HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
Samsara Inc. in 8 fund letters
→
Also pitched by Baron SMID Cap ETF
Guidewire Software, Inc.
GWRE
Axon Enterprise, Inc.
AXON
Advanced Drainage Systems, Inc.
WMS
Karman Holdings Inc.
KRMN
Shake Shack Inc.
SHAK
Samsara Inc. — Baron SMID Cap ETF — Mar 2026 · HF Best Ideas