Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$921,873
+$446,745 QoQ
Shares Held
4,832
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,168
of 2,437 holders
Holding Since
Jun 2025
5 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 Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $121,562,200 across 7 Software - Infrastructure names. CRWD ranks #4 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
292,283 | $109,027,404 | |
| 2 | FTNT |
Fortinet, Inc.
|
41,666 | $6,400,730 | |
| 3 | ORCL |
Oracle Corp
|
26,471 | $3,879,325 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
4,832 | $921,873 | |
| 5 | PANW |
Palo Alto Networks Inc
|
2,350 | $801,397 | |
| 6 | SNPS |
Synopsys Inc
|
706 | $314,925 | |
| 7 | OKTA |
Okta, Inc.
|
1,587 | $216,546 |
All Filings in CRWD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,873 | 1,208 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $475,128 | 1,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $446,728 | 953 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $382,986 | 781 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $278,083 | 546 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||