NZS Capital, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1816616 DENVER, CO

Position in CRWD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,006,867

-$178,041 QoQ

Shares Held

10,316

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 100.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

NZS Capital, LLC holds $175,212,819 across 8 Software - Infrastructure names. CRWD ranks #8 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc.	1,475,513	$39,115,849
2	SNPS	Synopsys Inc	97,464	$38,642,526
3	SAIL	SailPoint, Inc.	2,309,076	$30,572,166
4	NET	Cloudflare, Inc.	137,103	$28,289,833
5	MSFT	Microsoft Corp	75,548	$27,965,603
6	SABR	Sabre Corp	5,508,444	$7,987,243
7	IOT	Samsara Inc.	51,522	$1,632,732
8	CRWD	CrowdStrike Holdings, Inc. This page	10,316	$1,006,867

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,006,867	10,316	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$1,184,908	10,111	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,239,558	10,111	+48.4%	Shares	Sole	2025-11-12
2025-06-30	$867,354	6,812	+34.7%	Shares	Sole	2025-08-13
2025-03-31	$445,749	5,057	-89.8%	Shares	Sole	2025-05-14
2024-06-30	$4,746,095	49,543	-28.0%	Shares	Sole	2024-08-14
2024-03-31	$5,516,311	68,827	-17.5%	Shares	Sole	2024-05-15
2023-12-31	$5,326,677	83,451	+13.4%	Shares	Sole	2024-02-14
2023-09-30	$3,079,206	73,586	+25.3%	Shares	Sole	2023-11-14
2023-06-30	$2,156,969	58,745	-2.0%	Shares	Sole	2023-08-11
2023-03-31	$2,056,051	59,917	+78.1%	Shares	Sole	2023-05-12
2022-12-31	$885,357	33,635	+471.1%	Shares	Sole	2023-02-14
2021-12-31	$301,443	5,889	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$357,548	5,819	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.