LongIOTJun 2026
Samsara
Samsara develops connected hardware and software for industrial operations and continues to execute despite valuation pressure across vertical software. Revenue growth remained…
IOT
2 published ideas on Samsara across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Samsara: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Samsara develops connected hardware and software for industrial operations and continues to execute despite valuation pressure across vertical software. Revenue growth remained…
Samsara continues to grow revenue at roughly 30 percent while delivering meaningful margin leverage. Its connected hardware and software generate proprietary operational data…