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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.
Ithaka's US Growth Strategy returned 21.9% net in Q2 2026, outperforming the Russell 1000 Growth Index by 500 basis points as AI infrastructure remained the dominant market driver. The portfolio's concentrated...
— Scott O'Gorman, Andy Colyer, Daniel White
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Other investors who've written on CrowdStrike Holdings, Inc.
The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...
The manager initiated a 3% position in CrowdStrike, citing its cloud-native architecture and high module adoption as key competitive moats. As enterprises consolidate...