Strategy Capital LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1592413 Los Altos, CA

Position in CRWD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$105,723,889

+$50,040,882 QoQ

Shares Held

554,152

-2.9% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

6.52%

of 13F equity value

Holder Rank

#131

of 2,437 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

Strategy Capital LLC holds $377,028,097 across 2 Software - Infrastructure names. CRWD ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	NET	Cloudflare, Inc.	1,106,100	$271,304,208
2	CRWD	CrowdStrike Holdings, Inc. This page	554,152	$105,723,889

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,723,889	138,538	-2.9%	Shares	Sole	2026-08-13
2026-03-31	$55,683,007	142,627	+2.9%	Shares	Sole	2026-05-14
2025-12-31	$64,986,073	138,634	-10.4%	Shares	Sole	2026-02-13
2025-09-30	$75,858,353	154,693	-65.8%	Shares	Sole	2025-11-13
2024-06-30	$173,325,650	452,323	-8.4%	Shares	Sole	2024-08-13
2024-03-31	$158,349,980	493,933	+2.1%	Shares	Sole	2024-05-14
2023-12-31	$123,570,794	483,984	-6.3%	Shares	Sole	2024-02-13
2023-09-30	$86,487,924	516,716	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$76,069,260	517,936	+6.2%	Shares	Sole	2023-08-11
2023-03-31	$66,911,367	487,479	+6.8%	Shares	Sole	2023-05-12
2022-12-31	$48,065,727	456,508	+2.2%	Shares	Sole	2023-02-14
2022-09-30	$73,637,932	446,805	+10.9%	Shares	Sole	2022-11-10
2022-06-30	$67,905,070	402,854	+48.8%	Shares	Sole	2022-08-12
2022-03-31	$61,486,451	270,770	+26.4%	Shares	Sole	2022-05-13
2021-12-31	$43,869,939	214,261	+7.0%	Shares	Sole	2022-02-11
2021-09-30	$49,204,418	200,197	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.