Position in IOT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$368,039,378
-$128,154,529 QoQ
Shares Held
11,348,732
-27.5% QoQ
Ownership
1.95%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#8
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 71%
Shared 0%
None 29%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SANDS CAPITAL MANAGEMENT, LLC holds $2,236,021,602 across 9 Software - Infrastructure names. IOT ranks #4 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
3,239,504 | $794,585,541 | |
| 2 | MSFT |
Microsoft Corp
|
1,309,230 | $488,368,974 | |
| 3 | XYZ |
Block, Inc.
|
5,632,505 | $428,070,380 | |
| 4 | IOT |
Samsara Inc.
This page
|
11,348,732 | $368,039,378 | |
| 5 | KSPI |
Joint Stock Co Kaspi.kz
|
1,531,017 | $132,647,312 | |
| 6 | PANW |
Palo Alto Networks Inc
|
31,312 | $10,678,018 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
40,080 | $7,646,662 | |
| 8 | GTLB |
Gitlab Inc.
|
127,475 | $3,891,811 |
All Filings in IOT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,039,378 | 11,348,732 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $496,193,907 | 15,657,744 | Shares | Sole | 2026-05-08 | |
| 2026-03-31 | $513,949,402 | 16,218,031 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $677,921,623 | 19,123,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $764,307,867 | 20,518,332 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $786,617,413 | 21,117,246 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $784,250,567 | 19,714,695 | Shares | Sole | 2025-07-08 | |
| 2025-06-30 | $766,807,633 | 19,276,210 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $630,266,361 | 16,443,161 | Shares | Sole | 2025-05-14 | |
| 2025-03-31 | $639,980,409 | 16,696,593 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $453,054,989 | 10,369,764 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $395,341,264 | 8,215,737 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $256,531,847 | 7,612,221 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $59,454,251 | 1,573,280 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $52,736,260 | 1,579,876 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $38,084,873 | 1,510,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $47,032,737 | 1,697,320 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $33,891,482 | 1,718,635 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $21,596,689 | 1,737,465 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $20,973,495 | 1,737,655 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,447,952 | 1,741,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,860,205 | 1,739,089 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $38,264,034 | 1,361,225 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||