Position in IOT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,389,400
+$2,375,501 QoQ
Shares Held
135,350
+113.0% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#138
of 547 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026one8zero8, LLC holds $60,066,895 across 9 Software - Infrastructure names. IOT ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
187,993 | $28,879,484 | |
| 2 | MSFT |
Microsoft Corp
|
40,971 | $15,283,002 | |
| 3 | STNE |
StoneCo Ltd.
|
496,878 | $5,386,157 | |
| 4 | IOT |
Samsara Inc.
This page
|
135,350 | $4,389,400 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
27,427 | $3,199,908 | |
| 6 | ORCL |
Oracle Corp
|
12,106 | $1,774,134 | |
| 7 | PANW |
Palo Alto Networks Inc
|
1,985 | $676,924 | |
| 8 | SAIL |
SailPoint, Inc.
|
19,900 | $291,336 |
All Filings in IOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,389,400 | 135,350 | Shares | Sole | 2026-08-10 | |
| 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. | ||||||