Baldwin Investment Management, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1346378 WEST CONSHOHOCKEN, PA

Position in CRWD

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,161,689

+$2,753,711 QoQ

Shares Held

16,572

+296.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#759

of 2,437 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Jun 30, 2026

Baldwin Investment Management, LLC holds $34,140,782 across 7 Software - Infrastructure names. CRWD ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	44,413	$16,566,937
2	PANW	Palo Alto Networks Inc	28,553	$9,737,144
3	CRWD	CrowdStrike Holdings, Inc. This page	16,572	$3,161,689
4	SNPS	Synopsys Inc	5,468	$2,439,110
5	ORCL	Oracle Corp	11,520	$1,688,256
6	CHKP	Check Point Software Technologies Ltd	2,308	$303,340
7	PLTR	Palantir Technologies Inc.	2,094	$244,306

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,161,689	4,143	+296.5%	Shares	Sole	2026-07-28
2026-03-31	$407,978	1,045	+24.4%	Shares	Sole	2026-05-12
2025-12-31	$393,758	840	+9.8%	Shares	Sole	2026-02-13
2025-09-30	$375,140	765	+3.4%	Shares	Sole	2025-11-10
2025-06-30	$376,889	740	0.0%	Shares	Sole	2025-08-11
2025-03-31	$260,909	740	-3.3%	Shares	Sole	2025-05-07
2024-12-31	$261,752	765	-15.0%	Shares	Sole	2025-02-14
2024-09-30	$252,423	900	-62.6%	Shares	Sole	2024-11-13
2022-09-30	$396,368	2,405	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$406,398	2,411	+17.6%	Shares	Sole	2022-08-02
2022-03-31	$465,514	2,050	-19.4%	Shares	Sole	2022-05-16
2021-12-31	$521,088	2,545	-4.7%	Shares	Sole	2022-02-11
2021-09-30	$656,232	2,670	+37.5%	Shares	Sole	2021-11-15
2021-06-30	$488,044	1,942	0.0%	Shares	Sole	2021-08-16
2021-03-31	$354,434	1,942	+42.6%	Shares	Sole	2021-05-14
2020-12-31	$288,498	1,362	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.