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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Lastly, we added to our position in the leading cybersecurity platform, CrowdStrike Holdings, Inc. A year post the famous outage that grounded planes and impacted a broad array of the company’s customers, we can conclude that management has done an excellent job in the aftermath of the outage. CrowdStrike is now...
— Alex Umansky
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Other investors who've written on CrowdStrike Holdings, Inc.
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance with the stock increasing 38.1%. The rapid progress...
CrowdStrike Holdings ($CRWD) represents 5.0% of the fund's portfolio following a risk-management trim from 8.0% after substantial price appreciation.
The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...
More institutional theses from Baron Fifth Avenue Growth Fund
Shares of Cloudflare, Inc., which operates one of the world's largest networks, delivering security, performance, and developer solutions, rose 41.5% during the quarter as investors increasingly view the company as foundational infrastructure for the agentic internet. In the second...
Shares of Meta Platforms, Inc., the owner of Facebook, Instagram, WhatsApp, and Threads, contributed during the quarter, rising 28.8%. Second quarter results...
Tesla, Inc. manufactures electric vehicles, solar products, and energy storage solutions and develops real-world AI technologies. Shares fell 15.6%...