Position in IOT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,046,476
-$140,647 QoQ
Shares Held
64,578
+4.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026GILDER GAGNON HOWE & CO LLC holds $591,034,918 across 9 Software - Infrastructure names. IOT ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NET |
Cloudflare, Inc.
|
1,778,168 | $366,907,185 | |
| 2 | TOST |
Toast, Inc.
|
4,069,162 | $107,873,484 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
275,323 | $40,274,248 | |
| 4 | CALX |
Calix, Inc
|
779,092 | $38,167,717 | |
| 5 | MSFT |
Microsoft Corp
|
77,787 | $28,794,413 | |
| 6 | CRWV |
CoreWeave, Inc.
|
54,293 | $4,206,078 | |
| 7 | MDB |
MongoDB, Inc.
|
9,806 | $2,400,214 | |
| 8 | IOT |
Samsara Inc.
This page
|
64,578 | $2,046,476 |
All Filings in IOT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,046,476 | 64,578 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,187,123 | 61,696 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,978,869 | 53,124 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||