Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,004,357
+$22,918 QoQ
Shares Held
30,970
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#239
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BRANDYWINE MANAGERS, LLC holds $43,005,326 across 8 Software - Infrastructure names. IOT ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
|
129,756 | $24,755,498 | |
| 2 | PATH |
UiPath, Inc.
|
1,009,684 | $10,975,265 | |
| 3 | NET |
Cloudflare, Inc.
|
10,677 | $2,618,854 | |
| 4 | PANW |
Palo Alto Networks Inc
|
4,689 | $1,599,042 | |
| 5 | MDB |
MongoDB, Inc.
|
3,521 | $1,182,703 | |
| 6 | IOT |
Samsara Inc.
This page
|
30,970 | $1,004,357 | |
| 7 | TWLO |
Twilio Inc
|
2,357 | $486,319 | |
| 8 | OKTA |
Okta, Inc.
|
2,809 | $383,288 |
All Filings in IOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,004,357 | 30,970 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $981,439 | 30,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,097,886 | 30,970 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,153,632 | 30,970 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,231,986 | 30,970 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,187,080 | 30,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,353,079 | 30,970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,490,276 | 30,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $794,578 | 23,578 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $891,012 | 23,578 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $787,033 | 23,578 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $594,401 | 23,578 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $653,346 | 23,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $504,398 | 25,578 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $317,934 | 25,578 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $308,726 | 25,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $285,706 | 25,578 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $324,693 | 20,268 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $270,446 | 9,621 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||