LYELL WEALTH MANAGEMENT, LP
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1686444
MENLO PARK, CA
Position in CRWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,113,611
New position
Shares Held
16,320
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#762
of 2,437 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $112,073,092 across 6 Software - Infrastructure names. CRWD ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
173,721 | $59,242,335 | |
| 2 | MSFT |
Microsoft Corp
|
93,697 | $34,950,854 | |
| 3 | NET |
Cloudflare, Inc.
|
55,907 | $13,712,868 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
16,320 | $3,113,611 | |
| 5 | ORCL |
Oracle Corp
|
4,682 | $686,147 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
3,148 | $367,277 |
All Filings in CRWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,113,611 | 4,080 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||