NZS Capital, LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1816616 DENVER, CO

Position in CRWD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$36,410,935

+$32,383,466 QoQ

Shares Held

190,848

+362.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#232

of 2,437 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 37% Shared 63% None 0%

Technology · as of Jun 30, 2026

NZS Capital, LLC holds $198,690,568 across 8 Software - Infrastructure names. CRWD ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOST	Toast, Inc.	1,610,331	$44,799,408
2	SAIL	SailPoint, Inc.	2,530,450	$37,045,788
3	CRWD	CrowdStrike Holdings, Inc. This page	190,848	$36,410,935
4	NET	Cloudflare, Inc.	136,583	$33,501,078
5	MSFT	Microsoft Corp	50,734	$18,924,796
6	SNPS	Synopsys Inc	28,972	$12,923,540
7	SABR	Sabre Corp	5,511,121	$11,518,242
8	IOT	Samsara Inc.	109,984	$3,566,781

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$36,410,935	47,712	+362.5%	Shares	Sole	2026-08-14
2026-03-31	$4,027,469	10,316	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$4,739,632	10,111	0.0%	Shares	Sole	2026-02-12
2025-09-30	$4,958,232	10,111	+48.4%	Shares	Sole	2025-11-12
2025-06-30	$3,469,419	6,812	+34.7%	Shares	Sole	2025-08-13
2025-03-31	$1,782,997	5,057	-89.8%	Shares	Sole	2025-05-14
2024-06-30	$18,984,382	49,543	-28.0%	Shares	Sole	2024-08-14
2024-03-31	$22,065,247	68,827	-17.5%	Shares	Sole	2024-05-15
2023-12-31	$21,306,709	83,451	+13.4%	Shares	Sole	2024-02-14
2023-09-30	$12,316,824	73,586	+25.3%	Shares	Sole	2023-11-14
2023-06-30	$8,627,878	58,745	-2.0%	Shares	Sole	2023-08-11
2023-03-31	$8,224,207	59,917	+78.1%	Shares	Sole	2023-05-12
2022-12-31	$3,541,429	33,635	+471.1%	Shares	Sole	2023-02-14
2021-12-31	$1,205,772	5,889	+1.2%	Shares	Sole	2022-02-14
2021-09-30	$1,430,193	5,819	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.