Cliff Asness's CRWD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.19 M shares of CrowdStrike Holdings, Inc. (CRWD) worth $115.87 M, representing 0.05% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in CRWD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.18 M shares. Largest reduction occurred in Q4 2024, reducing 1.07 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's CrowdStrike Holdings (CRWD) Holding Value Over Time
Track share changes against reported price movement
Quarterly CrowdStrike Holdings (CRWD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -353,088 | Reduce 22.81% | 1.19 M | $97.00 |
| Q4 2025 | +206,404 | Add 15.39% | 1.55 M | $117.19 |
| Q3 2025 | +191,296 | Add 16.64% | 1.34 M | $121.03 |
| Q2 2025 | +475,192 | Add 70.43% | 1.15 M | $126.80 |
| Q1 2025 | +172,948 | Add 34.47% | 674,744 | $85.60 |
| Q4 2024 | -1.07 M | Reduce 68.13% | 501,796 | $85.54 |
| Q3 2024 | -886,212 | Reduce 36.01% | 1.57 M | $70.12 |
| Q2 2024 | +93,344 | Add 3.94% | 2.46 M | $95.80 |
| Q1 2024 | +1.18 M | Add 99.50% | 2.37 M | $80.15 |
| Q4 2023 | +648,312 | Add 120.43% | 1.19 M | $63.83 |
| Q3 2023 | +169,516 | Add 45.96% | 538,348 | $41.84 |
| Q2 2023 | -237,784 | Reduce 39.20% | 368,832 | $36.72 |
| Q1 2023 | +217,604 | Add 55.94% | 606,616 | $33.74 |
| Q4 2022 | +274,916 | Add 240.95% | 389,012 | $26.19 |
| Q3 2022 | -93,004 | Reduce 44.91% | 114,096 | $41.20 |
| Q2 2022 | -135,268 | Reduce 39.51% | 207,100 | $41.43 |
| Q1 2022 | +262,168 | Add 326.89% | 342,368 | $56.77 |
| Q4 2021 | -24,616 | Reduce 23.48% | 80,200 | $51.18 |
| Q3 2021 | -250,124 | Reduce 70.47% | 104,816 | $60.93 |
| Q2 2021 | +91,900 | Add 34.94% | 354,940 | $62.83 |
| Q1 2021 | +33,348 | Add 14.52% | 263,040 | $45.63 |
| Q4 2020 | +147,024 | Add 177.85% | 229,692 | $52.95 |
| Q3 2020 | +82,668 | New Buy | 82,668 | $33.99 |
Cliff Asness's CrowdStrike Holdings Investment FAQs
Cliff Asness first purchased CrowdStrike Holdings, Inc. (CRWD) in Q3 2020, acquiring 82,668 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held CrowdStrike Holdings, Inc. (CRWD) for 23 quarters since Q3 2020.
Cliff Asness's largest addition to CrowdStrike Holdings, Inc. (CRWD) was in Q1 2024, adding 2,367,384 shares worth $189.74 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,194,548 shares of CrowdStrike Holdings, Inc. (CRWD), valued at approximately $115.87 M.
As of the Q1 2026 filing, CrowdStrike Holdings, Inc. (CRWD) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in CrowdStrike Holdings, Inc. (CRWD) was 2,460,728 shares, as reported at the end of Q2 2024.