(https://www.cnbc.com/2026/07/28/crowdstrike-will-be-the-cybersecurity-winner-in-the-ai-agentic-era-loop-capital-says.html), and the consensus is unanimous: CRWD is the AI security winner. But (https://www.sec.gov/Archives/edgar/data/1535527/000095010326011156/xslF345X06/ownership.xml)—the same week the stock hit new highs. That's not portfolio rebalancing.

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