Position
Fidelity in Samsara Inc.
Back to the book · All holders of IOT
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $17.6M$31.69 → $32.43
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 16.2M | $574.1M | — | — | — | 0.0% |
| Q1 2026 | 23.8M | $753.4M | $31.69 | −$60.9M | $240.2M | 0.0% |
| Q2 2026 | 26.4M | $856.4M | $32.43 | $17.6M | $85.4M | 0.0% |