ZEVENBERGEN CAPITAL INVESTMENTS LLC IOT — Samsara Inc.

Ownership history in ZEVENBERGEN CAPITAL INVESTMENTS LLC  ·  7 quarters on record

AI Ownership Summary

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported Samsara Inc. (IOT) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.74% in 2025 Q2. The latest visible filing shows IOT at 0.62% 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 ZEVENBERGEN CAPITAL INVESTMENTS 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 Q2

IOT was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q2

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 Q2

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 ZEVENBERGEN CAPITAL INVESTMENTS LLC fund profile ZEVENBERGEN CAPITAL INVESTMENTS LLC full holdings
How ZEVENBERGEN CAPITAL INVESTMENTS 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 832,213 +108,170 +14.9% 0.62% $27.0M 2026-07-16 $37.46
2026 Q1 REDUCED 16.2% +1.3% ❌ 724,043 -139,508 -16.2% 0.66% $22.9M 2026-04-09 $26.85
2025 Q4 REDUCED 13.5% -10.6% ✅ 863,551 -134,478 -13.5% 0.68% $30.6M 2026-01-15 $34.26
2025 Q3 ADDED — — — 998,029 +43,238 +4.5% 0.72% $37.2M 2025-10-09 $40.07
2025 Q2 ADDED — — — 954,791 +366,982 +62.4% 0.74% $38.0M 2025-07-07 $39.08
2025 Q1 ADDED — — — 587,809 +173,984 +42.0% 0.55% $22.5M 2025-05-12 $45.25
2024 Q4 INITIATED — — — 413,825 — — 0.37% $18.1M 2025-02-11 $55.24

🏢 Other funds also holding IOT

As of 2026 Q2 — sorted by position size

Jordan Park Trust Co LLC 93.02% a16z Perennial Management, L.P. 14.01% HAMILTON LANE ADVISORS LLC 3Y 7Y 1.77% CATALYST PRIVATE WEALTH, LLC 3Y 1.57% GC Wealth Management RIA, LLC 1.47% Capital Investment Services of America, Inc. 3Y 7Y 1.39% Wealth Dimensions Group, Ltd. 3Y 0.93% Slow Capital, Inc. 3Y 7Y 0.55% Paragon Capital Management Ltd 3Y 7Y 0.51% Malaga Cove Capital, LLC 3Y 7Y 0.47%

FAQ About ZEVENBERGEN CAPITAL INVESTMENTS 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 ZEVENBERGEN CAPITAL INVESTMENTS LLC reported owning IOT?

ZEVENBERGEN CAPITAL INVESTMENTS LLC reported IOT across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IOT position in ZEVENBERGEN CAPITAL INVESTMENTS LLC's portfolio?

The largest reported portfolio weight for IOT was 0.74% in 2025 Q2.

What is the latest reported IOT position on this page?

The most recent filing on this page is 2026 Q2, when ZEVENBERGEN CAPITAL INVESTMENTS LLC reported 832,213 shares, equal to 0.62% of portfolio, with an estimated market value of $27.0M.

What does the chart on this IOT ownership page compare?

The chart compares ZEVENBERGEN CAPITAL INVESTMENTS 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 ZEVENBERGEN CAPITAL INVESTMENTS LLC time their IOT position?

Based on 13F filing dates vs. subsequent IOT price moves, ZEVENBERGEN CAPITAL INVESTMENTS LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on IOT relative to SPY over the holding period was -35.3%.

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