BEACONLIGHT CAPITAL, LLC

Position in SNOW — Snowflake Inc.

CIK 1569537 New York, NY

Position in SNOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,534,310

+$10,771,741 QoQ

Shares Held

53,180

+190.3% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

5.96%

of 13F equity value

Holder Rank

#311

of 1,460 holders

Holding Since

Sep 2025

4 quarters on record

Technology · as of Jun 30, 2026

BEACONLIGHT CAPITAL, LLC holds $22,392,997 across 3 Software - Application names. SNOW ranks #1 (60.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc. This page	53,180	$13,534,310
2	U	Unity Software Inc.	212,475	$6,072,535
3	DMRC	Digimarc Corp	338,948	$2,786,152

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,534,310	53,180	+190.3%	Shares	Sole	2026-08-14
2026-03-31	$2,762,569	18,317	-33.8%	Shares	Sole	2026-05-14
2025-12-31	$6,070,788	27,675	+17.4%	Shares	Sole	2026-02-17
2025-09-30	$5,315,311	23,566	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.