Position in CRWD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$27,297,857
-$6,485,676 QoQ
Shares Held
69,921
-3.0% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CWM, LLC holds $756,659,084 across 101 Software - Infrastructure names. CRWD ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,186,360 | $439,154,881 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
483,215 | $70,684,690 | |
| 3 | ORCL |
Oracle Corp
|
242,179 | $35,626,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
69,921 | $27,297,857 | |
| 5 | CRWV |
CoreWeave, Inc.
|
307,644 | $23,833,180 | |
| 6 | PANW |
Palo Alto Networks Inc
|
127,517 | $20,443,525 | |
| 7 | FTNT |
Fortinet, Inc.
|
197,125 | $16,109,055 | |
| 8 | VRSN |
Verisign Inc/Ca
|
57,080 | $14,176,388 |
All Filings in CRWD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,297,857 | 69,921 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,783,533 | 72,070 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $33,341,916 | 67,992 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $33,128,068 | 65,045 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $23,172,262 | 65,722 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $22,760,825 | 66,521 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $17,931,008 | 63,932 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,770,715 | 12,450 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,973,151 | 9,274 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,017,283 | 7,901 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,233,757 | 7,371 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $939,527 | 6,397 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $797,068 | 5,807 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $450,851 | 4,282 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $645,066 | 3,914 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $701,041 | 4,159 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $830,885 | 3,659 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $522,522 | 2,552 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $484,023 | 1,926 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $351,514 | 1,926 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $407,965 | 1,926 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $264,478 | 1,926 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $193,158 | 1,926 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $107,239 | 1,926 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||