LongSNOWJun 2026
Snowflake Inc.
The Fund believes Snowflake is benefiting simultaneously from strength in its core data platform and increasing demand for AI capabilities. Management raised its fiscal 2027…
SNOW
Which hedge funds are long SNOW?
2 published ideas on Snowflake Inc. across 2 funds — 2 long and 0 short.
Snowflake hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Snowflake: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSNOWJun 2026
Snowflake Inc.
Snowflake was the fund's leading contributor after quarterly results materially exceeded expectations. The company showed accelerating consumption-based revenue growth and raised…