Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter was marked by significant volatility. Against this backdrop, the strategy returned +15.9% in the quarter compared to +10.9% for the S&P 500 Index. In addition, please check the fund’s top five holdings to know its best picks in 2025.
In its second-quarter 2025 investor letter, Burke Wealth Management highlighted stocks such as Snowflake Inc. (NYSE:SNOW). Snowflake Inc. (NYSE:SNOW) offers a cloud-based data platform to support various organizations. The one-month return of Snowflake Inc. (NYSE:SNOW) was -10.00%, and its shares gained 66.79% of their value over the last 52 weeks. On August 22, 2025, Snowflake Inc. (NYSE:SNOW) stock closed at $196.81 per share, with a market capitalization of $65.667 billion.
Burke Wealth Management stated the following regarding Snowflake Inc. (NYSE:SNOW) in its second quarter 2025 investor letter:
“Snowflake Inc. (NYSE:SNOW): Shares of Snowflake were up 53% during the second quarter and have almost doubled off of their September lows. 2024 was a transition year at Snowflake as Sridhar Ramaswamy took over as CEO and the company materially accelerated its AI related product pipeline. As we work our way through 2025, Snowflake’s AI strategy is beginning to come into focus and to put it mildly, the opportunity is intriguing. Historically, Snowflake has given customers the ability to query and analyze company data, both structured and unstructured, across all public clouds in a secure, user-friendly manner. As we move into the AI age, Snowflake’s ambition is to allow this analysis to take place in real-time, often through the use of AI agents whether it be through Snowflake’s own applications or secure third-party applications. Snowflake’s position right next to the customer’s data offers protection against disintermediation from third-party data analytics applications. Instead, this work will be done by Snowflake’s internal applications or by third-party applications that connect securely to the data via the Snowflake platform. This is an advantaged position within an enterprise. Data analytics is a rapidly evolving market. Add into this Snowflake’s consumption based pricing model that can pick up changes in demand signals, real or transitory, on a quarter by quarter basis and it is no wonder that this is a volatile stock. That said, as Snowflake’s AI strategy plays out in the years to come, we think the upside in the shares make what can sometimes be a wild ride in the share price one worth taking.”
