Position in CRWD
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,143,469
-$4,760,931 QoQ
Shares Held
44,940
-36.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#877
of 2,437 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Derivatives in CRWD
reported options exposure · as of Sep 30, 2025CallValue
$245,190
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SteelPeak Wealth, LLC holds $100,829,649 across 10 Software - Infrastructure names. CRWD ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
195,044 | $72,755,312 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
99,778 | $11,641,099 | |
| 3 | PANW |
Palo Alto Networks Inc
|
21,255 | $7,248,380 | |
| 4 | NET |
Cloudflare, Inc.
|
10,035 | $2,461,384 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
44,940 | $2,143,469 | |
| 6 | ORCL |
Oracle Corp
|
14,262 | $2,090,096 | |
| 7 | CRWV |
CoreWeave, Inc.
|
9,385 | $934,182 | |
| 8 | OKTA |
Okta, Inc.
|
5,060 | $690,437 |
All Filings in CRWD
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,469 | 11,235 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $6,904,400 | 17,685 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,779,072 | 16,595 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,436,612 | 15,165 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $245,190 | 500 | Call | Sole | 2025-10-21 | |
| 2025-06-30 | $254,655 | 500 | Call | Sole | 2025-07-23 | |
| 2025-06-30 | $7,509,775 | 14,745 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $6,478,304 | 18,374 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,001,010 | 14,616 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $171,080 | 500 | Call | Sole | 2025-01-23 | |
| 2024-09-30 | $3,964,443 | 14,135 | Shares | Sole | 2024-10-25 | |
| 2024-09-30 | $196,329 | 700 | Call | Sole | 2024-10-25 | |
| 2024-06-30 | $4,807,118 | 12,545 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,299,832 | 10,293 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,187,071 | 8,566 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $50,214 | 300 | Call | Sole | 2023-11-03 | |
| 2023-09-30 | $3,252,360 | 19,431 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $132,183 | 900 | Call | Sole | 2023-08-03 | |
| 2023-06-30 | $3,011,128 | 20,502 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,864,890 | 20,872 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,214,143 | 21,029 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,982,139 | 24,162 | Shares | Sole | 2022-10-26 | |
| 2022-09-30 | $82,405 | 500 | Call | Sole | 2022-10-26 | |
| 2022-06-30 | $4,692,710 | 27,840 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,530,593 | 28,759 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,644,138 | 27,566 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $245,780 | 1,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $6,973,024 | 28,371 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,313,121 | 29,100 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,175,801 | 28,359 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,930,112 | 27,996 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,783,888 | 20,273 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $844,241 | 8,418 | Shares | Sole | 2020-07-21 | |
| No filing history on record for this holder in this stock. | ||||||