Position in SNOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$14,703,737
+$5,118,976 QoQ
Shares Held
57,775
-9.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#296
of 1,453 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. SNOW ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
This page
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in SNOW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,703,737 | 57,775 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,584,761 | 63,551 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $13,284,441 | 60,560 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,161,744 | 58,354 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,241,813 | 59,176 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $8,869,719 | 60,685 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $8,914,089 | 57,730 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,591,011 | 57,383 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,879,799 | 58,330 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $9,483,334 | 58,684 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $9,700,653 | 48,747 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,416,427 | 28,909 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $4,977,946 | 28,287 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,775,322 | 24,469 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,085,105 | 21,493 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,001,878 | 23,546 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,308,098 | 23,789 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,441,150 | 23,747 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,362,053 | 21,733 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,146,587 | 20,324 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,444,042 | 18,379 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,864,853 | 12,495 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||