Position in CRWD
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$47,653,444
New position
Shares Held
122,060
first reported quarter
Ownership
0.048%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GFS Advisors, LLC holds $78,036,476 across 6 Software - Infrastructure names. CRWD ranks #1 (61.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
122,060 | $47,653,444 | |
| 2 | MSFT |
Microsoft Corp
|
72,244 | $26,742,561 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
11,611 | $1,698,457 | |
| 4 | PANW |
Palo Alto Networks Inc
|
7,391 | $1,184,925 | |
| 5 | ORCL |
Oracle Corp
|
5,067 | $745,406 | |
| 6 | BLSH |
Bullish
|
327 | $11,683 |
All Filings in CRWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $47,653,444 | 122,060 | Shares | Sole | 2026-04-30 | |
| No filing history on record for this holder in this stock. | ||||||