Snowflake’s (SNOW) Execution Is Exceptional, but Its Valuation Is Absurd
Snowflake ($SNOW) is executing exceptionally well, but its absurd valuation leaves the stock exposed to a sharp fall. The stock surged 17% after fi...
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 4,410,000 | $1,122,345,000 | +5% | 0.13% | |
| 2. | AQR Capital Management Cliff Asness | 4,430,546 | $1,112,776,022 | -10% | 0.39% |
| 3. | 3,052,500 | $776,861,250 | +96% | 0.09% | |
| 4. | Point72 Asset Management Steve Cohen | 2,813,766 | $716,103,447 | +2449% | 0.79% |
| 5. | Citadel Investment Group Ken Griffin | 2,007,109 | $510,809,241 | +117% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $131.09 | 76,200 | $9,989,012.28 | 1,632,225 | 2024-06-07 | Filing | |
| $158.52 | 31,542 | $5,000,037.84 | 31,542 | 2024-03-25 | Filing | |
| $165.45 | 3,030 | $501,313.50 | 11,687 | 2024-03-06 | Filing | |
| $163.80 | 1,831 | $299,917.80 | 8,657 | 2023-05-31 | Filing | |
| $139.06 | 20 | $2,781.20 | 1,244 | 2022-06-30 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $380.00 | 10,000 | $3,800,000.00 | 18,568 | 2026-09-03 | Filing | |
| $325.57 | 15,000 | $4,883,550.00 | 325,379 | 2026-09-01 | Filing | |
| $309.44 | 50,000 | $15,472,000.00 | 2,684,883 | 2026-08-26 | Filing | |
| $325.82 | 60 | $19,549.20 | 28,535 | 2026-08-19 | Filing | |
| $324.88 | 2,392 | $777,101.00 | 28,595 | 2026-08-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 31,405,420 | $7,992,679,273 | 0.12% | |
| 2. | 15,066,218 | $3,834,352,481 | 0.08% | |
| 3. | 12,878,536 | $3,277,587,412 | 0.15% | |
| 4. | 9,218,816 | $2,319,915,815 | 0.13% | |
| 5. | 7,957,874 | $2,025,278,933 | 0.06% |