Position in IOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,322,487
-$156,274 QoQ
Shares Held
41,732
+0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$633,800
PutShares
20,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MISSION WEALTH MANAGEMENT, LP holds $180,886,615 across 14 Software - Infrastructure names. IOT ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
412,565 | $152,719,186 | |
| 2 | ORCL |
Oracle Corp
|
78,208 | $11,505,178 | |
| 3 | AKAM |
Akamai Technologies Inc
|
41,520 | $4,768,572 | |
| 4 | PANW |
Palo Alto Networks Inc
|
18,642 | $2,988,685 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
14,831 | $2,169,478 | |
| 6 | NET |
Cloudflare, Inc.
|
8,653 | $1,785,460 | |
| 7 | IOT |
Samsara Inc.
This page
|
41,732 | $1,322,487 | |
| 8 | ZS |
Zscaler, Inc.
|
6,208 | $870,920 |
All Filings in IOT
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $633,800 | 20,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $1,322,487 | 41,732 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,063,500 | 30,000 | Put | Sole | 2026-02-05 | |
| 2025-12-31 | $1,478,761 | 41,714 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,553,660 | 41,709 | Shares | Sole | 2025-11-04 | |
| 2025-09-30 | $745,000 | 20,000 | Put | Sole | 2025-11-04 | |
| 2025-06-30 | $1,659,462 | 41,716 | Shares | Sole | 2025-08-05 | |
| 2025-06-30 | $1,316,718 | 33,100 | Put | Sole | 2025-08-05 | |
| 2025-03-31 | $916,930 | 23,922 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $916,087 | 23,900 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $1,045,152 | 23,922 | Shares | Sole | 2025-02-06 | |
| 2024-12-31 | $1,044,191 | 23,900 | Put | Sole | 2025-02-06 | |
| 2024-09-30 | $1,151,030 | 23,920 | Shares | Sole | 2024-10-31 | |
| 2024-09-30 | $630,372 | 13,100 | Put | Sole | 2024-10-31 | |
| 2024-06-30 | $882,940 | 26,200 | Put | Sole | 2024-08-05 | |
| 2024-06-30 | $883,715 | 26,223 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,099,500 | 29,095 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||