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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.
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance during the quarter with the stock up 95.6% as the market increasingly recognized the company as one of the primary beneficiaries of enterprise AI adoption. As organizations increasingly...
— 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 Global Opportunity Fund
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance with the stock increasing 38.1%. The rapid progress...
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance with the stock up 29.9%. Second quarter results...
We initiated a new position in Coherent Corp., a leading designer, developer, and manufacturer of optical networking solutions to the data center and industrial markets. Coherent sells lasers,...