SNOW β€” SNOWFLAKE INC

Ownership history in Alpha Square Group S LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which Alpha Square Group S LLC reported a position in SNOWFLAKE INC (SNOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.04% (2024 Q1)
πŸ“Š Avg. % of fund
0.83%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2024 Q3
⏱ Quarters held
11

Position Intelligence

Alpha Square Group S LLC Γ— SNOW AI Analytics

πŸ“‰ Alpha Square Group S LLC underperformed the S&P 500 by –30.3% annually on this SNOW position. Timing score: 50% (4/8 decisions correct). Average cost basis: $201.76. Maximum drawdown during holding period: –49.9%.

πŸ“ˆ Position Alpha vs SPY
-30.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 30.3% ann.
10 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct

πŸ’° Entry Quality
$201.76
-43.1% vs current ($114.86)

Best entry: $152.77 (2023 Q3)  Β·  Worst: $229.13 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–49.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
56%
buy-side decisions

5 adds Β· 4 trims. Bought during 2 of 6 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.72% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SNOW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 6,457 -300 -4.4% 0.72% $742K $114.86
2024 Q2 UNCHANGED 6,757 β€” 0% 1.69% $913K $135.09
2024 Q1 ADDED 6,757 +300 +4.6% 2.04% $1.1M $161.60
2023 Q4 REDUCED 6,457 -500 -7.2% 1.51% $1.3M $199.00
2023 Q3 ADDED 6,957 +1,100 +18.8% 1.08% $1.1M $152.77
2023 Q2 ADDED 5,857 +900 +18.2% 0.74% $1.0M $175.98
2023 Q1 ADDED 4,957 +1,500 +43.4% 0.41% $765K $154.29
2022 Q4 UNCHANGED 3,457 β€” 0% 0.22% $496K $143.54
2022 Q3 REDUCED 3,457 -1,200 -25.8% 0.27% $588K $169.96
2022 Q2 REDUCED 4,657 -1,200 -20.5% 0.27% $648K $139.06
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history
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