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IOT·Samsara Inc
appAI 核心数据实时读取 · 截至 2026-09-03
持有机构数
22 / 102
追踪的 102 位投资人中 22 位持有 IOT
合计仓位 $
$4.80B
13F 长仓 + 期间 13G/D 大宗申报去重合计
占全站 AI 敞口
0.2%
占 102 位投资人 AI 敞口总和的比例
最新一期动向 · 2026-Q2
持有机构明细
默认按仓位 $ 降序 · 点表头切换排序| 投资人 | 仓位 $↓ | 占其 AI 敞口 | 最新 13F 行动 | 建仓季 |
|---|---|---|---|---|
 Baillie Gifford & Co Baillie Gifford & Co | $1.83B | 4.0% | HOLD2026-Q2 | 早于 2020-Q1 |
 T. Rowe Price Associates T. Rowe Price Associates, Inc. | $1.58B | 0.3% | ADD2026-Q2 | 早于 2020-Q1 |
 Frank Sands / Sands Capital Sands Capital Management, LLC | $368M | 2.2% | TRIM2026-Q2 | 早于 2020-Q1 |
 Wellington Management Wellington Management Group LLP | $302M | 0.2% | ADD2026-Q2 | 早于 2020-Q1 |
 Ron Baron / Baron Capital BAMCO INC (Baron Capital Group) | $256M | 0.7% | ADD2026-Q2 | 早于 2020-Q1 |
 Dmitry Balyasny / Balyasny Asset Management Balyasny Asset Management LLC | $100M | 1.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Norges Bank Investment Management Norges Bank | $82M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Ken Griffin / Citadel Citadel LLC | $80M | 0.2% | HOLD2026-Q1 | 早于 2020-Q1 |
 Gavin Baker / Atreides Management Atreides Management LP | $75M | 0.7% | NEW2026-Q2 | 早于 2020-Q1 |
 Canada Pension Plan Investment Board Canada Pension Plan Investment Board | $29M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Adage Capital Partners Adage Capital Partners GP, L.L.C. | $25M | 0.1% | ADD2026-Q2 | 早于 2020-Q1 |
 Steve Cohen / Point72 Point72 Asset Management, L.P. | $23M | 0.1% | ADD2026-Q1 | 早于 2020-Q1 |
 Jennison Associates (Sig Segalas legacy) Jennison Associates LLC | $19M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Cliff Asness / AQR Capital AQR Capital Management LLC | $14M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Paul Marshall / Marshall Wace Marshall Wace, LLP | $11M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 Izzy Englander / Millennium Millennium Management LLC | $7M | 0.0% | TRIM2026-Q2 | 早于 2020-Q1 |
 Man Group plc Man Group plc | $3M | 0.0% | ADD2026-Q2 | 早于 2020-Q1 |
 John Overdeck / David Siegel / Two Sigma Two Sigma Investments, LP | $2M | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Nicholas Maounis / Verition Fund Management Verition Fund Management LLC | $427914 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Brandon Haley / Holocene Advisors Holocene Advisors LP | $405938 | 0.0% | NEW2025-Q4 | 早于 2020-Q1 |
 DSM Capital Partners DSM Capital Partners LLC | $204244 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
 Silvant Capital Management Silvant Capital Management LLC | $41835 | 0.0% | NEW2026-Q2 | 早于 2020-Q1 |
仓位动作明细
共 183 条 · 按时间倒序| 时间 | 投资人 | 动作 | Δ $ | Δ 股数 |
|---|---|---|---|---|
| 2026-Q2 | 加仓 | +$7M | +202.8K | |
| 2026-Q2 | 减仓 | −$707K | −36.2K | |
| 2026-Q2 | 建仓 | +$75M | +2.31M | |
| 2026-Q2 | 减仓 | −$5M | −1.17M | |
| 2026-Q2 | 加仓 | +$83M | +2.56M | |
| 2026-Q2 | 加仓 | +$93M | +2.76M | |
| 2026-Q2 | 加仓 | +$14M | +426.1K | |
| 2026-Q2 | 清仓 | −$6M | −174.1K | |
| 2026-Q2 | 建仓 | +$204K | +6.3K | |
| 2026-Q2 | 减仓 | −$5M | −167.1K | |
| 2026-Q2 | 清仓 | −$12M | −384.0K | |
| 2026-Q2 | 加仓 | +$1M | +35.2K | |
| 2026-Q2 | 加仓 | +$8M | +229.4K | |
| 2026-Q2 | 减仓 | −$33M | −1.05M | |
| 2026-Q2 | 减仓 | −$45M | −1.05M | |
| 2026-Q2 | 清仓 | −$0 | +0 | |
| 2026-Q2 | 减仓 | −$128M | −4.31M | |
| 2026-Q2 | 建仓 | +$42K | +1.3K | |
| 2026-Q2 | 加仓 | +$419M | +12.10M | |
| 2026-Q2 | 建仓 | +$2M | +50.0K | |
| 2026-Q2 | 建仓 | +$428K | +13.2K | |
| 2026-Q2 | 加仓 | +$33M | +813.9K | |
| 2026-Q1 | 加仓 | +$9M | +315.0K | |
| 2026-Q1 | 加仓 | +$8M | +270.3K | |
| 2026-Q1 | 建仓 | +$1.82B | +57.52M | |
| 2026-Q1 | 建仓 | +$17M | +521.4K | |
| 2026-Q1 | 加仓 | +$16M | +999.8K | |
| 2026-Q1 | 加仓 | +$5M | +163.7K | |
| 2026-Q1 | 清仓 | −$406K | −11.5K | |
| 2026-Q1 | 减仓 | −$12M | −245.5K | |
| 2026-Q1 | 建仓 | +$12M | +384.0K | |
| 2026-Q1 | 减仓 | −$763K | −15.7K | |
| 2026-Q1 | 减仓 | −$16M | −436.3K | |
| 2026-Q1 | 减仓 | −$20M | −538.9K | |
| 2026-Q1 | 加仓 | +$5M | +212.4K | |
| 2026-Q1 | 减仓 | −$182M | −3.47M | |
| 2026-Q1 | 加仓 | +$650M | +22.23M | |
| 2026-Q1 | 清仓 | −$0 | +0 | |
| 2025-Q4 | 加仓 | +$5M | +150.0K | |
| 2025-Q4 | 减仓 | −$12M | −315.2K | |
| 2025-Q4 | 清仓 | −$26M | −711.2K | |
| 2025-Q4 | 清仓 | −$1.54B | −41.45M | |
| 2025-Q4 | 加仓 | +$20M | +741.2K | |
| 2025-Q4 | 减仓 | −$243K | −6.0K | |
| 2025-Q4 | 建仓 | +$406K | +11.5K | |
| 2025-Q4 | 加仓 | +$2M | +101.1K | |
| 2025-Q4 | 减仓 | −$15M | −409.4K | |
| 2025-Q4 | 加仓 | +$5M | +164.8K | |
| 2025-Q4 | 加仓 | +$8M | +201.8K | |
| 2025-Q4 | 加仓 | +$15M | +438.8K | |
| 2025-Q4 | 减仓 | −$86M | −1.40M | |
| 2025-Q4 | 减仓 | −$131M | −2.82M | |
| 2025-Q4 | 清仓 | −$2M | −56.9K | |
| 2025-Q3 | 减仓 | −$6M | −140.0K | |
| 2025-Q3 | 清仓 | −$119M | −2.99M | |
| 2025-Q3 | 减仓 | −$9M | −184.0K | |
| 2025-Q3 | 建仓 | +$26M | +711.2K | |
| 2025-Q3 | 减仓 | −$202M | −2.44M | |
| 2025-Q3 | 减仓 | −$26M | −654.5K | |
| 2025-Q3 | 加仓 | +$17M | +647.4K | |
| 2025-Q3 | 减仓 | −$795K | −18.9K | |
| 2025-Q3 | 清仓 | −$11M | −277.3K | |
| 2025-Q3 | 减仓 | −$208M | −5.16M | |
| 2025-Q3 | 减仓 | −$8M | −171.9K | |
| 2025-Q3 | 加仓 | +$12M | +326.0K | |
| 2025-Q3 | 建仓 | +$3M | +71.9K | |
| 2025-Q3 | 清仓 | −$1M | −36.2K | |
| 2025-Q3 | 加仓 | +$2M | +1.24M | |
| 2025-Q3 | 减仓 | −$182M | −3.49M | |
| 2025-Q3 | 减仓 | −$830K | −17.2K | |
| 2025-Q2 | 减仓 | −$32M | −850.0K | |
| 2025-Q2 | 建仓 | +$119M | +2.99M | |
| 2025-Q2 | 减仓 | −$3M | −144.2K | |
| 2025-Q2 | 加仓 | +$394M | +8.62M | |
| 2025-Q2 | 建仓 | +$29M | +717.8K | |
| 2025-Q2 | 加仓 | +$67M | +1.63M | |
| 2025-Q2 | 清仓 | −$1M | −30.1K | |
| 2025-Q2 | 减仓 | −$199K | −6.5K | |
| 2025-Q2 | 建仓 | +$11M | +277.3K | |
| 2025-Q2 | 减仓 | −$210M | −5.71M | |
| 2025-Q2 | 加仓 | +$10M | +234.0K | |
| 2025-Q2 | 加仓 | +$2M | +40.5K | |
| 2025-Q2 | 加仓 | +$54M | +1.28M | |
| 2025-Q2 | 建仓 | +$1M | +36.2K | |
| 2025-Q2 | 加仓 | +$137M | +2.83M | |
| 2025-Q2 | 加仓 | +$242M | +5.52M | |
| 2025-Q2 | 建仓 | +$3M | +74.2K | |
| 2025-Q1 | 加仓 | +$3M | +200.0K | |
| 2025-Q1 | 减仓 | −$15M | −211.7K | |
| 2025-Q1 | 加仓 | +$86M | +2.35M | |
| 2025-Q1 | 加仓 | +$13M | +422.2K | |
| 2025-Q1 | 加仓 | +$69K | +5.3K | |
| 2025-Q1 | 减仓 | −$2M | −39.8K | |
| 2025-Q1 | 加仓 | +$425M | +11.17M | |
| 2025-Q1 | 加仓 | +$1M | +24.1K | |
| 2025-Q1 | 减仓 | −$11M | −252.8K | |
| 2025-Q1 | 减仓 | −$25M | −325.0K | |
| 2025-Q1 | 加仓 | +$177M | +6.07M | |
| 2025-Q1 | 减仓 | −$124M | −976.9K | |
| 2024-Q4 | 减仓 | −$12M | −175.0K | |
| 2024-Q4 | 加仓 | +$6M | +5.2K | |
| 2024-Q4 | 加仓 | +$14M | +369.2K | |
| 2024-Q4 | 减仓 | −$190M | −915.0K | |
| 2024-Q4 | 加仓 | +$3M | +9.4K | |
| 2024-Q4 | 减仓 | −$1M | −23.1K | |
| 2024-Q4 | 减仓 | −$13M | −258.4K | |
| 2024-Q4 | 加仓 | +$26M | +589.2K | |
| 2024-Q4 | 建仓 | +$17M | +394.3K | |
| 2024-Q4 | 建仓 | +$12M | +281.2K | |
| 2024-Q4 | 加仓 | +$7M | +80.8K | |
| 2024-Q4 | 加仓 | +$58M | +2.15M | |
| 2024-Q4 | 减仓 | −$87M | −318.6K | |
| 2024-Q4 | 减仓 | −$208K | −1.5K | |
| 2024-Q3 | 加仓 | +$18M | +75.0K | |
| 2024-Q3 | 加仓 | +$42M | +637.3K | |
| 2024-Q3 | 加仓 | +$26M | +498.4K | |
| 2024-Q3 | 加仓 | +$704M | +6.41M | |
| 2024-Q3 | 建仓 | +$407K | +8.4K | |
| 2024-Q3 | 加仓 | +$20M | +317.8K | |
| 2024-Q3 | 建仓 | +$2M | +48.0K | |
| 2024-Q3 | 加仓 | +$11M | +166.5K | |
| 2024-Q3 | 建仓 | +$211K | +4.4K | |
| 2024-Q3 | 清仓 | −$16M | −481.1K | |
| 2024-Q3 | 加仓 | +$102M | +2.03M | |
| 2024-Q3 | 加仓 | +$139M | +603.5K | |
| 2024-Q3 | 减仓 | −$221M | −486.9K | |
| 2024-Q3 | 建仓 | +$2M | +31.7K | |
| 2024-Q2 | 加仓 | +$27M | +835.0K | |
| 2024-Q2 | 建仓 | +$27M | +815.7K | |
| 2024-Q2 | 建仓 | +$6M | +175.4K | |
| 2024-Q2 | 建仓 | +$50M | +1.47M | |
| 2024-Q2 | 加仓 | +$47M | +4.21M | |
| 2024-Q2 | 建仓 | +$12M | +349.3K | |
| 2024-Q2 | 减仓 | −$67M | −1.75M | |
| 2024-Q2 | 加仓 | +$82K | +49.9K | |
| 2024-Q2 | 减仓 | −$1M | −22.5K | |
| 2024-Q2 | 加仓 | +$1M | +4.4K | |
| 2024-Q2 | 加仓 | +$197M | +6.04M | |
| 2024-Q2 | 减仓 | −$96M | −697.5K | |
| 2024-Q1 | 建仓 | +$6M | +165.0K | |
| 2024-Q1 | 加仓 | +$130M | +827.8K | |
| 2024-Q1 | 减仓 | −$29M | −1.13M | |
| 2024-Q1 | 减仓 | −$9M | −320.8K | |
| 2024-Q1 | 加仓 | +$812K | +16.1K | |
| 2024-Q1 | 减仓 | −$182K | −36.1K | |
| 2024-Q1 | 减仓 | −$7M | −6.6K | |
| 2024-Q1 | 加仓 | +$171M | +2.80M | |
| 2024-Q1 | 清仓 | −$40M | −1.19M | |
| 2023-Q4 | 清仓 | −$3M | −100.0K | |
| 2023-Q4 | 减仓 | −$178M | −188.8K | |
| 2023-Q4 | 减仓 | −$2M | −77.8K | |
| 2023-Q4 | 加仓 | +$39M | +549.8K | |
| 2023-Q4 | 加仓 | +$8M | +72.4K | |
| 2023-Q4 | 建仓 | +$2M | +46.5K | |
| 2023-Q4 | 加仓 | +$30M | +625.2K | |
| 2023-Q4 | 减仓 | −$6M | −117.4K | |
| 2023-Q4 | 加仓 | +$182M | +2.43M | |
| 2023-Q4 | 减仓 | −$33M | −1.69M | |
| 2023-Q3 | 减仓 | −$1M | −35.0K | |
| 2023-Q3 | 加仓 | +$24M | +1.17M | |
| 2023-Q3 | 加仓 | +$949K | +43.8K | |
| 2023-Q3 | 减仓 | −$27M | −753.1K | |
| 2023-Q3 | 建仓 | +$17M | +679.6K | |
| 2023-Q3 | 清仓 | −$14M | −487.7K | |
| 2023-Q3 | 减仓 | −$39M | −1.31M | |
| 2023-Q3 | 加仓 | +$277M | +11.10M | |
| 2023-Q3 | 加仓 | +$20M | +979.7K | |
| 2023-Q2 | 加仓 | +$223M | +2.61M | |
| 2023-Q2 | 加仓 | +$49M | +1.18M | |
| 2023-Q2 | 加仓 | +$11M | +362.6K | |
| 2023-Q2 | 建仓 | +$53M | +1.90M | |
| 2023-Q1 | 建仓 | +$371M | +18.81M | |
| 2023-Q1 | 清仓 | −$10M | −810.7K | |
| 2022-Q4 | 加仓 | +$2M | +122.4K | |
| 2022-Q4 | 建仓 | +$10M | +810.7K | |
| 2022-Q3 | 加仓 | +$2M | +90.9K | |
| 2022-Q3 | 清仓 | −$52M | −4.65M | |
| 2022-Q2 | 加仓 | +$4M | +634.7K | |
| 2022-Q2 | 建仓 | +$4M | +400.9K | |
| 2022-Q2 | 建仓 | +$52M | +4.65M | |
| 2022-Q1 | 建仓 | +$11M | +662.5K | |
| 2021-Q4 | 建仓 | +$22M | +800.0K | |
| 2021-Q4 | 建仓 | +$8M | +272.7K |
13G / 13D 大宗申报
超过 5% 门槛的被动/主动申报| 投资人 | 申报日期 | 类型 | 申报仓位 $ | 占比 % |
|---|---|---|---|---|
| T. Rowe Price Associates | 2026-08-14 | SC 13G/A | — | 13.1% |
| T. Rowe Price Associates | 2026-05-15 | SC 13G | — | 10.0% |
| Baillie Gifford & Co | 2026-05-07 | SC 13G/A | — | 15.6% |
| Baillie Gifford & Co | 2026-02-10 | SC 13G/A | — | 13.3% |