Dorsal Capital Management’s CrowdStrike CRWD Stock Holding History

Dorsal 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
2021 Q2	–	Sell	-400,000	Closed	-$18.3M	–	26
2021 Q1	$18.3M	Sell	400,000 -700,000	-64%	-$37M	0.93%	19
2020 Q4	$58.3M	Sell	1,100,000 -300,000	-21%	-$11.7M	3.37%	16
2020 Q3	$48.1M	Sell	1,400,000 -1,200,000	-46%	-$35M	3.71%	13
2020 Q2	$65.2M	Sell	2,600,000 -1,200,000	-32%	-$24.1M	4.03%	12
2020 Q1	$52.9M	Buy	+3,800,000	New	+$53.7M	4.28%	11

Other funds holding CRWD

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

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

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MCMC

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

Dorsal Capital Management's CRWD Position: Q2 2021 in Review

Dorsal Capital Management sold out of CrowdStrike (CRWD) in Q2 2021, closing a stake of 400,000 shares — an estimated $18.3M sold.

Dorsal Capital Management first reported a position in CRWD in Q1 2020 and held it in 5 quarters. The position peaked at $65.2M in Q2 2020. 960 funds tracked by Wall St. Rank hold CRWD as of Q2 2021.

Dorsal Capital Management reported no remaining CrowdStrike position as of Q2 2021 after selling out during the quarter.
Dorsal Capital Management sold 400,000 CrowdStrike shares in Q2 2021, an estimated $18.3M.
Dorsal Capital Management first reported a position in CrowdStrike in Q1 2020 and held it in 5 quarters.
Dorsal Capital Management's CrowdStrike position peaked at $65.2M in Q2 2020.
960 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2021.

Based on Dorsal Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.