My Portfolio / Every company I’ve owned /
$SNOW · Snowflake
My position from Jul 2023 to Nov 2025 · 1 buy and 1 sell · sold out · SaaS
What the pick did
1.4×
The stock in pounds, while I held it; 1.5× in dollars
S&P 500, same time1.5×
What my money did
1.4×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in1.4×
S&P 500, same buys and sells1.5×
Every decision
- 11 November 2025Sold
Exited as simply not tracking thoroughly, portfolio clean-up
- 14 July 2023Bought
Partnership with Nvidia is exciting and could amplify the value of data held by Snowflake
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.