JCAM
Jericho Capital Asset Management’s CrowdStrike CRWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-217,201
| Closed | -$29.8M | – | 57 |
|
|
2020
Q3 | $29.8M | Sell |
217,201
-877,915
| -80% | -$121M | 1.21% | 31 |
|
|
2020
Q2 | $110M | Buy |
1,095,116
+401,675
| +58% | +$40.3M | 4.3% | 5 |
|
|
2020
Q1 | $38.6M | Buy |
+693,441
| New | +$38.6M | 3.1% | 12 |
|
|
2019
Q4 | – | Sell |
-2,050,104
| Closed | -$120M | – | 26 |
|
|
2019
Q3 | $120M | Buy |
2,050,104
+1,247,169
| +155% | +$72.7M | 6.82% | 7 |
|
|
2019
Q2 | $54.8M | Buy |
+802,935
| New | +$54.8M | 2.42% | 18 |
|