StockDriftsStockDriftsTop 50 Snowwater Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UDR | UDR INC | 14.47% | 524.2K | $20.9M | +4731.32%(+513.35K) | $36.79(+3.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.02% | 11.8K | $8.7M | +1.16%(+135) | $607.80(+20.45%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 5.9% | 23.1K | $8.5M | +0.00%(+0) | $331.71(+15.85%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.43% | 17.9K | $6.4M | -2.25%(-412) | $279.13(+24.09%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.28% | 26.0K | $6.2M | -0.56%(-147) | $225.20(+17.73%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 3.73% | 12.4K | $5.4M | -12.24%(-1.74K) | $152.54(+120.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.68% | 18.4K | $5.3M | +3.52%(+625) | $263.41(+15.89%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.19% | 14.1K | $4.6M | +1.56%(+217) | $318.54(+13.99%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.12% | 6.0K | $4.5M | +0.02%(+1) | $674.05(+15.40%) | 2026-06-30 | |
| VICR | VICOR CORP | 3.11% | 11.8K | $4.5M | -21.25%(-3.19K) | $79.66(+190.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.97% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.84% |
Snowwater Investment Partners LLC reports $144.64M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are UDR (14.5%), QQQ (6.0%) and VTI (5.9%). The top 20 holdings account for 69.95% of reported assets. Its disclosed equity book has returned +17.97% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Snowwater Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2075393). View Snowwater Investment Partners LLC’s 13F filings on SEC