3 tracked superinvestors hold CROWDSTRIKE HOLDINGS INC (CRWD), worth $2.9B combined, led by David Shaw. Smart money is accumulating CRWD as of the latest 13F filings.
Current price
$213.10
+106.7%
1Y
CrowdStrike Holdings, Inc. delivers cloud-native cybersecurity solutions. Its comprehensive suite safeguards endpoints, cloud workloads, user identities, and critical data. The company's offerings span a wide range, including threat intelligence, managed security services, IT operations management, proactive threat hunting, Zero Trust identity protection, and log management capabilities.…
Market cap
$115.6B
P/E
-723.24
Div yield
0.0%
Revenue YoY
21.7%
Analyst target
$232
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$2.9B
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating CRWD: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
CROWDSTRIKE HOLDINGS INC (CRWD) appears mainly in diversified and quant books here (3 funds, $2.9B combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to David Shaw at 1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (ex-Jim Simons), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 1% | $1.9B | |
| New buy | 0.8% | $572M | |
| Added | 0.4% | $345M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
1 insider filed SEC Form 144 for $1M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Podbere Burt W. | Officer | 7,622 | $1M | 2026-08-03 |
Which superinvestors own CRWD?
3 tracked funds hold CROWDSTRIKE HOLDINGS INC (CRWD), the largest being David Shaw (D.E. Shaw) at 1% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CRWD?
In the most recent 13F quarter, 3 tracked funds added or opened CRWD and 0 trimmed it, including 1 brand-new position.
How much CRWD do tracked funds hold?
Combined disclosed long exposure to CRWD across tracked superinvestors is $2.9B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.