TFJ Management, LLC

Position in IOT — Samsara Inc.

CIK 2056069 SOMERVILLE, MA

Position in IOT

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

Position Value

$4,208,959

+$96,041 QoQ

Shares Held

129,786

0.0% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

2.74%

of 13F equity value

Holder Rank

#139

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

TFJ Management, LLC holds $35,272,690 across 4 Software - Infrastructure names. IOT ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GTLB	Gitlab Inc.	477,631	$14,582,074
2	TOST	Toast, Inc.	350,565	$9,752,718
3	SAIL	SailPoint, Inc.	459,627	$6,728,939
4	IOT	Samsara Inc. This page	129,786	$4,208,959

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,208,959	129,786	0.0%	Shares	Sole	2026-08-14
2026-03-31	$4,112,918	129,786	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.