Matrix Capital Management Company’s CrowdStrike CRWD Stock Holding History

Matrix Capital Management Company’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
2022 Q4	–	Sell	-12,000,000	Closed	-$494M	–	20
2022 Q3	$494M	Hold	12,000,000	–	–	9.46%	3
2022 Q2	$506M	Hold	12,000,000	–	–	11.46%	3
2022 Q1	$681M	Hold	12,000,000	–	–	8.18%	4
2021 Q4	$614M	Hold	12,000,000	–	–	6.84%	6
2021 Q3	$737M	Hold	12,000,000	–	–	8.39%	2
2021 Q2	$754M	Hold	12,000,000	–	–	8.24%	2
2021 Q1	$548M	Hold	12,000,000	–	–	6.32%	5
2020 Q4	$635M	Hold	12,000,000	–	–	6.87%	5
2020 Q3	$412M	Hold	12,000,000	–	–	5.48%	7
2020 Q2	$301M	Buy	12,000,000 +2,260,000	+23%	+$45.3M	4.69%	8
2020 Q1	$136M	Buy	+9,740,000	New	+$138M	3.47%	10

Other funds holding CRWD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Matrix Capital Management Company's CRWD Position: Q4 2022 in Review

Matrix Capital Management Company sold out of CrowdStrike (CRWD) in Q4 2022, closing a stake of 12,000,000 shares — an estimated $494M sold.

Matrix Capital Management Company first reported a position in CRWD in Q1 2020 and held it in 11 quarters. The position peaked at $754M in Q2 2021. 965 funds tracked by Wall St. Rank hold CRWD as of Q4 2022.

Matrix Capital Management Company reported no remaining CrowdStrike position as of Q4 2022 after selling out during the quarter.
Matrix Capital Management Company sold 12,000,000 CrowdStrike shares in Q4 2022, an estimated $494M.
Matrix Capital Management Company first reported a position in CrowdStrike in Q1 2020 and held it in 11 quarters.
Matrix Capital Management Company's CrowdStrike position peaked at $754M in Q2 2021.
965 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2022.

Based on Matrix Capital Management Company's 13F filing for Q4 2022, filed 13 Feb 2023.