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Aristotle Core Equity Fund's investment thesis on CrowdStrike Holdings, Inc. ($CRWD) — Q4 2024 | Buyside Digest

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$CRWDNASDAQCrowdStrike Holdings, Inc.

BULL

Aristotle Core Equity Fund—CRWD

Fund Letter

Q4 2024

Published December 31, 2024

View Fund Profile

$264.75USD

+24.2% vs last month

$89.75Pitched

+195.0% since pitch

Market Cap$209.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The fund established a long position in CrowdStrike to capture secular growth in enterprise cloud migration and security spending. The company's unified...

— Mr. Fitzpatrick

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What other investors think about $CRWD, and what else Aristotle Core Equity Fund is buying.

Other pitches on $CRWD

Other investors who've written on CrowdStrike Holdings, Inc.

Burke Wealth Managament The Focused Growth StrategyBULL

Pitched Jun 30, 2024

The manager initiated a 3% position in CrowdStrike, citing its cloud-native architecture and high module adoption as key competitive moats. As enterprises consolidate...

View all $CRWD pitches →