Avalon Global Asset Management’s CrowdStrike CRWD Stock Holding History

Avalon Global Asset 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
2026 Q1	$26.3M	Hold	269,360	–	–	3.63%	7
2025 Q4	$31.6M	Sell	269,360 -12,000	-4%	-$1.53M	5.11%	2
2025 Q3	$34.5M	Buy	281,360 +60,000	+27%	+$6.82M	3.94%	3
2025 Q2	$28.2M	Sell	221,360 -32,000	-13%	-$3.47M	3.34%	5
2025 Q1	$22.3M	Sell	253,360 -43,840	-15%	-$4.18M	3.13%	7
2024 Q4	$25.4M	Hold	297,200	–	–	6.1%	4
2024 Q3	$20.8M	Buy	297,200 +15,200	+5%	+$1.08M	3.14%	8
2024 Q2	$27M	Sell	282,000 -14,000	-5%	-$1.16M	6.14%	2
2024 Q1	$23.7M	Sell	296,000 -16,000	-5%	-$1.22M	3.43%	3
2023 Q4	$19.9M	Sell	312,000 -71,600	-19%	-$3.75M	6.99%	2
2023 Q3	$16.1M	Buy	383,600 +50,000	+15%	+$1.94M	6.29%	4
2023 Q2	$12.2M	Buy	333,600 +2,000	+0.6%	+$69.7K	4.52%	9
2023 Q1	$11.4M	Hold	331,600	–	–	5.61%	5
2022 Q4	$8.73M	Buy	331,600 +20,000	+6%	+$684K	5.48%	7
2022 Q3	$12.8M	Hold	311,600	–	–	5.87%	1
2022 Q2	$13.1M	Sell	311,600 -50,000	-14%	-$2.26M	3.99%	2
2022 Q1	$20.5M	Sell	361,600 -42,400	-10%	-$1.98M	4.76%	2
2021 Q4	$20.7M	Buy	404,000 +100,000	+33%	+$6.09M	7.23%	2
2021 Q3	$18.7M	Sell	304,000 -36,000	-11%	-$2.32M	3%	8
2021 Q2	$21.4M	Hold	340,000	–	–	3.56%	5
2021 Q1	$15.5M	Sell	340,000 -20,000	-6%	-$1.06M	2.73%	9
2020 Q4	$19.1M	Hold	360,000	–	–	5.32%	3
2020 Q3	$12.4M	Hold	360,000	–	–	3.32%	12
2020 Q2	$9.03M	Sell	360,000 -40,000	-10%	-$802K	2.93%	15
2020 Q1	$5.57M	Buy	400,000 +60,000	+18%	+$847K	2.62%	15
2019 Q4	$4.24M	Buy	+340,000	New	+$4.46M	0.92%	23

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avalon Global Asset Management's CRWD Position: Q1 2026 in Review

Avalon Global Asset Management held its CrowdStrike (CRWD) position steady in Q1 2026 at 269,360 shares worth $26.3M. The position accounts for 3.63% of the portfolio, ranked #7.

Avalon Global Asset Management first reported a position in CRWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $34.5M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Avalon Global Asset Management held 269,360 shares of CrowdStrike worth $26.3M as of Q1 2026.
Avalon Global Asset Management left its CrowdStrike share count unchanged in Q1 2026.
CrowdStrike made up 3.63% of Avalon Global Asset Management's portfolio in Q1 2026, its #7 holding.
Avalon Global Asset Management first reported a position in CrowdStrike in Q4 2019 and has held it in 26 quarters since.
Avalon Global Asset Management's CrowdStrike position peaked at $34.5M in Q3 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.