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Funds
6
Score
7.62
vs SPY
+24.1%
Stock return (since Q-end)
+26.2%
SPY return (since Q-end)
+2.1%
Current price
$321.29
Days to cover (short int.)
3.9d↓-12.7%
as of 2026-07-31
News Summary
PositiveSnowflake delivered a strong Q1 FY2027 beat with 33% YoY revenue growth, 126% NRR, and EPS of $0.39 vs. $0.14 expected, driven by accelerating AI product adoption including the CoCo coding agent. Multiple analyst upgrades (Evercore, Oppenheimer) with price targets reaching $400, combined with strategic AI partnerships (OpenAI $200M, AWS expansion) and consistent guidance raises, position the company for continued momentum heading into Q2 earnings.
Funds Buying (6)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Point72 | Steve Cohen | 2.8M | +2.8M | $716M | 1.2% | — | NEW |
| Maverick Capital | Lee Ainslie | 978K | +978K | $249M | 2.2% | — | NEW |
| Viking Global | Andreas Halvorsen | 960K | +960K | $244M | 0.7% | — | NEW |
| Whale Rock Capital | Alex Sacerdote | 885K | +885K | $225M | 1.8% | — | NEW |
| D1 Capital | Dan Sundheim | 216K | +216K | $55M | 0.2% | — | NEW |
| Soros Fund Management | Soros Family Office | 137K | +89K | $35M | 0.5% | +186% | Existing |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Portfolio Context
Where SNOW ranks in each buying fund's book, and the positions immediately around it. What a holding sits next to often says more about the thesis than the position size does.
Point72
position #9 of this fund's book
- 6SEAGATE TECHNOLOGY HLDNGS PL$794M
- 7ADVANCED MICRO DEVICES INC$772M
- 8TAIWAN SEMICONDUCTOR MANUFAC$766M
- 9SNOWFLAKE INC$716M
- 10PROCTER & GAMBLE CO$634M
- 11RTX CORPORATION$626M
- 12CAPITAL ONE FINL CORP$507M
Maverick Capital
position #22 of this fund's book
- 19BOSTON SCIENTIFIC CORP$253M
- 20MONSTER BEVERAGE CORP NEW$253M
- 21DPC HOLDINGS PLC$252M
- 22SNOWFLAKE INC$249M
- 23INSMED INC$229M
- 24SHERWIN WILLIAMS CO$198M
- 25CAMDEN PPTY TR$195M
Whale Rock Capital
position #23 of this fund's book
- 20META PLATFORMS INC$257M
- 21WESTERN DIGITAL CORP$256M
- 22APPLOVIN CORP$238M
- 23SNOWFLAKE INC$225M
- 24TWILIO INC$170M
- 25SEAGATE TECHNOLOGY HLDNGS PL$143M
- 26KLAVIYO INC$83M
Values are quarter-end position sizes. Shown only for funds where SNOW ranks inside their 40 largest equity positions — below that, neighbouring names carry no signal. Adjacency is an inference about a fund's reasoning, not a disclosure of it.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| Dageville Benoit | — | SELL | 50K | $335.70 | $16.79M | 2026-08-12 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 25K | $325.00 | $8.13M | 2026-08-07 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 5K | $325.00 | $1.63M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 403 | $324.06 | $0.13M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 13K | $324.06 | $4.20M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 840 | $324.06 | $0.27M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 840 | $324.06 | $0.27M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 840 | $324.06 | $0.27M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 840 | $324.06 | $0.27M | 2026-08-07 | ↗ |
| Speiser Michael L | — | SELL | 34K | $324.06 | $11.02M | 2026-08-07 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 5K | $293.99 | $1.47M | 2026-08-03 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 5K | $300.00 | $1.50M | 2026-08-03 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 20K | $300.00 | $6.00M | 2026-07-31 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 5K | $300.00 | $1.50M | 2026-07-31 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 5K | $300.00 | $1.50M | 2026-07-31 | ↗ |
| Dageville Benoit | — | SELL | 50K | $280.00 | $14.00M | 2026-07-29 | ↗ |
| Slootman Frank | — | SELL | 3K | $277.54 | $0.75M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 632 | $269.58 | $0.17M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 281 | $270.62 | $0.08M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 1K | $271.51 | $0.35M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 1K | $272.83 | $0.29M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 600 | $274.08 | $0.16M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 2K | $275.23 | $0.54M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 2K | $278.24 | $0.50M | 2026-07-21 | ↗ |
| Slootman Frank | — | SELL | 60K | $275.39 | $16.52M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 48K | $276.26 | $13.28M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 2K | $277.03 | $0.56M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 958 | $267.76 | $0.26M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 808 | $269.48 | $0.22M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 10K | $270.54 | $2.63M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 11K | $271.42 | $3.08M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 25K | $272.31 | $6.86M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 37K | $273.47 | $10.00M | 2026-07-20 | ↗ |
| Slootman Frank | — | SELL | 95K | $274.51 | $26.09M | 2026-07-20 | ↗ |
| Dageville Benoit | — | SELL | 50K | $276.53 | $13.83M | 2026-07-15 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 3K | $275.00 | $0.69M | 2026-07-14 | ↗ |
| Speiser Michael L | — | SELL | 10 | $258.25 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 29 | $257.45 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 465 | $255.16 | $0.12M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 28 | $254.52 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 2K | $263.91 | $0.57M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 3K | $262.74 | $0.88M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 6K | $262.06 | $1.59M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 301 | $260.36 | $0.08M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 567 | $259.76 | $0.15M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 400 | $258.25 | $0.10M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1K | $257.45 | $0.30M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 19K | $255.16 | $4.80M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1K | $254.52 | $0.29M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 49 | $253.86 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 25 | $263.91 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 72 | $262.06 | $0.02M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 4 | $260.36 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7 | $259.76 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 5 | $258.25 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 14 | $257.45 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 223 | $255.16 | $0.06M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 12 | $254.52 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 818 | $263.91 | $0.22M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1K | $262.74 | $0.34M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 2K | $262.06 | $0.61M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 114 | $260.36 | $0.03M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 216 | $259.76 | $0.06M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 153 | $258.25 | $0.04M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 446 | $257.45 | $0.11M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7K | $255.16 | $1.83M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 428 | $254.52 | $0.11M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 18 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 40 | $262.74 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 53 | $263.91 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 83 | $262.74 | $0.02M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 150 | $262.06 | $0.04M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7 | $260.36 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 14 | $259.76 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 10 | $258.25 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 29 | $257.45 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 465 | $255.16 | $0.12M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 28 | $254.52 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 53 | $263.91 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 83 | $262.74 | $0.02M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 150 | $262.06 | $0.04M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7 | $260.36 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 14 | $259.76 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 10 | $258.25 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 29 | $257.45 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 465 | $255.16 | $0.12M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 28 | $254.52 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 53 | $263.91 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 83 | $262.74 | $0.02M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 150 | $262.06 | $0.04M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7 | $260.36 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 14 | $259.76 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 10 | $258.25 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 29 | $257.45 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 465 | $255.16 | $0.12M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 28 | $254.52 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 1 | $253.86 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 53 | $263.91 | $0.01M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 83 | $262.74 | $0.02M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 150 | $262.06 | $0.04M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 7 | $260.36 | $0.00M | 2026-07-06 | ↗ |
| Speiser Michael L | — | SELL | 14 | $259.76 | $0.00M | 2026-07-06 | ↗ |
| Briggs Teresa | — | SELL | 343 | $255.11 | $0.09M | 2026-07-06 | ↗ |
| Dageville Benoit | — | SELL | 50K | $254.64 | $12.73M | 2026-07-02 | ↗ |
| Briggs Teresa | — | SELL | 344 | $254.64 | $0.09M | 2026-07-02 | ↗ |
| Dageville Benoit | — | SELL | 141K | $254.64 | $35.86M | 2026-07-02 | ↗ |
| Kleinerman Christian | EVP, Product Management | SELL | 3K | $258.56 | $0.65M | 2026-07-01 | ↗ |
| Slootman Frank | — | SELL | 158 | $254.20 | $0.04M | 2026-06-29 | ↗ |
| Slootman Frank | — | SELL | 25K | $250.46 | $6.18M | 2026-06-29 | ↗ |
| Slootman Frank | — | SELL | 40K | $251.55 | $9.98M | 2026-06-29 | ↗ |
| Slootman Frank | — | SELL | 20K | $252.35 | $5.04M | 2026-06-29 | ↗ |
| Slootman Frank | — | SELL | 15K | $253.39 | $3.91M | 2026-06-29 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| BlackRock, Inc. | SC 13G/A | 22.3M | 6.4% | 2026-07-30 | ↗ |
| Vanguard Capital Management | SC 13G | 17.7M | 5.1% | 2026-04-30 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.