Allen Investment Management, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1326234 NEW YORK, NY

Position in CRWD

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$99,643,189

+$31,771,973 QoQ

Shares Held

522,280

-24.9% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

1.43%

of 13F equity value

Holder Rank

#136

of 2,437 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Allen Investment Management, LLC holds $606,065,122 across 7 Software - Infrastructure names. CRWD ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	957,008	$356,983,124
2	CRWD	CrowdStrike Holdings, Inc. This page	522,280	$99,643,189
3	NET	Cloudflare, Inc.	328,347	$80,536,952
4	PANW	Palo Alto Networks Inc	161,489	$55,070,978
5	PLTR	Palantir Technologies Inc.	99,699	$11,631,882
6	ORCL	Oracle Corp	13,537	$1,983,847
7	RBRK	Rubrik, Inc.	2,680	$215,150

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,643,189	130,570	-24.9%	Shares	Defined	2026-08-05
2026-03-31	$67,871,216	173,846	-17.8%	Shares	Defined	2026-05-07
2025-12-31	$99,110,864	211,432	+0.2%	Shares	Defined	2026-02-10
2025-09-30	$103,496,170	211,053	+18.0%	Shares	Defined	2025-11-06
2025-06-30	$91,069,721	178,810	-0.5%	Shares	Defined	2025-08-07
2025-03-31	$63,381,191	179,764	+17.9%	Shares	Defined	2025-05-07
2024-12-31	$52,152,711	152,422	+32.9%	Shares	Defined	2025-02-10
2024-09-30	$32,158,129	114,658	+39.7%	Shares	Defined	2024-11-07
2024-06-30	$31,443,805	82,058	+6.1%	Shares	Defined	2024-08-08
2024-03-31	$24,786,095	77,314	+24.2%	Shares	Defined	2024-05-07
2023-12-31	$15,899,542	62,273	+3.9%	Shares	Defined	2024-02-14
2023-09-30	$10,030,581	59,927	+16.1%	Shares	Defined	2023-11-13
2023-06-30	$7,582,751	51,629	+249.6%	Shares	Defined	2023-08-07
2023-03-31	$2,027,055	14,768	—	Shares	Defined	2023-05-09
No filing history on record for this holder in this stock.