Discovery Capital Management’s CrowdStrike CRWD Stock Holding History

Discovery 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
2025 Q1	–	Sell	-141,200	Closed	-$12.1M	–	65
2024 Q4	$12.1M	Buy	141,200 +8,000	+6%	+$665K	0.82%	37
2024 Q3	$9.34M	Buy	+133,200	New	+$9.46M	1.14%	28
2021 Q1	–	Sell	-49,924	Closed	-$2.64M	–	70
2020 Q4	$2.64M	Sell	49,924 -75,180	-60%	-$2.93M	0.33%	43
2020 Q3	$4.29M	Sell	125,104 -262,368	-68%	-$7.64M	0.66%	38
2020 Q2	$9.71M	Sell	387,472 -419,696	-52%	-$8.42M	1.76%	14
2020 Q1	$11.2M	Buy	+807,168	New	+$11.4M	3.09%	14
2019 Q3	–	Sell	-332,000	Closed	-$5.67M	–	32
2019 Q2	$5.67M	Buy	+332,000	New	+$5.65M	0.54%	31

Other funds holding CRWD

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Discovery Capital Management's CRWD Position: Q1 2025 in Review

Discovery Capital Management sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 141,200 shares — an estimated $12.1M sold.

Discovery Capital Management first reported a position in CRWD in Q2 2019 and held it in 7 quarters. The position peaked at $12.1M in Q4 2024. 1,819 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

Discovery Capital Management reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
Discovery Capital Management sold 141,200 CrowdStrike shares in Q1 2025, an estimated $12.1M.
Discovery Capital Management first reported a position in CrowdStrike in Q2 2019 and held it in 7 quarters.
Discovery Capital Management's CrowdStrike position peaked at $12.1M in Q4 2024.
1,819 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on Discovery Capital Management's 13F filing for Q1 2025, filed 15 May 2025.