Position in IOT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,766,279
+$871,217 QoQ
Shares Held
85,300
+42.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#167
of 542 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Derivatives in IOT
reported options exposure · as of Mar 31, 2026CallValue
$80,534
CallShares
27,200
PutValue
$0
PutShares
0
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 Jun 30, 2026Royal Fund Management, LLC holds $42,903,745 across 15 Software - Infrastructure names. IOT ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
43,902 | $16,376,324 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
42,427 | $4,949,958 | |
| 3 | XYZ |
Block, Inc.
|
57,920 | $4,401,920 | |
| 4 | CRWV |
CoreWeave, Inc.
|
42,000 | $4,180,680 | |
| 5 | IOT |
Samsara Inc.
This page
|
85,300 | $2,766,279 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
46,092 | $2,198,415 | |
| 7 | RBRK |
Rubrik, Inc.
|
17,515 | $1,406,104 | |
| 8 | TOST |
Toast, Inc.
|
45,800 | $1,274,156 |
All Filings in IOT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,766,279 | 85,300 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $80,534 | 27,200 | Call | Sole | 2026-05-19 | |
| 2026-03-31 | $1,895,062 | 59,800 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $833,075 | 23,500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $27,527 | 739 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $3,600,473 | 96,657 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,995,434 | 75,300 | Call | Sole | 2025-08-13 | |
| 2025-06-30 | $3,855,278 | 96,915 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,913,080 | 76,000 | Call | Sole | 2025-05-14 | |
| 2025-03-31 | $3,660,515 | 95,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $729,623 | 16,700 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $875,784 | 18,200 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,636,230 | 107,900 | Shares | Sole | 2024-07-18 | |
| 2024-06-30 | $2,871,240 | 85,200 | Call | Sole | 2024-07-18 | |
| 2024-03-31 | $3,956,613 | 104,700 | Shares | Sole | 2024-04-11 | |
| 2024-03-31 | $3,257,498 | 86,200 | Call | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||