Picton Mahoney Asset Management’s CrowdStrike CRWD Stock Holding History

Picton Mahoney 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
2026 Q1	$19.2M	Buy	196,832 +93,560	+91%	+$9.91M	0.14%	131
2025 Q4	$12.1M	Buy	+103,272	New	+$13.1M	0.09%	184
2024 Q4	–	Sell	-108,648	Closed	-$7.62M	–	863
2024 Q3	$7.62M	Buy	108,648 +8,644	+9%	+$614K	0.25%	124
2024 Q2	$9.58M	Buy	100,004 +48,344	+94%	+$4.02M	0.37%	100
2024 Q1	$4.14M	Buy	+51,660	New	+$3.95M	0.12%	162
2022 Q4	–	Sell	-83,808	Closed	-$3.45M	–	693
2022 Q3	$3.45M	Sell	83,808 -620	-0.7%	-$28.4K	0.12%	173
2022 Q2	$3.56M	Sell	84,428 -13,556	-14%	-$614K	0.14%	206
2022 Q1	$5.56M	Sell	97,984 -23,144	-19%	-$1.08M	0.2%	117
2021 Q4	$6.2M	Sell	121,128 -1,460	-1%	-$88.9K	0.15%	120
2021 Q3	$7.53M	Sell	122,588 -8,920	-7%	-$575K	0.28%	84
2021 Q2	$8.26M	Buy	131,508 +11,492	+10%	+$618K	0.24%	88
2021 Q1	$5.48M	Sell	120,016 -72,956	-38%	-$3.86M	0.26%	110
2020 Q4	$10.2M	Sell	192,972 -25,736	-12%	-$1M	0.49%	61
2020 Q3	$7.51M	Sell	218,708 -16,592	-7%	-$483K	0.42%	78
2020 Q2	$5.9M	Buy	235,300 +31,400	+15%	+$630K	0.34%	89
2020 Q1	$2.84M	Buy	+203,900	New	+$2.88M	0.16%	137

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Picton Mahoney Asset Management's CRWD Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its CrowdStrike (CRWD) stake by 91% in Q1 2026, buying an estimated $9.91M and bringing the position to 196,832 shares worth $19.2M. The position accounts for 0.14% of the portfolio, ranked #131.

Picton Mahoney Asset Management first reported a position in CRWD in Q1 2020 and has held it in 16 quarters since. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Picton Mahoney Asset Management held 196,832 shares of CrowdStrike worth $19.2M as of Q1 2026.
Picton Mahoney Asset Management bought 93,560 CrowdStrike shares in Q1 2026, an estimated $9.91M.
CrowdStrike made up 0.14% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #131 holding.
Picton Mahoney Asset Management first reported a position in CrowdStrike in Q1 2020 and has held it in 16 quarters since.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.