What smart money is saying about Samsara Inc.
6 funds in our archive have pitched Samsara Inc., most recently Baron Focused Growth Fund in September 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.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
12 lettersToo few moves on Samsara Inc. yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2025 and Q3 2026, 12 fund letters reported a position in Samsara Inc., with 1 buy (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 0 | 1 |
| Q2 2026 | 5 | 1 | 2 | 1 |
| Q1 2026 | 1 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 12 positions · 4 moves
- September 2026
“And so far, it’s in this latter category where the portfolio has experienced the real brunt of its performance drag. And yet this is exactly where we see vast opportunity in future. Patience stands to reward a wide range of LTGG holdings, from MercadoLibre, the Latin American e-commerce platform, to Axon, the public safety company, to Samsara, the company that’s digitising physical assets.”
Samsara Inc. - September 2026
“More positively, there was very little thematic consistency among the companies that performed well. B3, the operator of Brazil’s stock exchange, life-science tools company Thermo Fisher, and software and networking businesses Samsara and Cloudflare all made positive contributions.”
Samsara Inc. - September 2026
“Information Technology was the strongest contributor to relative performance during the quarter, driven by positive stock selection. Software-related holdings were particularly strong, continuing the recovery that began earlier this year after broad concerns around AI-driven disruption weighed on the group. At that time, many software companies traded together as investors questioned whether emerging AI tools could disrupt established business models. Our view was more nuanced. We reduced exposure where AI-driven change could make the long-term outlook less clear, while redeploying capital toward companies where we believe AI can enhance customer value, strengthen product relevance, or support long-term growth. Palo Alto Networks Inc (PANW), Palantir Technologies Inc (PLTR), Samsara Inc (IOT), and Arista Networks Inc (ANET) were notable relative contributors during the quarter, reinforcing the importance of those portfolio changes.”
Samsara Inc. - HoldsSpyglass Growth StrategySeptember 2026
“Samsara Inc. (IOT), a provider of integrated platform solutions, was a top contributor during the third quarter.”
Samsara Inc. - September 2026
“Samsara, a developer of internet-connected sensor systems for physical operations, increased 17.5% in the third quarter and contributed 34 bps to performance.”
Samsara Inc. - HoldsBaron SMID Cap ETFSeptember 2026
Listed in Baron SMID Cap ETF’s reported holdings.
Samsara Inc. - 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 · 6 theses
- Baron Focused Growth FundSeptember 2026
Samsara is an internet-connected sensor platform for physical operations with strong demand, high customer ROI and continued revenue growth with expanding margins.
Read the full thesis - 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.
Read the full thesis
Read every full thesis on Samsara Inc.
Read all 6 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→