BURR FINANCIAL SERVICES, LLC CRWD — CROWDSTRIKE HLDGS INC

Ownership history in BURR FINANCIAL SERVICES, LLC  ·  8 quarters on record

AI Ownership Summary

BURR FINANCIAL SERVICES, LLC reported CROWDSTRIKE HLDGS INC (CRWD) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 4.16% in 2025 Q2. The latest visible filing shows CRWD at 3.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CRWD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BURR FINANCIAL SERVICES, LLC's position in CROWDSTRIKE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRWD was reported at 3.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.16% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRWD stock page BURR FINANCIAL SERVICES, LLC fund profile BURR FINANCIAL SERVICES, LLC full holdings
How BURR FINANCIAL SERVICES, LLC held CRWD — position size vs. price
% of Fund (quarterly)    CRWD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 10,480 -423 -3.9% 3.68% $4.9M 2026-02-03 $421.73
2025 Q3 ADDED — — — 10,903 +1,189 +12.2% 3.97% $5.3M 2025-10-17 $484.65
2025 Q2 ADDED — — — 9,714 +5,891 +154.1% 4.16% $4.9M 2025-07-09 $513.51
2025 Q1 ADDED — — — 3,823 +1,073 +39.0% 1.06% $1.3M 2025-04-08 $325.04
2024 Q4 ADDED — — — 2,750 +1,510 +121.8% 0.63% $941K 2025-01-17 $357.00
2024 Q3 ADDED — — — 1,240 +270 +27.8% 0.25% $348K 2024-10-25 $300.62
2024 Q2 REDUCED 81.1% -26.8% ✅ 970 -4,167 -81.1% 0.26% $372K 2024-07-22 $263.91
2024 Q1 INITIATED — — — 5,137 — — 1.37% $1.8M 2024-05-21 $349.32

🏢 Other funds also holding CRWD

As of 2026 Q1 — sorted by position size

Kessler Investment Group, LLC 3Y 7Y 5.05% FFG Partners, LLC 3.59% Reliant Investment Management, LLC 3Y 7Y 3.22% PURSUE WEALTH PARTNERS LLC 3Y 3.05% Robocap Asset Management Ltd 3.05% Altrafin AG 2.84% GFG Capital, LLC 3Y 2.82% Lynch Asset Management, Inc. 3Y 2.58% BLUE SQUARE ASSET MANAGEMENT, LLC 3Y 2.54% WD RUTHERFORD LLC 3Y 2.53%

FAQ About BURR FINANCIAL SERVICES, LLC and CRWD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BURR FINANCIAL SERVICES, LLC reported owning CRWD?

BURR FINANCIAL SERVICES, LLC reported CRWD across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CRWD position in BURR FINANCIAL SERVICES, LLC's portfolio?

The largest reported portfolio weight for CRWD was 4.16% in 2025 Q2.

What is the latest reported CRWD position on this page?

The most recent filing on this page is 2025 Q4, when BURR FINANCIAL SERVICES, LLC reported 10,480 shares, equal to 3.68% of portfolio, with an estimated market value of $4.9M.

What does the chart on this CRWD ownership page compare?

The chart compares BURR FINANCIAL SERVICES, LLC's quarterly CRWD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BURR FINANCIAL SERVICES, LLC time their CRWD position?

Based on 13F filing dates vs. subsequent CRWD price moves, BURR FINANCIAL SERVICES, LLC correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on CRWD relative to SPY over the holding period was +3.1%.

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