Benchstone Capital Management LP SNOW — SNOWFLAKE INC

Ownership history in Benchstone Capital Management LP  ·  4 quarters on record

AI Ownership Summary

Benchstone Capital Management LP reported SNOWFLAKE INC (SNOW) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.7% in 2025 Q1. The latest visible filing shows SNOW at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SNOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Benchstone Capital Management LP's position in SNOWFLAKE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SNOW was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SNOW stock page Benchstone Capital Management LP fund profile Benchstone Capital Management LP full holdings
How Benchstone Capital Management LP held SNOW — position size vs. price
% of Fund (quarterly)    SNOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 60,804 +13,524 +28.6% 1.44% $13.3M 2026-02-17 $177.10
2025 Q3 REDUCED — — — 47,280 -345 -0.7% 1.45% $10.7M 2025-11-14 $257.02
2025 Q2 REDUCED 56.4% +0.7% ❌ 47,625 -61,624 -56.4% 0.94% $10.7M 2025-08-14 $194.90
2025 Q1 INITIATED — — — 109,249 — — 1.70% $16.0M 2025-05-15 $182.97

🏢 Other funds also holding SNOW

As of 2026 Q1 — sorted by position size

Legend Capital Advisors LLC 29.6% Optimus Prime Fund Management Co., Ltd. 3Y 7Y 13.55% SQUARE PEG CAPITAL PTY LTD 12.65% Arthedge Capital Management, LLC 3Y 7.17% Manchester Global Management (UK) Ltd 3Y 5.12% Altimeter Capital Management, LP 3Y 7Y 5.1% Carroll Investors, Inc 3Y 4.93% Spyglass Capital Management LLC 3Y 7Y 4.0% Octahedron Capital Management L.P. 3Y 3.68% Jericho Capital Asset Management L.P. 3Y 7Y 3.55%

FAQ About Benchstone Capital Management LP and SNOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Benchstone Capital Management LP reported owning SNOW?

Benchstone Capital Management LP reported SNOW across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported SNOW position in Benchstone Capital Management LP's portfolio?

The largest reported portfolio weight for SNOW was 1.70% in 2025 Q1.

What is the latest reported SNOW position on this page?

The most recent filing on this page is 2025 Q4, when Benchstone Capital Management LP reported 60,804 shares, equal to 1.44% of portfolio, with an estimated market value of $13.3M.

What does the chart on this SNOW ownership page compare?

The chart compares Benchstone Capital Management LP's quarterly SNOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Benchstone Capital Management LP time their SNOW position?

Based on 13F filing dates vs. subsequent SNOW price moves, Benchstone Capital Management LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on SNOW relative to SPY over the holding period was -21.7%.

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