Catalytic Wealth RIA, LLC Boosts Samsara Holdings in Latest 13F Filing
Catalytic Wealth RIA, LLC Boosts Samsara Holdings in Latest 13F Filing
In its latest SEC 13F filing, Catalytic Wealth RIA, LLC revealed a significant increase in its position in Samsara (NYSE: IOT), a leading company in the computer and IoT industry. The firm added 71,470 shares of Samsara to its portfolio, reflecting a strategic buy during the recent quarter.
Deep Dive into the Trade
Catalytic Wealth RIA, LLC’s updated holdings in Samsara now have a market value of $29.83 million, representing 1.4% of its total portfolio. Despite the addition of shares, the percentage change in the position size was a modest 0.01%, indicating a calculated adjustment rather than a major portfolio overhaul. This move also brings the institution’s ownership to 0.19% of Samsara's total outstanding shares, underscoring a growing confidence in the company’s prospects within the competitive computer and IoT sector.
Market Context (SEO FAQ)
Why is Catalytic Wealth RIA, LLC adjusting its position in Samsara?
Samsara operates at the intersection of computer technology and IoT, an industry poised for significant growth as businesses increasingly adopt connected solutions. Catalytic Wealth RIA, LLC’s decision to increase its stake suggests a positive outlook on Samsara's ability to capitalize on these trends.
How much of Samsara does Catalytic Wealth RIA, LLC own?
Following this recent adjustment, Catalytic Wealth RIA, LLC now owns 0.19% of Samsara’s total outstanding shares, positioning itself as a notable institutional investor in the company.
Portfolio Impact
The addition of Samsara shares brings its weight in Catalytic Wealth RIA, LLC’s portfolio to 1.4%. This demonstrates a focused yet diversified approach, as Samsara represents a meaningful, though not dominant, portion of the firm’s investment strategy.
For more details about Catalytic Wealth RIA, LLC’s portfolio and historical 13F filings, view Catalytic Wealth RIA, LLC’s full real-time portfolio and historical 13F data here.