Position in CRWD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,845,175
+$2,320,394 QoQ
Shares Held
25,396
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#652
of 2,437 holders
Holding Since
Sep 2020
14 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, 2026Morse Asset Management, Inc holds $32,346,478 across 10 Software - Infrastructure names. CRWD ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,833 | $15,231,525 | |
| 2 | PANW |
Palo Alto Networks Inc
|
21,531 | $7,342,501 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
25,396 | $4,845,175 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
25,392 | $2,962,484 | |
| 5 | CRWV |
CoreWeave, Inc.
|
13,191 | $1,313,032 | |
| 6 | SNPS |
Synopsys Inc
|
1,093 | $487,554 | |
| 7 | MDB |
MongoDB, Inc.
|
220 | $73,898 | |
| 8 | XYZ |
Block, Inc.
|
850 | $64,600 |
All Filings in CRWD
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,845,175 | 6,349 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,524,781 | 6,467 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,809,747 | 5,994 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,427,381 | 4,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,226,194 | 4,371 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,144,474 | 3,246 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $8,554 | 25 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $518,891 | 3,533 | Shares | Sole | 2023-08-14 | |
| 2021-12-31 | $282,350 | 1,379 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,447,968 | 9,960 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,603,106 | 6,379 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $698,830 | 3,829 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $958,485 | 4,525 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $439,424 | 3,200 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||