Jordan Park Trust Co LLC IOT — SAMSARA INC

Ownership history in Jordan Park Trust Co LLC  ·  6 quarters on record

AI Ownership Summary

Jordan Park Trust Co LLC reported SAMSARA INC (IOT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 93.69% in 2024 Q4. The latest visible filing shows IOT at 92.73% 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 Jordan Park Trust Co LLC'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
2026 Q1

IOT was reported at 92.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
93.69% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Jordan Park Trust Co LLC fund profile Jordan Park Trust Co LLC full holdings
How Jordan Park Trust Co LLC 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 3,833,929 — 0% 92.73% $121.5M 2026-04-30 $28.74
2025 Q4 ADDED — — — 3,833,929 +1,346,628 +54.1% 93.10% $135.9M 2026-02-03 $24.65
2025 Q3 UNCHANGED — — — 2,487,301 — 0% 89.96% $92.7M 2025-10-30 $38.57
2025 Q2 REDUCED — — — 2,487,301 -77,161 -3.0% 91.46% $98.9M 2025-07-28 $39.66
2025 Q1 UNCHANGED — — — 2,564,462 — 0% 92.82% $98.3M 2025-05-12 $45.25
2024 Q4 INITIATED — — — 2,564,462 — — 93.69% $112.0M 2025-02-07 $54.59

🏢 Other funds also holding IOT

As of 2026 Q1 — sorted by position size

General Catalyst Group Management, LLC 3Y 7Y 34.53% Cosmic Management, LLC 17.39% a16z Perennial Management, L.P. 15.76% Daventry Group, LP 3Y 7.37% Spyglass Capital Management LLC 3Y 7Y 7.03% GLYNN CAPITAL MANAGEMENT LLC 3Y 7Y 4.92% Sands Capital Alternatives, LLC 3Y 4.22% Octahedron Capital Management L.P. 3Y 3.87% CADEN CAPITAL PARTNERS, LP 3Y 3.65% Bienville Capital Management, LLC 3Y 7Y 3.21%

FAQ About Jordan Park Trust Co LLC and IOT

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

How long has Jordan Park Trust Co LLC reported owning IOT?

Jordan Park Trust Co LLC reported IOT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IOT position in Jordan Park Trust Co LLC's portfolio?

The largest reported portfolio weight for IOT was 93.69% in 2024 Q4.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2026 Q1, when Jordan Park Trust Co LLC reported 3,833,929 shares, equal to 92.73% of portfolio, with an estimated market value of $121.5M.

What does the chart on this IOT ownership page compare?

The chart compares Jordan Park Trust Co LLC'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 Jordan Park Trust Co LLC time their IOT position?

Based on 13F filing dates vs. subsequent IOT price moves, Jordan Park Trust Co LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on IOT relative to SPY over the holding period was -49.5%.

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