Waterloo Capital, L.P.

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1730942 Austin, TX

Position in CRWD

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,881,903

+$1,036,275 QoQ

Shares Held

9,864

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#917

of 2,437 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $31,794,331 across 12 Software - Infrastructure names. CRWD ranks #4 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	46,783	$17,450,994
2	PANW	Palo Alto Networks Inc	10,183	$3,472,606
3	PLTR	Palantir Technologies Inc.	24,105	$2,812,330
4	CRWD	CrowdStrike Holdings, Inc. This page	9,864	$1,881,903
5	TOST	Toast, Inc.	65,572	$1,824,213
6	ORCL	Oracle Corp	11,779	$1,726,212
7	GEN	Gen Digital Inc.	39,828	$991,318
8	FFIV	F5, Inc.	1,226	$509,966

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,881,903	2,466	+13.9%	Shares	Sole	2026-07-29
2026-03-31	$845,628	2,166	-3.5%	Shares	Sole	2026-05-12
2025-12-31	$1,051,897	2,244	+5.7%	Shares	Sole	2026-02-10
2025-09-30	$1,041,076	2,123	-0.0%	Shares	Sole	2025-11-05
2025-06-30	$1,081,774	2,124	+17.1%	Shares	Sole	2025-08-12
2025-03-31	$639,580	1,814	+25.0%	Shares	Sole	2025-05-12
2024-12-31	$496,474	1,451	+11.1%	Shares	Sole	2025-02-13
2024-09-30	$366,293	1,306	-6.2%	Shares	Sole	2024-11-14
2024-06-30	$533,400	1,392	+6.5%	Shares	Sole	2024-08-12
2024-03-31	$419,011	1,307	+25.4%	Shares	Sole	2024-05-14
2023-12-31	$266,043	1,042	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.