Independent Advisor Alliance
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1696899
CHARLOTTE, NC
Position in CRWD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,277,909
-$623,967 QoQ
Shares Held
13,093
-19.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Independent Advisor Alliance holds $159,553,291 across 19 Software - Infrastructure names. CRWD ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
306,720 | $113,538,541 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
134,738 | $19,709,474 | |
| 3 | ORCL |
Oracle Corp
|
65,827 | $9,683,809 | |
| 4 | PANW |
Palo Alto Networks Inc
|
49,775 | $7,979,927 | |
| 5 | SNPS |
Synopsys Inc
|
3,527 | $1,398,384 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
13,093 | $1,277,909 | |
| 7 | CRWV |
CoreWeave, Inc.
|
15,111 | $1,170,648 | |
| 8 | NET |
Cloudflare, Inc.
|
5,391 | $1,112,378 |
All Filings in CRWD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,277,909 | 13,093 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,901,876 | 16,229 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,063,150 | 16,829 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,200,218 | 17,280 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,421,073 | 16,122 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,388,484 | 16,232 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,150,783 | 30,674 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,499,739 | 26,094 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,969,384 | 24,572 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $549,831 | 8,614 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $363,716 | 8,692 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $325,206 | 8,857 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $310,104 | 9,037 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $339,137 | 8,231 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $287,731 | 6,828 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $359,183 | 6,327 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $361,895 | 7,070 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $414,139 | 6,740 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $374,326 | 5,958 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $259,666 | 5,691 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $287,492 | 5,429 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $168,148 | 4,898 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $57,892 | 2,309 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||