Position in CRWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,991,817
-$1,486,545 QoQ
Shares Held
61,390
-3.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026&PARTNERS holds $725,466,903 across 33 Software - Infrastructure names. CRWD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,410,984 | $522,303,947 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
464,690 | $67,974,853 | |
| 3 | ORCL |
Oracle Corp
|
323,589 | $47,603,177 | |
| 4 | PANW |
Palo Alto Networks Inc
|
274,839 | $44,062,188 | |
| 5 | NET |
Cloudflare, Inc.
|
29,658 | $6,119,631 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
61,390 | $5,991,817 | |
| 7 | SNPS |
Synopsys Inc
|
13,430 | $5,324,726 | |
| 8 | CRWV |
CoreWeave, Inc.
|
60,887 | $4,716,915 |
All Filings in CRWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,991,817 | 61,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,478,362 | 63,814 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,708,766 | 54,723 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,404,827 | 50,302 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,152,334 | 47,108 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,518,431 | 41,132 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,176,306 | 31,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,739,395 | 18,157 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $146,990 | 1,834 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $53,489 | 838 | Shares | Sole | 2024-01-09 | |
| 2021-06-30 | $50,827 | 809 | Shares | Sole | 2021-07-12 | |
| No filing history on record for this holder in this stock. | ||||||