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Night Owl Capital Management’s CrowdStrike CRWD Stock Holding History

Night Owl 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
Q4 		– Sell
-183,648
Closed -$11.3M – 23
2021
Q3 		$11.3M Buy
183,648
+2,156
+1% +$139K 1.98% 18
2021
Q2 		$11.4M Buy
181,492
+396
+0.2% +$21.3K 2.25% 17
2021
Q1 		$8.26M Buy
181,096
+5,216
+3% +$276K 1.68% 19
2020
Q4 		$9.31M Buy
175,880
+4,076
+2% +$159K 1.79% 20
2020
Q3 		$5.9M Buy
+171,804
New +$5.01M 1.23% 25

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Jennison Associates
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Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Night Owl Capital Management's CRWD Position: Q4 2021 in Review

Night Owl Capital Management sold out of CrowdStrike (CRWD) in Q4 2021, closing a stake of 183,648 shares — an estimated $11.3M sold.

Night Owl Capital Management first reported a position in CRWD in Q3 2020 and held it in 5 quarters. The position peaked at $11.4M in Q2 2021. 1,057 funds tracked by Wall St. Rank hold CRWD as of Q4 2021.

  • Night Owl Capital Management reported no remaining CrowdStrike position as of Q4 2021 after selling out during the quarter.
  • Night Owl Capital Management sold 183,648 CrowdStrike shares in Q4 2021, an estimated $11.3M.
  • Night Owl Capital Management first reported a position in CrowdStrike in Q3 2020 and held it in 5 quarters.
  • Night Owl Capital Management's CrowdStrike position peaked at $11.4M in Q2 2021.
  • 1,057 funds tracked by Wall St. Rank held CrowdStrike as of Q4 2021.

Based on Night Owl Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.