CRWD

Crowdstrike Holdings Inc - A

2 super-investor ownerscombined $167Mlargest position 0.1%

1 NEW

2 super-investors hold CRWD worth a combined $167M. The largest position: Joel Greenblatt at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 48 — ranked #53 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.

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Why super-investors own CRWD

Interest in CRWD within this cohort is thin but edging upward. Only two of the ~80 tracked super-investors hold the stock, with combined exposure of $167M — nearly all of it concentrated in Joel Greenblatt's position at $164M, though even that represents just 0.1% of his portfolio. The notable move this quarter is Duan Yongping initiating a small $4M stake, the first new entrant since the cohort count fell to zero two quarters ago and then recovered to one. The eight-quarter ownership trail — peaking at one, dropping out entirely, and now nudging back to two — suggests neither deep conviction nor a meaningful accumulation trend among this particular group of investors.

AI-synthesized from 13F filings. Not investment advice.