Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$135,569,531
+$61,996,768 QoQ
Shares Held
710,588
-5.7% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#105
of 2,440 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Dec 31, 2022CallValue
$2
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,236,652 across 90 Software - Infrastructure names. CRWD ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in CRWD
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,569,531 | 177,647 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $73,572,763 | 188,450 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $78,579,176 | 167,632 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $76,622,365 | 156,251 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $88,209,435 | 173,194 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $54,921,386 | 155,770 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $51,920,726 | 151,744 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $48,619,193 | 173,349 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $60,827,576 | 158,740 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $48,472,245 | 151,197 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $40,389,326 | 158,191 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,249,177 | 144,875 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $22,841,809 | 155,524 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $19,926,720 | 145,175 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $21,180,873 | 201,167 | Shares | Sole | 2023-02-10 | |
| 2022-12-31 | $2 | 500 | Call | Sole | 2023-02-10 | |
| 2022-09-30 | $30,938,792 | 187,724 | Shares | Sole | 2022-11-03 | |
| 2022-09-30 | $8,000 | 500 | Call | Sole | 2022-11-03 | |
| 2022-06-30 | $24,155,659 | 143,306 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,947,555 | 83,440 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,660,099 | 76,484 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $21,370,571 | 86,950 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $21,539,779 | 85,710 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $835,793 | 6,300 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $17,845,827 | 97,780 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,228,556 | 5,800 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $105,910 | 500 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $44,274,616 | 209,020 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $288,516 | 10,400 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $15,297,036 | 111,397 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $2,000 | 500 | Put | Sole | 2020-11-05 | |
| 2020-06-30 | $47,087 | 5,900 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $10,575,981 | 105,454 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,764,558 | 193,329 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||