SNOW
Snowflake Inc
2 super-investors hold SNOW worth a combined $142M. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 47 — ranked #63 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own SNOW
Interest from this cohort is minimal and only recently materialized. Joel Greenblatt holds the dominant position at roughly $140M, though it represents just 0.1% of his portfolio — a rounding-error allocation by his standards. Duan Yongping initiated a $2M stake in 2026Q1, the only new activity this quarter and the first addition to the cohort in at least eight quarters, bringing the total owner count to two. No one added to or trimmed an existing position. With maximum concentration at just 0.1% and combined exposure of $142M spread across two managers, conviction here is low; the cohort's historical indifference to SNOW has barely shifted.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 23q | $140M | 928,499 |
| 2 | Duan Yongping | <0.1% | — 1q | $2M | 10,000 |
Owners of SNOW also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | NEW | <0.1% | +100% | $2M | May 19, 2026 |
Long US equity 13F-HR filings only. CUSIP 833445109. Not investment advice.