Evolutionary Tree Capital Management, LLC

Position in IOT — Samsara Inc.

CIK 1844345 ALEXANDRIA, VA

Position in IOT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,126,488

-$213,935 QoQ

Shares Held

34,736

-17.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.12%

of 13F equity value

Holder Rank

#231

of 547 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 23% Shared 0% None 77%

Technology · as of Jun 30, 2026

Evolutionary Tree Capital Management, LLC holds $5,903,470 across 4 Software - Infrastructure names. IOT ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLBT	Cellebrite DI Ltd.	152,051	$2,219,944
2	MSFT	Microsoft Corp	3,939	$1,469,325
3	IOT	Samsara Inc. This page	34,736	$1,126,488
4	RBRK	Rubrik, Inc.	13,549	$1,087,713

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,126,488	34,736	-17.9%	Shares	Sole	2026-08-13
2026-03-31	$1,340,423	42,298	—	Shares	Sole	2026-05-22
No filing history on record for this holder in this stock.