Position in IOT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,826,453
+$1,230,528 QoQ
Shares Held
57,635
+260.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
2 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)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Oak Thistle LLC holds $25,440,157 across 16 Software - Infrastructure names. IOT ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEN |
Gen Digital Inc.
|
257,478 | $4,848,310 | |
| 2 | OKTA |
Okta, Inc.
|
37,677 | $2,965,556 | |
| 3 | MSFT |
Microsoft Corp
|
7,550 | $2,794,783 | |
| 4 | DBX |
Dropbox, Inc.
|
102,871 | $2,337,229 | |
| 5 | IOT |
Samsara Inc.
This page
|
57,635 | $1,826,453 | |
| 6 | FTNT |
Fortinet, Inc.
|
22,145 | $1,809,689 | |
| 7 | PATH |
UiPath, Inc.
|
141,383 | $1,569,351 | |
| 8 | SNPS |
Synopsys Inc
|
3,748 | $1,486,007 |
All Filings in IOT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,826,453 | 57,635 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $595,925 | 15,998 | Shares | Sole | 2025-10-07 | |
| No filing history on record for this holder in this stock. | ||||||