Letters by company
Snowflake Inc.
4 letters discussing SNOW. Everything written about it on this site is on its ticker page.
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added to Linde, Shopify, Amazon, Woodward and Spotify while opening positions in Edwards Lifesciences, Eli Lilly and Roblox. It exited Netflix, Snowflake and RELX as AI disruption, later-cycle risk or weaker conviction altered the opportunity set, while favoring AI infrastructure, health care and aerospace and defense. Q1 2026 AMZN $2.7TEW $50BGEV $251B
- Artisan Partners Quarterly Commentary, Artisan Mid Cap Fund Artisan Mid Cap Fund added L3Harris, Astera Labs and Carvana, seeking exposure to missile defense, data-center connectivity and scaled online used-car retailing. It exited Veeva, Snowflake and Ferguson on competitive, AI-related or valuation concerns, while trimming Coherent, iRhythm and MACOM under its valuation discipline. Q4 2025 ALAB $52BARGNF $53BASND $15B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund added RTX, Capital One, Somnigroup, L3Harris and BAE Systems while exiting several Garden investments whose theses were not progressing. The portfolio emphasizes health care franchises, defense suppliers and AI infrastructure beneficiaries, while maintaining valuation discipline around Oracle and reducing Netflix, Snowflake and Boston Scientific. Q4 2025 ARGNF $53BBAESY $79BBSX $62B
- Artisan Partners Artisan Mid Cap Fund Quarterly Commentary Artisan Mid Cap Fund favored company-specific profit cycles, adding to Lattice Semiconductor, Robinhood, Compass and Twilio while initiating Manhattan Associates, Okta and Clean Harbors. The portfolio exited Monolithic Power Systems, FTAI Aviation and Ionis Pharmaceuticals, and reduced AI-infrastructure exposure in favor of higher-conviction franchises and selective vertical software holdings. Q3 2026 CLH $17BCOMP $6.8BFTAI $17B
