SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC IOT — SAMSARA INC

Ownership history in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC  ·  30 quarters on record

AI Ownership Summary

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported SAMSARA INC (IOT) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.57% in 2024 Q2. The latest visible filing shows IOT at 0.26% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IOT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, 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 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.57% in 2024 Q2

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 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 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC fund profile SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC full holdings
How SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, 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 19 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 300,000 -988,431 -76.7% 0.26% $9.5M 2026-05-15 $29.56
2026 Q1 ADDED — — — 1,288,431 +1,088,431 +544.2% 1.10% $40.8M 2026-05-15 $29.56
2025 Q4 REDUCED 87.1% -10.6% ✅ 200,000 -1,344,499 -87.1% 0.15% $7.1M 2026-02-17 $26.16
2025 Q4 ADDED — — — 1,544,499 +1,444,499 +1444.5% 1.14% $54.8M 2026-02-17 $26.16
2025 Q3 REDUCED 94.1% -2.6% ✅ 100,000 -1,602,405 -94.1% 0.08% $3.7M 2025-11-14 $37.81
2025 Q3 ADDED — — — 1,702,405 +1,002,405 +143.2% 1.32% $63.4M 2025-11-14 $37.81
2025 Q2 REDUCED 39.8% -6.4% ✅ 700,000 -461,985 -39.8% 0.70% $27.8M 2025-08-14 $32.22
2025 Q2 REDUCED 24.1% -6.4% ✅ 1,161,985 -369,884 -24.1% 1.17% $46.2M 2025-08-14 $32.22
2025 Q1 ADDED — — — 1,531,869 +1,211,869 +378.7% 1.51% $58.7M 2025-05-15 $46.93
2024 Q4 REDUCED 63.2% -12.3% ✅ 320,000 -550,000 -63.2% 0.27% $14.0M 2025-02-14 $58.96
2024 Q4 REDUCED 38.6% -12.3% ✅ 870,000 -547,612 -38.6% 0.72% $38.0M 2025-02-14 $58.96
2024 Q4 ADDED — — — 1,417,612 +1,317,612 +1317.6% 1.18% $61.9M 2025-02-14 $58.96
2024 Q3 REDUCED 93.8% -8.8% ✅ 100,000 -1,500,485 -93.8% 0.15% $4.8M 2024-11-14 $50.91
2024 Q3 ADDED — — — 1,600,485 +1,480,485 +1233.7% 2.38% $77.0M 2024-11-14 $50.91
2024 Q2 REDUCED 94.0% +42.8% ❌ 120,000 -1,879,087 -94.0% 0.15% $4.0M 2024-08-14 $39.74
2024 Q2 ADDED — — — 1,999,087 +461,045 +30.0% 2.57% $67.4M 2024-08-14 $39.74
2024 Q1 ADDED — — — 1,538,042 +1,038,042 +207.6% 2.00% $58.1M 2024-05-15 $42.06
2023 Q4 REDUCED 68.1% +7.8% ❌ 500,000 -1,066,765 -68.1% 0.69% $16.7M 2024-02-14 $34.59
2023 Q4 ADDED — — — 1,566,765 +807,565 +106.4% 2.17% $52.3M 2024-02-14 $34.59
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IOT

As of 2026 Q1 — sorted by position size

Jordan Park Trust Co LLC 92.73% 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%

FAQ About SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, 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 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported owning IOT?

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported IOT across 19 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IOT position in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for IOT was 2.57% in 2024 Q2.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2026 Q1, when SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 300,000 shares, equal to 0.26% of portfolio, with an estimated market value of $9.5M.

What does the chart on this IOT ownership page compare?

The chart compares SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, 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 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC time their IOT position?

Based on 13F filing dates vs. subsequent IOT price moves, SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC correctly timed 9 out of 29 reported position changes (31%). The annualised alpha on IOT relative to SPY over the holding period was +9.9%.

← Back to SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Holdings