Jericho Capital Asset Management’s CrowdStrike CRWD Stock Holding History

Jericho Capital 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
2020 Q4	–	Sell	-868,804	Closed	-$29.8M	–	57
2020 Q3	$29.8M	Sell	868,804 -3,511,660	-80%	-$102M	1.21%	31
2020 Q2	$110M	Buy	4,380,464 +1,606,700	+58%	+$32.2M	4.3%	5
2020 Q1	$38.6M	Buy	+2,773,764	New	+$39.2M	3.1%	12
2019 Q4	–	Sell	-8,200,416	Closed	-$120M	–	26
2019 Q3	$120M	Buy	8,200,416 +4,988,676	+155%	+$99M	6.82%	7
2019 Q2	$54.8M	Buy	+3,211,740	New	+$54.6M	2.42%	18

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

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

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

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

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

MCMC

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

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

Jericho Capital Asset Management's CRWD Position: Q4 2020 in Review

Jericho Capital Asset Management sold out of CrowdStrike (CRWD) in Q4 2020, closing a stake of 868,804 shares — an estimated $29.8M sold.

Jericho Capital Asset Management first reported a position in CRWD in Q2 2019 and held it in 5 quarters. The position peaked at $120M in Q3 2019. 869 funds tracked by Wall St. Rank hold CRWD as of Q4 2020.

Jericho Capital Asset Management reported no remaining CrowdStrike position as of Q4 2020 after selling out during the quarter.
Jericho Capital Asset Management sold 868,804 CrowdStrike shares in Q4 2020, an estimated $29.8M.
Jericho Capital Asset Management first reported a position in CrowdStrike in Q2 2019 and held it in 5 quarters.
Jericho Capital Asset Management's CrowdStrike position peaked at $120M in Q3 2019.
869 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2020.

Based on Jericho Capital Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.