Rheos Capital Works’s CrowdStrike CRWD Stock Holding History

Rheos Capital Works’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	$9.76M	Hold	100,000	–	–	0.65%	57
2025 Q4	$11.7M	Hold	100,000	–	–	0.75%	44
2025 Q3	$12.3M	Buy	100,000 +20,000	+25%	+$2.27M	0.69%	46
2025 Q2	$10.2M	Buy	+80,000	New	+$8.67M	0.59%	51
2022 Q4	–	Sell	-224,000	Closed	-$9.23M	–	136
2022 Q3	$9.23M	Buy	224,000 +60,000	+37%	+$2.74M	0.62%	63
2022 Q2	$6.91M	Hold	164,000	–	–	0.52%	80
2022 Q1	$9.31M	Hold	164,000	–	–	0.45%	82
2021 Q4	$8.39M	Hold	164,000	–	–	0.37%	89
2021 Q3	$10.1M	Hold	164,000	–	–	0.52%	75
2021 Q2	$10.3M	Buy	164,000 +72,000	+78%	+$3.87M	0.52%	66
2021 Q1	$4.2M	Buy	92,000 +26,000	+39%	+$1.38M	0.28%	78
2020 Q4	$3.5M	Buy	+66,000	New	+$2.57M	0.25%	74

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

Rheos Capital Works's CRWD Position: Q1 2026 in Review

Rheos Capital Works held its CrowdStrike (CRWD) position steady in Q1 2026 at 100,000 shares worth $9.76M. The position accounts for 0.65% of the portfolio, ranked #57.

Rheos Capital Works first reported a position in CRWD in Q4 2020 and has held it in 12 quarters since. The position peaked at $12.3M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Rheos Capital Works held 100,000 shares of CrowdStrike worth $9.76M as of Q1 2026.
Rheos Capital Works left its CrowdStrike share count unchanged in Q1 2026.
CrowdStrike made up 0.65% of Rheos Capital Works's portfolio in Q1 2026, its #57 holding.
Rheos Capital Works first reported a position in CrowdStrike in Q4 2020 and has held it in 12 quarters since.
Rheos Capital Works's CrowdStrike position peaked at $12.3M in Q3 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Rheos Capital Works's 13F filing for Q1 2026, filed 8 May 2026.