Polymer Capital Management (US) LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1973324
NEW YORK, NY
Position in CRWD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,704,091
+$709,717 QoQ
Shares Held
8,932
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#952
of 2,437 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $17,436,877 across 22 Software - Infrastructure names. CRWD ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRWV |
CoreWeave, Inc.
|
40,000 | $3,981,600 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
8,932 | $1,704,091 | |
| 3 | STNE |
StoneCo Ltd.
|
135,589 | $1,469,784 | |
| 4 | ORCL |
Oracle Corp
|
10,004 | $1,466,086 | |
| 5 | APPN |
Appian Corp
|
36,214 | $829,300 | |
| 6 | TENB |
Tenable Holdings, Inc.
|
20,324 | $749,549 | |
| 7 | CORZ |
Core Scientific, Inc./tx
|
29,006 | $742,263 | |
| 8 | VRNS |
Varonis Systems Inc
|
16,740 | $702,410 |
All Filings in CRWD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,704,091 | 2,233 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $994,374 | 2,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $898,144 | 1,916 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $318,256 | 649 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||