Position in CRWD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$721,930
New position
Shares Held
3,784
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,296
of 2,437 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH EFFECTS LLC holds $20,742,864 across 10 Software - Infrastructure names. CRWD ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
43,835 | $6,883,410 | |
| 2 | MSFT |
Microsoft Corp
|
17,183 | $6,409,602 | |
| 3 | RBRK |
Rubrik, Inc.
|
44,197 | $3,548,135 | |
| 4 | ORCL |
Oracle Corp
|
6,005 | $880,032 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
3,784 | $721,930 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,878 | $640,435 | |
| 7 | S |
SentinelOne, Inc.
|
37,650 | $638,920 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,329 | $505,064 |
All Filings in CRWD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $721,930 | 946 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||