Position in SNOW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$788,441
+$149,116 QoQ
Shares Held
3,098
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#800
of 1,453 holders
Holding Since
Mar 2021
15 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in SNOW Over Time
Shares Held
Position Value (USD)
Derivatives in SNOW
reported options exposure · as of Jun 30, 2021CallValue
$96,720
CallShares
400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $34,087,897 across 11 Software - Application names. SNOW ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INTU |
Intuit Inc.
|
51,422 | $13,421,142 | |
| 2 | UBER |
Uber Technologies, Inc
|
111,714 | $8,061,282 | |
| 3 | SHOP |
Shopify Inc.
|
46,162 | $5,270,777 | |
| 4 | DUOL |
Duolingo, Inc.
|
20,045 | $2,305,575 | |
| 5 | NOW |
ServiceNow, Inc.
|
16,193 | $1,607,641 | |
| 6 | CRM |
Salesforce, Inc.
|
5,161 | $808,522 | |
| 7 | SNOW |
Snowflake Inc.
This page
|
3,098 | $788,441 | |
| 8 | CDNS |
Cadence Design Systems Inc
|
1,894 | $710,856 |
All Filings in SNOW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $788,441 | 3,098 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $639,325 | 4,239 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,700,478 | 7,752 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,814,549 | 8,045 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,847,445 | 8,256 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,177,172 | 8,054 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $397,451 | 2,574 | Shares | Sole | 2025-01-23 | |
| 2023-03-31 | $462,870 | 3,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $430,620 | 3,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $509,880 | 3,000 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $450,415 | 3,239 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $440,375 | 1,300 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $287,308 | 950 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $96,720 | 400 | Call | Sole | 2021-08-13 | |
| 2021-06-30 | $423,150 | 1,750 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $232,719 | 1,015 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||