Snowflake上市，除了巴菲特，他们也是背后大赢家
Tom Maloney, 彭博社
2020-09-18
云计算公司Snowflake的首次公开募股不仅创造了大笔财富，也让硅谷一些知名人士获利颇丰。
Iconiq Capital是一家多家族理财办公室，客户包括Facebook的马克•扎克伯格、LinkedIn的里德•霍夫曼和推特的杰克•多尔西等，2017年就开始参与Snowflake多轮融资。目前该办公室在Snowflake的持股比例为12%，共出资2.45亿美元。以120美元的发行价计算，市值已经超过40亿美元。9月16日下午早些时候，其持股市值已经高达83亿美元。
Snowflake在纽交所上市后股价一路飙升至319美元，9月16日下午1:06回落至247美元。即使按发行价计算，Snowflake市值也已经高达333亿美元，超过了推特，几乎达到2月募资时124亿美元估值的三倍。
云计算“已成长期趋势，”彭博行业研究（Bloomberg Intelligence）的情报分析师曼迪普•辛格说，“Zoom、DocuSign和Datadog今年表现不错。投资者非常了解云业务模式，所以类似Snowflake的高增长公司很有吸引力。”
Snowflake总部位于加州圣马特奥，公司高管的财富也将激增。按发行价计算，其中四人——弗兰克•斯洛特曼、鲍勃•穆格里亚、迈克尔•斯卡佩和贝诺伊特•达维尔持有的股份价值达37亿美元。
四人当中只有达维尔是创始人。他持有的股份不及去年从ServiceNow公司跳槽出任首席执行官的斯洛特曼。
此外，前首席执行官穆格里亚将持有810万股的一半出售给伯克希尔哈-撒韦公司，基本与上市节奏同步。伯克希尔-哈撒韦还以发行价额外投资2.5亿美元。虽然2018年巴西金融科技公司上市时伯克希尔-哈撒韦也曾投资，但这并不符合沃伦•巴菲特惯常的投资风格。
辛格表示，此前市场就普遍看好该公司，巴菲特入股进一步提升了机构的兴趣。他说，巴菲特出手“显然确证了Snowflake上市的吸引力。”
到目前为止，巴菲特这笔交易相当成功。截至9月16日午餐时间，伯克希尔-哈撒韦的持股市值已经翻了一倍多。（财富中文网）
译者：梁宇
云计算公司Snowflake的首次公开募股不仅创造了大笔财富，也让硅谷一些知名人士获利颇丰。
Iconiq Capital是一家多家族理财办公室，客户包括Facebook的马克•扎克伯格、LinkedIn的里德•霍夫曼和推特的杰克•多尔西等，2017年就开始参与Snowflake多轮融资。目前该办公室在Snowflake的持股比例为12%，共出资2.45亿美元。以120美元的发行价计算，市值已经超过40亿美元。9月16日下午早些时候，其持股市值已经高达83亿美元。
Snowflake在纽交所上市后股价一路飙升至319美元，9月16日下午1:06回落至247美元。即使按发行价计算，Snowflake市值也已经高达333亿美元，超过了推特，几乎达到2月募资时124亿美元估值的三倍。
云计算“已成长期趋势，”彭博行业研究（Bloomberg Intelligence）的情报分析师曼迪普•辛格说，“Zoom、DocuSign和Datadog今年表现不错。投资者非常了解云业务模式，所以类似Snowflake的高增长公司很有吸引力。”
Snowflake总部位于加州圣马特奥，公司高管的财富也将激增。按发行价计算，其中四人——弗兰克•斯洛特曼、鲍勃•穆格里亚、迈克尔•斯卡佩和贝诺伊特•达维尔持有的股份价值达37亿美元。
四人当中只有达维尔是创始人。他持有的股份不及去年从ServiceNow公司跳槽出任首席执行官的斯洛特曼。
此外，前首席执行官穆格里亚将持有810万股的一半出售给伯克希尔哈-撒韦公司，基本与上市节奏同步。伯克希尔-哈撒韦还以发行价额外投资2.5亿美元。虽然2018年巴西金融科技公司上市时伯克希尔-哈撒韦也曾投资，但这并不符合沃伦•巴菲特惯常的投资风格。
辛格表示，此前市场就普遍看好该公司，巴菲特入股进一步提升了机构的兴趣。他说，巴菲特出手“显然确证了Snowflake上市的吸引力。”
到目前为止，巴菲特这笔交易相当成功。截至9月16日午餐时间，伯克希尔-哈撒韦的持股市值已经翻了一倍多。（财富中文网）
译者：梁宇
Snowflake’s initial public offering isn’t just creating new fortunes, it’s adding to the wallets of some of Silicon Valley’s biggest names.
Iconiq Capital, a multifamily office whose clients include Facebook’s Mark Zuckerberg, LinkedIn’s Reid Hoffman and Twitter's Jack Dorsey, took part in multiple Snowflake funding rounds beginning in 2017. Its 12% stake in the company, purchased for $245 million, was worth more than $4 billion at the initial offering price of $120. By early afternoon on September 16, the same stake was worth a staggering $8.3 billion.
Shares of the cloud-computing company stock surged as high as $319 in New York trading before dropping back to $247 at 1:06 p.m.on September 16. Even at the initial offering price, Snowflake was worth $33.3 billion, more than Twitter and almost triple the $12.4 billion it was valued at in a February fundraising round.
Cloud computing “is a secular trend right now,” said Bloomberg Intelligence analyst Mandeep Singh. “We have already seen Zoom, DocuSign and Datadog do well this year. Investors understand the cloud business model well and that makes a high-growth company like Snowflake attractive.”
The San Mateo, Calif.-based firm’s top executives are also poised to see their wealth surge. Four of them -- Frank Slootman, Bob Muglia, Michael Scarpelli and Benoit Dageville -- together own stakes worth $3.7 billion at the offering price.
Only one of them, Dageville, was a founder. His stake is smaller than Slootman’s, who joined as chief executive officer from ServiceNow Inc. last year.
Concurrent with the IPO, former CEO Muglia is selling half of his 8.1 million Snowflake shares to Berkshire Hathaway Inc., which is also investing an additional $250 million at the IPO price. Such deals aren’t typically part of Warren Buffett’s play book, although in 2018 Berkshire invested in the initial offering of Brazilian fintech StoneCo Ltd.
Buffett’s move has boosted the already sky-high institutional interest in the cloud-computing firm, Singh said. It “definitely validates the attractiveness of Snowflake’s IPO,” he said.
It’s so far been a winning bet for Buffett, with the value of Berkshire’s investment more than doubling by lunchtime on September 16.
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