Atreides Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-307,827
Closed -$51.5M 34
2023
Q3
$51.5M Sell
307,827
-776,427
-72% -$130M 1.68% 15
2023
Q2
$159M Buy
1,084,254
+335,764
+45% +$49.3M 4.09% 7
2023
Q1
$103M Buy
+748,490
New +$103M 3.15% 11
2022
Q4
Sell
-331,316
Closed -$54.6M 37
2022
Q3
$54.6M Sell
331,316
-227,830
-41% -$37.5M 1.44% 23
2022
Q2
$94.3M Sell
559,146
-280,075
-33% -$47.2M 3.5% 6
2022
Q1
$191M Buy
+839,221
New +$191M 5.87% 4
2020
Q3
Sell
-246,300
Closed -$24.7M 33
2020
Q2
$24.7M Buy
246,300
+138,500
+128% +$13.9M 3.49% 15
2020
Q1
$6M Buy
+107,800
New +$6M 1.33% 24