Position in CRWD
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$776,876
-$1,045,557 QoQ
Shares Held
16,288
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,243
of 2,437 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, 2020CallValue
$3,000
CallShares
400
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, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. CRWD ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in CRWD
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,876 | 4,072 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,822,433 | 4,668 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,981,448 | 4,227 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,151,787 | 4,388 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,415,148 | 4,742 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,681,454 | 4,769 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $747,961 | 2,186 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $577,487 | 2,059 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,319,323 | 3,443 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $6,435,203 | 20,073 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $5,615,508 | 21,994 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,042,896 | 24,154 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,675,018 | 31,831 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $4,391,084 | 31,991 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,747,603 | 16,598 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $2,678,986 | 16,255 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,749,887 | 16,314 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,787,467 | 16,679 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $4,310,601 | 21,053 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,594,690 | 22,763 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,145,609 | 16,496 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,600,584 | 14,249 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,000 | 100 | Call | Sole | 2021-02-03 | |
| 2020-12-31 | $3,784,164 | 17,865 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $13,732 | 100 | Call | Sole | 2020-10-27 | |
| 2020-09-30 | $2,507,325 | 18,259 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,815,850 | 18,106 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $864,877 | 15,533 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||