SCGE Management’s CrowdStrike CRWD Stock Holding History

SCGE 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
2025 Q1	–	Sell	-1,020,000	Closed	-$87.3M	–	16
2024 Q4	$87.3M	Sell	1,020,000 -828,000	-45%	-$68.8M	1.61%	20
2024 Q3	$130M	Buy	+1,848,000	New	+$131M	2.82%	10
2023 Q2	–	Sell	-1,420,000	Closed	-$48.7M	–	27
2023 Q1	$48.7M	Sell	1,420,000 -4,465,752	-76%	-$129M	1.34%	20
2022 Q4	$155M	Hold	5,885,752	–	–	5.47%	7
2022 Q3	$243M	Hold	5,885,752	–	–	8.18%	5
2022 Q2	$248M	Buy	5,885,752 +1,225,752	+26%	+$55.5M	7.12%	6
2022 Q1	$265M	Sell	4,660,000 -1,140,000	-20%	-$53.1M	4.09%	11
2021 Q4	$297M	Hold	5,800,000	–	–	3.37%	12
2021 Q3	$356M	Hold	5,800,000	–	–	3.31%	13
2021 Q2	$364M	Hold	5,800,000	–	–	3.41%	13
2021 Q1	$265M	Hold	5,800,000	–	–	2.97%	15
2020 Q4	$307M	Buy	5,800,000 +1,879,480	+48%	+$73.2M	3.57%	13
2020 Q3	$135M	Buy	3,920,520 +2,120,520	+118%	+$61.8M	2.1%	17
2020 Q2	$45.1M	Sell	1,800,000 -614,324	-25%	-$12.3M	0.87%	20
2020 Q1	$33.6M	Buy	+2,414,324	New	+$34.1M	1.06%	20

Other funds holding CRWD

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SCGE Management's CRWD Position: Q1 2025 in Review

SCGE Management sold out of CrowdStrike (CRWD) in Q1 2025, closing a stake of 1,020,000 shares — an estimated $87.3M sold.

SCGE Management first reported a position in CRWD in Q1 2020 and held it in 15 quarters. The position peaked at $364M in Q2 2021. 1,820 funds tracked by Wall St. Rank hold CRWD as of Q1 2025.

SCGE Management reported no remaining CrowdStrike position as of Q1 2025 after selling out during the quarter.
SCGE Management sold 1,020,000 CrowdStrike shares in Q1 2025, an estimated $87.3M.
SCGE Management first reported a position in CrowdStrike in Q1 2020 and held it in 15 quarters.
SCGE Management's CrowdStrike position peaked at $364M in Q2 2021.
1,820 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2025.

Based on SCGE Management's 13F filing for Q1 2025, filed 15 May 2025.