Position in CRWD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,137,555
+$1,166,215 QoQ
Shares Held
11,204
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $203,634,292 across 16 Software - Infrastructure names. CRWD ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,467 | $168,406,220 | |
| 2 | PANW |
Palo Alto Networks Inc
|
27,769 | $9,469,784 | |
| 3 | ORCL |
Oracle Corp
|
59,778 | $8,760,465 | |
| 4 | TOST |
Toast, Inc.
|
193,794 | $5,391,349 | |
| 5 | TWLO |
Twilio Inc
|
12,033 | $2,482,768 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
21,062 | $2,457,303 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
11,204 | $2,137,555 | |
| 8 | NET |
Cloudflare, Inc.
|
5,693 | $1,396,379 |
All Filings in CRWD
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,137,555 | 2,801 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $971,340 | 2,488 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,112,367 | 2,373 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,141,604 | 2,328 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $971,763 | 1,908 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $600,796 | 1,704 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $572,775 | 1,674 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $577,207 | 2,058 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $651,806 | 1,701 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $480,885 | 1,500 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $263,234 | 1,031 | Shares | Sole | 2024-01-22 | |
| 2021-12-31 | $230,753 | 1,127 | Shares | Sole | 2022-01-18 | |
| 2020-06-30 | $2,361,829 | 23,550 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||