TFJ Management, LLC

Position in IOT — Samsara Inc.

CIK 2056069 SOMERVILLE, MA

Position in IOT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,112,918

New position

Shares Held

129,786

first reported quarter

Ownership

0.022%

of shares outstanding

% of Portfolio

3.94%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

TFJ Management, LLC holds $22,805,653 across 4 Software - Infrastructure names. IOT ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GTLB	Gitlab Inc.	606,720	$13,129,420
2	IOT	Samsara Inc. This page	129,786	$4,112,918
3	SAIL	SailPoint, Inc.	293,823	$3,890,216
4	TOST	Toast, Inc.	63,112	$1,673,099

1 filing row on record

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