What smart money is saying about Samsara Inc.
5 funds in our archive have pitched Samsara Inc. — most recently Baron Discovery Fund in June 2026.
Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy measures. Additionally, the cloud offers a suite of applications covering critical operational areas such as video-based safety protocols, vehicle fleet telematics, driver application and workflow tools, equipment performance monitoring, and enhanced site visibility. The company caters to a diverse array of sectors, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and the food and beverage industry. Established in 2015, Samsara maintains its headquarters in San Francisco, California.
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Position history
Between Q2 2025 and Q2 2026, 6 fund letters reported a position in Samsara Inc. — 2 opened or added to the position, 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 2 | 2 | 1 |
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Fund activity · 6 positions · 4 moves
- June 2026
Listed in Baron Fifth Avenue Growth Fund’s reported holdings.
Samsara Inc. - New positionBaron Discovery FundJune 2026
“Top net purchases for the quarter Year Acquired Quarter End Market Cap ($B) Net Amount Purchased ($M) Samsara Inc. 2026 18.9 36.7 Advanced Drainage Systems, Inc. 2026 12.0 34.3 Shake Shack Inc. 2026 2.4 33.9 Blackstone Digital Infrastructure Trust Inc. 2026 2.2 30.7 Rubrik, Inc. 2026 16.5 28.6 We initiated a new position in Samsara Inc.”
Samsara Inc. - June 2026
Listed in Baron Focused Growth Fund’s reported holdings.
Samsara Inc. - New positionBaron Discovery StrategyJune 2026
“We initiated a new position in Samsara Inc.”
Samsara Inc. - June 2026
“• Short positions in smart home and security platform provider Alarm.com Holdings, household cleaning products manufacturer Clorox, regional bank Commerce Bancshares, water infrastructure product distributor Core & Main, medical AI platform provider Doximity, cloud-based real estate brokerage platform eXp World Holdings, property and casualty insurer Palomar Holdings and physical operations technology provider Samsara were eliminated as the stock prices approached our estimates of intrinsic value.”
Samsara Inc. - HoldsLarge-Cap GrowthMarch 2026
“During the quarter, we continued to refine the portfolio, particularly within software, where competitive dynamics are evolving rapidly. Our focus has been on owning businesses with durable, mission-critical offerings and strong competitive positioning—companies that provide essential solutions their customers rely on to operate day-to-day, serve markets with limited technical expertise, or play a critical role in enabling broader technological development. This is reflected across our software exposure, including long-standing holdings such as Autodesk, Inc (ADSK), as well as more recent additions such as Cadence Design Systems, Inc (CDNS), Samsara, Inc (IOT), and Palo Alto Networks, Inc (PANW) (added this quarter).”
Samsara Inc.
Fund coverage · 5 theses
- Baron Discovery FundJune 2026
Samsara Inc. offers fleet and industrial operations software with a strong data moat, long growth runway, and improving operating leverage.
Read the full thesis - Baron SMID Cap ETFMarch 2026
Samsara is an IoT and software platform leveraging a compounding proprietary sensor dataset to deliver ROI, expand share, and benefit from secular infrastructure tailwinds.
Read the full thesis - Brown Advisory Large Cap GrowthSeptember 2025
Samsara Inc. is well-positioned for sustained growth in the connected operations market, leveraging its innovative platform to modernize industries historically lacking digital infrastructure.
Read the full thesis - Artisan US Mid Cap Growth StrategyJune 2025
Samsara is a software platform for asset-intensive industries that provides real-time data and insights for asset tracking and performance measurement, promising profitable growth despite recent contract delays affecting its stock price.
Read the full thesis - Baron Asset FundJune 2025
Samsara Inc. is a rapidly growing provider of cloud-based software for commercial vehicle telematics and asset monitoring, successfully capturing market share through its innovative platform and data-driven solutions, resulting in significant customer adoption and expansion opportunities.
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