Position in IOT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$41,536,603
+$942,601 QoQ
Shares Held
1,280,808
-0.0% QoQ
Ownership
0.220%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#46
of 542 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TimesSquare Capital Management, LLC holds $237,435,740 across 6 Software - Infrastructure names. IOT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
308,584 | $105,233,315 | |
| 2 | IOT |
Samsara Inc.
This page
|
1,280,808 | $41,536,603 | |
| 3 | NTSK |
Netskope Inc
|
3,059,593 | $33,471,947 | |
| 4 | AKAM |
Akamai Technologies Inc
|
230,524 | $27,250,242 | |
| 5 | PAY |
Paymentus Holdings, Inc.
|
620,222 | $14,984,563 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
78,408 | $14,959,070 |
All Filings in IOT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,536,603 | 1,280,808 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $40,594,002 | 1,280,972 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $46,794,992 | 1,320,028 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $50,569,966 | 1,357,583 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $56,941,450 | 1,431,409 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $32,861,497 | 857,331 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $31,498,130 | 720,946 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $41,939,515 | 871,561 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $38,590,577 | 1,145,121 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $21,643,882 | 572,741 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $20,397,883 | 611,081 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $15,973,081 | 633,601 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $21,971,120 | 792,895 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,081,078 | 1,221,150 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $20,181,969 | 1,623,650 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $20,987,316 | 1,738,800 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $20,480,195 | 1,833,500 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $30,047,112 | 1,875,600 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $24,250,497 | 862,700 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||