Position in IOT
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,013,899
+$1,765,749 QoQ
Shares Held
63,550
+807.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026one8zero8, LLC holds $47,078,525 across 10 Software - Infrastructure names. IOT ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
201,318 | $16,451,706 | |
| 2 | MSFT |
Microsoft Corp
|
40,781 | $15,095,902 | |
| 3 | STNE |
StoneCo Ltd.
|
345,225 | $4,874,577 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
27,727 | $4,055,905 | |
| 5 | IOT |
Samsara Inc.
This page
|
63,550 | $2,013,899 | |
| 6 | ORCL |
Oracle Corp
|
10,456 | $1,538,182 | |
| 7 | SAIL |
SailPoint, Inc.
|
100,400 | $1,329,296 | |
| 8 | S |
SentinelOne, Inc.
|
93,375 | $1,202,670 |
All Filings in IOT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,013,899 | 63,550 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $248,150 | 7,000 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||