Position in IOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,286,801
+$56,840 QoQ
Shares Held
70,515
+0.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#180
of 542 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IOT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $154,230,045 across 10 Software - Infrastructure names. IOT ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
275,845 | $102,895,701 | |
| 2 | PANW |
Palo Alto Networks Inc
|
91,842 | $31,319,958 | |
| 3 | ORCL |
Oracle Corp
|
49,996 | $7,326,913 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
26,000 | $4,960,410 | |
| 5 | IOT |
Samsara Inc.
This page
|
70,515 | $2,286,801 | |
| 6 | SNPS |
Synopsys Inc
|
4,842 | $2,159,870 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
28,900 | $2,115,191 | |
| 8 | TOST |
Toast, Inc.
|
39,420 | $1,096,664 |
All Filings in IOT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,286,801 | 70,515 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,229,961 | 70,368 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,492,844 | 70,320 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,313,783 | 62,115 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,470,934 | 62,115 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,668,342 | 69,615 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,468,986 | 79,400 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||