TWINBEECH CAPITAL LP

Position in IOT — Samsara Inc.

CIK 1769646 PURCHASE, NY

Position in IOT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,266,900

-$7,017,721 QoQ

Shares Held

134,645

-57.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

TWINBEECH CAPITAL LP holds $41,773,971 across 21 Software - Infrastructure names. IOT ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEN	Gen Digital Inc.	422,102	$7,948,180
2	CRWD	CrowdStrike Holdings, Inc.	19,800	$7,730,118
3	IOT	Samsara Inc. This page	134,645	$4,266,900
4	WIX	Wix.com Ltd.	42,200	$3,800,954
5	DBX	Dropbox, Inc.	158,132	$3,592,759
6	MSFT	Microsoft Corp	7,260	$2,687,434
7	DOCN	DigitalOcean Holdings, Inc.	22,637	$1,941,801
8	TENB	Tenable Holdings, Inc.	108,667	$1,838,645

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,266,900	134,645	-57.7%	Shares	Sole	2026-05-15
2025-12-31	$11,284,621	318,325	+99.2%	Shares	Sole	2026-02-17
2025-06-30	$6,355,491	159,766	-37.9%	Shares	Sole	2025-08-14
2024-09-30	$12,388,638	257,453	+10.4%	Shares	Sole	2024-11-14
2024-03-31	$8,815,235	233,269	-43.6%	Shares	Sole	2024-05-15
2023-12-31	$13,807,637	413,650	+27.0%	Shares	Sole	2024-02-14
2023-09-30	$8,213,014	325,784	+164.8%	Shares	Sole	2023-11-14
2023-06-30	$3,408,745	123,015	-5.8%	Shares	Sole	2023-08-14
2023-03-31	$2,575,155	130,586	-8.2%	Shares	Sole	2023-05-15
2022-12-31	$1,768,565	142,282	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.