Snowhook Capital Management

Snowhook Capital Management as of Dec. 31, 2022

Portfolio Holdings for Snowhook Capital Management

Snowhook Capital Management holds 13 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sherwin-Williams Company (SHW) 16.2 $30M 128k 237.33
S&p Global (SPGI) 15.9 $30M 89k 334.94
Thermo Fisher Scientific (TMO) 14.9 $28M 51k 550.69
Amazon (AMZN) 13.3 $25M 296k 84.00
Bill Com Holdings Ord (BILL) 7.0 $13M 121k 108.96
Microsoft Corporation (MSFT) 7.0 $13M 55k 239.82
Sentinelone Cl A (S) 5.8 $11M 750k 14.59
Martin Marietta Materials (MLM) 5.6 $10M 31k 337.97
Black Knight 5.3 $10M 161k 61.75
Floor & Decor Hldgs Cl A (FND) 2.5 $4.7M 68k 69.63
Chipotle Mexican Grill (CMG) 2.4 $4.4M 3.2k 1387.49
salesforce (CRM) 2.1 $3.9M 29k 132.59
Fidelity National Information Services (FIS) 1.9 $3.6M 53k 67.85