Holders over time
- CRWD
- MSFT
| Quarter | CRWD | MSFT |
|---|---|---|
| Q3 2020 | 26 holders, $5.4bn | 63 holders, $218bn |
| Q4 2020 | 34 holders, $8.6bn | 66 holders, $228bn |
| Q1 2021 | 32 holders, $6.5bn | 65 holders, $241bn |
| Q2 2021 | 31 holders, $9.3bn | 62 holders, $273bn |
| Q3 2021 | 31 holders, $8.5bn | 64 holders, $283bn |
| Q4 2021 | 30 holders, $5.8bn | 65 holders, $336bn |
| Q1 2022 | 35 holders, $6.6bn | 63 holders, $297bn |
| Q2 2022 | 31 holders, $4.8bn | 67 holders, $245bn |
| Q3 2022 | 34 holders, $3.5bn | 68 holders, $216bn |
| Q4 2022 | 25 holders, $2.4bn | 62 holders, $217bn |
| Q1 2023 | 25 holders, $2.3bn | 65 holders, $254bn |
| Q2 2023 | 18 holders, $1.9bn | 69 holders, $304bn |
| Q3 2023 | 24 holders, $2.2bn | 71 holders, $281bn |
| Q4 2023 | 24 holders, $5.4bn | 66 holders, $333bn |
| Q1 2024 | 37 holders, $7.4bn | 68 holders, $361bn |
| Q2 2024 | 31 holders, $7.5bn | 67 holders, $374bn |
| Q3 2024 | 26 holders, $3.5bn | 69 holders, $356bn |
| Q4 2024 | 23 holders, $3.5bn | 70 holders, $338bn |
| Q1 2025 | 19 holders, $4.0bn | 67 holders, $294bn |
| Q2 2025 | 26 holders, $7.1bn | 65 holders, $401bn |
| Q3 2025 | 19 holders, $6.7bn | 70 holders, $427bn |
| Q4 2025 | 22 holders, $9.7bn | 68 holders, $411bn |
| Q1 2026 | 25 holders, $9.2bn | 64 holders, $312bn |
| Q2 2026 | 31 holders, $20.4bn | 60 holders, $291bn |
Crowdstrike HLDGS Inc
- Holders
- 26
- Reported value
- $3.5bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 94 comparable managers.
Microsoft Corp
- Holders
- 69
- Reported value
- $356bn
- Buyers
- 33
- Sellers
- 33
Breadth 0 among 94 comparable managers.
Who holds both, Q3 2024
Both (22)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Walleye Capital LLC, Whale Rock Capital Management LLC
Only CRWD (4)
Discovery Capital Management LLC, Soros Fund Management LLC, Tybourne Capital Management HK Ltd, Woodline Partners LP
Only MSFT (47)
Acadian Asset Management LLC, Altimeter Capital Management LP, Appaloosa LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, and 22 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.