Spyglass Capital Management LLC

Position in IOT — Samsara Inc.

CIK 1654344 San Francisco, CA

Position in IOT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$100,067,791

+$6,688,580 QoQ

Shares Held

3,085,655

+4.7% QoQ

Ownership

0.530%

of shares outstanding

% of Portfolio

5.42%

of 13F equity value

Holder Rank

#21

of 542 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Spyglass Capital Management LLC holds $264,245,581 across 3 Software - Infrastructure names. IOT ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IOT	Samsara Inc. This page	3,085,655	$100,067,791
2	FOUR	Shift4 Payments, Inc.	1,833,803	$89,196,177
3	MDB	MongoDB, Inc.	223,226	$74,981,613

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,067,791	3,085,655	+4.7%	Shares	Sole	2026-08-14
2026-03-31	$93,379,211	2,946,646	+25.5%	Shares	Sole	2026-05-18
2025-12-31	$83,200,972	2,346,995	+6.7%	Shares	Sole	2026-02-17
2025-09-30	$81,956,146	2,200,165	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.