Position in CRWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$80,229
-$22,429 QoQ
Shares Held
822
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026SFMG, LLC holds $32,014,570 across 7 Software - Infrastructure names. CRWD ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,905 | $22,545,203 | |
| 2 | PANW |
Palo Alto Networks Inc
|
35,667 | $5,718,133 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
17,871 | $2,614,169 | |
| 4 | CRWV |
CoreWeave, Inc.
|
7,076 | $548,177 | |
| 5 | ORCL |
Oracle Corp
|
2,845 | $418,527 | |
| 6 | NUAI |
New ERA Energy & Digital, Inc.
|
22,200 | $90,132 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
822 | $80,229 |
All Filings in CRWD
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $80,229 | 822 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $102,658 | 876 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $94,152 | 768 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $92,057 | 723 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $62,230 | 706 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $57,482 | 672 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $55,953 | 798 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $143,408 | 1,497 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $92,730 | 1,157 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $74,042 | 1,160 | Shares | Sole | 2024-01-30 | |
| 2022-09-30 | $68,560 | 1,664 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $70,205 | 1,666 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $94,351 | 1,662 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||