Position in CRWD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,263,373
+$6,478,048 QoQ
Shares Held
69,520
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#394
of 2,429 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Yarbrough Capital, LLC holds $100,053,630 across 8 Software - Infrastructure names. CRWD ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
129,794 | $48,415,757 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
129,443 | $15,102,114 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
69,520 | $13,263,373 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,953 | $12,260,692 | |
| 5 | NET |
Cloudflare, Inc.
|
38,845 | $9,527,901 | |
| 6 | CRWV |
CoreWeave, Inc.
|
6,190 | $616,152 | |
| 7 | OKTA |
Okta, Inc.
|
3,667 | $500,362 | |
| 8 | TOST |
Toast, Inc.
|
13,202 | $367,279 |
All Filings in CRWD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,263,373 | 17,380 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,785,325 | 17,380 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,730,122 | 12,224 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,994,405 | 12,224 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $5,014,156 | 9,845 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $3,471,150 | 9,845 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,509,059 | 7,333 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,650,005 | 5,883 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $338,356 | 883 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $39,062 | 371 | Shares | Sole | 2023-01-12 | |
| 2021-12-31 | $1,509,212 | 7,371 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||