Panoramic Capital, LLC

Position in IOT — Samsara Inc.

CIK 1950490 LARKSPUR, CA

Position in IOT

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

Position Value

$1,297,200

New position

Shares Held

40,000

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#221

of 542 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Panoramic Capital, LLC holds $12,293,133 across 5 Software - Infrastructure names. IOT ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TWLO	Twilio Inc	36,483	$7,527,537
2	ZETA	Zeta Global Holdings Corp.	95,000	$1,869,600
3	IOT	Samsara Inc. This page	40,000	$1,297,200
4	AIB	AIB Data Centers Inc.	479,550	$1,016,646
5	BRUN	Boost Run Inc.	15,000	$582,150

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,297,200	40,000	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.