Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$189,276,365
+$28,518,668 QoQ
Shares Held
5,836,459
+15.1% QoQ
Ownership
1.00%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#15
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,560,354,849 across 12 Software - Infrastructure names. IOT ranks #4 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,414,294 | $527,559,947 | |
| 2 | PANW |
Palo Alto Networks Inc
|
658,331 | $224,504,037 | |
| 3 | NET |
Cloudflare, Inc.
|
835,502 | $204,931,930 | |
| 4 | IOT |
Samsara Inc.
This page
|
5,836,459 | $189,276,365 | |
| 5 | SNPS |
Synopsys Inc
|
226,856 | $101,193,655 | |
| 6 | RBRK |
Rubrik, Inc.
|
937,308 | $75,247,086 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
2,409,894 | $61,669,187 | |
| 8 | MDB |
MongoDB, Inc.
|
149,255 | $50,134,754 |
All Filings in IOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,276,365 | 5,836,459 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $160,757,697 | 5,072,821 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $140,168,236 | 3,953,970 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $141,616,565 | 3,801,787 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $141,183,436 | 3,549,106 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $135,051,538 | 3,523,390 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $157,440,235 | 3,603,576 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $168,741,489 | 3,506,681 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $113,500,892 | 3,367,979 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $84,224,802 | 2,228,759 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $66,278,960 | 1,985,589 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,676,738 | 1,613,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $35,648,527 | 1,286,486 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $31,669,452 | 1,605,956 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,708,942 | 2,551,001 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $30,635,373 | 2,538,142 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $28,980,788 | 2,594,520 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $28,168,382 | 1,758,326 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $20,511,473 | 729,686 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||