BEACONLIGHT CAPITAL, LLC

Position in SNOW — Snowflake Inc.

CIK 1569537 New York, NY

Position in SNOW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,762,569

-$3,308,219 QoQ

Shares Held

18,317

-33.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Technology · as of Mar 31, 2026

BEACONLIGHT CAPITAL, LLC holds $15,457,351 across 4 Software - Application names. SNOW ranks #3 (17.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	345,309	$7,576,079
2	NOW	ServiceNow, Inc.	28,682	$2,998,703
3	SNOW	Snowflake Inc. This page	18,317	$2,762,569
4	DMRC	Digimarc Corp	431,772	$2,120,000

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.