Motley Fool Asset Management LLC

Position in IOT — Samsara Inc.

CIK 1512814 ALEXANDRIA, VA

Position in IOT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$532,954

-$18,166 QoQ

Shares Held

16,434

-5.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#293

of 542 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Motley Fool Asset Management LLC holds $196,256,036 across 17 Software - Infrastructure names. IOT ranks #13 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	326,966	$121,964,857
2	PANW	Palo Alto Networks Inc	50,491	$17,218,440
3	CRWD	CrowdStrike Holdings, Inc.	76,888	$14,669,077
4	FTNT	Fortinet, Inc.	57,164	$8,781,533
5	TOST	Toast, Inc.	247,505	$6,885,589
6	NET	Cloudflare, Inc.	24,065	$5,902,663
7	CLBT	Cellebrite DI Ltd.	380,630	$5,557,198
8	MDB	MongoDB, Inc.	15,032	$5,049,248

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532,954	16,434	-5.5%	Shares	Sole	2026-08-06
2026-03-31	$551,120	17,391	+8.0%	Shares	Sole	2026-05-12
2025-12-31	$570,603	16,096	-0.8%	Shares	Sole	2026-02-11
2025-09-30	$604,120	16,218	+79.4%	Shares	Sole	2025-11-14
2025-06-30	$359,690	9,042	-3.1%	Shares	Sole	2025-08-01
2025-03-31	$357,695	9,332	-23.1%	Shares	Sole	2025-05-12
2024-12-31	$530,483	12,142	+14.7%	Shares	Sole	2025-02-12
2024-09-30	$509,494	10,588	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$359,612	10,671	+26.9%	Shares	Sole	2024-08-08
2024-03-31	$317,776	8,409	-3.6%	Shares	Sole	2024-05-16
2023-12-31	$291,073	8,720	—	Shares	Sole	2024-02-02
No filing history on record for this holder in this stock.