Azimuth Capital Investment Management LLC

Position in CRWD — CrowdStrike Holdings, Inc.

CIK 1942364 BLOOMFIELD HILLS, MI

Position in CRWD

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$25,886,471

+$13,713,878 QoQ

Shares Held

135,684

+8.8% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#289

of 2,437 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $153,547,842 across 5 Software - Infrastructure names. CRWD ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	222,948	$83,164,062
2	PANW	Palo Alto Networks Inc	81,069	$27,646,150
3	CRWD	CrowdStrike Holdings, Inc. This page	135,684	$25,886,471
4	CPAY	Corpay, Inc.	47,932	$15,974,297
5	FTNT	Fortinet, Inc.	5,708	$876,862

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,886,471	33,921	+8.8%	Shares	Sole	2026-08-12
2026-03-31	$12,172,593	31,179	+2.7%	Shares	Sole	2026-05-12
2025-12-31	$14,232,959	30,363	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$14,906,080	30,397	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$15,684,201	30,795	-0.6%	Shares	Sole	2025-08-13
2025-03-31	$10,926,806	30,991	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$10,838,260	31,676	-21.8%	Shares	Sole	2025-02-13
2024-09-30	$11,359,035	40,500	-24.5%	Shares	Sole	2024-11-12
2024-06-30	$20,551,629	53,633	+1.4%	Shares	Sole	2024-08-13
2024-03-31	$16,951,196	52,875	+30.8%	Shares	Sole	2024-05-14
2023-12-31	$10,318,502	40,414	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.