What smart money is saying about Snowflake Inc.
3 funds in our archive have pitched Snowflake Inc. — most recently Spyglass Growth Strategy in June 2026.
Snowflake Inc. delivers a cloud-centric data platform to customers across both the United States and international markets. The company's core offering, known as the Data Cloud, enables users to unify disparate data sources into a singular, reliable foundation. This unified data then facilitates the extraction of crucial business intelligence, the creation of innovative data-driven applications, and secure data sharing. This adaptable platform serves a wide array of organizations, encompassing various sizes and industries. Originating in 2012, the enterprise was initially recognized as Snowflake Computing, Inc., before officially rebranding to Snowflake Inc. in April 2019. Its principal operations are conducted from Bozeman, Montana.
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Position history
Between Q1 2025 and Q2 2026, 6 fund letters reported a position in Snowflake Inc. — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 0 | 1 | 1 |
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q1 2025 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 2 moves
- HoldsClearBridge Investments Growth StrategyJune 2026
“Information security provider CrowdStrike rebounded sharply, data warehouse platform Snowflake delivered strong relative performance and long-time holding Broadcom continued to contribute, underscoring the ongoing importance of cloud, cybersecurity and AI infrastructure exposure within the portfolio.”
Read the letterSnowflake Inc. - HoldsBaillie Gifford US Equity GrowthJune 2026
“Snowflake is a good example.”
Read the letterSnowflake Inc. - TrimmedSpyglass Growth StrategyJune 2026
“While we trimmed our position size during the quarter due to share price appreciation, Snowflake remains a core position.”
Read the letterSnowflake Inc. - HoldsArtisan Partners Developing World FundJune 2026
“Top contributors to performance for the quarter included US-based memory supplier Micron, US cybersecurity leader CrowdStrike, British semiconductor design company ARM, US data center software provider Snowflake, and Indian online travel company MakeMyTrip.”
Read the letterSnowflake Inc. - HoldsBaron Opportunity FundJune 2026
“In the IT sector, our systems software investments contributed to absolute and relative performance, with Datadog, Inc. (cloud-based observability and security platform leader), Snowflake Inc. (cloud data platform pioneer), and Rubrik, Inc. (cloud data security and cyber resilience leader) leading the way.”
Read the letterSnowflake Inc. - AddedBrown Advisory Large‑Cap Sustainable GrowthMarch 2026
“We added to our position in Snowflake during the quarter.”
Read the letterSnowflake Inc.
Also mentioned · 2
These funds discuss Snowflake Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedFundsmith Equity FundJune 2026
“On Wednesday 27th May Snowflake (SNOW US), a database company closed trading as a $60bn company and opened on Thursday as an 5 $82bn one.”
Read the letterSnowflake Inc. - MentionedGuinness Global Innovators FundJune 2026
Named in a table in Guinness Global Innovators Fund’s letter.
Read the letterSnowflake Inc.
Fund coverage · 3 theses
- Spyglass Growth StrategyJune 2026
Snowflake Inc. provides cloud data warehouse software, and the manager highlights product innovation and early AI traction as drivers of long-term potential.
Read the full thesis - Aristotle Focus GrowthDecember 2025
Snowflake is a leading multi-cloud data platform with a consumption model and AI-driven workloads supporting strong margins and long-term growth at a justified premium.
Read the full thesis - Artisan US Mid Cap Growth StrategyMarch 2025
Snowflake is a premier cloud data warehouse and analytics platform poised for growth due to its scalable architecture and alignment with increasing demand for data organization and analysis tools.
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