Snow Phipps Group, LLC

CIK 1698661 · View on SEC EDGAR ↗

Portfolio value
$325.9M
#4,933 of 9,443 by 13F value · top 52.2%
Positions
2
As of
June 30, 2026

Portfolio value QoQ: +2.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
2
Effective number of positions
1.6

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $96,393 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
1
Decreased
0
Closed
0
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+8.9%
S&P 500 total return (same window)
+28.1%
Excess return
-19.2%

Annualized: +5.8% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financial Services
75.6%
Diversified Consumer Services
24.4%

Full portfolio 2 positions

Type Streak 8Q trend
VEL Velocity Financial, Inc. Common Stock $246,498,281 75.64% 13,353,103 $4,940,648
LAUR Laureate Education, Inc. - Common Stock $79,370,532 24.36% 2,185,312 $3,326,727 Up ×1

Top movers (QoQ)

Security Action Shares Δ Value Δ
VEL Price move only +0 +$4.9M
LAUR Bought more +3K +$3.3M