Cliff Asness's CRWD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 335,308 shares of CrowdStrike Holdings, Inc. (CRWD) worth $162.34 M, representing 0.10% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 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 295,181 shares. Largest reduction occurred in Q4 2024, reducing 268,180 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +20,667 | New Buy | 20,667 | $135.97 |
| Q4 2020 | +36,756 | Add 177.85% | 57,423 | $211.81 |
| Q1 2021 | +8,337 | Add 14.52% | 65,760 | $182.51 |
| Q2 2021 | +22,975 | Add 34.94% | 88,735 | $251.31 |
| Q3 2021 | -62,531 | Reduce 70.47% | 26,204 | $243.70 |
| Q4 2021 | -6,154 | Reduce 23.48% | 20,050 | $204.74 |
| Q1 2022 | +65,542 | Add 326.89% | 85,592 | $227.08 |
| Q2 2022 | -33,817 | Reduce 39.51% | 51,775 | $165.72 |
| Q3 2022 | -23,251 | Reduce 44.91% | 28,524 | $164.81 |
| Q4 2022 | +68,729 | Add 240.95% | 97,253 | $104.75 |
| Q1 2023 | +54,401 | Add 55.94% | 151,654 | $134.94 |
| Q2 2023 | -59,446 | Reduce 39.20% | 92,208 | $146.87 |
| Q3 2023 | +42,379 | Add 45.96% | 134,587 | $167.38 |
| Q4 2023 | +162,078 | Add 120.43% | 296,665 | $255.32 |
| Q1 2024 | +295,181 | Add 99.50% | 591,846 | $320.59 |
| Q2 2024 | +23,336 | Add 3.94% | 615,182 | $383.19 |
| Q3 2024 | -221,553 | Reduce 36.01% | 393,629 | $280.47 |
| Q4 2024 | -268,180 | Reduce 68.13% | 125,449 | $342.16 |
| Q1 2025 | +43,237 | Add 34.47% | 168,686 | $342.39 |
| Q2 2025 | +118,798 | Add 70.43% | 287,484 | $507.18 |
| Q3 2025 | +47,824 | Add 16.64% | 335,308 | $484.14 |
Cliff Asness's CrowdStrike Holdings Investment FAQs
Cliff Asness first purchased CrowdStrike Holdings, Inc. (CRWD) in Q3 2020, acquiring 20,667 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 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to CrowdStrike Holdings, Inc. (CRWD) was in Q1 2024, adding 591,846 shares worth $189.74 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 335,308 shares of CrowdStrike Holdings, Inc. (CRWD), valued at approximately $162.34 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CrowdStrike Holdings, Inc. (CRWD) represents approximately 0.10% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in CrowdStrike Holdings, Inc. (CRWD) was 615,182 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.