Position in IOT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,869,487
+$48,376,729 QoQ
Shares Held
2,308,649
+224.6% QoQ
Ownership
0.396%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#29
of 542 holders
Holding Since
Mar 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Atreides Management, LP holds $1,010,855,854 across 7 Software - Infrastructure names. IOT ranks #6 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
876,954 | $299,058,853 | |
| 2 | CRWV |
CoreWeave, Inc.
|
2,124,845 | $211,507,071 | |
| 3 | TWLO |
Twilio Inc
|
720,338 | $148,627,339 | |
| 4 | AKAM |
Akamai Technologies Inc
|
910,583 | $107,640,016 | |
| 5 | GTLB |
Gitlab Inc.
|
3,373,169 | $102,982,849 | |
| 6 | IOT |
Samsara Inc.
This page
|
2,308,649 | $74,869,487 | |
| 7 | WIX |
Wix.com Ltd.
|
1,458,458 | $66,170,239 |
All Filings in IOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,869,487 | 2,308,649 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $26,492,758 | 711,215 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $49,665,273 | 1,473,747 | Shares | Sole | 2024-08-14 | |
| 2022-12-31 | $18,774,719 | 1,510,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $16,754,161 | 1,388,083 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,489,020 | 1,297,137 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,612,641 | 662,462 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||