CRWD
CrowdStrike Holdings, Inc. · Technology · Software - Infrastructure
动量输入（同类管理人）：
持有人广度 -4.8% ·
股份流向 -24.0% ·
净新建仓位 -5.0%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 174 | 0 | 159.61M | $119.39B | +7 | −6 |
| Q1 2026 | 176 | -1 | 148.93M | $58.13B | +5 | −7 |
| Q4 2025 | 176 | +1 | 162.73M | $76.22B | +2 | — |
| Q3 2025 | 23 | -1 | 90.49M | $44.36B | +1 | −3 |
| Q2 2025 | 22 | 0 | 72.32M | $36.82B | — | — |
| Q1 2025 | 19 | -3 | 23.65M | $8.33B | — | −3 |
| Q4 2024 | 22 | +1 | 22.72M | $7.77B | +2 | −1 |
| Q3 2024 | 20 | -1 | 12.15M | $3.40B | +2 | −3 |
| Q2 2024 | 21 | — | 15.98M | $6.12B | — | — |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (被动) | 4.89M | +2.0% | $1.37B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Norges Bank ✦ (被动) | 2.75M | -0.1% | $771.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 1.73M | -19.6% | $485.82M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Tiger Global Management ✦ | 900.00K | 0.0% | $252.42M | 1.1% | Held | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 393.63K | -36.0% | $110.40M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | D. E. Shaw & Co. ✦ | 288.98K | -68.9% | $81.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 226.26K | -60.9% | $63.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 212.60K | -3.9% | $59.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | ARK Investment Management ✦ | 143.99K | +43.4% | $40.38M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 10 | PRIMECAP Management ✦ | 136.54K | -31.7% | $38.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Millennium Management ✦ | 94.84K | +154.2% | $26.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 84.86K | -0.2% | $23.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 75.75K | +48.7% | $21.25M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 60.08K | -80.3% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 41.08K | -90.1% | $11.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Baillie Gifford ✦ | 37.44K | 新增 | $10.50M | 0.0% | New | 1 | SEC ↗ ×3 |
| 17 | Soros Fund Management ✦ | 35.28K | 新增 | $9.89M | 0.3% | New | 1 | SEC ↗ |
| 18 | GAMCO Investors ✦ | 20.20K | +15.6% | $5.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Arrowstreet Capital ✦ | 15.56K | -98.2% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Fisher Asset Management ✦ | 2.23K | +17.9% | $625,508 | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Baillie Gifford | $10.50M | 0.0% |
| Soros Fund Management | $9.89M | 0.3% |
已清仓
| Coatue Management | $182.88M | 曾为 0.7% |
| Renaissance Technologies | $177.79M | 曾为 0.3% |
| Bridgewater Associates | $2.74M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 2,060 持有人, 171.62M 股份, $64.09B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Officer, Director · 280 股 · $76,566
Officer, Director · 1.67K 股 · $449,597
Officer, Director · 200 股 · $54,476
Officer, Director · 305 股 · $84,256
Officer, Director · 1.29K 股 · $346,102
Officer, Director · 564 股 · $150,109
Officer, Director · 1.16K 股 · $313,362
Officer, Director · 2.07K 股 · $547,800
Officer, Director · 1.02K 股 · $273,452
Officer, Director · 640 股 · $173,555
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论