Afton Capital Management’s CrowdStrike CRWD Stock Holding History

Afton Capital Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$1.65M	Sell	40,000 -20,000	-33%	-$915K	5.39%	8
2022 Q2	$2.53M	Buy	60,000 +20,000	+50%	+$906K	7.48%	5
2022 Q1	$2.27M	Buy	+40,000	New	+$1.86M	4.83%	7

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Afton Capital Management's CRWD Position: Q3 2022 in Review

Afton Capital Management reduced its CrowdStrike (CRWD) stake by 33% in Q3 2022, selling an estimated $915K and leaving 40,000 shares worth $1.65M. The position accounts for 5.39% of the portfolio, ranked #8.

Afton Capital Management first reported a position in CRWD in Q1 2022 and has held it in 3 quarters since. The position peaked at $2.53M in Q2 2022. 1,055 funds tracked by Wall St. Rank hold CRWD as of Q3 2022.

Afton Capital Management held 40,000 shares of CrowdStrike worth $1.65M as of Q3 2022.
Afton Capital Management sold 20,000 CrowdStrike shares in Q3 2022, an estimated $915K.
CrowdStrike made up 5.39% of Afton Capital Management's portfolio in Q3 2022, its #8 holding.
Afton Capital Management first reported a position in CrowdStrike in Q1 2022 and has held it in 3 quarters since.
Afton Capital Management's CrowdStrike position peaked at $2.53M in Q2 2022.
1,055 funds tracked by Wall St. Rank held CrowdStrike as of Q3 2022.

Based on Afton Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.