Valiant Capital Management’s CrowdStrike CRWD Stock Holding History

Valiant 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
2026 Q2	$34M	Hold	178,304	–	–	1.37%	18
2026 Q1	$17.4M	Sell	178,304 -16,800	-9%	-$1.78M	1%	27
2025 Q4	$22.9M	Sell	195,104 -19,260	-9%	-$2.45M	1.29%	26
2025 Q3	$26.3M	Sell	214,364 -62,420	-23%	-$7.1M	1.81%	23
2025 Q2	$35.2M	Buy	276,784 +24,800	+10%	+$2.69M	1.93%	22
2025 Q1	$22.2M	Hold	251,984	–	–	1.62%	22
2024 Q4	$21.6M	Sell	251,984 -27,200	-10%	-$2.26M	1.37%	21
2024 Q3	$19.6M	Sell	279,184 -52,432	-16%	-$3.72M	1.08%	26
2024 Q2	$31.8M	Sell	331,616 -113,184	-25%	-$9.41M	1.69%	18
2024 Q1	$35.6M	Sell	444,800 -256,000	-37%	-$19.6M	2.26%	15
2023 Q4	$44.7M	Buy	700,800 +57,200	+9%	+$2.99M	2.19%	10
2023 Q3	$26.9M	Buy	643,600 +20,800	+3%	+$808K	2.59%	12
2023 Q2	$22.9M	Sell	622,800 -46,800	-7%	-$1.63M	2.15%	16
2023 Q1	$23M	Buy	+669,600	New	+$19.4M	1.82%	16

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Valiant Capital Management's CRWD Position: Q2 2026 in Review

Valiant Capital Management held its CrowdStrike (CRWD) position steady in Q2 2026 at 178,304 shares worth $34M. The position accounts for 1.37% of the portfolio, ranked #18.

Valiant Capital Management first reported a position in CRWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.7M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Valiant Capital Management held 178,304 shares of CrowdStrike worth $34M as of Q2 2026.
Valiant Capital Management left its CrowdStrike share count unchanged in Q2 2026.
CrowdStrike made up 1.37% of Valiant Capital Management's portfolio in Q2 2026, its #18 holding.
Valiant Capital Management first reported a position in CrowdStrike in Q1 2023 and has held it in 14 quarters since.
Valiant Capital Management's CrowdStrike position peaked at $44.7M in Q4 2023.
2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Valiant Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.