Snowwater Investment Partners
Snowwater Investment Partners reported 98 stocks worth $145M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UDR (14.5%), QQQ (6.0%) and VTI (5.9%). Compared with Q1 2026, the fund opened new positions in HON, HONA and MU, added to UDR, QQQ and AAPL, trimmed GOOGL, AMZN and LRCX and sold out of MOS, ADBE and SPGI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UDR Udr Inc | $20.9M | 14.5% | 524K | +513K (+4731%) | 3 of 3 | |
| 2 |  QQQ Invesco Qqq TR | $8.7M | 6.0% | 12K | +135 (+1%) | 3 of 3 | |
| 3 |  VTI Vanguard Total Stock Market ETF | $8.5M | 5.9% | 23K | No change | 3 of 3 | |
| 4 |  GOOGL Alphabet Inc | $6.4M | 4.4% | 18K | −412 (−2%) | 3 of 3 | |
| 5 |  AMZN Amazon Com Inc | $6.2M | 4.3% | 26K | −147 (−1%) | 3 of 3 | |
| 6 |  LRCX Lam Research Corp | $5.4M | 3.7% | 12K | −1,736 (−12%) | 3 of 3 | |
| 7 |  AAPL Apple Inc | $5.3M | 3.7% | 18K | +625 (+4%) | 3 of 3 | |
| 8 |  JPM Jpmorgan Chase & Co. | $4.6M | 3.2% | 14K | +217 (+2%) | 3 of 3 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $4.5M | 3.1% | 6,026 | No change | 3 of 3 | |
| 10 |  VICR Vicor Corp | $4.5M | 3.1% | 12K | −3,193 (−21%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Snowwater Investment Partners 13F FAQ
What does Snowwater Investment Partners own?
Snowwater Investment Partners reported 98 stocks worth $145M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are UDR (14.5%), QQQ (6.0%) and VTI (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Snowwater Investment Partners buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 32 added to, 32 trimmed and 5 sold out. New positions include HON, HONA and MU. It sold all of MOS, ADBE and SPGI.
When will Snowwater Investment Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Snowwater Investment Partners's portfolio worth?
The Q2 2026 filing reports $145M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.