.56% KIECKHEFER GROUP LLC 0.46% Signature Wealth Management Group 3Y 7Y 0.42% Runnymede Capital Advisors, Inc. 0.41% Redwood Wealth Management Group, LLC 3Y 0.4%

FAQ About a16z Perennial Management, L.P. and IOT

These are the practical questions this page is built to answer before you even open the full history table.

How long has a16z Perennial Management, L.P. reported owning IOT?

a16z Perennial Management, L.P. reported IOT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IOT position in a16z Perennial Management, L.P.'s portfolio?

The largest reported portfolio weight for IOT was 4.43% in 2025 Q4.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2025 Q4, when a16z Perennial Management, L.P. reported 615,500 shares, equal to 1.64% of portfolio, with an estimated market value of $21.8M.

What does the chart on this IOT ownership page compare?

The chart compares a16z Perennial Management, L.P.'s quarterly IOT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did a16z Perennial Management, L.P. time their IOT position?

Based on 13F filing dates vs. subsequent IOT price moves, a16z Perennial Management, L.P. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on IOT relative to SPY over the holding period was +39.6%.

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