Melvin Capital Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-825,000
Closed -$207M 63
2021
Q2
$207M Sell
825,000
-375,000
-31% -$94.2M 1.19% 31
2021
Q1
$219M Buy
1,200,000
+450,000
+60% +$82.1M 1.25% 31
2020
Q4
$159M Buy
+750,000
New +$159M 0.67% 38
2019
Q3
Sell
-200,000
Closed -$13.7M 58
2019
Q2
$13.7M Buy
+200,000
New +$13.7M 0.14% 52