Balyasny Asset Management L.P.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1218710
Chicago, IL
Position in CRWD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,651,352
-$50,105,543 QoQ
Shares Held
268,055
-18.8% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Mar 31, 2026CallValue
$26,899,249
CallShares
68,900
PutValue
$46,458,790
PutShares
119,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Balyasny Asset Management L.P. holds $1,118,599,967 across 54 Software - Infrastructure names. CRWD ranks #3 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
1,103,774 | $138,876,844 | |
| 2 | MSFT |
Microsoft Corp
|
316,996 | $117,342,409 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
268,055 | $104,651,352 | |
| 4 | PANW |
Palo Alto Networks Inc
|
512,832 | $82,217,226 | |
| 5 | NET |
Cloudflare, Inc.
|
350,237 | $72,267,902 | |
| 6 | OKTA |
Okta, Inc.
|
831,630 | $65,457,597 | |
| 7 | TOST |
Toast, Inc.
|
2,221,675 | $58,896,604 | |
| 8 | ORCL |
Oracle Corp
|
321,090 | $47,235,549 |
All Filings in CRWD
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $46,458,790 | 119,000 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $104,651,352 | 268,055 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $26,899,249 | 68,900 | Call | Sole | 2026-05-15 | |
| 2025-12-31 | $23,672,380 | 50,500 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $95,205,156 | 203,100 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $154,756,895 | 330,141 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $73,507,962 | 149,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $23,293,050 | 47,500 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $3,614,590 | 7,371 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,582,322 | 12,924 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,731,654 | 3,400 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $17,112,816 | 33,600 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $246,806 | 700 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $317,322 | 900 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $11,289,611 | 32,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $786,968 | 2,300 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $1,468,550 | 4,292 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $1,710,800 | 5,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $1,724,049 | 6,147 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $617,034 | 2,200 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $2,000,634 | 5,221 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $843,018 | 2,200 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $833,534 | 2,600 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $14,240,607 | 44,420 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,684,601 | 6,598 | Shares | Other | 2024-02-14 | |
| 2023-12-31 | $3,114,904 | 12,200 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,608,516 | 6,300 | Call | Sole | 2024-02-14 | |
| 2023-09-30 | $5,155,304 | 30,800 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $5,088,352 | 30,400 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $9,261,804 | 55,334 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,894,446 | 60,560 | Shares | Other | 2023-08-14 | |
| 2023-06-30 | $3,671,750 | 25,000 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $3,671,750 | 25,000 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $6,863,000 | 50,000 | Call | Sole | 2023-05-15 | |
| 2023-03-31 | $3,919,596 | 28,556 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $6,863,000 | 50,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $57,574,361 | 546,817 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,980,122 | 169,772 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $51,833,379 | 307,507 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $56,216,378 | 247,562 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,033,958 | 146,686 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $20,758,708 | 82,602 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $22,104,333 | 121,113 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $22,015,723 | 103,936 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,899,547 | 13,833 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,507,250 | 25,000 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $15,016,221 | 149,728 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,679,779 | 66,088 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||