Daventry Group, LP

Position in IOT — Samsara Inc.

CIK 1823718 NEW YORK, NY

Position in IOT

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

Position Value

$9,153,335

+$2,680,716 QoQ

Shares Held

282,249

+38.2% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

6.91%

of 13F equity value

Holder Rank

#98

of 545 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Daventry Group, LP holds $48,705,599 across 4 Software - Infrastructure names. IOT ranks #2 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDB	MongoDB, Inc.	68,550	$23,025,945
2	IOT	Samsara Inc. This page	282,249	$9,153,335
3	RBRK	Rubrik, Inc.	113,187	$9,086,652
4	SAIL	SailPoint, Inc.	508,174	$7,439,667

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,153,335	282,249	+38.2%	Shares	Sole	2026-08-14
2026-03-31	$6,472,619	204,248	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.